Micron Technology, Inc. (MU) — closed signal from July 5, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on October 3, 2025.
Predicted vs. what happened
What happened
Reached its target in 68 days.
The thesis — published July 5, 2025
After two months of drifting down, the share price found support where buyers stepped in last March, while its recent average price is still edging higher. On July 5, Citi said the stock could reach $150. A proposed Senate law would raise the tax break for US chip plants to 30 percent, cutting Micron’s costs. Its fastest memory chips are already fully booked through 2025. All this could lift the price toward $135-140 by early fall.
Primary drivers
- Short-term signal shows sellers tiring where the stock popped after earnings
- Citi raising its goal to 150 dollars shines a bright light on upside
- 30 percent tax credit boosts profits at Micron's new Idaho factory
- All high-speed chips pre-sold to 2025, keeping prices and margins firm
How it played out
MU: target reached in 68 days
Lyra published MU at $122.16 on July 5, 2025, with expected growth of 23%. The thesis pointed to sellers tiring near support, Citi's $150 goal, a proposed 30 percent tax credit for US chip plants, and high-speed chips pre-sold through 2025. It expected a move toward $135-140 by early fall.
Inside the window, MU reached the $150.11 target in 68 days. The peak was $191.77 on October 3, 2025, above the target, with a peak gain of 57%. It ended at $187.75. The thesis played out, and then went further.
What happened during the window
On September 23, 2025, Micron reported fiscal fourth-quarter adjusted earnings per share of $3.03 and revenue of $11.32 billion. It also said fiscal first-quarter revenue was expected at $12.20 billion to $12.80 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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