{"id":3592,"date":"2025-09-22T09:58:54","date_gmt":"2025-09-22T09:58:54","guid":{"rendered":"https:\/\/www.jubi24.com\/?p=3592"},"modified":"2025-09-22T09:58:55","modified_gmt":"2025-09-22T09:58:55","slug":"micron-technology-mu-poised-for-strong-margins-with-constrained-dram-supply","status":"publish","type":"post","link":"https:\/\/www.jubi24.com\/?p=3592","title":{"rendered":"Micron Technology (MU) Poised for Strong Margins With Constrained DRAM Supply"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Micron Technology, Inc. (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/MU\" data-ylk=\"slk:MU;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">MU<\/a>) ranks among the <strong><a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-fast-growth-stocks-to-buy-now-4-1610664\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best fast growth stocks to buy now;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">best fast growth stocks to buy now<\/a><\/strong>. In anticipation of Micron Technology, Inc. (NASDAQ:MU)\u2019s upcoming earnings report, Deutsche Bank maintained its Buy rating on the company on September 15 and boosted its price target from $155 to $175.<!-- HTML_TAG_END --><\/p>\n<figure data-testid=\"article-figure-image\" class=\"yf-8xybrv\">\n<div class=\"image-container yf-1gfnohs loader\" style=\"--max-height: 543px\">\n<div class=\"image-wrapper yf-1gfnohs\" style=\"--aspect-ratio: 564 \/ 543;--img-max-width: 564px\"><\/div>\n<\/div>\n<\/figure>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->The bank expects DRAM supply to remain constrained until 2026, with High Bandwidth Memory (HBM) taking a significant share of bit capacity at a 3:1 trading ratio that continues to expand. This supply restriction is projected to end up in strong average selling price inflation and increased gross margins, with Deutsche Bank predicting an obvious path to margins exceeding 50%.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->The firm also upgraded Micron\u2019s 2026 revenue estimate by 3% to $54.3 billion and EPS forecast by 6% from $14.55 to $15.45, while keeping a price target of about 11 times price-to-earnings ratio.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Micron Technology, Inc. (NASDAQ:MU) is a leading manufacturer of solid-state drives (SSDs), flash memory, and dynamic random-access memory (DRAM), among other memory and data storage products.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:\u00a0best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\">\u00a0<b>best short-term AI stock<\/b><\/a>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START --><strong>READ NEXT:\u00a0<a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-magic-formula-stocks-for-2025-1453557\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Best Magic Formula Stocks for 2025;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Best Magic Formula Stocks for 2025<\/a>\u00a0and\u00a0<\/strong><strong><a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-retirement-stocks-to-buy-according-to-hedge-funds-1460586\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Best Retirement Stocks to Buy According to Hedge Funds;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Best Retirement Stocks to Buy According to Hedge Funds<\/a><\/strong>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-1090901\"><!-- HTML_TAG_START -->Disclosure: None. This article is originally published at\u00a0<a class=\"link \" href=\"https:\/\/www.insidermonkey.com\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Insider Monkey;elm:context_link;itc:0;sec:content-canvas\"><strong>Insider Monkey<\/strong><\/a>.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/finance.yahoo.com\/news\/micron-technology-mu-poised-strong-081105993.html\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Micron Technology, Inc. (NASDAQ:MU) ranks among the best fast growth stocks to buy now. In anticipation of Micron Technology, Inc. (NASDAQ:MU)\u2019s upcoming earnings report, Deutsche Bank maintained its Buy rating on the company on September 15 and boosted its price target from $155 to $175. The bank expects DRAM supply to remain constrained until 2026, &#8230; <a title=\"Micron Technology (MU) Poised for Strong Margins With Constrained DRAM Supply\" class=\"read-more\" href=\"https:\/\/www.jubi24.com\/?p=3592\" aria-label=\"Read more about Micron Technology (MU) Poised for Strong Margins With Constrained DRAM Supply\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":3593,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-3592","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.jubi24.com\/wp-content\/uploads\/2025\/09\/Micron-Technology-MU-Poised-for-Strong-Margins-With-Constrained-DRAM.jpeg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/3592","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3592"}],"version-history":[{"count":1,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/3592\/revisions"}],"predecessor-version":[{"id":3594,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/3592\/revisions\/3594"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/media\/3593"}],"wp:attachment":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3592"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3592"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3592"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}