Micron Technology, a leading semiconductor company, is experiencing strong growth driven by demand for high-bandwidth memory (HBM) in artificial intelligence and data center applications. The company reported $33.8 billion in revenue with 58.2% year-over-year growth and projects revenue to reach $36.81 billion in fiscal 2025 and $49.58 billion in fiscal 2026. Analysts project earnings per share between $6.53 and $8.15 for 2025, with potential highs of $12.22 in 2026. HBM revenues are expected to reach $10 billion by the end of 2025, with a run-rate of over $6 billion already achieved. Micron is projected to capture nearly 20% of the HBM market by late 2025, supported by strong customer relationships and technological advancements. Despite challenges including market cycles, geopolitical risks, and competition, the company’s strong position in high-value memory segments and favorable pricing trends are seen as key growth catalysts.

Micron Technology Inc. (MU) has raised its Q4 FY 2025 revenue and earnings guidance, citing improved pricing and execution, particularly in DRAM. The company now expects sales between $11.1 billion and $11.3 billion, up from a previous range of $10.4 billion to $11 billion, with adjusted gross margins projected at 44% to 45%, compared to 41% to 43%. EPS is expected to reach $2.78 to $2.92, up from $2.35 to $2.65. Mizuho analyst Vijay Rakesh maintains an Outperform rating and a $150 price target, citing strong demand and pricing power in high-bandwidth memory (HBM), with expectations of a 20% market share increase by 2026. The stock has shown volatility in 2025, trading between $65 and $127, with a current average near $116.

The article calculates the value of a $1000 investment in Micron Technology (MU) made in August 2015, showing it would be worth $7,020.90 by August 14, 2025, representing a 602.09% gain. It outlines Micron's business segments, revenue breakdown, key competitors, and market performance, highlighting strong growth driven by AI-driven demand for memory and storage technologies. The article also notes that Micron's financials, including positive free cash flow and strong balance sheet, support growth initiatives, though challenges remain from NAND pricing oversupply and potential trade war risks.

Prudential PLC has sold shares of SoFi Technologies, Inc. (NASDAQ:SOFI), as reported in a MarketBeat update on August 13, 2025. The article also highlights various analyst price targets and earnings forecasts for several technology and financial stocks, including Cisco Systems, AST SpaceMobile, C3.ai, Lam Research, Micron Technology, and others, with a focus on AI infrastructure, data centers, and growth opportunities in the tech sector. Additionally, Azimuth Capital Investment Management LLC made several changes to its portfolio, including buying shares of Bank of America and PepsiCo, and increasing its stake in Netflix and Broadcom.

Charles Schwab Investment Management Inc. holds a $97.20 million stock position in Royalty Pharma PLC (NASDAQ:RPRX). The article also highlights various earnings forecasts and investment movements across multiple technology and healthcare stocks, including updates from research firms like Cantor Fitzgerald, Roth Capital, HC Wainwright, and Rosenblatt Securities on companies such as USA Rare Earth, AST SpaceMobile, BigBear.ai, Micron Technology, Cisco Systems, CoreWeave, Alphabet, Palo Alto Networks, and others. Additionally, several investment firms including Azimuth Capital, Fox Run Management, and Seaview Investment Managers are reported to have adjusted their holdings in companies like Tesla, Walmart, UnitedHealth, Netflix, PepsiCo, Broadcom, Pfizer, Marvell, CrowdStrike, and ASML.