
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
Micron Technology Inc (MU)

- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/23/2025: MU (5-star) is a STRONG-BUY. BUY since 48 days. Simulated Profits (67.42%). Updated daily EoD!
1 Year Target Price $204.72
1 Year Target Price $204.72
| 25 | Strong Buy |
| 6 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 116.03% | Avg. Invested days 39 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 232.02B USD | Price to earnings Ratio 27.23 | 1Y Target Price 204.72 |
Price to earnings Ratio 27.23 | 1Y Target Price 204.72 | ||
Volume (30-day avg) 37 | Beta 1.57 | 52 Weeks Range 61.44 - 219.82 | Updated Date 10/24/2025 |
52 Weeks Range 61.44 - 219.82 | Updated Date 10/24/2025 | ||
Dividends yield (FY) 0.23% | Basic EPS (TTM) 7.59 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.85% | Operating Margin (TTM) 32.64% |
Management Effectiveness
Return on Assets (TTM) 8.06% | Return on Equity (TTM) 17.2% |
Valuation
Trailing PE 27.23 | Forward PE 12.33 | Enterprise Value 210610237308 | Price to Sales(TTM) 6.21 |
Enterprise Value 210610237308 | Price to Sales(TTM) 6.21 | ||
Enterprise Value to Revenue 5.63 | Enterprise Value to EBITDA 11.39 | Shares Outstanding 1122466035 | Shares Floating 1117841475 |
Shares Outstanding 1122466035 | Shares Floating 1117841475 | ||
Percent Insiders 0.26 | Percent Institutions 83.56 |
Upturn AI SWOT
Micron Technology Inc

Company Overview
History and Background
Micron Technology, Inc. was founded in 1978 in Boise, Idaho, by Ward Parkinson, Joe Parkinson, Dennis Wilson, and Doug Pitman. Initially a consulting firm, Micron entered the memory chip market in the early 1980s and has since grown to become one of the world's largest semiconductor companies, specializing in memory and storage solutions.
Core Business Areas
- Compute and Networking Business Unit (CNBU): Focuses on memory solutions for data centers, cloud servers, enterprise, client, and graphics markets. Includes DRAM and NAND products optimized for high-performance computing.
- Mobile Business Unit (MBU): Offers memory and storage solutions for mobile devices, including smartphones, tablets, and other portable devices. This segment includes LPDRAM and NAND flash memory.
- Embedded Business Unit (EBU): Provides memory and storage solutions for automotive, industrial, and consumer electronics applications. Includes DRAM, NAND, and NOR flash memory.
- Storage Business Unit (SBU): Develops and sells SSDs (Solid State Drives) and other storage solutions for enterprise, client, and consumer markets. Includes NAND flash memory-based storage products.
Leadership and Structure
Sanjay Mehrotra serves as the President and CEO. Micron operates with a functional organizational structure, with distinct business units focusing on specific markets. A strong engineering and R&D division drives innovation across the company.
Top Products and Market Share
Key Offerings
- DRAM (Dynamic Random-Access Memory): DRAM is Micron's core product, used in computers, servers, and mobile devices. Micron holds a significant market share, competing with Samsung and SK Hynix. Competitors include Samsung (SMSN.IL) and SK Hynix (000660.KS). Revenue cannot be directly correlated to a particular product since it is included as part of a business unit and not as an individual product. Market share is estimated to be approximately 25-30%.
- NAND Flash Memory: NAND flash memory is used in SSDs, USB drives, and memory cards. Micron develops and manufactures NAND flash memory, competing with Samsung, SK Hynix, and Western Digital. Competitors include Samsung (SMSN.IL), SK Hynix (000660.KS), and Western Digital (WDC). Revenue cannot be directly correlated to a particular product since it is included as part of a business unit and not as an individual product. Market share is estimated to be approximately 11-15%.
- NOR Flash Memory: NOR flash memory is a type of non-volatile memory used in embedded systems, automotive applications, and other industrial applications. Micron has a significant market share for this particular type of memory. Competitors include Winbond and Macronix. Revenue cannot be directly correlated to a particular product since it is included as part of a business unit and not as an individual product. Market share is estimated to be approximately 5%
- SSDs (Solid State Drives): SSDs are used in PCs, laptops, servers, and data centers. Micron manufactures and sells SSDs competing with Western Digital, Samsung and SK Hynix. Competitors include Western Digital (WDC), Samsung (SMSN.IL), SK Hynix (000660.KS), and Intel (INTC). Revenue cannot be directly correlated to a particular product since it is included as part of a business unit and not as an individual product. Market share is estimated to be approximately 7%.
Market Dynamics
Industry Overview
The semiconductor industry is highly cyclical and characterized by periods of high demand followed by periods of oversupply. The industry is currently driven by demand for memory in data centers, AI applications, mobile devices, and automotive markets. The industry faces challenges from geopolitical tensions, trade restrictions, and supply chain disruptions.
Positioning
Micron is one of the top memory manufacturers globally, alongside Samsung and SK Hynix. Its competitive advantage lies in its technology leadership, manufacturing scale, and diverse product portfolio. The company focuses on innovation in memory and storage solutions for various applications.
Total Addressable Market (TAM)
The memory and storage market is estimated to be worth hundreds of billions of dollars annually. Micron is well-positioned to capture a significant portion of this TAM, particularly in growing segments such as data centers, AI, and automotive.
Upturn SWOT Analysis
Strengths
- Technology leadership in memory and storage solutions
- Strong R&D capabilities
- Global manufacturing footprint
- Diverse product portfolio
- Strong customer relationships
Weaknesses
- High capital expenditure requirements
- Cyclical industry dynamics
- Exposure to commodity pricing pressures
- Dependence on a few large customers
- Vulnerability to supply chain disruptions
Opportunities
- Growth in data centers and cloud computing
- Increasing demand for memory in AI applications
- Expansion in the automotive and industrial markets
- Development of new memory technologies
- Strategic acquisitions and partnerships
Threats
- Intense competition from Samsung and SK Hynix
- Geopolitical tensions and trade restrictions
- Technological obsolescence
- Economic downturns
- Supply chain vulnerabilities
Competitors and Market Share
Key Competitors
- Samsung (SMSN.IL)
- SK Hynix (000660.KS)
- Western Digital (WDC)
Competitive Landscape
Micron competes intensely with Samsung and SK Hynix in the global memory market. Micron's strengths include its technology leadership, manufacturing scale, and diverse product portfolio. However, it faces challenges from its competitors' larger scale and financial resources.
Major Acquisitions
Numonyx
- Year: 2010
- Acquisition Price (USD millions): 1270
- Strategic Rationale: Expanded Micron's NOR flash memory portfolio and market share.
Elpida Memory
- Year: 2013
- Acquisition Price (USD millions): 2500
- Strategic Rationale: Increased Micron's DRAM capacity and strengthened its position in the mobile memory market.
Growth Trajectory and Initiatives
Historical Growth: Micron's growth has been driven by increasing demand for memory and storage solutions across various markets. However, the cyclical nature of the industry has resulted in fluctuating revenue and profitability.
Future Projections: Analysts project continued growth for Micron, driven by demand in data centers, AI, and automotive markets. However, forecasts vary depending on market conditions and competitive dynamics.
Recent Initiatives: Micron has recently focused on developing advanced memory technologies, expanding its SSD portfolio, and strengthening its partnerships with key customers.
Summary
Micron is a leading memory and storage solution provider in a cyclical industry. It benefits from strong R&D and diverse products, but faces intense competition and market volatility. The company's growth hinges on its ability to capitalize on growing demand in data centers and AI, while navigating supply chain risks and pricing pressures.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Micron Technology Inc. SEC Filings
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change. Actual results may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Micron Technology Inc
Exchange NASDAQ | Headquaters Boise, ID, United States | ||
IPO Launch date 1984-06-01 | CEO, President & Chairman Mr. Sanjay Mehrotra | ||
Sector Technology | Industry Semiconductors | Full time employees 53000 | Website https://www.micron.com |
Full time employees 53000 | Website https://www.micron.com | ||
Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Singapore, Japan, Malaysia, China, India, and internationally. It operates through the Cloud Memory Business Unit (CMBU); Core Data Center Business Unit (CDCBU); Mobile and Client Business Unit (MCBU); and Automotive and Embedded Business Unit (AEBU) segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia cards-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid state drive (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoder; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as for smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.
Home 

