Benzinga
16 Jul 2026, 09:37 UTC · 1h ago
One AI Stock To Buy Right Now? This Fund Manager Picks Micron
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Benzinga
16 Jul 2026, 09:37 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Alger Executive Vice President Ankur Crawford projects Micron could generate cash flow equivalent to 30% of its market cap over the next 18 months and up to 50% over a longer term. — High-conviction cash flow projections from a fund manager suggest significant undervalued growth potential.
+0.80Wall Street analysts project Micron's quarterly earnings to rise to $31.24 per share from $3.03 a year prior, with revenue increasing from $11.31 billion to $50.72 billion. — Extreme year-over-year growth projections in both top and bottom lines are fundamentally bullish for the stock.
+0.70Persistent shortages in high-end DRAM are continuing to support pricing and could extend the earnings growth cycle into 2027 or 2028. — Extended supply constraints provide a fundamental catalyst for sustained pricing power and revenue growth.
+0.60Continue reading
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Micron's stock is experiencing a short-term pullback, trading below its 20-day and 50-day moving averages with cooling momentum indicators. — Technical weakness and a break in short-term momentum may lead to further near-term selling pressure.
-0.30Potential competition from China in the memory market is not expected to materially affect the market until 2029 or 2030. — Pushing a major systemic risk several years into the future reduces the immediate risk premium for investors.
+0.20Which stocks this story touches
A fund manager explicitly recommends it as the one AI stock to buy, citing underappreciated earnings power and strong cash flow projections.
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