Unsubscribe

Greetings, 

Every Monday afternoon, we send out a stock trade idea to some of MarketBeat’s best and most valued subscribers. 

We think you are one of those people…but you are not on our alert distribution list yet. 

This once a week alert is sent out via SMS so that you can see it right away. 

Last week’s alert was very popular with our subscribers, you won’t want to miss out on the next alert — and it doesn’t cost you a thing.

We’re going to send out another trade idea on Monday around noon, and I want to make sure that you’re able to see it.

Add your name to the distribution list here.

You’ll thank me on Tuesday morning.

Matthew Paulson
MarketBeat

---

Bonus News from MarketBeat Media

Micron: Accelerating HBM Ramp Extends Growth Into 2027

Author: Thomas Hughes. First Published: 1/14/2026. 

Key Takeaways

• Micron’s HBM memory supply is fully booked through 2026, with demand expected to exceed supply well into 2027 or beyond.
• Strategic global expansion and pricing power position Micron to outperform conservative revenue forecasts, especially in AI-driven markets.
• Analyst upgrades and bullish sentiment support continued upside, with high-end price targets implying significant room for further gains.

If you’re thinking “2027? That’s a long way off,” consider this: Micron’s (NASDAQ: MU) key product is already fully booked through 2026. It’s the forecasts for 2027—where analyst valuations are still uncertain—that are likely to drive this stock in 2026.

HBM memory, the high-bandwidth memory that powers the GPUs running AI workloads, is effectively sold out. That shortage creates a global supply pinch and an opportunity for Micron to expand production and take share. Micron is a leading provider of advanced HBM components. The company recently held a groundbreaking at its Clay, NY megafab, but that project is a longer-term catalyst—the Clay facility won’t begin phasing in operations for several years. Near-term capacity gains will come from other projects.

Buffett, Gates and Bezos Quietly Dumping Stocks—Here’s Why (Ad)

Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.

It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: “Brace yourselves. It’s about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you.”

This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.Click here for the full story.

Several expansions are already underway, with the first expected to go live this year. An advanced packaging facility in Singapore will strengthen Micron’s role in the AI supply chain by accelerating and scaling packaging of critical HBM components. The move also shifts production away from China and Taiwan while positioning Micron to gain market share. Additional facilities in Boise and Japan are expected to come online by mid-2027 and late 2028, respectively, further boosting HBM capacity. The Boise expansion includes two fabs (Fab 1 and Fab 2), which will increase supply and reinforce Micron’s domestic manufacturing footprint.

HBM Demand Drives Higher Prices, Supply Won’t Catch Up Soon

Demand for HBM is so strong that not only is Micron sold out, but many competitors are as well. Prices surged—by as much as 60% in 2025—during contract negotiations, and revenue reflected that strength with a blowout Q1 of fiscal 2026. HBM4, the next-generation product expected to launch at scale this year, is also effectively sold out.

Optimistic forecasts expect HBM shortages to persist at least until early 2027, and downside scenarios push shortages into 2028 amid strong data-center demand. Micron says it can meet roughly 60% of its 2026 demand, suggesting supply will remain tight in 2027 as ramping continues. The more pessimistic views have shortages lingering into 2028.

MarketBeat’s current forecast for 2026 calls for Micron’s revenue to roughly double year-over-year. The company is likely to beat consensus for 2026; the key question is what happens in 2027. The MarketBeat consensus currently shows only about 20% revenue growth for 2027, which looks conservative given 2026 shortfalls, higher pricing, and the ramp of HBM4. A more realistic outcome is stronger revenue growth driven by increased capacity, rising prices, and HBM4 sales.

Bullish Analyst Trends Support and Lead Micron’s Stock Price

Analyst sentiment has turned bullish and appears likely to remain so through the near term. Remarkably, 100% of analysts are increasing their price targets, though most revisions so far primarily affect the near-term outlook (2026–2027). Longer-term forecasts are rising too, just not as quickly, which leaves room for further upgrades as the year progresses.

Micron ranks second for sentiment and price-target momentum among the Most Upgraded Stocks tracked by MarketBeat, with 37 analysts assigning a consensus Buy rating. The market has already priced in roughly a 10% premium to the consensus as of mid-January, while the consensus price target itself is up more than 100% over the past 12 months. High-end analyst forecasts still show more than 30% upside, providing additional upside potential if the trend continues.

Micron’s Strong Uptrend Not Over Yet

Micron peaked in late December 2025/early January 2026, but its uptrend appears intact. Technical indicators such as the MACD point to underlying strength and are converging with recent price highs, suggesting the potential for higher highs. The market seems to be consolidating in January; a break to new highs would likely signal continuation of the trend and could see the stock advance another ~$100 toward the high-end analyst targets.

---

Thank you for subscribing to MarketBeat!

We empower everyday investors to make better investment decisions by providing up-to-the-minute financial information and best-in-class investment analysis.

This email is a sponsored message for MarketBeat Alerts, a third-party advertiser of MarketBeat. Why did I receive this email?. 

If you need assistance with your account, please don’t hesitate to email MarketBeat’s U.S. based support team at contact@marketbeat.com.

If you would like to unsubscribe or change which emails you receive, you can manage your mailing preferences or unsubscribefrom these emails.

© 2006-2026 MarketBeat Media, LLC. 
345 N Reid Place #620, Sioux Falls, SD 57103. United States..

Daily Bonus Content: Free SMS Stock Alerts from MarketBeat(From MarketBeat Alerts)