Micron (MU) Stock: HBM Demand and NAND Price Surge Drive Multiple Analyst Upgrades

TLDR Needham raised its Micron price target to $450, Deutsche Bank lifted theirs to $500 — both keeping Buy ratings Q1 FY2026 revenue hit $13.6 billion, up 57% year over year, with record free cash flow of $3.9 billion AI memory products are fully booked for 2026, with the shortage described as “unprecedented” DRAM prices [...]

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