Micron Technology

MU

Market cap $375B

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Micron is one of three companies capable of producing high-bandwidth memory at scale. Shares of the specialty chipmaker are up nearly 250% in the past 12 months.

Micron Technology is upgraded to 'strong buy' after delivering over 108% gains in under four months, driven by AI memory demand. Q1 results shattered expectations: $4.78 adjusted EPS on $13.6B revenue, with Q2 guidance targeting $18.7B revenue, $8.42 EPS, and 68% gross margins. MU's forward PEG and EV/EBITDA remain attractive versus peers, signaling undervalued growth despite recent rallies and sector multiple compression.

DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 14, 2026.

Amazon's biggest AI advantage could come from using the technology internally. Micron stands to benefit tremendously from a global memory hardware shortage.

MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.

Micron is capitalizing on the growing demand for high-performance memory in AI data centers. The shift from AI training to inferencing could be beneficial to Micron's business over the long term.