Micron Technology Inc. ($MU) Stock Forecast: Up 5.5% Today

What is Micron Technology Inc.?

Micron Technology (MU) is showing a strong bullish movement in the AI semiconductor market currently.

Why is Micron Technology Inc. going up?

MU stock is up 5.5% on Feb 18, 2026 17:21

• Micron Technology (MU) is more favored for near-term growth outlook and valuation compared to Taiwan Semiconductor Manufacturing Company (TSM), driving its bullish movement.
• Janus Henderson's sustainable fund manager investing in "AI loser" companies including Micron demonstrates a positive sentiment towards the stock, acknowledging its resilience and attractive valuation despite AI-related market challenges.
• Caterpillar's progress in constructing AI data centers and Lam Research's positive outlook as per Wall Street analysts may be boosting confidence in the semiconductor sector overall, indirectly supporting Micron's bullish movement.
• Appaloosa Management's increased investments in Micron reflect a positive outlook for the stock, in contrast to its reduced stake in JD.com, further backing the bullish trend for Micron Technology.

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MU Technical Analysis

MU News

MU vs. TSM: Which Semiconductor Stock Has the Edge Right Now?

This article compares Micron Technology (MU) and Taiwan Semiconductor Manufacturing Company (TSM), two key players in the AI semiconductor market, to determine which offers a better investment opportunity. While both companies are poised to benefit from surging AI demand, Micron is presented as having a stronger near-term growth outlook and a more attractive valuation compared to TSMC, despite TSMC's market dominance and aggressive capital expenditures. Both stocks currently hold a Zacks Rank #1 (Strong Buy).

https://www.tradingview.com/news/zacks:7fe48272f094b:0-mu-vs-tsm-which-semiconductor-stock-has-the-edge-right-now/

AI Losers Get Another Chance at Janus Henderson Sustainable Fund

The manager of Janus Henderson’s flagship sustainable fund, Hamish Chamberlayne, is investing in "AI loser" companies like Experian Plc and S&P Global Inc., believing their valuations are currently too low due to AI-related market turmoil. He emphasizes that companies with proprietary data or IP will be resilient long-term and sees attractive valuations in these firms despite them being overlooked by investors focusing solely on AI winners. Chamberlayne also highlights that the fund is increasing its exposure to companies providing critical enabling technologies for AI data centers, such as Micron Technology Inc. and Seagate Technology Holdings Plc.

https://financialpost.com/pmn/business-pmn/ai-losers-get-another-chance-at-janus-henderson-sustainable-fund

Should You Pay Attention To Caterpillar Stock’s Momentum?

Caterpillar (CAT) stock is experiencing strong momentum due to its involvement in building AI data centers, leading to significant new orders and accelerating segment growth. While the company boasts solid fundamentals, including strong margins and a large order backlog, the investment debate centers on whether this growth can offset margin compression from tariffs and manufacturing costs. The prevailing sentiment is neutral, acknowledging both the strong tailwinds and the profit-eroding challenges.

https://www.trefis.com/stock/cat/articles2/590932/should-you-pay-attention-to-caterpillar-stocks-momentum/2026-02-18

Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?

Lam Research (LRCX) currently holds an average brokerage recommendation (ABR) of 1.52, indicating a strong positive outlook from 33 firms, with a significant majority rating it as a "Strong Buy." However, the article cautions against relying solely on ABRs due to potential brokerage biases, instead recommending validation with the Zacks Rank, which for Lam Research is currently a #1 (Strong Buy) based on positive earnings estimate revisions.

https://finviz.com/news/314387/is-lam-research-lrcx-a-buy-as-wall-street-analysts-look-optimistic

Appaloosa Management Reduces Stake in JD.com (JD)

Appaloosa Management, led by David Tepper, has decreased its stake in JD.com (JD) while increasing investments in major tech companies like Micron, Alphabet, and Meta. Despite JD.com facing financial stress and an Altman Z-Score indicating potential issues, its valuation metrics suggest the stock is significantly undervalued. The company, a major Chinese e-commerce platform, shows potential with expanding operating margins and moderate revenue growth.

https://www.gurufocus.com/news/8624658/appaloosa-management-reduces-stake-in-jdcom-jd

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Micron Technology Inc. Price History

11.01.2026 - MU Stock was up 8.7%

• Wealthfront Advisers LLC has recently increased its stake in Micron Technology, Inc., indicating a positive outlook on the company's future.
• Analysts have expressed optimistic views on Micron Technology, attributing the positive sentiment to the high demand for AI-related memory solutions.
• The sale of shares by COO Wilson of Rapid Micro Biosystems to address tax obligations has led to speculation about the company's financial stability, potentially prompting investors to consider more secure options like Micron Technology, Inc.
• The favorable attitude towards prominent semiconductor firms such as Micron Technology, Inc. amid robust earnings and dividend declarations may have reinforced investor confidence, driving the bullish trend in the market.

11.01.2026 - MU Stock was up 7.4%

• The uptick in MU's stock price can be attributed to positive pricing trends and growing demand for memory chips.
• Analysts' optimistic forecast for MU's growth, coupled with controlled supply and ongoing shortages, contributed to the positive momentum.
• Morgan Stanley's raised estimates and price target also boosted MU's stock, highlighting its strong presence in high-bandwidth memory production.
• Overall market sentiment, driven by favorable industry dynamics and analyst upgrades, pushed Micron's stock to new levels, reflecting investor confidence in the company's future.

11.01.2026 - MU Stock was up 5.5%

• Micron Technology's stock saw a significant increase today, prompted by various firms raising their price targets for the company, such as Morgan Stanley.
• Institutional investors like Wealthfront Advisers LLC have boosted their holdings in Micron Technology, indicating confidence in the company's potential for growth.
• Factors such as ongoing DRAM price hikes and semiconductor supply constraints have bolstered positive market sentiment towards Micron Technology.
• The uptrend in Micron's stock is a reflection of its strong financial performance, favorable analyst ratings, and the optimistic industry outlook for semiconductors.

10.01.2026 - MU Stock was down 5.5%

• Micron Technology faced a bearish market movement possibly due to concerns raised by a competitor's announcement of large-scale production of next-generation memory chips, posing a competitive threat to Micron.
• Another company's strong earnings report and positive outlook may have diverted investor attention away from Micron, impacting its stock performance negatively.
• Focus on improving balance sheet and returning capital to shareholders at a different company could have shifted investor sentiment towards companies with more favorable financial strategies, affecting Micron's stock price.
• The overall bullish sentiment in the semiconductor sector, as evidenced by a significant rise in a Semiconductor ETF, highlights the competitive landscape Micron operates in, potentially contributing to the downward pressure on its stock.

18.01.2026 - MU Stock was up 6.0%

• Micron's upward trend might be influenced by Appaloosa Management's substantial 250% increase in stake, showing trust in the company's potential growth in the hardware components for AI sector.
• Appaloosa Management's shift from reducing investments in tech giants like Nvidia and Amazon to raising stakes in Micron suggests a positive outlook on the company's undervalued position in the AI domain.
• The inauguration of Lam Research's new office in Boise, Idaho, to bolster U.S. semiconductor production, particularly catering to memory clients like Micron, underscores the industry's promising growth prospects and Micron's key role in the market.
• In sum, today's bullish movement in Micron's stock could be a reflection of growing investor confidence in the company's strategic position within the semiconductor sector, particularly concerning AI technology and memory solutions.

18.01.2026 - MU Stock was up 5.5%

• Micron Technology (MU) is more favored for near-term growth outlook and valuation compared to Taiwan Semiconductor Manufacturing Company (TSM), driving its bullish movement.
• Janus Henderson's sustainable fund manager investing in "AI loser" companies including Micron demonstrates a positive sentiment towards the stock, acknowledging its resilience and attractive valuation despite AI-related market challenges.
• Caterpillar's progress in constructing AI data centers and Lam Research's positive outlook as per Wall Street analysts may be boosting confidence in the semiconductor sector overall, indirectly supporting Micron's bullish movement.
• Appaloosa Management's increased investments in Micron reflect a positive outlook for the stock, in contrast to its reduced stake in JD.com, further backing the bullish trend for Micron Technology.

13.01.2026 - MU Stock was down 7.6%

• Micron Technology, Inc. is a leading manufacturer of memory and storage solutions, playing a crucial role in the semiconductor industry. Today, the stock experienced a significant bearish movement in the market.
• The bearish movement in Micron Technology's stock could be attributed to profit-taking by investors after a period of strong performance.
• The positive earnings report from Analog Devices (ADI) and the subsequent analyst upgrades may have shifted investor focus towards ADI, leading to a sell-off in MU.
• The upgrade of Allegro MicroSystems (ALGM) by Morgan Stanley to Overweight might have attracted investors away from MU, impacting its stock price negatively.
• The overall sentiment in the semiconductor sector, with companies like ADI and ALGM receiving positive news and upgrades, could have overshadowed MU's performance today, contributing to the bearish movement.

12.01.2026 - MU Stock was up 6.0%

• Micron Technology (MU) stock soared today, alongside other memory chip companies, due to a global shortage in memory chips, which heightened demand and bolstered stock prices across the sector.
• Investor sentiment was further lifted by positive forecasts from a Japanese memory firm, fostering a strong investor belief in the sector and leading to substantial gains for companies like Micron.
• The market's enthusiasm for Micron can be credited to the expanding reliance on memory chips in diverse technological applications, underscoring the company's strategic positioning in a high-demand market segment.
• This market upsurge also underscores investors' recognition of the pivotal role semiconductor firms play in addressing prevailing global supply chain issues, fostering an optimistic market outlook towards Micron Technology.

12.01.2026 - MU Stock was up 7.7%

• Micron and other memory chip stocks rose today due to the ongoing global memory chip shortage, driving up demand and stock prices in the sector.
• Savvy Advisors Inc. notably increased its stake in Micron, reflecting confidence in the company's positive factors like high-volume production and analyst price target increases.
• Despite competitive risks related to Samsung's mass production assertions, Micron's focus on memory chip production and optimistic outlook have supported its bullish trend.
• Concerns about a projected decline in PC shipments by Morgan Stanley may be a challenge, but Micron's strong performance and growth prospects have overshadowed these worries in today's market activity.

09.01.2026 - MU Stock was up 5.1%

• Micron Technology's stock surged due to the significant shortage of HBM chips, driven by the "great memory crunch", leading to higher prices and reduced production for device manufacturers.
• The introduction of Navitas Semiconductor's 10 kW DC-DC power platform for AI data centers may have also contributed to the bullish movement, showcasing the increasing innovation and efficiency in the sector.
• Highlighting Micron Technology as a strong buy with excellent growth prospects in AI infrastructure and cloud adoption further boosted investor confidence in the stock.
• Overall, the bullish market movement for Micron Technology can be attributed to the growing demand for memory solutions in AI, cloud computing, and advanced connectivity, positioning the company favorably in the current market environment.

18.01.2026 - MU Stock was up 5.3%

• A notable increase in Appaloosa Management's stake in Micron Technology by 250% indicates growing confidence in the company's future prospects, particularly in the AI hardware components sector.
• Lam Research's commitment to expanding in Boise to support U.S. semiconductor manufacturing, specifically for memory customers like Micron, underscores the significance of domestic chip production and its positive impact on Micron's supply chain.
• Favorable forecasts and price target upgrades from analysts for Micron Technology signal a bright outlook for the company's growth potential, driven by factors such as high-bandwidth memory demand and AI platforms.
• The emphasis on Micron's strong market position and growth prospects in the AI sector, as evident in numerous analyst assessments, bolsters investor confidence in the company's future performance, contributing to today's upward movement in the stock.

11.01.2026 - MU Stock was up 10.7%

• Micron's stock surged as the company's price target was increased, with a focus on DRAM price strength and supply shortages driving positive market sentiment and growth potential.
• Plans for new investment in NAND flash production in Singapore showcase confidence in sustained long-term demand, contributing to increased investor optimism.
• Analysts' consensus on Micron's performance and pricing tailwinds indicate that the company is well-positioned to maintain its momentum and capitalize on favorable market conditions.