Micron Technology Inc. (MU) — closed signal from July 4, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 2, 2025.
Predicted vs. what happened
What happened
Reached its target in 70 days.
The thesis — published July 4, 2025
Micron’s price slipped 14% to its recent average, and basic momentum signals show it is oversold, the same pattern that preceded February’s 35% pop. Last quarter sales grew 37%, and orders for its new high-speed memory exceed $1 billion, yet the stock trades at only about 13 times next year’s expected profit. The dip came after scheduled insider sales, but trading data shows buyers remain active. Tight supply could lift shares toward $158 within the next three months.
Primary drivers
- Oversold signals at the recent average price echo setup before Feb’s 35% run.
- Over $1 billion in orders for fast memory shows strong AI-server demand and pricing.
- Sales up 37% but shares at only 13x next year’s earnings, keeping valuationreasonable.
- Research site called MU a second-half skyrocket, lifting mood and fresh buying.
How it played out
MU: target reached in 70 days
Lyra published MU at $122.16 on 2025-07-04 with 28% expected growth toward $156.21 over the short-term window. The thesis pointed to a 14% slip to its recent average, oversold momentum signals, a prior 35% February run, 37% sales growth, more than $1 billion in fast-memory orders, a valuation near 13 times next year's expected profit, scheduled insider sales, active buyers, tight supply, and improved market mood.
Inside the window, MU reached the target in 70 days. The peak was $185.99 on 2025-10-02, with a 52.2% peak gain, and the window ended at $183.56. It got there and kept trading above the target at the end. The thesis played out.
What happened during the window
On 2025-09-23, Micron reported fiscal fourth-quarter revenue of $11.32 billion and adjusted earnings of $3.03 per share. It also guided fiscal first-quarter revenue of $12.20 billion to $12.80 billion and adjusted earnings of $3.41 to $3.71 per share. On 2025-10-02, Micron said it had begun shipping samples of its HBM4 memory, with more than 2.8TB/s of bandwidth and pin speeds above 11Gbps.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
Share this receipt
A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.
Read the next call before it closes.
This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.