Earnings Blowout, AI Memory Shortage, and Price Targets Up to $500
Micron Technology, Inc. (NASDAQ: MU) has become one of the most closely watched semiconductor stocks heading into the final stretch of 2025—after delivering a blockbuster earnings report and an even bigger forward outlook tied to the accelerating “AI memory” buildout.
As of the Dec. 20, 2025 news cycle (with U.S. markets closed for the weekend), Micron’s story is being driven by three forces: an earnings-and-guidance shock that reset expectations, a supply squeeze in DRAM/NAND and high-bandwidth memory (HBM) that management says could last beyond 2026, and a rapid wave of analyst price-target increases—some now extending as high as $500. [1]
Below is a detailed roundup of the key Micron stock news, forecasts, and analyst…
