美光科技 -财报前瞻：DRAM 价格 4Q25 上涨 50%，预计业绩大超预期并上调指引；目标价上调至 300，重申 “买入”

Ac t i o n | 09 Dec 2025 17:23:49 ET │ 19 pages Micron Technology Inc (MU.O) Earnings Preview - Expecting Significant Beat and Raise As DRAM Pricing Up 50% in 4Q25. Raising Ests, PT to $300. Reit Buy CITI'S TAKE Micron will report F1Q26 results December 17 after market close. We expect the company to post results/guidance significantly above Consensus, driven by unprecedented increases in DRAM pricing, as DRAM pricing should increase 50% QoQ in 4Q25. In addition, Micron is sold out of HBM in 2026, and we ex ...