Track record · closed signal

Micron Technology, Inc. (MU) — closed signal from October 30, 2025

Target reached Published before the outcome was known, scored automatically when the window closed on January 28, 2026.

Predicted vs. what happened

MU price · publication thesis → realized outcomesplit-adjusted
$224.77 Published $278.60 Target $435.28 Window close $438.94 Peak
$215.83 – $221.82Entry zone — fair-value band
$224.77Published — price the day we called it
$278.60Target — the price the thesis aimed for
$438.94Peak — highest point inside the window, not a realized return
$435.28Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 53 days.

Peak price
$438.94
peak on January 28, 2026 — not a realized return
Peak gain
+95.3%
peak, from the publication price
Window close
$435.28
end-of-window price, context only
Days to target
53
Window
October 30, 2025 – January 28, 2026

The thesis — published October 30, 2025

Predicted growth
+24%
over the measurement window
Target price
$278.60
the price the thesis aimed for
Entry zone
$215.83 – $221.82
the fair-value band we waited for
Price at publication
$224.77
published October 30, 2025
Confidence
68%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Micron makes the memory chips behind today's AI surge. A big bank raised its target to $240, Samsung posted record memory sales, and forecasts point to record demand by 2026. The stock has run up, so we aim to buy only on dips. Recent average price trends look healthy. In the next 1-3 months, growing HBM and DDR5 output could push a retest of highs, but pricing and supply limits remain key risks.

Primary drivers

  • Demand for HBM and DDR5 memory is climbing as AI servers need more
  • A major analyst raised the price target to $240, signaling confidence
  • Uptrend looks strong based on recent average price and steady momentum
  • Reports from peers and suppliers point to a stronger memory cycle ahead

How it played out

MU: target reached in 53 days

Lyra published MU at $224.77 on 2025-10-30 with expected growth of 24%. The thesis pointed to rising HBM and DDR5 demand from artificial intelligence servers, a major analyst target of $240, healthy recent price trends, and signs of a stronger memory cycle ahead. Pricing and supply limits were named as risks.

Inside the window, MU reached the $278.60 target in 53 days. It kept rising after that. The peak was $438.94 on 2026-01-28, with a 95.3% peak gain. The window ended at $435.28. The published thesis played out.

What happened during the window

On Dec. 3, 2025, Micron announced plans to wind down its Crucial consumer business by the end of February 2026. On Dec. 17, 2025, Micron reported fiscal first-quarter revenue of $13.64 billion and gave second-quarter guidance above analyst estimates.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

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