neutral
UBS boosts Micron outlook with higher target and strong buy stance
UBS reaffirmed its Strong Buy rating on Micron Technology and lifted its price target to $110 from $95, citing stronger DRAM and NAND cycles and improving profitability. The firm noted Micron is positioned to benefit from rising AI-driven memory demand and tightening semiconductor supply. UBS expects revenue acceleration through 2026, supported by margin expansion and sustained product momentum despite recent volatility across the broader chip sector.
Companies:
- Micron Technology
Tags:
- Micron
- UBS
neutral
UBS boosts Micron outlook with higher target and strong buy stance
UBS reaffirmed its Strong Buy rating on Micron Technology and lifted its price target to $110 from $95, citing stronger DRAM and NAND cycles and improving profitability. The firm noted Micron is positioned to benefit from rising AI-driven memory demand and tightening semiconductor supply. UBS expects revenue acceleration through 2026, supported by margin expansion and sustained product momentum despite recent volatility across the broader chip sector.
Companies:
- Micron Technology
Tags:
- Micron
- UBS
1 min read
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UBS raised its Micron price target to $110 and reiterated a Strong Buy rating, highlighting stronger memory cycles, margin gains, and AI-led demand growth.
UBS reaffirmed its Strong Buy rating on Micron Technology and lifted its price target to $110 from $95, citing stronger DRAM and NAND cycles and improving profitability. The firm noted Micron is positioned to benefit from rising AI-driven memory demand and tightening semiconductor supply. UBS expects revenue acceleration through 2026, supported by margin expansion and sustained product momentum despite recent volatility across the broader chip sector.
UBS reaffirmed its Strong Buy rating on Micron Technology and lifted its price target to $110 from $95, citing stronger DRAM and NAND cycles and improving profitability. The firm noted Micron is positioned to benefit from rising AI-driven memory demand and tightening semiconductor supply. UBS expects revenue acceleration through 2026, supported by margin expansion and sustained product momentum despite recent volatility across the broader chip sector.
Companies:
- Micron Technology
Tags:
- Micron
- UBS
- Micron
- UBS
- semiconductors
- stocks
- AI demand