Rosenblatt analyst Hans Mosesmann reiterated a Buy rating and $225.00 price target on Micron Technology (NASDAQ: MU), saying they expect a beat and raise driven by AI and HBM gains.

The analyst commented, "We expect Micron to deliver a beat-and-raise as we enter one of the largest memory cycles in history. This growth is driven by the increasing demand for memory in artificial intelligence applications (which scales directly with memory content), a new ramp-up in the HBM industry that reduces supply available for traditional DRAM, and ongoing discipline in memory capital expenditures. We believe this trend will continue into 2026/27."

For an analyst ratings summary and ratings history on Micron Technology click here. For more ratings news on Micron Technology click here.

Shares of Micron Technology closed at $139.54 yesterday.