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Featured Content from MarketBeat Media
After Blowout Earnings, How Much Higher Can Micron Go?
Written by Jessica Mitacek. Published: 3/24/2026.
Key Points
- Since 2025’s tariff tantrum, shares of Micron Technologies have gained more than 553%, including 34% so far in 2026.
- In its Q2 2026 earnings report, the company announced quarterly revenue growth of 196% and earnings growth of 682%.
- Micron’s fiscal Q3 single-quarter revenue guidance exceeds the full-year revenue for every year in the company’s history through fiscal 2024.
- Special Report: Elon Musk’s $1 Quadrillion AI IPO
It has been a difficult year for the tech sector — with a more than 6% year-to-date (YTD) loss, the fourth worst among the S&P 500’s 11 sectors — but not every stock in that corner of the market has suffered.
Since its 52-week low on April 4, 2025, amid the fallout from President Trump’s broad tariff announcements and the market’s ensuing tariff tantrum, shares of Micron Technologies (NASDAQ: MU) have posted a staggering 553% gain.
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The semiconductor company — which specializes in memory and storage solutions, including dynamic random access memory (DRAM), NAND flash, and high-bandwidth memory (HBM) — has climbed more than 34% YTD, with the latest boost coming after Micron reported blowout Q2 2026 earnings.
Investors who benefited from the dramatic run-up are now asking how long the rally can continue, and whether Micron can keep outpacing the broader tech sector.
Despite Corrections, Micron Continues to Climb
In Q1 2024, Micron’s market cap was $108.18 billion. One year later, that figure has more than quadrupled to nearly $476 billion, putting the company among a few dozen publicly traded mega-cap names.
The adage “what goes up must come down” is attributed to Sir Isaac Newton and refers to gravity pulling objects back to Earth. Stocks, however, are not physical objects subject to Newton’s law — and few stocks have defied gravity like Micron has recently.
The gains haven’t been linear. Along the way the stock endured corrections of more than 18% in November, nearly 15% in both December and February, and almost 14% between late February and early March.
Each time, shares recovered and went on to reach new highs. To illustrate, in early April 2025 the stock traded at $64.72; at the time of writing, shares are trading for a little over $400.
Those gains can’t be traced to a single catalyst. Micron has benefited from multiple tailwinds, most recently announcing on March 15 plans to build a second chip factory in Taiwan after completing the acquisition of Powerchip Semiconductor Manufacturing Corporation’s P5 site in Tongluo, Miaoli County.
“The new site will complement Micron’s existing operations in Taiwan as an extension of the company’s vertically integrated mega campus in Taichung,” the company said in a press release. It will include “approximately 300,000 square feet of existing 300mm cleanroom space and will support Micron’s efforts to expand supply of leading-edge DRAM products, including HBM, to meet growing AI-driven demand.”
AI Demand Is Powering Micron’s Run of Earnings Beats
Another recurring catalyst has been the company’s outstanding earnings reports, many fueled by the AI-driven demand that continues to propel its growth. That has created a competitive moat for Micron and an impressive string of earnings beats.
Since Q2 2016, the company has missed earnings expectations only twice. Put another way, over the past decade Micron has reported 39 earnings beats in 41 quarters.
Most recently, Micron delivered a top- and bottom-line Q2 2026 beat on March 18, reporting revenue of $23.86 billion versus analyst expectations of $18.90 billion and earnings per share (EPS) of $12.20 versus analyst expectations of $8.50.
For context, one year earlier — in Q2 2025 — EPS was $1.56, a year-over-year (YOY) increase of more than 682%.
Quarterly revenue growth was also notable, rising more than 196% YOY.
On the earnings call, CEO Sanjay Mehrotra said quarterly revenue nearly tripled year over year, with record results across DRAM, NAND, HBM and all business units.
Mehrotra added that Micron’s “fiscal Q3 single-quarter revenue guidance exceeds the full-year revenue for every year in our company’s history through fiscal 2024. For fiscal Q3, we anticipate exceptional records across revenue, gross margin, EPS, and free cash flow.”
The board also approved a 13% increase to Micron’s quarterly dividend, with Mehrotra attributing the stronger results and outlook to rising AI-driven memory demand, supply constraints and solid execution.
“Memory and storage solutions are at the heart of this AI revolution,” Mehrotra added.
What Wall Street Thinks About Micron
Analysts remain bullish on Micron, assigning the stock a consensus Buy rating.
With an average one-year price target of $453.55, MU could see potential upside of more than 12% from current levels as earnings are expected to grow nearly 76% over the next year.
Short interest is negligible at under 3%, suggesting there isn’t a large, crowded bearish bet against the stock. Institutional ownership is high, around 81%, and institutions have been net buyers in four of the past five quarters.
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