美股 Micron 股價連續兩日下跌，分析師仍維持買入評級

Tue, February 10, 2026 at 11:20 AM CST













































































































































Rich Smith, The Motley Fool



For the second day in a row, Micron (NASDAQ: MU) stock fell on Tuesday, down 3% through 11:45 a.m. ET. And for the second day in a row, Micron stock fell on Tuesday... despite being recommended as a "buy" on Wall Street.





Yesterday, if you recall, analysts at TD Cowen set a $600 price target on Micron stock, predicting a 55% profit as the company rode a rising tide of DRAM riches to earn as much as $60 a share. Today, it's Deutsche Bank's turn to recommend Micron -- and have its recommendation rejected by investors.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »



Image source: Getty Images.

"Unprecedented" tight supplies of DRAM memory chips combined with high demand for DRAM and HBM (high bandwidth memory), says Deutsche Bank analyst Melissa Weathers, are "favorable for MU," and imply both higher prices for the company's chips -- and fatter profits for Micron.

Weathers is somewhat less optimistic than TD Cowen's analyst was yesterday. However, she's still forecasting Micron to earn $46.50 this year, and she values the stock similarly to Cowen, arguing that a valuation of 11 times earnings is appropriate for the semiconductor stock: $500 a share.



And yet, at the same time as Weathers recommends buying Micron and raises her price target on the stock, she also gives the same warning that Barron's highlighted yesterday:

There's a risk that "additional supply being brought on by competitors" could cause "a deterioration in memory pricing" -- derailing Micron's hopes for higher prices, sales, and profits. With Samsung reportedly ramping up HBM production, this is a risk investors need to bear in mind. Just because Micron's doing well today doesn't mean the semiconductor industry has become any less cyclical!



And even at just 12x earnings, Micron stock is not without risk.


Before you buy stock in Micron Technology, consider this:

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.

Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $439,362!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,164,984!*




View Comments