Micron Shares Soar After Morgan Stanley Upgrade on Strong AI Memory Demand
Oct 6, 2025
Micron Technology’s stock rose over 4.5% in premarket trading after Morgan Stanley upgraded the company’s rating from 'equal-weight' to 'overweight.' The bank also raised its price target for Micron shares from $160 to $220.
The upgrade comes as Micron has experienced a strong rally this year, with its stock price doubling. The company has benefited from record revenue, growing demand for its memory products in artificial intelligence (AI) and data centers, and strong growth in advanced DRAM and high-bandwidth memory (HBM) technologies.
Morgan Stanley analysts highlighted the potential for several quarters of double-digit price increases for Micron’s memory products, which could lead to much higher earnings in the future. The company’s efficient operations and higher free cash flow have also contributed to investor optimism.
However, some analysts noted that Micron’s business remains cyclical and warned that while current conditions are strong, the market may normalize in the coming years.
Why did Micron’s stock go up today?
The stock rose after Morgan Stanley upgraded its rating and raised the price target, citing strong demand for Micron’s memory products used in AI and data centers.
What is driving Micron’s recent growth?
Micron is seeing record revenue due to increased demand for its advanced memory chips, especially for artificial intelligence and data center applications.
What did Morgan Stanley say about Micron?
Morgan Stanley said Micron could see significantly higher earnings in the future thanks to expected multiple quarters of double-digit price hikes for its memory products.
Is Micron’s growth expected to continue?
Analysts are optimistic for now due to strong fundamentals, but they note that Micron’s business is cyclical and market conditions could change in coming years.
Sources
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