Memory Stocks Surge: Can Micron Hit New Highs After Earnings?

Ahead of Micron earnings scheduled for December 17, Goldman Sachs analysts predicted results that will exceed Wall Street’s consensus. Goldman expects Micron’s fiscal Q3 revenue to reach $13.2 billion, above the Street’s $12.7 billion estimate, and forecasts EPS of $4.15, higher than the $3.84 consensus. Bank of America has also raised its price target for Micron to $250. Micron’s stock has already surged more than 190% this year. Can Micron hit new highs after the results? And do you believe in the long-term outlook for the memory sector?

avatarAN88
03:31
$Micron Technology(MU)$  yes innovative company 
avatarVincentan59
12-15 23:38
$Micron Technology(MU)$  it will be bearish until  years end 2025[Cool]  [Cool]  [Cool]  [Cool]  
avatarMoneyGraber
12-15 21:29
Will go up and drawback to take profits.
avatarShyon
12-15 16:28
Heading into Micron's earnings on December 17, I do think expectations are clearly elevated, but not without reason. Goldman Sachs' forecast of $13.2 billion in revenue and $4.15 in EPS suggests Micron is still benefiting from a very strong memory upcycle, especially driven by AI-related demand. When leading banks are willing to go meaningfully above consensus, it usually reflects strong visibility rather than short-term optimism alone. That said, with Micron already up more than 190% this year, the bar for a post-earnings rally is extremely high. Even if Micron beats estimates, the stock's reaction will likely depend more on forward guidance than on the headline numbers. If management signals continued tight supply, firm pricing, and sustained AI-driven demand into 2025, I think new highs
avatarLanceljx
12-15 11:53
$Micron Technology(MU)$  Micron’s earnings may indeed beat consensus, but whether the stock makes new highs is a separate question. Post-earnings reaction With the stock up more than 190% year to date, expectations are already elevated. A beat on revenue and EPS alone may not be sufficient. The market will focus on forward guidance, particularly HBM pricing, customer concentration, and capacity discipline. Any hint of margin peaking or aggressive capex could trigger a “sell-the-news” response, even on strong results. Near-term setup To push decisively higher, Micron likely needs upside guidance for FY2026 or clear evidence that HBM demand from AI accelerators remains structurally undersupplied. Without that, upside may be more gradual rather th
avatarKohKohKrunch
12-15 10:00
$Micron Technology(MU)$   Memory Stocks Surge: Can Micron Hit New Highs After Earnings? Title: Micron Earnings: The "Beat and Raise" is Priced In. The Question is Guidance. Micron is up 190% YTD. The entire street knows Q3 will beat. The only thing that matters on Dec 17 is Fiscal Q4 and 2026 guidance. Can it hit new highs? It will come down to one word: sustainability. · Bull Case (New Highs): Micron guides for continued strong pricing power and demand into 2026, citing AI server buildouts (HBM) and a recovering PC/phone market. They signal that the memory cycle has "flattened the curve," moving away from violent boom-bust cycles. This could spark another leg up. · Bear Case (Sell-the-News): The beat is modest, and guidance is merely "in-
avatarFTGR
12-15 02:50
$Micron Technology(MU)$  quite risky, maybe wait and see first..
avatarMaxWin
12-13 14:43
$Micron Technology(MU)$  how come crucial stop making memory chip?? And now ddr4 and ddr5 desktop ram sky rocketing 
avatarzhingle
12-12
$Micron Technology(MU)$   🚀 Goldman Turns Bullish on Micron: Is a New All-Time High After Earnings Now Inevitable? With Micron’s earnings set for December 17, the Street is heating up — and this time, it’s not just hype. Goldman Sachs just upgraded their outlook and is now calling for Micron to beat expectations across every major metric. 📊 Goldman’s Forecast vs Wall Street • Revenue: $13.2B (vs the Street’s $12.7B) • EPS: $4.15 (vs consensus $3.84) • Tone: Expecting another “positive surprise” driven by AI demand • Bank of America: PT raised to $250, signalling confidence in multi-quarter upside And all of this is happening after Micron has already surged over 190% YTD, making it one of the strongest large-cap semiconductor performers of
$Micron Technology(MU)$  memory prices going up and hence why