How analysts reacted to Micron’s results
Micron reported on December 17, 2025 (quarter ended Nov 2025). In the next sessions, 17 Wall Street firms published notes: 14 raised their price target and 3 kept it unchanged; none cut. The median target of the 17 firms with a before-and-after figure went from $270 to $300 (+11%). 1 firm upgraded the stock. The shares rose 10% on Dec 18, the first session after the report.
Every firm’s call 17
The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 254% ($878.84 on Oct 16), against a median target of $300 from these firms. Micron consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Baird | Buy | $235 | $443 | +89% | Dec 18 | |
 Rosenblatt | Buy | $300 | $500 | +67% | Dec 18 | |
 JP Morgan | Buy | $220 | $350 | +59% | Dec 18 | |
 KeyBanc | Buy | $215 | $325 | +51% | Dec 18 | |
 Piper Sandler | Buy | $200 | $275 | +38% | Dec 18 | |
 Bank of AmericaUpgrade | Buy | $250 | $300 | +20% | Dec 18 | |
 Cantor | Buy | $300 | $350 | +17% | Dec 18 | |
 Barclays | Buy | $240 | $275 | +15% | Dec 18 | |
 Wells Fargo | Buy | $300 | $335 | +12% | Dec 18 | |
 Citi | Buy | $300 | $330 | +10% | Dec 18 | |
 TD Cowen | Buy | $275 | $300 | +9% | Dec 18 | |
 Mizuho | Buy | $270 | $290 | +7% | Dec 18 | |
 Morgan Stanley | Buy | $338 | $350 | +4% | Dec 18 | |
 UBS | Buy | $295 | $300 | +2% | Dec 18 | |
 Goldman Sachs | Hold | $235 | $235 | Kept | Dec 18 | |
 Bernstein | Buy | $270 | $270 | Kept | Dec 18 | |
 Stifel | Buy | $300 | $300 | Kept | Dec 18 |
Earlier Micron reports
Latest earnings reactions
ASMLOct 142 of 5 raised targetsMedian target —Shares −4%
OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%
BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%
NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%
MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%
Li AutoAug 266 of 7 cut targetsMedian target −10%Shares −1%How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true