Micron: Why The Stock Is Rising, And Where It's Going Next

Kumquat Research
13.68K Followers
(9min)

Summary

  • Micron Technology, Inc. stock has risen 80% off recent lows.
  • With a NAND price recovery on the horizon, investors are betting on a strong Q4 2025 and FY2026.
  • Continued strength in DRAM and an inflection in NAND pricing has MU stock set up for its best year yet.

Macro closeup of hand holding Crucial micro chip by Micron and laptop computer keyboard for replacing dead hard drive

krblokhin

Micron Technology, Inc. (NASDAQ:MU) shares have been surging in the last couple of months after previously being battered by tariff uncertainty and NAND pricing weakness early in the year. The stars are aligning for the company to

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To follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of college. I have a double degree in finance and computer science, have passed all three levels of the CFA exam, and currently work in fintech as a data engineer. Finding the time to write becomes more difficult by the day, but whenever I do I'm reminded why I became interested in the first place: the Seeking Alpha community is unparalleled in its diversity of opinion and its sophisticated, insightful userbase. In that vein, I encourage you to comment your thoughts on my articles or message me directly for anything at all. I truly enjoy reading each and every one! Articles written and comments posted by Kumquat Research are NOT financial or investment advice, and only express his opinion. Do your own due diligence!Jeremy

Analyst’s Disclosure:I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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