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Memory is still in short supply. Future is AI and we are just getting started. Data centres, autonomous cars, robots, space crafts, ....

Micron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math

A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.

Micron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Data centres, autonomous cars, robots, space crafts, ....</p></body></html>","text":"Memory is still in short supply. Future is AI and we are just getting started. Data centres, autonomous cars, robots, space crafts, ....","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/616395212505448","repostId":2673015700,"repostType":2,"repost":{"id":"2673015700","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1791385200,"share":"https://ttm.financial/m/news/2673015700?lang=en_US&edition=fundamental","pubTime":"2026-10-07 23:00","market":"us","language":"en","title":"Micron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math","url":"https://stock-news.laohu8.com/highlight/detail?id=2673015700","media":"Dow Jones","summary":"A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.","content":"<html><head></head><body><p style=\"text-align: start;\">Investors are still “early in their journey” when it comes to understanding <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> and how to value its stock, according to an analyst.</p><p style=\"text-align: start;\">D.A. Davidson’s Gil Luria believes investors haven’t properly taken into account the company’s expected growth trajectory over the next three to five years, he said. Likewise, he suggested that the stock’s dirt-cheap valuation multiple doesn’t reflect its true worth.</p><p>On Wednesday, Luria raised his price target on Micron’s stock to $3,000 from $2,100. The new target implies room for the stock to essentially triple from its current price level of $1,016.</p><p>Luria’s target is based on the idea that investors could come to assign a greater value to every dollar that Micron earns. The target assumes a multiple of about 19 times estimated earnings per share for fiscal 2027, which ends in August. The stock currently trades at just six times estimated earnings for that fiscal year, according to Dow Jones Market Data.</p><p>Shares of Micron have risen 266% so far this year, but the price-to-earnings multiple has actually come down since the end of 2025 as expectations for earnings growth have outpaced the stock rally.</p><p style=\"text-align: start;\">One big reason behind Luria’s optimism is that demand for memory chips is set to outstrip supply for several years. “Memory is a lever for better AI performance. AI models generate better results with more memory, run faster with more memory,” he wrote.</p><p>Another noteworthy catalyst for Micron, Luria wrote, is that the company is expected to launch a major buyback program in December, once it’s free of major restrictions on share repurchases that were a condition of its Chips Act government funding.</p><p style=\"text-align: start;\">When companies repurchase their own stock, they reduce the number of shares outstanding, and that can help boost earnings per share. This dynamic could be a boon for Micron’s stock.</p><p style=\"text-align: start;\">Shares of Micron were up 1.8% in morning trading.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-10-07 23:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\">Investors are still “early in their journey” when it comes to understanding <a href=\"https://laohu8.com/S/MU\">Micron Technology</a> and how to value its stock, according to an analyst.</p><p style=\"text-align: start;\">D.A. Davidson’s Gil Luria believes investors haven’t properly taken into account the company’s expected growth trajectory over the next three to five years, he said. Likewise, he suggested that the stock’s dirt-cheap valuation multiple doesn’t reflect its true worth.</p><p>On Wednesday, Luria raised his price target on Micron’s stock to $3,000 from $2,100. The new target implies room for the stock to essentially triple from its current price level of $1,016.</p><p>Luria’s target is based on the idea that investors could come to assign a greater value to every dollar that Micron earns. The target assumes a multiple of about 19 times estimated earnings per share for fiscal 2027, which ends in August. The stock currently trades at just six times estimated earnings for that fiscal year, according to Dow Jones Market Data.</p><p>Shares of Micron have risen 266% so far this year, but the price-to-earnings multiple has actually come down since the end of 2025 as expectations for earnings growth have outpaced the stock rally.</p><p style=\"text-align: start;\">One big reason behind Luria’s optimism is that demand for memory chips is set to outstrip supply for several years. “Memory is a lever for better AI performance. AI models generate better results with more memory, run faster with more memory,” he wrote.</p><p>Another noteworthy catalyst for Micron, Luria wrote, is that the company is expected to launch a major buyback program in December, once it’s free of major restrictions on share repurchases that were a condition of its Chips Act government funding.</p><p style=\"text-align: start;\">When companies repurchase their own stock, they reduce the number of shares outstanding, and that can help boost earnings per share. This dynamic could be a boon for Micron’s stock.</p><p style=\"text-align: start;\">Shares of Micron were up 1.8% in morning trading.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MUD":"1倍做空MU ETF-Direxion","USXF":"iShares ESG Advanced MSCI USA ETF","AIFD":"TCW Artificial Intelligence ETF","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","FAI":"First Trust Bloomberg Artificial Intelligence ETF","MUG":"Leverage Shares 2X Long MU Daily ETF","BK4554":"元宇宙及AR概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BK4553":"喜马拉雅资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","VGT":"信息技术ETF-Vanguard","SMH":"半导体指数ETF-HOLDRs","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","MULL":"2倍做多MU ETF-GraniteShares","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SHOC":"Strive U.S. Semiconductor ETF","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4588":"碎股","EGGY":"NESTYIELD DYNAMIC INCOME SHIELD ETF","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2102340556.USD":"AZ ALLOCATION - RISK PARITY FACTOR \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","PSI":"INVESCO SEMICONDUCTORS ETF","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","FXL":"First Trust Technology AlphaDEX Fund","DRMY":"XFUNDS Memory Income ETF","BK4566":"资本集团","BOBP":"CORE16 Best of Breed Premier Index ETF","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BAI":"iShares A.I. 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Davidson’s Gil Luria believes investors haven’t properly taken into account the company’s expected growth trajectory over the next three to five years, he said. Likewise, he suggested that the stock’s dirt-cheap valuation multiple doesn’t reflect its true worth.On Wednesday, Luria raised his price target on Micron’s stock to $3,000 from $2,100. The new target implies room for the stock to essentially triple from its current price level of $1,016.Luria’s target is based on the idea that investors could come to assign a greater value to every dollar that Micron earns. The target assumes a multiple of about 19 times estimated earnings per share for fiscal 2027, which ends in August. The stock currently trades at just six times estimated earnings for that fiscal year, according to Dow Jones Market Data.Shares of Micron have risen 266% so far this year, but the price-to-earnings multiple has actually come down since the end of 2025 as expectations for earnings growth have outpaced the stock rally.One big reason behind Luria’s optimism is that demand for memory chips is set to outstrip supply for several years. “Memory is a lever for better AI performance. AI models generate better results with more memory, run faster with more memory,” he wrote.Another noteworthy catalyst for Micron, Luria wrote, is that the company is expected to launch a major buyback program in December, once it’s free of major restrictions on share repurchases that were a condition of its Chips Act government funding.When companies repurchase their own stock, they reduce the number of shares outstanding, and that can help boost earnings per share. This dynamic could be a boon for Micron’s stock.Shares of Micron were up 1.8% in morning trading.","news_type":1,"symbols_score_info":{"BOBP":0.6,"CHPS":0.6,"FAI":0.6,"SHOC":0.6,"IXN":0.6,"AIQ":0.6,"EFIV":0.6,"IETC":0.6,"DRMY":0.6,"EGGY":0.6,"JGRO":0.6,"MUZ":0.6,"FTEC":0.6,"EMSF":0.6,"SMH":0.6,"AIS":0.6,"FTXL":0.6,"MUG":0.6,"MUU":0.6,"MUD":0.6,"WUGI":0.6,"XNTK":0.6,"LEGR":0.6,"MU":1.98,"VGT":0.6,"TTXU":0.6,"CGGO":0.6,"CHPX":0.6,"MIC":0.6,"WLDR":0.6,"MUYY":0.6,"FXL":0.6,"USXF":0.6,"SOXQ":0.6,"TRFK":0.6,"BAI":0.6,"DISK":0.6,"HBMX":0.6,"MULL":0.6,"RULE":0.6,"SMU00main":0.6,"PTF":0.6,"AIFD":0.6,"PSI":0.6,"XLK":0.6,"SOXX":0.6,"FDTX":0.6}},"isVote":1,"tweetType":1,"viewCount":49,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":114,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}