Mizuho analyst Vijay Rakesh recommends using the pullback in shares of Micron (MU) as a buying opportunity and reiterates an Outperform rating on the name with a $150 price target The firm sees a strong second half of 2025 for Micron. High bandwidth memory should drive 15%-20% higher selling given bigger deal sizes, the analyst tells investors in a research note. The firm recommends buying semiconductor stock with improving sales and gross margins, and views Micron as gaining 2026 HBM share.
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