Micron Rockets Past $310, Emerging as 2026 AI Darling Rally!

Micron jumps above $310 after blockbuster quarter, up ~200% YTD as retail sentiment soars and analyst targets span $275–$500

  • Micron shares climbed above $310, breaching $310.52 on Monday.
  • MU has surged over 30% since December 5 and rallied roughly 200% since the start of 2025.
  • Latest quarter delivered $13.64 billion in revenue and $4.78 in adjusted EPS for Micron.
  • Retail sentiment on Stocktwits hit ‘extremely bullish’ at 93/100 while message volume jumped 566%.
  • Wall Street price targets range from $275 by Barclays to $500 by Rosenblatt; Bernstein raised its target to $330 from $270.

Micron shares rose above $310, breaching $310.52 on Monday after a strong monthly advance and better-than-expected quarterly results. The move follows a stretch of outsized gains tied to growing demand for memory used in AI workloads.

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The stock has jumped more than 30% since December 5 and is up about 200% since the start of 2025, outperforming major peers and the broader market. Over the same period, NVIDIA returned roughly 38.5% while the S&P gained about 16.5%.

In its latest quarter, Micron reported $13.64 billion in revenue and adjusted EPS of $4.78. The company operates in a segment of the AI industry that reportedly saw roughly 88% market growth in 2024, and analysts note Micron’s revenue growth and relative valuation versus peers and the broader index.

Retail investor activity around MU climbed sharply, with sentiment on Stocktwits reaching a 93/100 score described as ‘extremely bullish’ and message volume up 566%. Analyst reactions remain mixed, with price targets spanning from $275 at Barclays to $500 at Rosenblatt.

Bernstein recently raised its price target on Micron to $330 from $270, citing rapidly rising memory pricing amid growing AI demand and constrained supply. Market commentary in the report suggests Micron could emerge as a significant competitor to Nvidia, potentially outpacing Intel and AMD in that role.

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