Mulya.ai
Ticker
MU
Scenario
Key Inputs
Revenue est.?Analysttaper yr2
OP margin est.?hist_ind
Reinvestment est.?projected
R&D capitalizedYes · 5yr amort
Leases factoredNo
Key Assumptions
WACC ?11.3%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?1.606
Beta (levered) ?1.633
Terminal OM% ?24.4%
Segment conc. ?77% dominant
Terminal growth ?4.1%
Bond rating ?AAA · 0.60%
ROIC option ?Opt 4 · 23.6%
Prob of failure ?0.0%
Pipeline validated · 2026-05-17

MU · Micron Technology, Inc.

$366.242026-05-17
Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors

Intrinsic Value Range Comparison · Mulya.ai

R&D capitalized (5yr)
Very High Uncertainty
Bull
$55643
+15092.9% vs market
Base · active
$53901
+14617.3% vs market
Bear
$202
-44.7% vs market
Mulya.ai vs Analyst IV Comparison?
Bear $202
Median $443
Market $366
Base $53901
Bull $55643
Market Price $366
Mulya.ai Base $53901
Analysts Median $443
Mulya.ai IV range ($202 · $55643)
Analysts Range ($190 · $550)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2022.Q2$27.7B23.8%7.9%$6.1B−$3.1B$3.0B8.9%11.9%$51.1B$5.14
2023.Q2$30.8B11.0%33.0%22.8%$7.8B−$6.7B$1.1B10.8%14.6%$56.1B$7.62
2024.Q2$15.5B-49.5%-37.0%10.3%−$5.2B$2.9B−$2.2B10.7%-9.2%$55.5B$-5.12
2025.Q2$25.1B61.6%5.4%23.8%$1.0B$1.9B$3.0B12.0%1.8%$61.7B$0.68
2026.Q2$58.1B131.4%50.8%13.8%$25.5B−$4.9B$20.5B11.6%37.0%$76.0B$21.1514.1
italics below = DCF projection · 10yr Rev CAGR: 88.9%
2027.Q2$170.5B+193.3%53.2%14.4%$77.6B−$18.9B$58.7B11.0%$52.9B90.9%$94.9B$62.095.9
2028.Q2$464.2B+172.3%49.1%15.1%$193.7B−$69.7B$124.0B10.8%$100.7B149.3%$164.6B$155.412.4
2029.Q2$1166.5B+151.3%45.0%15.7%$442.6B−$282.4B$160.2B10.6%$117.8B144.7%$447.0B$356.621.0
2030.Q2$2685.9B+130.3%40.9%16.3%$919.2B−$8.1B$911.2B10.3%$607.3B203.8%$455.1B$744.100.5
2031.Q2$5619.7B+109.2%36.8%16.9%$1717.0B−$18.2B$1698.9B10.1%$1028.7B369.9%$473.3B$1397.930.3
Term. Yr+$35039.6B4.1%24.4%20.0%$6848.1B−$1189.9B$5659.1B8.6%$48744.0B23.6%
Active scenario IV: $53901 (+14617.3% vs market)