Recently, global memory stocks have benefited from the rising price trend, and stock prices have continued to rise. Micron Technology, an important global memory manufacturer, will also announce its fourth quarter 2025 financial year report on the 23rd, and investors are looking forward to it.
According to market analyst estimates, driven by the current wave of artificial intelligence (AI) that has spread the world, the market demand for Micron's high-frequency wide memory (HBM) chips continues to be strong, and Huaer Street generally expects this to bring strong growth in revenue and profits to Micron. Driven by this joy, Micron's stock price has risen by more than 93% so far in 2025. The market is full of expectations for the profits of this memory chip manufacturer, and also pays great attention to the management level's outlook for the fourth quarter of 2025 financial reports and the key HBM pricing trends.
Huaer Street analysts set high standards for Micron's upcoming 2025 financial report, and the market has confirmed that Micron's adjusted EPS will reach US$2.81, reflecting that the annual growth rate will exceed 138%. In terms of revenue, expected data shows that the amount will increase by 43% year-on-year to $1.12 billion. It is worth noting that Micron has always had outstanding records in history that surpassed Huaer Street's expectations, especially the company has successfully surpassed the market's common profit estimates for nine consecutive quarters.
In fact, Micron has already adjusted its financial test for the fourth quarter of 2025 financial year last month. The company pointed out at the time that the reason for the financial repair was the improvement in pricing, especially in DRAM and stable execution. According to Micron's revised expectations, the company expects that the fourth quarter of 2025 will fall at USD 1.12 billion (±100 million) and the EPS is USD 2.85 (±0.07).
As for the market's core power for Micron to continue to look at the situation, it is the supply and demand dynamics of the memory chip market, especially the high-level chip demand related to AI. Foreign investment analyst Hans Mosesmann reiterated his “buy” investment reviews to Micron stock and gave a target price of $200. He expected Micron to be more suitable than its financial test upgrades published on August 11. More importantly, he predicts that Micron's outlook for the next season will bring a stronger and more expected upward space to Huaer Street.
According to Mosesmann's analysis, its viewing stand for Micron is based on two key elements. First, supply is limited, that is, until 2026, supply of DRAM and NAND Flash wafers will continue to be limited. In addition, the demand for AI is accelerating, especially the demand for AI work execution is accelerating. Therefore, the current market demand for DRAM has exceeded the available supply. Mosesmann emphasized that the demand for AI systems to store massive data is effectively promoting the strong growth of the storage market. And as the memory is accelerating its upward cycle into 2026, Micron remains our first choice of long-term investment target.
In addition to Mosesmann, other weight-level analysts also expressed confidence in Micron. Overall, the analyst has so far given 24 "buy" suggestions and 4 "hold" suggestions. The average set by analysts Micron's target price is $165.89, suggesting that the stock has a mild upside potential of about 2% from the current level.