Wall Street Still Treats Micron Like a Commodity Stock — Analyst Says That's a Costly Mistake
Micron (MU) stock gains in premarket trading. D.A. Davidson highlights a massive valuation gap vs. AMD and Intel amid AI expansion.
Stocks · News reference
Investor Ross Gerber expects Micron to buy back large amounts of its own stock in December, when CHIPS Act restrictions expire.
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Micron (MU) stock gains in premarket trading. D.A. Davidson highlights a massive valuation gap vs. AMD and Intel amid AI expansion.
Elon Musk congratulated his fellow honorees after President Trump gave six tech leaders national science and technology medals on Thursday.
Cathie Wood’s Ark sold SpaceX, Meta, AMD and Alphabet shares and bought Kratos shares on Thursday, Oct. 8, 2026.
ARM Holdings has recovered 11.5% over the past month, driven by accelerating AI adoption and expanding data-center demand. The company's Q1 fiscal 2027 revenues rose 22% to $1.29B with data-center royalties more than doubling. However, its forward P/S multiple of 43.54X far exceeds the semiconductor industry average of 5.14X, warranting caution. Analysts recommend holding for existing shareholders while prospective investors should await a better entry point.
An analysis of highly profitable stocks identifies Micron Technology, NVIDIA, and Par Pacific Holdings as top performers based on net profit margins and earnings growth. Micron leads with a 63.8% net profit margin and 133.9% expected earnings growth, while NVIDIA shows a 63.7% net profit margin with 93.9% expected growth. Par Pacific Holdings, despite a lower 9.9% net profit margin, demonstrates exceptional 214% expected earnings growth.