MU is trading 3% up now at $336.83 as investors continue rewarding Micron’s AI-linked memory and HBM growth story following its record fiscal Q1 2026 results and strong outlook.

  • Recent analysis highlights sharply higher DRAM revenues and continued tight supply.
  • Robust AI data center demand continues to underpin bullish earnings estimates.
  • The stock maintains a Strong Buy rating, supporting its rebound after recent volatility.