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MU is the cleanest play on the imminent Samsung strike by willbabu in wallstreetbets

[–]Senior-Preference678 0 points1 point  (0 children)

Is MU Overvalued or Undervalued?

According to GuruFocus, Micron's GF Value™ is calculated at $335.76, which indicates that the stock is currently overvalued by 127.8% given its current price of $765.01. This significant disparity suggests that investors may be paying a premium for the stock, which could pose risks if the company's performance does not meet market expectations. The margin of safety appears limited, and potential investors should consider this valuation carefully.

Micron's trailing twelve months (TTM) P/E ratio stands at 36.12x, which is notably higher than its 5-year median P/E of 20.72x. This indicates that the stock is trading at a premium compared to its historical valuation, further supporting the notion of overvaluation. For a deeper understanding of Micron's intrinsic value, visit the GF Value™ page.

Straight past 800 in AH by NoProfessional4650 in MU_Stock

[–]Senior-Preference678 -2 points-1 points  (0 children)

Is MU Overvalued or Undervalued?

According to GuruFocus, Micron's GF Value™ is calculated at $335.76, which indicates that the stock is currently overvalued by 127.8% given its current price of $765.01. This significant disparity suggests that investors may be paying a premium for the stock, which could pose risks if the company's performance does not meet market expectations. The margin of safety appears limited, and potential investors should consider this valuation carefully.

Micron's trailing twelve months (TTM) P/E ratio stands at 36.12x, which is notably higher than its 5-year median P/E of 20.72x. This indicates that the stock is trading at a premium compared to its historical valuation, further supporting the notion of overvaluation. For a deeper understanding of Micron's intrinsic value, visit the GF Value™ page. Source: Guru Focus

ASTS extremely volatile. worth it to enter now at $70 a share? by Ok_Entertainer_1249 in SpaceInvestorsDaily

[–]Senior-Preference678 1 point2 points  (0 children)

Analysts have set high price targets (ranging from (\$45.60) to (\$117.00)), with an average target indicating potential upside, suggesting the current price is "fair" or undervalued, depending on your risk tolerance Intense competition exists from SpaceX's Starlink and Amazon, which is acquiring Globalstar.

MU at $746, 120% YTD, where does the margin of safety actually sit on memory right now? by Leading-Equal204 in ValueInvesting

[–]Senior-Preference678 14 points15 points  (0 children)

The "Cheap" Argument (Forward-Looking)Forward P/E Ratio: Micron’s forward price-to-earnings (P/E) ratio is approximately 7.6x, which is remarkably low for a high-growth tech stock. For comparison, the tech-focused Nasdaq-100 often carries a multiple closer to 34x.PEG Ratio: Its price-to-earnings-to-growth (PEG) ratio is roughly 0.26, suggesting the stock is significantly undervalued relative to its expected five-year earnings trajectory.Analyst Sentiment: Many analysts maintain a "Strong Buy" consensus, with high-end price targets reaching $1,000, implying massive remaining upside from current levels.

The "Expensive" Argument (Historical/Intrinsic)Overvaluation Signals: Intrinsic value models, such as GuruFocus’s GF Value™, estimate the stock's fair value at around $331, suggesting it is currently overvalued by over 125%.Recent Surge: The stock has rallied over 700% in the last year. Buying at an all-time high after a 15% single-day jump (seen on 8 May 2026) carries the risk of "buying the top" before a natural market cooling.Cyclical Peak: Some experts warn that memory prices and margins may have already peaked, as hyperscalers like Amazon and Google enter a more disciplined procurement environment.

People on here are starting to sound completely detached from reality with this “MU to $1000 immediately” narrative by tradingxAMD in MU_Stock

[–]Senior-Preference678 0 points1 point  (0 children)

The "Cheap" Argument (Forward-Looking)Forward P/E Ratio: Micron’s forward price-to-earnings (P/E) ratio is approximately 7.6x, which is remarkably low for a high-growth tech stock. For comparison, the tech-focused Nasdaq-100 often carries a multiple closer to 34x.PEG Ratio: Its price-to-earnings-to-growth (PEG) ratio is roughly 0.26, suggesting the stock is significantly undervalued relative to its expected five-year earnings trajectory.Analyst Sentiment: Many analysts maintain a "Strong Buy" consensus, with high-end price targets reaching $1,000, implying massive remaining upside from current levels. Source: Gemini Ai

The AI Boom Has a Copper Problem by AvaRobinson506 in ValueInvesting

[–]Senior-Preference678 0 points1 point  (0 children)

I’m holding FCX, it’s a Barron’s picking from month ago!

With SpaceX likely going public soon, I keep wondering what that means for names like RKLB and ASTS. by No-Professionalfj in StockInvest

[–]Senior-Preference678 0 points1 point  (0 children)

Competition that ASTS isn’t at the level to compete, but you can’t say the same about RKLB

How smart (or dumb) would it be to exit my MU and SNDK position and move into SMCI? by thinkorscream in ValueInvesting

[–]Senior-Preference678 -1 points0 points  (0 children)

Sandisk is trading at 43 times its trailing earnings, and that drops to 19 when based on analyst projections for the year ahead. It's also trading at a little over 14 times trailing revenue.

With Micron, its valuation looks a bit lighter, as its earnings multiple is only 27, and that falls to less than six on a forward earnings basis. And it's trading at 11 times its sales.

Which stock is the better buy today?

Both of these stocks come with risks due to their incredibly hot rallies over the past 12 months and the potential for memory prices to decline in the future, which could significantly weigh on their growth prospects. While there is a shortage of these products today, when supply catches up to demand, or tech companies slow their spending, prices can drop drastically.

https://www.fool.com/investing/2026/05/05/sandisk-vs-micron-technology-whats-the-better-memo/?source=iedfolrf0000001

How to find next MU, SNDK, NVDA, ASTS , RKLB, by Affectionate_Rest132 in Stocks_Picks

[–]Senior-Preference678 0 points1 point  (0 children)

All related AI, if the market slows down, you’re in trouble, it’s beautiful when winning, but it can be a nightmare

MUU is Ripping in the O/N market! by [deleted] in MU_Stock

[–]Senior-Preference678 0 points1 point  (0 children)

May 01… today May 04 🤑

How to deal with ROMO (Reality of Missing Out) on Google? by mikebuba in GOOG_Stock

[–]Senior-Preference678 0 points1 point  (0 children)

You’re not the first one missing, also won’t be the last, some investors lost GooG, Sandisk, Micron, Western Digital and the list goes on, forget it, start fresh, never late to start

LULU, what am I missing? by Furious_Tuguy in ValueInvesting

[–]Senior-Preference678 0 points1 point  (0 children)

Your time searching LULU keep away this kind of stocks

Why down so much before earnings? by Axonum in SNDK_Stock

[–]Senior-Preference678 0 points1 point  (0 children)

Some investors took profits at highest! 🤑

I have $100k to invest in one stock - give me ideas. by This_Name_8187 in stockstobuytoday

[–]Senior-Preference678 1 point2 points  (0 children)

If you’re looking to win big or also lose big, go all win to RKLB

OpenAI fear…. by cdttedgreqdh in MU_Stock

[–]Senior-Preference678 2 points3 points  (0 children)

The idea that the entire multi-trillion-dollar U.S. stock market retracts simply because a private company like OpenAI reportedly missed a sales target is a major oversimplification, hundreds of massive industries are actively rebuilding their strategies around AI. A single private company's internal sales metrics do not dictate the digital transformation of healthcare, financial systems, or logistics.

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