Cantor Micron · MU

Cantor Fitzgerald Reiterates Overweight on Micron, $155 Price Target

August 12, 2025 Analyst: C.J. Muse 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$155
Outcome
Reached
on September 12, 2025
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What the analyst said

Cantor Fitzgerald analyst C.J.

Muse reiterated an Overweight rating and $155 price target on Micron Technology (NASDAQ: MU).

“Micron raised its outlook for the August Q heading into a presentation at a competitor’s conference.

For us, the important takeaways include an increasingly healthy DRAM supply/demand outlook, continued improvements as well in NAND, and strong execution by Micron to move up the stack and deliver premium memory and storage solutions to deliver higher pricing and improve profitability.

We continue to view HBM pricing/margins fears as overdone and reiterate our Overweight rating and $155 price target.”

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The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.

This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.

Where the price stands

MU trades at $914. The 27 analysts who set a target in the last 3 months range from $1,200 to $3,000, with a median of $1,540. This $155 target is 90% below the median, the lowest on the Street.

Since the note MU has moved +638% (from $124). The 12-month window closed on August 12, 2026.

Track record

This call✓ Target reached on September 12, 2025, 3 months after the note. Same target as this firm’s June 26, 2025 note, so it is scored there.

Firm track recordCantor: 83% of its 29 targets at least a year old were reached within 12 months (#14 of 28 firms); on Micron, 4 of 4. Accuracy ranking →

Cantor on Micron

Cantor price targets on Micron

8 calls from March 21, 2025 to January 14, 2026. The target went from $130 to $450 (+246%). The rating stayed Buy.

Cantor targetMU share price
  1. January 14, 2026Target raised from $350 (+29%)Buy$450
  2. December 18, 2025Target raised from $300 (+17%)Buy$350
  3. December 16, 2025Target raised from $200 (+50%)Buy$300
  4. September 24, 2025Target raised from $155 (+29%)Buy$200
  5. August 25, 2025Kept the $155 targetBuy$155
  6. August 12, 2025 This noteKept the $155 targetBuy$155
  7. June 26, 2025Target raised from $130 (+19%)Buy$155
  8. March 21, 2025Earliest call shownBuy$130
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Other analysts on Micron

DA DavidsonBuy Raised price target +43%, kept rating · Oct 7 $3,000from $2,100 BairdBuy Kept rating and price target · Oct 2 $1,520maintained CLSABuy Kept rating and price target · Oct 2 $1,700maintained Freedom BrokerBuy Kept rating and price target · Oct 1 $1,600maintained BernsteinBuy Kept rating and price target · Oct 1 $1,300maintained
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.