MU · Micron Technology, Inc.
$1132.332026-07-21Sector: Technology; Industry: Semiconductors; Sub-Industry: Semiconductors
Intrinsic Value Range Comparison · Mulya.ai
R&D capitalized (5yr)Very High Uncertainty
Bull
$1849
+63.3% vs market
Base · active
$1795
+58.5% vs market
Mulya.ai vs Analyst IV Comparison?
Mulya.ai IV range ($198 · $1849) Analysts Range ($400 · $2200) Fundamentals · historical + forward · baseitalics = DCF projection
| Period | Revenue | Rev Gr ? | Ops M% ? | Tax Rate ? | NOPAT ? | Reinvest ? | FCFF ? | WACC% ? | PV FCFF ? | ROIC ? | Inv. Cap ? | EPS ? | P/E |
|---|
| 2024.Q3 | $15.5B | — | -37.0% | 11.3% | −$5.1B | $1.6B | −$3.5B | 13.4% | — | -9.0% | $56.4B | $-5.09 | — |
| 2025.Q2 | $25.1B | 61.6% | 5.3% | 23.8% | $1.0B | $2.2B | $3.2B | 12.0% | — | 1.7% | $62.3B | $0.68 | — |
| 2025.Q3 | $25.1B | 0.0% | 5.3% | 17.5% | $1.1B | $1.9B | $3.0B | 14.3% | — | 1.8% | $62.7B | $0.68 | — |
| 2026.Q2 | $37.4B | 48.9% | 26.9% | 13.8% | $8.7B | −$4.4B | $4.2B | 11.6% | — | 12.4% | $76.7B | $7.46 | — |
| 2026.Q3 | $90.3B | 141.5% | 66.9% | 14.6% | $51.6B | −$36.6B | $15.0B | 14.1% | — | 61.5% | $91.3B | $44.08 | 21.5 |
| italics below = DCF projection · 10yr Rev CAGR: 26.8% |
| 2027.Q3 | $242.4B | +168.5% | 27.0% | 15.1% | $55.6B | −$27.7B | $27.9B | 11.9% | $24.9B | 52.8% | $119.0B | $47.69 | 23.7 |
| 2028.Q3 | $269.2B | +11.0% | 27.0% | 15.7% | $61.3B | −$6.7B | $54.6B | 11.6% | $43.7B | 50.1% | $125.7B | $52.61 | 21.5 |
| 2029.Q3 | $363.2B | +35.0% | 27.0% | 16.2% | $82.2B | −$37.8B | $44.4B | 11.3% | $31.9B | 56.8% | $163.6B | $70.55 | 16.1 |
| 2030.Q3 | $449.4B | +23.7% | 27.0% | 16.7% | $101.0B | −$16.5B | $84.5B | 10.9% | $54.8B | 58.8% | $180.1B | $86.72 | 13.1 |
| 2031.Q3 | $556.1B | +23.7% | 27.0% | 17.3% | $124.2B | −$23.6B | $100.6B | 10.6% | $58.9B | 64.7% | $203.7B | $106.60 | 10.6 |
|
| Term. Yr+ | $1011.7B | 4.1% | 27.0% | 20.0% | $218.4B | −$37.9B | $180.4B | 8.6% | $1485.2B | 23.6% | — | — | — |
Active scenario IV: $1795 (+58.5% vs market)