Micron Technology, Inc. (MU) — closed signal from September 12, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on December 11, 2025 — +66.4% at the close.
Predicted vs. what happened
What happened
Reached its target in 24 days.
The thesis — published September 12, 2025
Micron is riding the boom in memory chips for AI servers. A major bank raised its target to $175, and easier Fed policy could lift investor appetite. Trading shows lots more people are buying than usual, even after a big run. Demand for HBM and DRAM in AI should help. Prefer buying pullbacks for a better trade-off between potential gain and loss over the next three months, as peers stay firm and supply is kept in check.
Primary drivers
- AI servers are soaking up HBM and DRAM, boosting demand for Micron's chips
- Citi raising its price target to $175 reinforces the outlook and confidence
- Unusually strong recent buying shows solid interest in the stock from investors
- Market backdrop near term favors chip makers as conditions improve for semis
How it played out
MU: target reached in 24 days
Lyra published MU at $155.27 on 2025-09-12, with expected growth of 26%. The thesis pointed to memory-chip demand from artificial intelligence servers, HBM and DRAM strength, Citi's $175 target, unusually strong buying, and a near-term backdrop that favored chip makers.
Inside the window, MU reached the $195.44 target in 24 days. It later peaked at $264.64 on 2025-12-10, with a peak gain of 70.4%. The signal ended at $258.36 on 2025-12-11. The thesis played out and then went well past its target.
What happened during the window
On 2025-12-03, Micron announced that it would wind down the Crucial consumer business by the end of February 2026 and focus resources on larger strategic customers in faster-growing segments. Tom's Hardware reported the same announcement that day.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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