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65

MU

๐Ÿ’ป Technology

Micron Technology, Inc.

Conservative #207Aggressive #7Moderate RiskHigh 83
$429.00+2.63%
Day High$436.89
Day Low$423.00
Volume25.8M
Mkt Cap$482.8B
52W Low $6252W High $456
Market Cap
$463.3B
P/E Ratio
39.1
Sector avg: 87.4
Rev Growth
48.9%
Sector avg: 14.8%
Earnings Growth
997.6%
Profit Margin
22.8%
Sector avg: -109.6%
Debt/Equity
0.28

Why This Score

MU scores 64.6 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Strong profitability: ROE of 15.8% exceeds the 15% quality threshold.
  • High net margin of 22.8%, indicating pricing power and operational efficiency.
  • Large-cap ($463B) with deep liquidity and institutional ownership.
  • ML model assigns a high-conviction signal (97/100), indicating strong pattern recognition across 82 features.
  • High conviction (83/100) โ€” fundamental and ML signals agree on this stock.
Risk Factors
  • Momentum reversion risk: Extreme momentum (341%) increases mean-reversion probability. 5-point penalty applied.
  • Procyclicality: Late-cycle macro signals reduce confidence in extreme-momentum names. 2-point additional penalty.
  • Signal divergence: Fundamental and ML signals disagree by a significant margin, reducing confidence.
  • Above-average volatility (19.4%) may not suit conservative risk tolerance.

Moderate penalties (-9.8 points) reflect identified risk factors. The overall score balances these against the stock's fundamental strengths.

Score Breakdown

Overall Score64.6
Fundamental Score63.6
ML Score97.0

Score by Horizon

3 Month
55.1
6 Month
61.6
Primary
1 Year
64.9

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
4.1%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
60
Positive
Analyst (6.4%)
70
Favorable
Tradability (post-hoc)
100
Grade A
Base
63.4
SHAP
+2.4
Factors
+0.8
Conviction
+0.8
Divergence
-2.8
Final
64.6
Positive adjustment
Negative adjustment
Base blend
Final score

Factor Breakdown

72AVG
Value55
Quality85
Growth90
Stability90
Investment40

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)71.0
Technical (Momentum, Weinstein, Volatility)88.0
External (Sentiment, Analyst, Macro)57.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage96%

Growth Estimates

Short-term
-2.5% to +1.6%
Medium-term
-3.3% to +2.8%
Long-term
-4.1% to +3.9%

ML Model Core Features100 trained inputs โ†’ ML Score: 97

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score69.5/100
Target Upside-13.5%
Coverage68 analysts
Market Sentiment
Sentiment Score60.3/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+3.4%
6M Momentum+2.5%
Volatility+0.2%
Momentum & Technical
Momentum Acceleration+94.8%
Momentum ConsistencyStrong (0.72)
Relative Strength vs Sector+337.5%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+3.021
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
1%
Low risk
Sector RevGr Rank
P96
Revenue growth vs Technology peers
Sector PE Rank
P33
Valuation vs Technology peers
Sector FCF Rank
P72
Free cash flow vs Technology peers
Growth Deviation
+0.8ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 73 relative to sector peers73/100
Machine learning model ranks this stock at the 65th percentileP65
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.4pt (features align with model priorities)โ€”
Blend: 91% fund (73.4) + 9% ML (64.8) + SHAP(+4.4) = 77.0โ€”
Factor quality: +1.5pt (multi-factor composite)โ€”
Risk assessment: moderate. Annualized volatility 19.4%. Max drawdown 11% (-1.4 pts)Moderate
Momentum mean-reversion: -6.0pt (341% 12m momentum)โ€”
Market cap adjustment: +5.0 points ($463.3B market cap)+5.0 pts
Conviction bonus: +1.6pt (conviction=83)โ€”
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -7 pointsGrade B
Quality concern: Earnings/revenue growth ratio of 20x โ€” earnings quality suspect; R&D-adjusted ROIC: 14.7% (original: 16.3%). Semiconductors has ~18% R&D intensity. Capitalizing R&D over 5 years increases invested capital by ~45%.Flag

Sector Peer Comparison(Technology โ€” Rank #55 of 290 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
MU64.639.148.9%22.8%$463.3B
MPWR84.891.721.2%81.0%$57.1B
ZM84.218.03.1%21.7%$27.7B
NVDA80.645.2114.2%55.8%$4.5T
CRUS79.719.16.0%17.5%$7.4B
ASML77.848.115.6%29.4%$546.0B
IDCC77.431.8-4.0%48.8%$9.7B
CSCO77.127.65.3%18.0%$303.6B
RMBS75.548.320.7%32.3%$11.0B
DBX75.313.91.9%17.7%$6.4B
FSLR75.017.326.7%30.7%$24.2B
SIMO74.79.210.2%13.8%$4.5B
ADI74.374.116.9%20.6%$165.1B
AAPL72.533.16.4%27.0%$3.9T
OLED72.527.012.4%34.3%$5.9B
AMAT72.336.44.4%24.7%$281.7B
Sector Average47.487.414.8%-109.6%โ€”

Company Overviewvia FMP

Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It provides memory and storage technologies comprises DRAM products, which are dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; NAND products that are non-volatile and re-writeable semiconductor storage devices; and NOR memory products, which are non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, and networking markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

CEO
Sanjay Mehrotra
Employees
48,000
Beta
1.50
Industry
Semiconductors
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
66.7
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-5.8%
High: $455.5
From 52W Low
+597.1%
Low: $61.54
Moving Averages
10-Day
$417.00
Above
20-Day
$411.40
Above
50-Day
$354.50
Above
200-Day
$204.50
Above
60-Day Support
$221.69
60-Day Resistance
$455.5
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 90/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+109.8%
200 SMA Slope (60d)
+57.74%
Rising
Volume Ratio
0.93x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ1 2025Q4 2025Q3 2025Q2 2025
Revenue$13.6B$11.3B$9.3B$8.1B
Gross Profit$7.7B$5.1B$3.5B$3.0B
Operating Income$6.1B$3.8B$2.2B$1.8B
Net Income$5.2B$3.2B$1.9B$1.6B
EPS (Diluted)$4.60$2.83$1.68$1.41
Gross Margin56.1%44.7%37.7%36.8%
Operating Margin45.0%33.2%23.3%22.0%
Net Margin38.4%28.3%20.3%19.7%

Why This Stock

TechnologyRevenue growth 48.9%Profit margin 22.8%Earnings quality grade B

Tradability FilterGrade A โ€” 100/100Score impact: -21.0pt

Volume
100
32.9M avg/day
Dollar Vol
100
$13.8B/day
Float
100
1.1B shares
Mkt Cap
100
$463.3B
Range
100
640% spread
Composite Liquidity Score100/100
FDCBA

Multi-Year Range Analysis

Sideways: 0/100
YearLowHighRangeStatus
2021$65.67$96.9638.5%Wide
2022$48.43$98.4568.1%Wide
2023$49.55$87.8755.8%Wide
2024$79.15$157.5466.2%Wide
2025$61.54$298.83131.7%Wide
3-Year Range
143.1%
Narrow Years
0 / 5
Sideways Penalty
None
Free Float
99.6%
Outstanding Shares
1.1B
Bid-Ask Spread
640.0%
Institutional Tradable
Yes

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.