Benzinga
27 May 2026, 02:33 UTC · 3h ago
Source · https://www.benzinga.com/markets/tech/26/05/52798237/micron-stock-too-cheap-ross-gerber-jim-cramer-trillion-dollar-club
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UBS sharply raised its price target for Micron from $535 to $1,625. — A massive price target increase by a major investment bank serves as a strong catalyst for institutional buying and upward price momentum.
+0.80Micron's market capitalization surpassed $1 trillion for the first time following a nearly 20% single-day surge. — Crossing the trillion-dollar threshold signals a fundamental re-rating of the company's value and reflects strong market confidence in its AI growth.
+0.60Rising demand for high-bandwidth memory (HBM) is expected to stabilize Micron's historically volatile earnings. — Reduction in earnings volatility makes the stock more attractive to a broader range of institutional investors and improves valuation stability.
+0.50The global HBM market is concentrated among only three major suppliers, leading to a sector-wide re-rating of memory chips. — Limited competition creates significant pricing power and a 'moat' for the few companies capable of supplying critical AI infrastructure.
+0.40Ross Gerber raised his price target for Micron to $1,500 based on a projected $100 EPS for 2027. — Specific high-conviction earnings projections from prominent investors provide a quantitative benchmark for bullish sentiment.
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Shares surged nearly 20% to reach a $1 trillion market cap due to AI memory boom and a significant UBS price target increase.
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