We're raising our Micron price target after an incredible quarter and robust guidance
Micron signals data-center memory demand will stay tight through fiscal 2027—a bellwether for AI infrastructure capex.
Why it matters
Micron's robust guidance and supply-constrained outlook reflect sustained AI/data-center buildout momentum. For enterprise and infrastructure buyers, this signals continued memory cost pressure and allocation challenges into next year.
The key facts
8 to knowMicron reported strong Q4 FY2026 results with memory demand exceeding supply
Company signaled fiscal 2027 will be another strong year
Memory products remain supply-constrained
Data-center segment driving demand (AI infrastructure context implicit)
Micron signals fiscal 2027 will be strong year
Demand for memory products continues to exceed supply
Q4 2026 results drove analyst price-target raise
Memory supply constraints persist into 2027
Go to the source
CNBC Technologycnbc.com
Publisher excerpt: Micron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.