Micron Technology (MU) 주식 개요
는 미국, 대만, 일본, 중국 본토, 홍콩, 유럽 및 전 세계에서 메모리 및 스토리지 제품을 설계, 개발, 제조 및 판매하고 있습니다. 자세히 보기
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Micron Technology, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$864.01 |
| 52주 최고가 | US$1,089.29 |
| 52주 최저가 | US$103.38 |
| 베타 | 2.17 |
| 1개월 변동 | 33.62% |
| 3개월 변동 | 133.33% |
| 1년 변동 | 695.88% |
| 3년 변동 | 1,220.51% |
| 5년 변동 | 989.00% |
| IPO 이후 변동 | 36,279.37% |
최근 뉴스 및 업데이트
새로운 내러티브 • Jun 04
Micron’s AI Crown Sits on a Cycle That Hasn’t Changed
I. Industry and Business Model Analysis Micron Technology (NASDAQ: MU) designs, manufactures, and sells memory chips—primarily DRAM (dynamic random-access memory) and NAND flash storage—and high-bandwidth memory (HBM), a specialized DRAM variant critical for AI accelerators.
내러티브 업데이트 • Jun 03
MU: AI Memory Shortage And Long Contracts Will Extend Data Center Supercycle
Micron Technology's analyst price target has been lifted sharply, with the model fair value estimate moving from about $780 to roughly $1,470. Analysts point to tight memory supply, strong DRAM and NAND pricing, and growing AI driven demand visibility, which they say support higher projected revenue growth, margins, and a higher future P/E multiple.새로운 내러티브 • Jun 02
Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins
Executive Summary Micron Technology (MU) has fundamentally broken free from its historical identity as a purely cyclical, low-margin commodity memory producer. Driven by an unprecedented structural shift toward High-Bandwidth Memory (HBM) and AI-optimized data center architecture, Micron is capturing high-premium market share.Seeking Alpha • Jun 01
Micron: SCA Show The AI Memory Story Has Moved Beyond TurboQuant
Summary Micron reports record DRAM, NAND, and HBM revenue, driven by robust AI server demand and tight supply. The new five-year SCA agreement is has signed is an indicator of demand scarcity, not memory abundance. MU's Q2 saw revenue up 196% YoY, record free cash flow, indicating continued demand strength. Despite strong fundamentals, I maintain a Hold rating for MU as the market has priced in an AI supercycle and further earnings are needed to confirm demand durability. Read the full article on Seeking AlphaRecent updates
새로운 내러티브 • Jun 04
Micron’s AI Crown Sits on a Cycle That Hasn’t Changed
I. Industry and Business Model Analysis Micron Technology (NASDAQ: MU) designs, manufactures, and sells memory chips—primarily DRAM (dynamic random-access memory) and NAND flash storage—and high-bandwidth memory (HBM), a specialized DRAM variant critical for AI accelerators.내러티브 업데이트 • Jun 03
MU: AI Memory Shortage And Long Contracts Will Extend Data Center Supercycle
Micron Technology's analyst price target has been lifted sharply, with the model fair value estimate moving from about $780 to roughly $1,470. Analysts point to tight memory supply, strong DRAM and NAND pricing, and growing AI driven demand visibility, which they say support higher projected revenue growth, margins, and a higher future P/E multiple.새로운 내러티브 • Jun 02
Micron Technology (MU): Riding the AI Supercycle to a $100B+ Revenue Horizon and Historic 40%+ Net Profit Margins
Executive Summary Micron Technology (MU) has fundamentally broken free from its historical identity as a purely cyclical, low-margin commodity memory producer. Driven by an unprecedented structural shift toward High-Bandwidth Memory (HBM) and AI-optimized data center architecture, Micron is capturing high-premium market share.Seeking Alpha • Jun 01
Micron: SCA Show The AI Memory Story Has Moved Beyond TurboQuant
Summary Micron reports record DRAM, NAND, and HBM revenue, driven by robust AI server demand and tight supply. The new five-year SCA agreement is has signed is an indicator of demand scarcity, not memory abundance. MU's Q2 saw revenue up 196% YoY, record free cash flow, indicating continued demand strength. Despite strong fundamentals, I maintain a Hold rating for MU as the market has priced in an AI supercycle and further earnings are needed to confirm demand durability. Read the full article on Seeking Alpha
내러티브 업데이트 • May 15
MU: AI Cycle Hype Will Eventually Collide With Memory Supply Expansion
Micron Technology's analyst fair value estimate has shifted higher to $584.62 from $526.48, as analysts factor in a larger AI data center memory opportunity and stronger assumptions around margins and future P/E multiples. Analyst Commentary Street research on Micron has turned increasingly active, with a cluster of higher price targets as analysts adjust models for AI driven memory demand, tighter supply conditions, and potential for higher margins and P/E multiples.내러티브 업데이트 • Apr 27
MU: AI Memory Tightness For Data Centers Will Define Next Supercycle
Analysts have lifted their implied fair value estimate for Micron Technology from about $523 to roughly $780, citing higher projected revenue growth, stronger profit margins and a lower assumed future P/E multiple, supported by a wave of recent price target increases and generally constructive research on AI driven memory demand. Analyst Commentary Recent research on Micron points to a generally constructive tone around AI driven memory demand, even as a few firms have turned more cautious or shifted their top picks elsewhere in semiconductors.내러티브 업데이트 • Apr 13
MU: AI Memory Tightness Will Support Higher Margins Before New Capacity Arrives
Analysts have lifted the fair value estimate for Micron Technology to about $526 from roughly $425, citing expectations of slightly lower revenue growth alongside higher profit margins and a modestly lower future P/E. The revision is supported by a broad wave of research that raises price targets on tighter memory supply and stronger pricing for HBM and data center memory.
내러티브 업데이트 • Mar 30
MU: AI Memory Boom Will Eventually Confront Expanding DRAM Supply Plans
Micron Technology's updated analyst price target has moved from $214.08 to $305.91 as analysts factor in higher projected profit margins, supportive commentary around tight DRAM and NAND supply, robust AI driven memory demand, and the potential for higher long term earnings power reflected in recent Street research. Analyst Commentary Recent research coverage around Micron shows a wide range of views, even as many firms update their models for tighter DRAM and NAND markets, AI driven demand, and higher assumed earnings power.분석 기사 • Mar 26
We Think That There Are Issues Underlying Micron Technology's (NASDAQ:MU) Earnings
Despite announcing strong earnings, Micron Technology, Inc.'s ( NASDAQ:MU ) stock was sluggish. We did some digging and...분석 기사 • Mar 24
Analysts Just Made A Massive Upgrade To Their Micron Technology, Inc. (NASDAQ:MU) Forecasts
Micron Technology, Inc. ( NASDAQ:MU ) shareholders will have a reason to smile today, with the analysts making...내러티브 업데이트 • Mar 18
Micron Technology will experience a robust 16.5% revenue growth
I am not in the field, just a random office worker. Earnings will beat tomorrow.내러티브 업데이트 • Mar 16
MU: AI Memory Tightness Will Eventually Meet New Capacity And Cooler Returns
Micron Technology's analyst-derived fair value estimate has shifted from $365.22 to $425.13, reflecting higher Street price targets that are being tied to stronger memory pricing, tighter DRAM and NAND supply, and confidence in high bandwidth and server memory demand over the next few years. Analyst Commentary Bullish and cautious views on Micron are both visible in recent research, giving you a mix of enthusiasm about earnings power and some reminders to watch positioning and expectations.새로운 내러티브 • Mar 10
Position to be managed in the supercycle of memory but too expensive for long-term hold
Target Entry Point: Under $350 - ride 12 month supercycle (if you have appetite) Micron represents a cycle-aware position in the $200B+ global memory semiconductor market, entering the most profitable period in its 47-year history driven by AI-fueled demand for High Bandwidth Memory (HBM), data center DRAM, and enterprise SSDs. FY2026 is a confirmed supercycle: Q1 delivered $13.64B in record revenue (+57% YoY), Q2 is guided at $18.7B with 68% gross margins, and full-year consensus is ~$76B in revenue with ~$34 EPS. The core thesis — that AI structurally elevates memory from commodity component to strategic infrastructure — is validated by Micron's entire 2026 HBM supply being sold out under finalized contracts.내러티브 업데이트 • Mar 02
MU: AI Memory Demand And Tight Supply Will Reshape Future Cycle
Micron Technology's analyst price target has been lifted sharply to $523. Analysts point to tightening memory markets, higher memory pricing, and strong AI driven demand for high performance DRAM and HBM products as key reasons for the recalibration.
내러티브 업데이트 • Feb 20
Micron in Supercycle Mode… With One Big Risk: is Cyclicality Dead?
When I wrote the original narrative, the thesis was straightforward: Micron was riding a powerful AI driven memory supercycle, and HBM was the ticket. That thesis hasn’t changed.내러티브 업데이트 • Feb 16
MU: AI Memory Hype Will Eventually Collide With Rising DRAM Capacity
Micron Technology's fair value estimate has been revised higher from $176.14 to $214.08 as analysts factor in stronger assumptions for revenue growth, profit margins and future P/E. This revision is supported by a broad wave of higher Street price targets tied to tight memory supply and rising AI driven demand.내러티브 업데이트 • Feb 02
MU: AI Memory Shortages Will Eventually Draw New Capacity And Pressure Returns
Analysts have lifted their fair value estimate for Micron from US$249.31 to US$365.22. They point to higher assumed revenue growth, wider profit margins and a lower future P/E multiple, supported by recent price target increases and generally positive commentary around tight memory supply and AI driven demand.내러티브 업데이트 • Jan 19
MU: AI Memory Supercycle Hype Will Eventually Meet New DRAM Capacity
Our fair value estimate for Micron Technology has been adjusted higher to US$176.14 from US$171.83, reflecting analysts' higher price targets and rationale around tight DRAM supply, strong AI driven memory demand, and expectations for improved margins and earnings power. Analyst Commentary Recent research has generally pointed to tight DRAM conditions, AI related memory demand, and constrained high bandwidth memory supply as key themes for Micron.내러티브 업데이트 • Jan 05
MU: AI Memory Supercycle Hype Will Likely Drive Future Multiple Compression
Micron Technology's fair value estimate has been raised from approximately $105.48 to $171.83. Analysts attribute this change to tightening DRAM supply, accelerating high bandwidth memory ramps for AI workloads, and improving margin and earnings visibility despite recent sector volatility.내러티브 업데이트 • Dec 14
MU: AI Memory Supercycle Will Support Earnings While Cycle Risks Limit Upside
Analysts have raised their fair value estimate for Micron Technology to approximately $249 per share from about $221, citing stronger high bandwidth memory driven revenue growth, improving margins supported by tight DRAM and NAND supply, and a more durable AI focused upcycle, partly offset by expectations for some valuation multiple compression. Analyst Commentary Bullish analysts largely frame Micron as a key beneficiary of an emerging memory supercycle, underpinned by structural demand for high bandwidth memory and DRAM tied to artificial intelligence workloads and data center builds.내러티브 업데이트 • Nov 30
MU: Earnings Momentum Will Be Sustained As Demand Stays Robust Despite Cycle Risks
Micron Technology’s analyst fair value estimate has been raised from $212.92 to $220.50. Analysts point to continued tight memory supply, resilient DRAM and high-bandwidth memory pricing, and strong earnings prospects amid robust demand for AI and data center applications.내러티브 업데이트 • Nov 15
MU: Peak Multiples And Supply Risks Will Limit Gains Amid Industry Shifts
Micron Technology’s average analyst price target has risen from $206.39 to $212.92. Analysts point to sustained momentum in DRAM pricing, margin improvement, and new growth drivers in AI-related memory demand.분석 기사 • Nov 07
Micron Technology, Inc.'s (NASDAQ:MU) 28% Price Boost Is Out Of Tune With Revenues
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 28...내러티브 업데이트 • Nov 01
MU: Future U.S. Production And AI Infrastructure Will Shape Memory Cycle Dynamics
Micron Technology's analyst price target has increased from $202.22 to $206.39. Analysts cite stronger DRAM pricing, long-term contract momentum, and the accelerating role of memory products in AI infrastructure as key drivers for the upward revision.내러티브 업데이트 • Oct 18
AI And Data Center Demand Will Drive Advanced Memory Expansion
Micron Technology's analyst price target has increased from $187 to $202, as analysts cite stronger revenue growth expectations and higher sustainable DRAM pricing. These factors are driving forecasts above prior consensus levels.내러티브 업데이트 • Oct 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
Micron Technology's analyst price target has climbed significantly from approximately $160 to $187 per share. Analysts cite strong quarterly results, higher profit margins, and optimism around sustained pricing power in the memory market as drivers of the increase.내러티브 업데이트 • Sep 29
Micron's New Supercycle: Riding the High-Bandwidth Memory Wave
Revised the narrative to include updated data on market share, catalysts, and risks. No changes were made to my valuation.내러티브 업데이트 • Sep 19
AI And Data Center Demand Will Drive Advanced Memory Expansion
Analysts have raised Micron Technology’s price target to $159.91, reflecting stronger-than-expected Q3 results, continued AI-driven demand in DRAM and HBM, and improved earnings visibility, outweighing lingering NAND pricing concerns. Analyst Commentary Bullish analysts cite strong ongoing demand and tailwinds from artificial intelligence, data center growth, and hyperscaler adoption, particularly driving up DRAM and High Bandwidth Memory (HBM) sales.분석 기사 • Sep 13
Optimistic Investors Push Micron Technology, Inc. (NASDAQ:MU) Shares Up 25% But Growth Is Lacking
Despite an already strong run, Micron Technology, Inc. ( NASDAQ:MU ) shares have been powering on, with a gain of 25...내러티브 업데이트 • Sep 04
AI And Data Center Demand Will Drive Advanced Memory Expansion
Analysts remain bullish on Micron due to strong DRAM pricing, a shift toward higher-value HBM products, robust AI-driven demand, and improved guidance, but some caution persists regarding NAND and costs; the consensus analyst price target is unchanged at $150.57. Analyst Commentary Bullish analysts highlight Micron’s significantly better-than-expected Q4 guidance, citing strong DRAM pricing, favorable valuation, and robust long-term growth prospects due to secular AI and data center demand.Seeking Alpha • Apr 28
Micron: I'm Finally Bullish (Rating Upgrade)
Summary Micron Technology is in a favorable price action position, bouncing on a decade-long trend line. Shares are still holding up since the April 7 lows. My bull case is driven by limited tariff exposure, strong pricing power, and promising HBM sales after earnings data came in from SK hynix. That said, I remain concerned about recent insider selling and gross margin pressure from NAND oversupply. Overall, I favor Micron’s current technical setup. The AI narrative is still strong, and I expect the stock to hold the decade-long trendline. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Micron: A Buy Recommendation Despite Current Market Woes
Summary A trade war threatens Micron Technology, Inc.'s revenue growth as 80% of its sales are international. Management's Q3 FY 2025 gross margin guidance was weaker than analysts' forecasts, dampening investor sentiment. Micron has a significant potential upside opportunity in high bandwidth memory, which is necessary for training sophisticated AI algorithms. Its one-year forward PEG ratio implies a high potential upside if the memory chip manufacturing industry's upcycle continues. MU stock remains a buy for risk-tolerant investors. Read the full article on Seeking Alpha주주 수익률
| MU | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | -11.0% | -6.4% | -2.9% |
| 1Y | 695.9% | 91.6% | 23.5% |
수익률 대 산업: MU은 지난 1년 동안 91.6%의 수익을 기록한 US Semiconductor 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: MU은 지난 1년 동안 23.5%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| MU volatility | |
|---|---|
| MU Average Weekly Movement | 12.7% |
| Semiconductor Industry Average Movement | 11.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: MU의 주가는 지난 3개월 동안 US 시장보다 변동성이 컸습니다.
시간에 따른 변동성: MU의 주간 변동성(13%)은 지난 1년 동안 안정적이었지만 US 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1978 | 53,000 | Sanjay Mehrotra | www.micron.com |
는 미국, 대만, 일본, 중국 본토, 홍콩, 유럽 및 전 세계에서 메모리 및 스토리지 제품을 설계, 개발, 제조 및 판매합니다. 클라우드 메모리 사업부, 코어 데이터 센터 사업부, 모바일 및 클라이언트 사업부, 자동차 및 임베디드 사업부 부문을 통해 운영되고 있습니다. 이 회사는 동적 랜덤 액세스 메모리 부품 및 모듈, CXL 기반 메모리, LPDDR 부품 및 모듈, 그래픽 메모리, 고대역폭 메모리, 데이터 센터 메모리 제품, 임베디드 멀티미디어 카드 기반, 범용 플래시 스토리지 기반, NAND 기반 MCP로 구성된 멀티칩 패키지(MCP), 1y DRAM 및 G9 NAND 기술을 포함한 기술 리더십 제품 등 메모리 제품을 공급합니다.
Micron Technology, Inc. 기초 지표 요약
| MU 기초 통계 | |
|---|---|
| 시가총액 | US$974.88b |
| 순이익 (TTM) | US$24.11b |
| 매출 (TTM) | US$58.12b |
40.4x
주가수익비율(P/E)16.8x
주가매출비율(P/S)MU는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MU 손익계산서 (TTM) | |
|---|---|
| 매출 | US$58.12b |
| 매출원가 | US$24.16b |
| 총이익 | US$33.96b |
| 기타 비용 | US$9.85b |
| 순이익 | US$24.11b |
최근 보고된 실적
Feb 26, 2026
다음 실적 발표일
Jun 24, 2026
| 주당순이익(EPS) | 21.38 |
| 총이익률 | 58.44% |
| 순이익률 | 41.49% |
| 부채/자본 비율 | 10.1% |
MU의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
0.07%
현재 배당 수익률2%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/06 21:38 |
| 종가 | 2026/06/05 00:00 |
| 수익 | 2026/02/26 |
| 연간 수익 | 2025/08/28 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Micron Technology, Inc.는 71명의 분석가가 다루고 있습니다. 이 중 39명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Warren Lau | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |