"Zacks Investment Research assigned Micron its top Rank #1 (Strong Buy) rating this morning, citing the company's "significant role in the AI boom" and noting that Micron's 2026 HBM capacity is already sold out, driven by demand from AI chip partners including NVIDIA, Advanced Micro Devices, and Intel."
"Micron's most recent quarter, reported December 17, 2025, was a clean beat across every metric that matters. Revenue came in at $13.64 billion, up 56.6% year over year, beating estimates by 5.91%. Non-GAAP EPS hit $4.78 against a consensus estimate of $3.9397, a 21.33% beat."
"The broader analyst community agrees. 38 analysts currently rate MU as either a Buy or Strong Buy, against just 2 Sells and 3 Holds. For those wondering whether the stock has gotten ahead of itself, many pros are bracing for more upside even if Micron stock looks "toppy.""
Micron Technology shares rose 5% on Friday, extending a 15% weekly gain as multiple bullish catalysts converge. The company received a Strong Buy rating from Zacks Investment Research, which highlighted Micron's significant role in the AI boom and noted that its 2026 HBM capacity is already sold out due to demand from major AI chip partners including NVIDIA, AMD, and Intel. The broader analyst community strongly supports the stock, with 38 analysts rating it Buy or Strong Buy versus only 2 Sells and 3 Holds. Micron's December earnings report demonstrated exceptional performance across all key metrics, with revenue reaching $13.64 billion, up 56.6% year-over-year, and non-GAAP EPS of $4.78 significantly beating consensus estimates. Gross margin expanded substantially to 56% from 38.4% year-over-year.
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