Samsung secures Nvidia HBM3E qualification as Micron faces HBM4 hurdles

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Go back to Samsung secures Nvidia HBM3E qualification as Micron faces HBM4 hurdles

Goldman First Take on Micron (MU): 'We expect the stock to move higher following a quarter and guidance that were well ahead of the Street', Expects Positive SNDK Reaction

September 23, 2025 4:35 PM EDT

Goldman Sachs analyst James Schneider reiterated a Neutral rating and $130.00 price target on Micron Technology (NASDAQ: MU)

The analyst comments "Key stock takeaways: We expect the stock to move higher following a quarter and guidance that were well ahead of the Street, despite elevated investor expectations following continued industry pricing momentum for both DRAM and NAND markets. We expect investors to focus on critical elements of management's commentary on today's conference call, including (1) progress on HBM ramp and market... More