UBS raises Micron Technology PT on memory upcycle
ReutersJan 7, 2026 3:22 PM
UBS raises PT on memory chipmaker Micron Technology MU.O to $400 from $300
New PT implies an upside of 16.5% to the stock's last close
Brokerage notes severe supply shortages and slow capacity additions underpin an extended memory upcycle
"Suppliers are now getting paid for best-in-class performance as memory has become a key differentiator within hardware systems (i.e., NVDA's Blackwell and Blackwell Ultra)" - UBS
Avg rating of 46 analysts is "buy;" their median PT is $305 - data compiled by LSEG
Stock more than tripled in 2025
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