Micron (MU) stock is ending 2025 on a high, with its shares recently hitting a new all-time high of $295. A filing showed Micron’s executive vice president and chief financial officer, Mark Murphy, transferred 35,000 shares on Dec. 24 into a grantor retained annuity trust (GRAT), an estate-planning vehicle. The filing listed the transfer price as $0 and said Murphy and his spouse serve as trustees. The move sent shares higher last week, and that climb has continued into the last hours of 2025.
Micron’s rally in 2025 has been striking. The stock is up more than 250% year-to-date, far outpacing most chip and tech peers, driven by strong demand for memory and storage used in AI data centers. Additionally, its latest earnings also topped expectations, with revenue of $13.64 billion and adjusted EPS of $4.78. Micron is even beating out the S&P’s 16.5% gain this year and is more than five times Nvidia’s 38.5% return. Therefore, MU is not only cheaper than the S&P 500 but also cheaper than almost all of its peers, while experiencing significantly higher revenue growth and operating in a sector of the AI industry that reportedly saw 88% market growth in 2024.
Retail sentiment around MU stock reached ‘extremely bullish’ territory at 93/100 on Stocktwits, with message volume jumping 566%. The Micron stock price faces mixed reactions despite strong results. Hedge fund manager Ryan Lee called the Micron earnings beat “pivotal” earlier this fall, noting the company faced “lofty expectations” after MU stock’s 41% monthly gain. This Micron Technology earnings report positions the company for AI-driven growth ahead.
For traders of Micron MU stock, the next test is whether the stock holds recent gains as markets weigh how long the memory supply crunch lasts and how aggressively competitors add capacity. Analysts project continued growth, with EPS (earnings per share) expectations rising and strategic shifts enhancing revenue visibility. Current price targets on Wall Street range from $275 by Barclays to $500 by Rosenblatt. These targets suggest potential upside from the current market price of $294.37.