Micron Stock Draws Investor Attention As Wall Street Praises Q4 Print, Outlook

Micron Technology Inc. (MU) has experienced a surge in bullish sentiment from Wall Street analysts following a robust fourth-quarter (Q4) earnings report that exceeded market expectations on both results and guidance. 

The company’s revenue of $11.32 billion and adjusted earnings per share (EPS) of $3.03 both exceed the analysts’ consensus estimates of $11.11 billion and $2.86, respectively, as per Fiscal AI data. Micron anticipates a Q1 revenue of $12.50 billion, plus or minus $300 million, against an estimate of $11.68 billion.

Several firms raised their price targets on the chipmaker, citing growing demand in data centers, positive pricing trends, and momentum in high-bandwidth memory (HBM) products.

Piper Sandler lifted its price target to $200 from $165, maintaining an ‘Overweight’ rating, as per TheFly. The firm noted Micron’s earnings and forward outlook topped forecasts, driven by solid DRAM demand and stronger-than-expected gross margins. 

Notably, Micron revealed that its 2026 HBM capacity is nearly sold out, suggesting strong future demand for its high-performance memory products.

Micron stock traded over 2% lower on Wednesday after the morning bell, and was among the top five trending equity tickers on Stocktwits. Retail sentiment around the stock stayed in ‘extremely bullish’ territory. Message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.

Needham also raised its price target to $200 from $150 and reiterated a ‘Buy’ rating. The firm highlighted consistent strength in the data center segment, along with improved performance in other markets. The firm highlighted that Micron has increased its forecast for server unit growth in 2025 and expects gross margins heading into fiscal 2026 to outperform earlier projections, thanks to better pricing, a more favorable product mix, and cost efficiencies.

Raymond James adjusted its price target on the stock upward to $190 from $150 and reaffirmed an ‘Outperform’ rating. The firm emphasized that strong demand for AI-driven data center builds contributed to solid pricing for both DRAM and NAND memory. 

Micron stock has gained 94% in 2025 and over 73% in the last 12 months. 

Also See: Youxin Technology Stock Soared 68% Today – Here’s What Happened

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