Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Quick Read Micron (MU) is trading at $357.22 against a $527.60 consensus price target, a 47% gap, while 38 of 43 analysts rate the stock Buy or Strong Buy. The company is guiding to $33.5B in Q3 FY2026 revenue and 67% gross margin, with HBM4 memory for Nvidia’s Vera Rubin platform in mass production and calendar 2026 HBM supply fully sold out. Lam Research (LRCX) fell 9.4% on the same day that triggered the sector selloff. Google’s TurboQuant …

Micron Just Had Its Worst Week of 2026. Is Earnings Season the Turning Point?

Key PointsMicron's sharp sell-off is surprising, as it comes after an exceptionally strong earnings season.Investors are concerned about a potential memory price normalization amid increasing investments in capacity expansion.However, tight supply conditions and rising AI-driven demand may disprove the bearish narrative in the long run. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) stock just experienced one of…

Google’s Compression Tech Just Spooked Wall Street—But Here’s Why Memory Stocks Might Be Overreacting

Picture this: Google drops a new compression technology, and suddenly memory chip stocks are tanking like they just got caught in a scandal. Micron, SanDisk, Western Digital—all taking double-digit hits. The market’s collective panic? “Oh no, AI won’t need as much memory anymore!” But hold up. Bank of America’s analysts are basically saying everyone needs to chill out. Here’s what actually happened: Google announced TurboQuant, a compression tec…

Google’s Compression Tech Just Spooked Memory Stocks—But Wall Street Says Chill Out

Here’s what happened: Google dropped some fancy new compression technology called TurboQuant this week, and the market collectively freaked out. Memory stocks like Micron, SanDisk, Western Digital, and Seagate got absolutely hammered—we’re talking double-digit losses. The fear? That Google’s tech makes AI computing so efficient it’ll tank demand for memory chips. Sounds scary, right? Bank of America says everyone needs to take a breath. The tech…