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MU · Micron Technology · General Research · Not specified · 30th July 2026, 7:59 PM CST
Is $MU cheap after ~40% drop in price?
0 commentsMicron's stock has fallen ~40% from recent highs, but the selloff appears disconnected from fundamentals given strong evidence of persistent AI-driven memory shortages and supply tightness through 2028. Samsung's earnings and Omdia's 94.1% upward revision to 2026 semiconductor demand reinforce the thesis that HBM and DRAM pricing power remains robust. However, the lack of current, verifiable KPIs (e.g., P/E, EV/EBITDA, margins) in the evidence base means we cannot definitively conclude whether $MU is 'cheap' using traditional metrics.