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Micron Technology, Inc. (MU) Stock Analysis

Technology

Micron Technology, Inc.

$895.88

+$144.88 (+19.29%)

Last Updated: May 26, 2026

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Analysis

Company Overview

Micron Technology, Inc. operates as a comprehensive designer, developer, manufacturer, and seller of memory and storage products with a global footprint spanning the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and international markets. The company functions within the Technology sector and specifically the Semiconductors industry, positioning it at the forefront of the hardware infrastructure required for modern computing and data storage ecosystems. This enterprise commands a substantial market capitalization of $402.85B and generates annual revenue reaching $58.12B, supported by a workforce of 53,000 employees. The sheer magnitude of the market cap relative to the annual revenue indicates that the market places a significant premium on the company's future growth potential and intellectual property, rather than valuing it solely on current cash flows. The scale of operations, evidenced by the massive revenue figure, suggests a dominant position in the semiconductor supply chain, where Micron serves critical needs across data centers, mobile devices, and enterprise clients through its specialized business units.

Financial Health

The company reported a total revenue of $58.12B for the trailing twelve months, with a corresponding net income of $24.11B and an EBITDA of $36.80B. The substantial gap between the revenue figure and the net income reveals a highly efficient cost structure where operating expenses and taxes consume only a fraction of top-line sales, leaving a robust bottom line. Free cash flow stands at $2.89B, which provides the organization with significant financial flexibility to fund capital expenditures, acquire assets, or return capital to shareholders without needing to rely on external financing. Gross margin is reported at 58.4%, indicating that the company retains more than half of its revenue after covering the direct costs associated with producing memory and storage products. Operating margin reaches an impressive 67.6%, suggesting that fixed overhead costs are well-managed relative to sales volume, while the profit margin sits at 41.5%, reflecting the company's ability to convert a large portion of revenue into actual profit. On the balance sheet, total cash holdings of $14.59B exceed total debt obligations of $10.80B, creating a net cash position that mitigates liquidity risks. The debt-to-equity ratio of 14.90 indicates a leveraged capital structure, yet the strong cash position provides a buffer against interest rate fluctuations or economic downturns. Current ratio is 2.90, which signifies a highly conservative approach to short-term liquidity, ensuring the company can easily meet its obligations due within one year. Return on Equity stands at 39.8% and Return on Assets is 20.1%, metrics that reveal exceptional management effectiveness in generating returns on the capital invested by shareholders and in utilizing the company's asset base efficiently.

Valuation Assessment

The trailing P/E ratio is 16.87, while the forward P/E is significantly lower at 3.62. This stark difference between the two metrics implies that the market expects a dramatic expansion in earnings over the coming year, causing the valuation multiple to compress relative to current profitability. The price-to-book ratio is 5.56, which indicates that the market values the company at more than five times its net asset value, suggesting a premium assigned to its intangible assets, brand strength, and growth prospects. The price-to-sales ratio stands at 6.93, and the EV/EBITDA multiple is 10.84; these alternative valuation metrics suggest that investors are willing to pay a high premium for revenue and earnings power, particularly given the cyclical nature of the semiconductor industry. The 52-week high is $471.34 and the 52-week low is $61.54. Without the specific current share price, the exact percentage deviation from this range cannot be calculated, but the wide range between the high and low illustrates the volatility inherent in the stock. The beta value is 1.54, which means the stock is expected to be 54% more volatile than the broader market, amplifying gains during upswings and losses during downturns.

Growth & Income

Revenue growth for the trailing twelve months is 196.3%, while earnings growth is an impressive 756.0% year-over-year. Earnings are growing substantially faster than revenue, which implies significant operating leverage where cost savings or pricing power are driving profitability at a rate that exceeds top-line expansion. For this company, the dividend yield is 0.2% and the payout ratio is 2.2%, indicating that the firm retains the vast majority of its earnings rather than distributing them as cash dividends. This low payout ratio combined with the massive earnings growth suggests a strategy focused on reinvesting profits into research and development, manufacturing capacity, and market share expansion rather than immediate shareholder payouts. The overall growth and income profile is characterized by explosive earnings acceleration and minimal reliance on dividend income, making the stock a growth-oriented investment driven by semiconductor cycle recovery and demand.

Peer Comparison

Micron Technology, Inc. (MU) operates in the Semiconductors industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Micron Technology, Inc. MU $846.93B 35.5
NVIDIA Corporation NVDA.TO $6.77T 31.2
NVIDIA Corporation NVDA $5.22T 33.0
Taiwan Semiconductor Manufacturing Company Limited TSM $2.14T 35.2

The Semiconductors industry average P/E ratio is 345.9x. Micron Technology, Inc. trades at a P/E of 35.5.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Micron Technology, Inc.

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

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Key Statistics

Market Cap
$846.93B
P/E Ratio
35.46
52-Week High
$818.67
52-Week Low
$92.22
Avg Volume
46.18M
Beta
1.92
Dividend Yield
0.08%

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
53,000