Micron Surges on Record DRAM Pricing

Open account Download free app

Morgan Stanley analysts have raised their price target for Micron Technology (MU) shares to a record $325 from the previous $220. Experts highlight the sharp surge in DDR5 memory prices, which have tripled over the past month, a level not seen since the 1990s. This creates a unique opportunity for the company to achieve record financial results.

According to forecasts, DRAM prices could rise another 15–20 percent in the first half of 2026, with some transactions reaching as much as 50 percent above benchmark prices. The main driver of this growth is the very strong demand from artificial intelligence data centers, which consume a large portion of global DRAM production. Manufacturers are focusing on producing faster HBM chips for AI, limiting the availability of DDR5 for consumer use.

Analysts note that unlike previous memory shortages, such as in 2018, Micron is entering the current cycle with record profits, allowing the company to operate in uncharted territory in terms of earnings potential. At the same time, production capacity expansion by manufacturers like Samsung and Hynix is accelerating, although demand still exceeds supply.

Despite a 180 percent increase in the stock price this year, experts believe the company still has significant upside due to sustained demand for DRAM and HBM in the AI segment.

15 January 2026, 11:13 AM

The parent company of Cartier and IWC reports earnings 💡What will investors be looking at in 2026❓

15 January 2026, 10:38 AM

TSMC Breaks Records! Explosive Results Confirm the Enduring AI Rally🚀

15 January 2026, 9:15 AM

US100: Nasdaq rebounds on new wave of AI optimism 🤖 🚀

15 January 2026, 8:40 AM

Economic calendar: German GDP, US jobless claims and FOMC speeches🎙️ (15.01.2026)

Stocks

Cookie name	Description
SERVERID
userBranchSymbol	Expiration date 1 day
test_cookie	Expiration date 1 hour
adobe_unique_id	Expiration date 364 days
__hssc	Expiration date 1 hour
SESSID	Expiration date 1 day
__cf_bm	Expiration date 1 hour
intercom-id-iojaybix	Expiration date 270 days
intercom-session-iojaybix	Expiration date 6 days
xtbCookiesSettings	Expiration date 364 days
TS5b68a4e1027
countryIsoCode
xtbLanguageSettings	Expiration date 364 days
userPreviousBranchSymbol	Expiration date 364 days
intercom-device-id-iojaybix	Expiration date 270 days
__cfruid
_cfuvid

Cookie name	Description
_gid	Expiration date 1 day
_gat_UA-98728395-1	Expiration date 1 hour
_gat_UA-121192761-1	Expiration date 1 hour
_gcl_au	Expiration date 89 days
_ga_CBPL72L2EC	Expiration date 729 days
_ga	Expiration date 729 days
__hstc	Expiration date 179 days
__hssrc
_vwo_uuid_v2	Expiration date 365 days
_ga_TC79BEJ20L	Expiration date 729 days
_vwo_uuid	Expiration date 365 days
_vwo_ds	Expiration date 29 days
_vwo_sn	Expiration date 1 hour
_vis_opt_s	Expiration date 99 days
_vis_opt_test_cookie
af_id	Expiration date 394 days
afUserId	Expiration date 730 days
AF_SYNC	Expiration date 6 days
AnalyticsSyncHistory	Expiration date 29 days

Cookie name	Description
MUID	Expiration date 389 days
_omappvp	Expiration date 3998 days
_omappvs	Expiration date 1 hour
_uetsid	Expiration date 1 day
_uetvid	Expiration date 389 days
_fbp	Expiration date 89 days
fr	Expiration date 89 days
_ttp	Expiration date 89 days
_tt_enable_cookie	Expiration date 89 days
hubspotutk	Expiration date 179 days
IDE	Expiration date 389 days
YSC
VISITOR_INFO1_LIVE	Expiration date 179 days
li_sugr	Expiration date 89 days
guest_id_marketing	Expiration date 729 days
guest_id_ads	Expiration date 729 days
guest_id	Expiration date 729 days
muc_ads	Expiration date 729 days
VISITOR_PRIVACY_METADATA	Expiration date 179 days
MSPTC	Expiration date 389 days

Cookie name	Description
bcookie	Expiration date 364 days
lidc	Expiration date 1 day
UserMatchHistory	Expiration date 29 days
bscookie	Expiration date 364 days
li_gc	Expiration date 179 days
personalization_id	Expiration date 729 days

Micron Surges on Record DRAM Pricing

Join over 2 000 000 XTB Group Clients from around the world