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The Zacks Analyst Blog Highlights Micron Technology and NVIDIA
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For Immediate Release
Chicago, IL – January 14, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. (MU - Free Report) and NVIDIA Corp. (NVDA - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Micron Tripled in 2025 -- Still a Strong Buy?
Micron Technology, Inc.'s shares soared over 200% in 2025, emerging as one of the standout S&P 500 performers and easily outpacing Wall Street favorite NVIDIA Corp.. But does Micron still have room to grow, and is now the right time to invest? Let's see –
Here's Why Micron's Rally Still Has Legs
Micron's shares scaled northward in recent times, driven by robust quarterly performances as relentless demand for its high-bandwidth memory (HBM) chips surged. These chips are highly sought after due to their ability to process massive data workloads while significantly reducing power consumption.
Micron's revenues for the fiscal first-quarter 2026 were $13.64 billion, up 56.8% year over year, and more than analysts' expectations of around $12.88 billion, as cited in investors.micron.com. All four business segments posted revenue growth, with the coveted cloud memory business unit reporting sales of $5.28 billion, up a stellar 99.5% year over year. The strong revenue performance pushed Micron's non-GAAP net income to $5.48 billion, or $4.78 per diluted share, comfortably surpassing analysts' expectations of $3.94.
But the surging demand for HBM chips shows no signs of slowing as it remains in short supply amid the AI infrastructure boom. This has reassured investors that Micron's shares are well-positioned to climb higher, driven by the strong performance of its products. Micron, in fact, expects strong results for its fiscal second-quarter 2026, with revenues expected between $18.3 billion and $19.1 billion, and diluted earnings per share (EPS) estimated at $8.22 to $8.62.
The HBM market itself is expected to grow significantly, and that bodes well for Micron's growth prospects. According to Market Growth Reports, the HBM market is anticipated to witness a CAGR of 25.5% to $7,721.41 million by 2035 from $1,516.31 million in 2026. Additionally, Micron reported a record cash flow of $3.9 billion in its fiscal first-quarter 2026, giving the company substantial resources to fuel future growth initiatives.
From a technical perspective, Micron's shares are currently trading well above the long-term 200-day moving average (DMA) and the short-term 50 DMA, signaling an uptrend.
Micron Remains a Discounted Strong Buy
With Micron's shares well-positioned to climb on strong demand for HBM chips and healthy cash flow positioning, it's prudent for astute investors to buy the stock now. And why not? The stock trading above key moving averages positions it for further gains amid the AI-driven memory boom.
What's more, Micron is still trading at a discount or remains undervalued. Micron's forward price-to-earnings (P/E) ratio of 11.03 is less than the Computer-Integrated Systems industry's average of 17.89. This makes it an alluring growth stock for investors without overpaying.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights Micron Technology and NVIDIA
For Immediate Release
Chicago, IL – January 14, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. (MU - Free Report) and NVIDIA Corp. (NVDA - Free Report) .
Here are highlights from Tuesday’s Analyst Blog:
Micron Tripled in 2025 -- Still a Strong Buy?
Micron Technology, Inc.'s shares soared over 200% in 2025, emerging as one of the standout S&P 500 performers and easily outpacing Wall Street favorite NVIDIA Corp.. But does Micron still have room to grow, and is now the right time to invest? Let's see –
Here's Why Micron's Rally Still Has Legs
Micron's shares scaled northward in recent times, driven by robust quarterly performances as relentless demand for its high-bandwidth memory (HBM) chips surged. These chips are highly sought after due to their ability to process massive data workloads while significantly reducing power consumption.
Micron's revenues for the fiscal first-quarter 2026 were $13.64 billion, up 56.8% year over year, and more than analysts' expectations of around $12.88 billion, as cited in investors.micron.com. All four business segments posted revenue growth, with the coveted cloud memory business unit reporting sales of $5.28 billion, up a stellar 99.5% year over year. The strong revenue performance pushed Micron's non-GAAP net income to $5.48 billion, or $4.78 per diluted share, comfortably surpassing analysts' expectations of $3.94.
But the surging demand for HBM chips shows no signs of slowing as it remains in short supply amid the AI infrastructure boom. This has reassured investors that Micron's shares are well-positioned to climb higher, driven by the strong performance of its products. Micron, in fact, expects strong results for its fiscal second-quarter 2026, with revenues expected between $18.3 billion and $19.1 billion, and diluted earnings per share (EPS) estimated at $8.22 to $8.62.
The HBM market itself is expected to grow significantly, and that bodes well for Micron's growth prospects. According to Market Growth Reports, the HBM market is anticipated to witness a CAGR of 25.5% to $7,721.41 million by 2035 from $1,516.31 million in 2026. Additionally, Micron reported a record cash flow of $3.9 billion in its fiscal first-quarter 2026, giving the company substantial resources to fuel future growth initiatives.
From a technical perspective, Micron's shares are currently trading well above the long-term 200-day moving average (DMA) and the short-term 50 DMA, signaling an uptrend.
Micron Remains a Discounted Strong Buy
With Micron's shares well-positioned to climb on strong demand for HBM chips and healthy cash flow positioning, it's prudent for astute investors to buy the stock now. And why not? The stock trading above key moving averages positions it for further gains amid the AI-driven memory boom.
What's more, Micron is still trading at a discount or remains undervalued. Micron's forward price-to-earnings (P/E) ratio of 11.03 is less than the Computer-Integrated Systems industry's average of 17.89. This makes it an alluring growth stock for investors without overpaying.
Currently, Micron has a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.