Jun. 25, 2025 7:15 PM ETMicron Technology, Inc. (MU) Stock, MU:CA StockNVDA, NVDA:CA, MU, MU:CATech Stock ProsInvesting Group Leader(9min)SummaryMicron Technology, Inc. Q3 '25 report confirmed that it's all about DRAM, and that's a good thing with DRAM content growing substantially with AI servers and benefiting from an upcoming PC refresh cycle.Management is guiding for their HBM share to match their DRAM market share, which means roughly 24.3% of the market.Better pricing should continue to support gross margins, which expanded this quarter sequentially.The stock isn't expensive for the market opportunity on the table as HBM content goes from 192GB to 288GB and next year 432GB.MU stock is on our top Buy list for 2025.This idea was discussed in more depth with members of my private investing community, Tech Contrarians. Learn More »Sunshine Seeds/iStock via Getty ImagesMicron Technology, Inc. (NASDAQ:MU) fiscal Q3 earnings are out, and despite panic heading into print on the stock price doubling since April lows of roughly $64 to $127 per share, the company did not disappoint.Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.And remember, be the first to know, not the last to react.This article was written byTech Stock Pros10.64K FollowersTech Stock Pros is a team of three former technology sector engineers with a long history of investing in the tech sector.They run Tech Contrarians, an investing group providing institutional-level company research to individual investors. Utilizing a live portfolio with quarterly updates, bi-weekly newsletters, and answering questions daily via chat, Tech Stock Pros aims to demystify investing in the technology sector. Learn more.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 You