Micron Technology is set to release its Q4 2025 earnings report on September 23, drawing strong market attention. Driven by a global surge in memory chip prices, Micron’s stock has risen over 93% year-to-date.
Amid rapid AI development, analysts expect strong demand for Micron’s High Bandwidth Memory (HBM) chips to significantly boost revenue and profits. Wall Street anticipates adjusted earnings per share (EPS) of $2.81, up 138% year-over-year, with revenue reaching $11.12 billion, a 43% increase.
Notably, Micron has exceeded profit estimates for nine consecutive quarters. Last month, the company raised its Q4 outlook, forecasting revenue of $11.2 billion (±$100 million) and EPS of $2.85 (±$0.07), reflecting improved DRAM pricing and strong execution.
Rosenblatt analyst Hans Mosesmann reaffirmed a "Buy" rating with a $200 price target, citing constrained DRAM and NAND supply through 2026 and accelerating AI-driven demand. He expects Micron’s results to surpass raised guidance, with further upside in upcoming quarters.
Overall, Micron holds 24 "Buy" and 4 "Hold" ratings, with an average target price of $165.89, suggesting around 2% additional upside.
ICgoodFind : Micron is poised to deliver strong results backed by AI-driven memory demand, reinforcing its competitive position in the storage chip market.
