---
title: "$Micron Tech(MU.US)  just initiated with $493 PT, 12x 2027 PE, 80% EPS CAGR. Morgan Stanley’s Moore "
description: "$Micron Tech(MU.US)  just initiated with $493 PT, 12x 2027 PE, 80% EPS CAGR. Morgan Stanley’s Moore also cut to $450 but used “through-cycle valuation” — earnings power structurally lifted by AI. DDR5"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000470149.md"
published_at: "2026-02-13T06:43:15.000Z"
author: "[Moose_](https://longbridge.com/en/profiles/16656165)"
---

# $Micron Tech(MU.US)  just initiated with $493 PT, 12x 2027 PE, 80% EPS CAGR. Morgan Stanley’s Moore 

$Micron Tech(MU.US) just initiated with $493 PT, 12x 2027 PE, 80% EPS CAGR. Morgan Stanley’s Moore also cut to $450 but used “through-cycle valuation” — earnings power structurally lifted by AI. DDR5 spot 130% above contract, HBM sold out for 2026. This isn’t a cycle, it’s a regime shift.

### Related Stocks

- [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md)
- [HBM.US - Hudbay Minerals](https://longbridge.com/en/quote/HBM.US.md)

---

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