NASDAQ:MU
NEW YORK, Sept. 4, 2026, 7:35 p.m. EDT — Micron Technology, Inc. gained 6.1% on Friday after an analyst called for a breakout. The move added roughly $66.0 billion to the memory-chip maker's market…
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The Nasdaq Composite slipped 0.29%, yet the Nasdaq-100 tracking fund gained 0.18%. Semiconductor shares rose 3.52%, exposing a market leaning heavily on chip stocks.
Five-minute readings through .
Source: Yahoo Finance market data. The index close can receive routine subsequent adjustments.
Sources: Bureau of Labor Statistics, BLS calendar and NYSE holiday calendar.
NEW YORK, Sept. 4, 2026 — Sandisk Corporation shares rose 10.5% Friday. The rally renewed questions for shareholders about the durability of current NAND…
U.S. dollars. Quote as of .
Source: Yahoo Finance market data. Prices can move after the stated time.
Quarterly revenue in billions of U.S. dollars; Q1 2027 is company guidance midpoint.
Source: Sandisk fiscal Q4 release. Q1 guidance range: $10.30 billion to $10.80 billion.
Sources: company results and guidance; TS2.tech calculation for the 9.6-times figure.
Micron Technology Inc. recovered from an initial 1.6% drop to finish up 2.43% on Wednesday. The stock ended the session at $956.08, trading 21.2…
Quarterly revenue in billions; non-GAAP gross margin
Source: Micron fiscal Q3 2026 release.
Source: Micron. Company guidance, not actual results.
TipRanks analyst-target upside, reported September 2
Source: TipRanks. Target-based upside can change with prices and analyst revisions.
The Invesco NASDAQ 100 ETF closed Monday at $295.08, rising 0.03%. Strength in chip stocks balanced out losses among two of its biggest components.
Regular close: August 31, 2026, 16:00 EDT. After-hours quote: 16:10 EDT. Holdings source date: August 12, 2026. Performance through June 30, 2026.
Nvidia, Micron, AMD and Broadcom. A 5% parallel move implies roughly ±0.98 percentage point before all other effects.
Moves at Aug. 31 regular close, 16:00 EDT.
Aug. 31, 2026 regular session. Activity was lighter than the displayed average.
Fund snapshot checked Aug. 31, 2026.
| Series | YTD | 1 year | 3 years annualized |
|---|---|---|---|
| QQQM NAV | 20.22% | 34.17% | 26.66% |
| Nasdaq-100 | 20.31% | 34.38% | 26.83% |
| S&P 500 | 10.21% | 22.32% | 20.61% |
| Russell 1000 Growth | 5.33% | 17.71% | 22.58% |
Invesco/FactSet total-return data. Past performance is not a forecast.
S&P Global consensus and average-target upside. These are stock calls, not a QQQM recommendation.
Broadcom, a 3.11% holding, reports fiscal third-quarter results. Its AI revenue and outlook can test the chip-led side of QQQM’s return.
Nearly one-fifth of assets sits in four chipmakers. A valuation reset or synchronized semiconductor decline can outweigh gains elsewhere.
Micron Technology stock declined 0.27% on Friday, despite renewed online interest in a positive outlook following its earnings report. Shares finished at $932.86 and…
Cloud plus core data center supplied 61% of revenue.
| Metric | Q3 2026 |
|---|---|
| Operating cash flow | $25.39B |
| Capital expenditure | $7.10B |
| Adjusted free cash flow | $18.30B |
| Cash and investments | $30.20B |
| Signal | Value |
|---|---|
| Buy / Hold / Sell | 30 / 1 / 0 |
| Average target | $1,556.55 |
| Implied upside | 66.9% |
| Target range | $1,100–$2,200 |
| Test | Current evidence | Investor read-through |
|---|---|---|
| Pricing | 86% Q4 gross-margin guide | Durability matters more than another headline beat |
| AI mix | HBM4 shipping at volume | Supports high-margin data-center concentration |
| Supply | Rivals plan major capacity | Raises medium-term cycle risk |
| Cash | $18.3B Q3 adjusted FCF | Funds expansion without near-term balance-sheet strain |
● Faster rival capacity additions
● AI customer inventory correction
● Taiwan labor disruption
● HBM qualification or yield delays
Next confirmed catalyst: fiscal Q4 results, Sept. 30 after the U.S. close.
Micron Technology Inc. dipped 0.25% to $932.86 in the most recent quote. Increased U.S. Google searches for “themotleyfool” drew focus to Micron’s AI-memory demand…
| Measure | Reading |
|---|---|
| Trailing P/E | 21.1× |
| Annualized FQ3 sales | 6.4× |
| Annualized FQ3 adj. FCF | 14.6× |
| Consensus target | $1,513.41 |
| Implied upside | 62.2% |
| Target range | $361–$2,200 |
| Metric | FQ3'25 | FQ2'26 | FQ3'26 | FQ4 guide |
|---|---|---|---|---|
| GAAP gross margin | 37.7% | 74.4% | 84.6% | ~86% |
| GAAP diluted EPS | $1.68 | $12.07 | $24.67 | $30.73 ± $1.00 |
| Operating cash flow | $4.61B | $11.90B | $25.39B | Not given |
| Adjusted free cash flow | — | — | $18.30B | Not given |
BOISE, Idaho, August 27, 2026, 09:39 EDT — Micron Technology's stock has erased 82% of its Nvidia-driven opening gap, with attention staying on its…
The AI-memory read-through remains strong. Price action says investors still want Micron-specific proof on HBM volume, pricing and margins.
August 27 value is intraday at 09:39 EDT; earlier values are official closes. The stock opened at $967.01 before fading.
| Metric | Current / latest | Comparison | Investor reading |
|---|---|---|---|
| Fiscal Q3 revenue | $41.46B | $23.86B prior quarter | +73.8% sequential |
| Operating cash flow | $25.39B | $11.90B prior quarter | Cash conversion strengthened |
| Adjusted free cash flow | $18.3B | $7.1B capex | Funds expansion internally |
| Adjusted gross margin | 84.9% | 74.9% prior quarter | Exceptional, hard to sustain |
| Forward P/E | 6.5× | 21.2× trailing | Large earnings-cycle assumption |
| Net cash | $23.75B | $21.03 per share | Balance-sheet cushion |
HBM is stacked memory placed beside AI accelerators. Higher accelerator shipments increase the addressable memory content, but Micron’s realized revenue still depends on qualification, allocation, pricing and yield.
| Reference | Target / value | Upside from $943.46 | Implied FY2027 P/E |
|---|---|---|---|
| Current price | $943.46 | — | 6.1× |
| BMO / Mizuho | $1,300 | 37.8% | 8.4× |
| Analyst average | $1,515 | 60.6% | 9.8× |
| Analyst low | $361 | −61.7% | 2.3× |
| Analyst high | $2,200 | +133.2% | 14.2× |
The S&P 500 fell in late afternoon trading on Monday, pressured by a drop in chip stocks despite easing Treasury yields. The benchmark index…
The capitalization-weighted index slipped, but equal-weight exposure held flat. Semiconductors remained the main drag while financials provided the clearest offset.
Information gain: RSP outperformed SPY by 0.26 percentage point. Financials beat technology by 2.63 points. The index decline therefore reflects weighting and sector concentration more than a uniform selloff.
| Exposure | Price | Move | Low | High |
|---|---|---|---|---|
| SPY • S&P 500 | $763.94 | −0.23% | $762.12 | $765.21 |
| RSP • Equal weight | $221.74 | +0.03% | $221.25 | $222.30 |
| SOXX • Semis | $507.92 | −2.33% | $499.06 | $514.34 |
| XLK • Technology | $180.56 | −1.50% | $178.83 | $182.05 |
| XLF • Financials | $58.13 | +1.13% | $57.47 | $58.38 |
| QQQ • Nasdaq-100 | $707.73 | −0.80% | $702.76 | $710.77 |
NEW YORK, August 24, 2026, 11:55 EDT – The Nasdaq dropped 0.6% as broad market participation lagged, with a 1.51-to-1 ratio underscoring concerns about…
26,015.94
7,653.60
53,389.19
Decliners per advancer
The positive Dow reduces the odds of a broad liquidation. The negative Nasdaq breadth shows the pressure extends beyond one megacap.
1 Nvidia earnings risk cut AI exposure.
2 Memory and connectivity shares fell faster.
3 Long Treasury yields kept growth multiples under pressure.
Moves at 09:45 EDT. “<−6%” denotes a decline greater than 6% in magnitude.
| Firm / analyst | Rating | Target |
|---|---|---|
| Cantor Fitzgerald / C.J. Muse | Overweight | $350 |
| KeyBanc / John Vinh | Overweight | $330 |
| Rosenblatt / Kevin Cassidy | Buy | $325 |
Actions dated August 24, 2026. Friday close: $214.72. Source: Benzinga analyst tracker.
Wed, Aug. 26
Nvidia fiscal Q2 results
Wed, Aug. 26
U.S. PCE inflation
Fri, Aug. 28
Fed Chair Warsh at Jackson Hole
The core signal is breadth, not the headline index alone. A strong Nvidia report could repair semiconductor leadership quickly. An in-line result may be insufficient because positive analyst ratings already set a high bar. The main downside risk is a fresh rise in long yields, which would hit the same long-duration technology names again.
Sources: Reuters, Associated Press, Cboe and Benzinga. Intraday prices can change before the close.
Shares of Micron Technology dropped roughly 3% in U.S. premarket trade on Monday, after a significant decline in Asian memory stock prices and softer…
NASDAQ: MU · Memory cycle stress test
21 Aug, 16:00 EDT
Reported 24 Aug, 05:26 EDT
17–21 Aug closes
+56.7% vs last close
Closes: $1,011.75 · $940.76 · $937.11 · $974.33 · $966.78
Peer capital-return disappointment hit a crowded memory trade. New Chinese funding adds a longer-dated supply question.
Micron fiscal Q3 2026. Bars use revenue as the scale anchor, except margin.
| Firm | View | Target |
|---|---|---|
| UBS | Buy | $1,625 |
| BofA | Buy | $1,550 |
| New Street | Buy | $1,250 |
| Consensus | Strong Buy | $1,515 |
47 analysts: 34 Strong Buy, 9 Buy, 4 Hold, 0 Sell.
Micron's earnings case remains strong. The new risk is expectation density: record margins, sustained AI spending and disciplined industry supply are all embedded in the bullish consensus.
Market data: Nasdaq/StockAnalysis and MarketWatch, captured 24 Aug 2026 at 05:26 EDT. Financials: Micron fiscal Q3 2026. Analyst targets: S&P Global/Investing.com snapshot. Premarket data is indicative and may move sharply before the open.
Micron Technology announced a $10 billion investment in research as the company's shares continue to offer what appears to be a modest valuation based…
| Metric | FQ3'26 | FQ4 guide |
|---|---|---|
| Revenue | $41.46B | $50B ± $1B |
| GAAP gross margin | 84.6% | ~86% |
| GAAP EPS | $24.67 | $30.73 ± $1 |
| Net capex | $7.1B | — |
| Firm | Rating | Target |
|---|---|---|
| BMO · Aug. 20 | Buy | $1,300 |
| UBS · Aug. 18 | Buy | $1,625 |
| BofA · Aug. 17 | Buy | $1,550 |
| Mizuho · Aug. 10 | Buy | $1,375 |
| Citi · Aug. 10 | Buy | $1,150 |
Shares of Micron Technology, Inc. climbed on Thursday following the company’s announcement of a $10 billion research laboratory in Boise. The initiative is slated…
Sources: Reuters, Micron fiscal Q3 results, Google Finance. Lab annualization is an illustration, not guidance.
Micron Technology, Inc. declined by 7.4% between Monday’s close and Wednesday. The stock finished at $937.11, down 0.39% for the session. The majority of…
Price data: August 19, 2026 close
Captured 23:20 CEST / 17:20 EDT
$937.11
-0.39% Wednesday
-7.4%
From Monday’s $1,011.75
$1.06tn
TradingView estimate
$1,507.79
+60.9% implied
The stock gave back Monday’s policy-led gain in one session.
Micron trades at 3.2× SK hynix’s trailing P/E.
| Firm | Rating | Target | Implied return |
|---|---|---|---|
| KeyBanc | Buy | $1,750 | +86.7% |
| UBS | Buy | $1,625 | +73.4% |
| Citi | Buy | $1,150 | +22.7% |
| ThinkEquity | Buy | $900 | -4.0% |
| Survey average | Strong Buy | $1,507.79 | +60.9% |
| Scenario | Share price | Implied value* | Change |
|---|---|---|---|
| Survey high | $2,200 | $2.49tn | +$1.43tn |
| Survey average | $1,507.79 | $1.71tn | +$646bn |
| Current | $937.11 | $1.06tn | — |
| Survey low | $361 | $408bn | -$652bn |
*Preliminary proportional estimates using current price and market capitalization.
Memory pricing: DRAM and NAND contract checks
Rates: U.S. two-, five- and seven-year auctions, Aug. 25–27
AI spend: customer capex and HBM allocation updates
Micron has no earnings report scheduled for the coming week.
TradingView for closing price, market value and peer multiples; Associated Press for Tuesday’s selloff; Barron’s for memory pricing and prior-week close; Investing.com for analyst consensus. Targets are not guarantees.
NEW YORK, August 19, 2026, 10:40 EDT — The VanEck Semiconductor ETF declined 1.2% after discussions between Marvell Technology and Broadcom were called off,…
| Holding | Analyst | Call | Target | Date |
|---|---|---|---|---|
| Nvidia | Ruben Roy · Stifel | Buy | $282 | Aug. 19 |
| Broadcom | Atif Malik · Citi | Buy | $500 | Aug. 19 |
| TSMC | Haas Liu · BofA | Buy | — | Aug. 18 |
| Micron | Timothy Arcuri · UBS | Buy | $1,625 | Aug. 18 |
| Marvell | Tore Svanberg · Stifel | Buy | $350 | Aug. 18 |
NEW YORK, August 18, 2026, 14:30 EDT – The Vanguard S&P 500 ETF slipped 0.6% in trading, with five technology stocks responsible for 78%…
