Micron Technology received a Strong Buy rating from Seeking Alpha contributors with a price target of $2,463 per share, citing long-term supply agreements and surging AI-driven demand. Goldman Sachs maintained a Neutral rating on the stock, noting that the median forward P/E ratio for AI infrastructure stocks dropped from 32x in April 2026 to 22x. Micron has secured more than $2 billion in customer deposits through take-or-pay contracts, providing some insulation from market repricing. This divergence between the two firms reflects a broader disagreement over the durability of the AI infrastructure trade.
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