{"id":259288,"date":"2026-05-30T01:25:00","date_gmt":"2026-05-30T05:25:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/05\/30\/should-you-pay-attention-to-micron-technology-stocks-momentum\/"},"modified":"2026-05-30T01:25:00","modified_gmt":"2026-05-30T05:25:00","slug":"should-you-pay-attention-to-micron-technology-stocks-momentum","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/05\/30\/should-you-pay-attention-to-micron-technology-stocks-momentum\/","title":{"rendered":"Should You Pay Attention To Micron Technology Stock&#8217;s Momentum?"},"content":{"rendered":"<p><a href=\"https:\/\/www.trefis.com\/stock\/mu\/articles\/600851\/should-you-pay-attention-to-micron-technology-stocks-momentum-5\/2026-05-30\">Should You Pay Attention To Micron Technology Stock&#8217;s Momentum?<\/a><\/p>\n<p><a href=\"https:\/\/www.trefis.com\/stock\/mu\/articles\/600851\/should-you-pay-attention-to-micron-technology-stocks-momentum-5\/2026-05-30\">https:\/\/www.trefis.com\/stock\/mu\/articles\/600851\/should-you-pay-attention-to-micron-technology-stocks-momentum-5\/2026-05-30<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-05-30 01:25:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.trefis.com\">www.trefis.com<\/a><\/p>\n<p>Micron Technology (MU) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong margin, good cash flow, low-debt capital structure, and good tailwinds. But is that enough?<\/p>\n<p>Why Bet On MU Now?<\/p>\n<p>The core long thesis is that an unprecedented, AI-driven demand surge for High-Bandwidth Memory (HBM) is consuming a disproportionate amount of industry capacity. This creates a severe, industry-wide supply shortage for all memory types, granting Micron extreme pricing power and driving gross margins to historically unseen levels, leading to a fundamental re-rating of its earnings power.<\/p>\n<ul>\n<li>Micron\u2019s entire HBM supply is sold out for calendar 2026, providing high near-term revenue visibility.<\/li>\n<li>DRAM ASPs rose ~65% and NAND ASPs rose ~75% sequentially in Q2 FY2026, demonstrating extreme pricing power.<\/li>\n<li>Company-level non-GAAP gross margin reached 75% in Q2 FY2026 and is guided to accelerate to ~81% in Q3.<\/li>\n<li>Forward guidance for Q3 FY2026 revenue is $33.5B, signaling continued, powerful momentum in the cycle.<\/li>\n<\/ul>\n<p>Before making any decision, it helps to understand if the above factors align with what has been driving MU stock so far, or has the market view changed?<\/p>\n<p>How Do The Fundamentals Look?<\/p>\n<ul>\n<li>Long-Term Profitability: About 36.8% operating cash flow margin and 15.6% operating margin for the last 3-year average.<\/li>\n<li>Strong Momentum: Currently in the top 10th percentile of stocks in terms of \u201ctrend strength\u201d \u2013 our proprietary momentum metric.<\/li>\n<li>Revenue Growth: Micron Technology saw revenue growth of 85.5% LTM and 45.3% last 3-year average, but this is not a growth story<\/li>\n<\/ul>\n<p>Below is a quick comparison of MU fundamentals with S&#038;P medians.<\/p>\n<table id=\"yrHg8mfCDkgHLn11ZlAfMeuJ\" style=\"border: 3px double black; border-collapse: collapse; border-width: 0px; border-bottom: 1px solid;\">\n<tr>\n<th class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: 1em; border-width: 0; padding-right: 20px; border-bottom: 1px solid #ddd; background-color: #d9d9d9; width: 250px;\"\/>\n<th class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: 1em; border-width: 0; padding-right: 20px; border-bottom: 1px solid #ddd; background-color: #d9d9d9; width: 200px;\">MU<\/th>\n<th class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: 1em; border-width: 0; padding-right: 20px; border-bottom: 1px solid #ddd; background-color: #d9d9d9; width: 125px;\">S&#038;P Median<\/th>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">Sector<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">Information Technology<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">\u2013<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">Industry<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">Semiconductors<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">\u2013<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">PS Ratio<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">18.8<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">3.2<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">PE Ratio<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">45.3<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">23.7<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">\n<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\"\/>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\"\/>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">LTM* Revenue Growth<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">85.5%<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">7.4%<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">3Y Average Annual Revenue Growth<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\">45.3%<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align: top;\">5.7%<\/td>\n<\/tr>\n<tr>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 250px; vertical-align: top;\">\n<\/td>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 200px; vertical-align: top;\"\/>\n<td class=\"\" style=\"text-align: left; padding: 2px; border: 1px solid black; font-size: .875em; border-width: 0; width: 125px; vertical-align:...<\/tr>\n<\/table>\n<p><a href=\"https:\/\/www.trefis.com\/stock\/mu\/articles\/600851\/should-you-pay-attention-to-micron-technology-stocks-momentum-5\/2026-05-30\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Should You Pay Attention To Micron Technology Stock&#8217;s Momentum? https:\/\/www.trefis.com\/stock\/mu\/articles\/600851\/should-you-pay-attention-to-micron-technology-stocks-momentum-5\/2026-05-30 Publish Date: 2026-05-30 01:25:00 Source&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","footnotes":""},"categories":[8],"tags":[],"class_list":["post-259288","post","type-post","status-publish","format-standard","hentry","category-technology"],"_links":{"self":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/259288"}],"collection":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=259288"}],"version-history":[{"count":0,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/259288\/revisions"}],"wp:attachment":[{"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=259288"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=259288"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=259288"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}