Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inbox Gmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscription Click this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Month's Featured News After Blowout Earnings, How Much Higher Can Micron Go?By Jessica Mitacek. Published: 3/24/2026. 
Key Points - Since 2025’s tariff tantrum, shares of Micron Technologies have gained more than 553%, including 34% so far in 2026.
- In its Q2 2026 earnings report, the company announced quarterly revenue growth of 196% and earnings growth of 682%.
- Micron’s fiscal Q3 single-quarter revenue guidance exceeds the full-year revenue for every year in the company's history through fiscal 2024.
- Special Report: Elon's "Hidden" Company
While it has been a difficult year for the tech sector — down more than 6% year-to-date (YTD), the fourth-worst performance among the S&P 500's 11 sectors — that hasn't been true for every stock in the group. Since its 52-week low on April 4, 2025, amid the fallout from President Trump's tariff announcements and the market's reaction, shares of Micron Technologies (NASDAQ: MU) have surged roughly 553%. A former Pentagon and CIA advisor is flagging April 15 as a critical date for gold investors. He says the U.S. government is set to grant final authorization for mining operations at what he believes is the largest gold deposit in the world. The company behind it trades at just $2 per share and has largely flown under the radar. He believes early investors positioned before the announcement stand to benefit most. View his full analysis and see the details behind this gold play The semiconductor company — which specializes in memory and storage solutions, including dynamic random access memory (DRAM), NAND flash, and high-bandwidth memory (HBM) — has climbed more than 34% YTD, with the latest boost coming after Micron reported blowout Q2 2026 earnings. Investors who have enjoyed the dramatic run-up are now asking how long the good times can last and whether Micron can continue to outperform the broader tech sector. Despite Corrections, Micron Continues to Climb In Q1 2024, Micron's market cap was $108.18 billion. One year later that figure has more than quadrupled, now nearing $476 billion and placing the company among a few dozen publicly traded mega-cap names. The adage "what goes up must come down" is often attributed to Sir Isaac Newton; his point came from physics, not finance. Stocks aren't governed by gravity, and few have demonstrated that better recently than Micron. That said, the company's gains over the past year haven't been a straight line. The stock experienced corrections of more than 18% in November, nearly 15% in both December and February, and almost 14% between late February and early March. Time and again, Micron has recovered from these pullbacks and pushed to new all-time highs. To illustrate, in early April 2025 the stock traded at $64.72; at the time of writing, shares are changing hands for a little over $400. No single catalyst explains that run. Recently, Micron announced on March 15 that it plans to build a second chip factory in Taiwan after completing the acquisition of Powerchip Semiconductor Manufacturing Corporation's P5 site in Tongluo, Miaoli County. According to the company's press release, the new site will complement Micron's existing operations in Taiwan as an extension of the company's vertically integrated mega campus in Taichung. It will include approximately 300,000 square feet of existing 300mm cleanroom space and will support Micron's efforts to expand supply of leading-edge DRAM products, including HBM, to meet growing AI-driven demand. AI Demand Is Powering Micron's Run of Earnings Beats Another recurring driver has been the company's strong earnings reports, many of which have been fueled by AI demand. That dynamic has helped build a competitive moat for Micron and produced an impressive string of earnings beats. Since Q2 2016, the company has missed earnings expectations only twice — meaning that over the past decade Micron has reported 39 earnings beats in 41 quarters. Most recently, Micron posted a top- and bottom-line Q2 2026 beat on March 18, reporting revenue of $23.86 billion versus analyst expectations of $18.90 billion and earnings per share (EPS) of $12.20 versus expectations of $8.50. For context, one year earlier (Q2 2025) EPS was $1.56 — a year-over-year increase of more than 682%. Quarterly revenue growth was also striking, rising more than 196% year over year. In his earnings call remarks, CEO Sanjay Mehrotra highlighted that quarterly revenue nearly tripled year over year, with record results across DRAM, NAND, HBM, and all business units. Mehrotra added that Micron's "fiscal Q3 single-quarter revenue guidance exceeds the full-year revenue for every year in our company's history through fiscal 2024. For fiscal Q3, we anticipate exceptional records across revenue, gross margin, EPS, and free cash flow." Adding to shareholder-friendly moves, the board approved a 13% increase to Micron's quarterly dividend. Mehrotra attributed the stronger results and outlook to rising AI-driven memory demand, supply constraints, and solid execution. "Memory and storage solutions are at the heart of this AI revolution," Mehrotra said. What Wall Street Thinks About Micron Analysts remain bullish on Micron, assigning the stock a consensus Buy rating. With an average one-year price target of $453.55, MU could see potential upside of more than 12% from current levels as earnings are expected to grow nearly 76% over the next year. Current short interest is low, under 3%, suggesting there isn't a large, crowded bearish bet against the stock. Institutional ownership is high — around 81% — and institutional buying exceeded selling in four of the past five quarters. | 
0 Response to "We're excited to have you on board"
Post a Comment