{"id":49485,"date":"2026-04-15T20:11:17","date_gmt":"2026-04-15T20:11:17","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/49485\/"},"modified":"2026-04-15T20:11:17","modified_gmt":"2026-04-15T20:11:17","slug":"micron-mu-banks-on-a-memory-pricing-upcycle-ubs-just-raised-its-target","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/49485\/","title":{"rendered":"Micron (MU) Banks on a Memory Pricing Upcycle; UBS Just Raised Its Target"},"content":{"rendered":"\n

Micron Technology, Inc. (NASDAQ:MU<\/a>) is one of the must-buy US stocks to buy right now<\/a>. On April 8, UBS analyst Timothy Arcuri raised his price target on Micron Technology, Inc. (NASDAQ:MU) from $510 to $535 while maintaining a Buy rating. The analyst cited mounting evidence of a durable memory pricing upcycle backed by long-term commitment from the industry\u2019s biggest customers.<\/p>\n

\"Micron Micron (MU) Banks on a Memory Pricing Upcycle; UBS Just Raised Its Target <\/p>\n

According to the analyst, UBS\u2019s industry checks point to continued pricing strength in both DRAM and NAND. He noted that high-bandwidth memory, or HBM, is leading the charge, and that this is a trend the firm expects to push Micron\u2019s margins meaningfully higher in the coming quarters.<\/p>\n

Arcuri pointed out that the most outstanding aspect of UBS checks is the nature of the conversations happening between memory suppliers and their customers. He noted that hyperscalers and OEMs are actively pursuing long-term agreements with Micron, SK Hynix, and Samsung. These agreements include volume commitments, pre-payments, and clearly defined pricing ranges. This is a level of structural commitment rarely seen in what has historically been a volatile, spot-driven market, the analyst noted.<\/p>\n

On HBM specifically, hyperscalers are pushing for longer contract terms, Arcuri said. He added that all three major memory producers are in alignment on one goal, which is rebuilding a pricing premium for HBM into calendar year 2027. This would extend margin gains well beyond the near term, he concluded.<\/p>\n

Micron Technology, Inc. (NASDAQ:MU) is a semiconductor company that designs, manufactures, and sells memory and storage products. It produces DRAM, NAND flash memory, and solid-state drives used in data centers, personal computers, mobile devices, and automotive systems.<\/p>\n

While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the\u00a0best short-term AI stock<\/a>.<\/p>\n

READ NEXT: 9 Best Healthcare Penny Stocks to Buy According to Hedge Funds<\/a> and 7 Penny Stocks That Aren\u2019t Scams: Best Cheap Stocks to Buy<\/a>.<\/p>\n

Disclosure: None. Follow Insider Monkey on Google News<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Micron Technology, Inc. (NASDAQ:MU) is one of the must-buy US stocks to buy right now. On April 8,…\n","protected":false},"author":2,"featured_media":49486,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[28365,2039,2328,20766,2040,223],"class_list":["post-49485","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-high-bandwidth-memory","tag-inc","tag-micron-technology","tag-nand","tag-timothy-arcuri","tag-ubs"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116410547341830231","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/49485","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/comments?post=49485"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/49485\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/49486"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=49485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=49485"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=49485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}