Analysts Are Bullish on Top Technology Stocks: IonQ (IONQ), Micron (MU)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 expect Micron to get capital infusions from AI customers. We raise estimates and reiterate our Buy rating and raise our price target from $275 to $300. Our F26 EPS estimate is 52% above Consensus. Expecting $1.5 billion upside… We expect Micron to report F1Q26 revenue of $14.0 billion (up 24% QoQ), above guidance of $12.5 billion (up 10% $12.59 billion (up 11% QoQ) due to unprecedented increases in DRAM pricing. Our EPS estimate of $4.07 is above on higher sales/gross margins. …and 70% EPS raise.