Skip to contentHome page Seeking Alpha - Power to InvestorsNov. 15, 2025 5:53 AM ETMicron Technology, Inc. (MU) Stock, MU:CA StockMU, MU:CAThe Alpha Analyst2.26K FollowersCommentsMicron Technology stands at a pivotal point near $250, with strong AI-driven growth and a geopolitical moat supporting a bullish outlook.MU's recent revenue and margin outperformance, combined with robust AI demand, suggests higher highs and structurally improved cycles compared to pre-AI eras.A DCF analysis points to a fair value of ~$375, implying 50% upside, though risks from cyclicality, policy, and competition remain significant.MU is rated a buy at current levels, but prudent risk management - such as hedged or cash-secured put strategies - is recommended for new entries.Images By Tang Ming Tung/DigitalVision via Getty ImagesLate to the party? The Micron Technology (MU) trade now looks like it's at the crossroads around $250. I was myself indecisive, with several factors at play at these levels. On one hand, we haveThis article was written byThe Alpha Analyst2.26K FollowersI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams in model validation, stress testing, and regulatory finance, developing a deep expertise in both fundamental and technical analysis. Alongside my research partner (also my wife), I co-author investment research, combining our complementary strengths to deliver high-quality, data-driven insights. Our approach blends rigorous risk management with a long-term perspective on value creation. We have a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.