Rosenblatt Micron · MU

Rosenblatt Raises Micron Price Target to $250

Analyst: Hans Mosesmann 1 min read Reproduced verbatim
Rating
Buy
Target
$250
from $200 (+25%)
Outcome
Reached
on November 10, 2025
Rosenblatt and Micron logos

What the analyst said

Rosenblatt analyst Hans Mosesmann raised the price target on Micron Technology (NASDAQ: MU) to $250 (from $200) while maintaining a Buy rating.

“Micron exceeded its upwardly revised estimates for the August quarter and issued strong November guidance, projecting 10.5% sequential revenue growth and a 51.5% Non-GAAP gross margin, both well above consensus.

Gross margin improvement is from the old fashion method: selling higher-margin products, raising prices, and reducing costs.

We believe this trend will continue through FY26 as constrained wafer supply struggles to meet rising demand across all end markets.

What stands out most is Micron’s progress in HBM, including reported HBM3E leadership, expected HBM4 performance advantages, and the potential for customized HBM4E solutions.

These innovations could extend the current up-cycle beyond historical precedents. Accordingly, we are raising our estimates and increasing our 12-month price target to $250, from $200.”

Disclaimer
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 $690. 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 $250 target is 84% below the median, the lowest on the Street.

Since the note MU has moved +315% (from $166). The 12-month window closed on September 24, 2026.

Track record

This call✓ Target reached on November 10, 2025, 2 months after the note.

Firm track recordRosenblatt: 60% of its 20 targets at least a year old were reached within 12 months (#24 of 26 firms); on Micron, 4 of 4. Accuracy ranking →

Rosenblatt on Micron

Rosenblatt price targets on Micron

8 calls from March 21, 2025 to June 18, 2026. The target went from $200 to $1,200 (+500%). The rating stayed Buy.

Rosenblatt targetMU share price
  1. June 18, 2026Target raised from $600 (+100%)Buy$1,200
  2. March 19, 2026Target raised from $500 (+20%)Buy$600
  3. December 18, 2025Target raised from $300 (+67%)Buy$500
  4. November 17, 2025Target raised from $250 (+20%)Buy$300
  5. September 24, 2025 This noteTarget raised from $200 (+25%)Buy$250
  6. September 18, 2025Kept the $200 targetBuy$200
  7. June 26, 2025Kept the $200 targetBuy$200
  8. March 21, 2025Earliest call shownBuy$200
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Other analysts on Micron

Bank of AmericaBuy Kept rating Oct 26 DA DavidsonBuy Kept rating and price target Oct 22 $3,000maintained CantorBuy Kept rating and price target Oct 20 $2,000maintained DA DavidsonBuy Raised price target +43%, kept rating Oct 7 $3,000from $2,100 BairdBuy Kept rating and price target Oct 2 $1,520maintained
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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.