{"id":72257,"date":"2026-05-26T15:55:09","date_gmt":"2026-05-26T15:55:09","guid":{"rendered":"https:\/\/www.europesays.com\/ch\/72257\/"},"modified":"2026-05-26T15:55:09","modified_gmt":"2026-05-26T15:55:09","slug":"micron-hits-a-1-trillion-market-cap-after-ubs-and-trump-praise-it","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ch\/72257\/","title":{"rendered":"Micron Hits a $1 Trillion Market Cap After UBS \u2014 and Trump \u2014 Praise It"},"content":{"rendered":"

Micron stock<\/a> surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS’s highly bullish call for the chipmaker.<\/p>\n

The investment bank lifted its price target for the semiconductor firm to $1,625, up from its prior target of $535 a share. The new target implies a 90% increase in Micron over the next 12 months \u2014 a rally that’s likely to be driven by surging AI demand and the company’s long-term agreements, analysts wrote in a note on Tuesday.<\/p>\n

Shares of Micron soared as much as 18% on Tuesday as the forecast made rounds among investors and wowed stock watchers on social media.<\/p>\n

The rally drove Micron to a $1 trillion valuation for the first time. Shares of the memory chip maker are up 208% year-to-date.<\/p>\n

Tuesday’s rally lifted other memory stocks as well. Sandisk stock rose 7%, Western Digital gained 9%, and Seagate was up 3%. Gains in the sector helped lift the broader Nasdaq more than 1%. <\/p>\n

UBS said it was raising its estimates and earnings expectations for Micron over the next three years, pointing to the company’s long-term agreements “firmly in place across most of the industry.”<\/p>\n

Micron is also expected to generate more than $400 billion in free cash flow from 2027-2029, they added.<\/p>\n

“We believe the market will start to put a more ‘normal’ multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex,” UBS said, adding “we see no reason why MU should trade a whole lot differently than NVDA in terms of P\/E.”<\/p>\n

The company was also in the spotlight after President Donald Trump shouted out the stock when speaking at rally in New York on Friday.<\/p>\n

“Micron, boy Micron’s great, they’re investing hundreds of billions,” the president said.<\/p>\n

The comment has fueled speculation that the US government could eventually take a stake in Micron as it did with Intel<\/a> and other companies deemed critical to US interests. Traders on Polymarket priced in a 34% chance that the government could purchase a stake in Micron by the end of the year.<\/p>\n

Trump purchased shares of Micron worth $50,000 to $100,000 in March, per his latest trading disclosure.<\/p>\n","protected":false},"excerpt":{"rendered":"Micron stock surpassed a $1 trillion marker cap on Tuesday, thanks to a rally fueled by UBS’s highly…\n","protected":false},"author":2,"featured_media":72258,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[129],"tags":[1124,8785,162,38354,14031,26897,38319,38352,2626,5030,16922,2944,5217,223,38353,7989],"class_list":["post-72257","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ubs","tag-company","tag-forecast","tag-investor","tag-long-term-agreement","tag-micron","tag-micron-stock","tag-mu","tag-next-year","tag-rally","tag-round","tag-share","tag-stake","tag-tuesday","tag-ubs","tag-ubs-call","tag-us-government"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ch\/116641695294905933","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/72257","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=72257"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/posts\/72257\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media\/72258"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/media?parent=72257"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/categories?post=72257"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ch\/wp-json\/wp\/v2\/tags?post=72257"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}