Micron Technology, Inc. (MU) — closed signal from November 14, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on February 12, 2026.
Predicted vs. what happened
What happened
Reached its target in 52 days.
The thesis — published November 14, 2025
Micron looks set for a bounce as memory prices improve thanks to strong AI demand. Samsung just raised memory prices by up to 60%, hinting supply is tight and profits can improve. The stock has been hit hard, but buying interest is building. The recent average price trend is still pointing up. The plan is to buy small on dips and add if the trend firms, aiming to benefit as pricing and customer orders stabilize.
Primary drivers
- AI demand is pushing memory chip prices higher, lifting sales and profits
- The stock looks very sold-off, and investor mood in the group is improving
- Recent average price trend is turning up, hinting the slide may be ending
- Major rival Samsung just raised memory prices by as much as 60% this week
How it played out
MU: target reached in 52 days
Lyra published MU at $248.61 on 2025-11-14 with 30% expected growth and a $323.06 target. The thesis pointed to stronger memory prices from artificial intelligence demand, a very sold-off stock, improving investor mood, a recent average price trend turning up, and Samsung raising memory prices by as much as 60%.
Inside the window, MU reached the target in 52 days. It peaked at $455.50 on 2026-01-30, a gain of 83.2%. By 2026-02-12, it ended at $413.97. The thesis played out, and the move went beyond the published target.
What happened during the window
On 2025-12-03, Micron said it would wind down the Crucial consumer business worldwide by the end of February 2026. On 2025-12-17, Micron reported fiscal first-quarter results, including adjusted earnings per share of $4.78 and revenue of $13.64 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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