---
title: "Micron Technology Q4 Preview: Poised To Benefit From Continued AI Adoption, Analysts Say"
description: "Micron Technology Inc is set to report its fiscal Q4 results on Sept. 23, with analysts optimistic about its performance due to AI adoption. JPMorgan maintains an Overweight rating with a $185 price t"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/258126647.md"
published_at: "2025-09-19T15:25:25.000Z"
---

# Micron Technology Q4 Preview: Poised To Benefit From Continued AI Adoption, Analysts Say

> Micron Technology Inc is set to report its fiscal Q4 results on Sept. 23, with analysts optimistic about its performance due to AI adoption. JPMorgan maintains an Overweight rating with a $185 price target, while Rosenblatt Securities has a Buy rating with a $200 target. Analysts expect strong revenue and earnings driven by favorable pricing in AI-datacenter and other markets. Micron is anticipated to benefit from constrained DRAM and NAND supply through 2026, alongside rising demand from AI workloads. However, shares declined by 4.69% to $160.97 prior to publication.

**Micron Technology Inc** MU is gearing up to report its fiscal fourth quarter results on Tuesday, Sept. 23.

Here are some analyst projections:

-   JPMorgan analyst Harlan Sur maintained an Overweight rating and price target of $185.
-   Rosenblatt Securities analyst Kevin Cassidy reaffirmed a Buy rating and price target of $200.

Check out other analyst stock ratings.

**JPMorgan:** Micron Technology preannounced results last month. The firm reported upside to revenue, gross margin, and earnings. The upside was primarily driven by better-than-expected pricing across various end-markets, including AI-datacenter, smartphone, and personal computers.

The company is likely to announce its November quarter guidance "solidly ahead of expectations," given the favorable pricing environment and robust bit demand, Sur said. "Upward pressure on NAND pricing due to tightening S-D dynamics we think also provides an additional upside lever to margins in the near term," he further wrote.

**Rosenblatt Securities:** Micron Technology could report a "modest" beat to its preannounced results, Cassidy said. The outlook for the November quarter may come in much higher than consensus estimates of $11.8 billion in revenues and non-GAAP earnings of $3.00 per share, he added.

The company is poised to benefit from "constrained DRAM and NAND Flash wafer supply through 2026, alongside accelerating demand from AI workloads," the analyst wrote. He expects sustained datacenter growth from AI server demand, a recovery in the PC market as AI moves to the edge and rising mobile memory demand from AI-enabled phone adoption.

**MU Price Action:** Shares of Micron Technology had declined by 4.69% to $160.97 at the time of publication on Friday.

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*Image: Shutterstock*

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.