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Story summary
- Micron Technology’s shares surged 245% in 2025 and over 260% in 2026.
- Analysts set a 12-month average price target of $1,564.44, implying about 50% upside.
- Micron raised fiscal 2026 capital expenditures to roughly $27 billion and plans further increases in fiscal 2027.
- Samsung announced aggressive expansion of 4nm foundry capacity for HBM4, directly challenging Micron’s high-bandwidth memory market share.