Market Pulse50Neutral

Micron Technology, Inc.Opportunity Rank #19(MU) Intrinsic Value & DCF Analysis (2026)

Sector: Technology

Current Price

$404.35

Last updated: Mar 24, 2026

Price vs Intrinsic Value

$404.35
Price
$534.00
Intrinsic Value
Undervalued by 32%MOS: $427.20

Fundamental Score

84/100
Bullish

Weighted across 6 signals

Narrative Score

80/100
Strong

No change vs previous

The intrinsic value of Micron Technology, Inc. (MU) is estimated at $534.00 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $404.35, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 6.22% long-term growth rate and a 10.60% discount rate, reflecting expected future free cash flow and cost of capital.

The intrinsic value of Micron Technology, Inc. (MU) is estimated at $534.00 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $404.35, the stock appears undervalued relative to its projected cash flow fundamentals. This estimate assumes a 6.22% long-term growth rate and a 10.60% discount rate, reflecting expected future free cash flow and cost of capital.

Valuation Details

$534.00
32.06% upside
20% margin of safety: $427.20
Years: 10Growth Rate: 6.22%
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Capital Efficiency

Average Quarterly ROIC
9.92%
Cost of Capital (estimated)8%
Value StatusCreating Value

The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.

Complete historical ROIC is available with
.

Fundamental Details

84/100
BullishWeighted across 6 signals
DCF Discount
32.1% discount to price
100
FCF Yield
8.6% trailing FCF yield
100
ROIC vs WACC
ROIC 9.9% vs WACC 8.0% (1.2x)
62
Net Debt / FCF
Net cash position
100
Buybacks
Share count growing
30
FCF CAGR (5Y)
18.9% 5Y FCF CAGR
100
Strengths: DCF Discount, FCF Yield. Concerns: Buybacks.

Narrative Details

80/100
Strong
Vs 6-Month Baseline:Average (58th pct)Weighted across 5 recent drivers
Trend: StableConfidence: 100%Updated: 1h ago
Sources: 240 (200 News · 40 Analyst)
Drivers(last 30 days)
166 news sentiment+11.7
30 regulatory scrutiny+5.2
2 downgrade headlines-0.4
2 earnings beat+0.3
40 analyst reiterations0.0

Investment Coach

Updated 17h ago
BUYConfidence: 81%
Thesis
Micron Technology, Inc. is undervalued with an estimated fair value 35.2% above its current price, supported by strong fundamentals including a high fundamental score of 84 and a healthy free cash flow yield of 8.6%. The company demonstrates solid returns with ROIC exceeding WACC and a stable narrative trend, indicating potential for continued growth.
Key Risk
The key risk is if Micron's valuation discount remains persistently above 10% or if its ROIC falls below its cost of capital, undermining its investment appeal.
Signals To Watch
  • Monitor whether valuation discount remains above 10%.
  • Confirm ROIC stays above cost of capital over coming quarters.
  • Follow narrative trend for meaningful shifts in the score direction.
Ask the Coach - Available with
Historical Growth Rates
Free Cash Flow- - -Trend CAGR: 6.22%5 Year CAGR: 11.77%

Free Cash Flow (in millions)

TTM20252024202320222021202020192018201720162015201420132012201120102009200820072006
$39,249$33,382$16,893$9,235$27,248$22,498$16,529$23,044$26,485$13,406$9,031$9,229$8,357$3,055$3,813$5,034$3,712$1,694$3,547$4,540$3,384

How Intrinziq Estimates Fair Value

Intrinziq estimates Micron Technology, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Micron Technology, Inc.Technology

Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It provides memory and storage technologies comprises DRAM products, which are dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; NAND products that are non-volatile and re-writeable semiconductor storage devices; and NOR memory products, which are non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, and networking markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.