Earnings Countdown, AI Memory Shortage, and Wall Street’s New Price Targets
Micron Technology, Inc. (NASDAQ: MU) heads into the week of its next earnings report with a rare mix of tailwinds and pressure: an AI-driven memory crunch that’s pushing prices higher, and a market that has recently started questioning whether “AI trade” valuations are getting stretched.
As of the most recent U.S. close (Friday, Dec. 12, 2025), Micron shares finished at $241.14, down 6.70% on the day after trading as high as the mid-$250s earlier in the session. [1] That pullback matters because expectations are elevated: several analysts have been raising targets into the print, while options markets are signaling the potential for a double-digit post-earnings move.
Below is a comprehensive roundup of the key news, forecasts, and…
