Micron Technology (MU) stock returned 424.1% in the twelve months to October 9, 2026, driven by a shortage of memory chips as AI servers boost demand. The article says an early signal came on December 18, 2024, when executives described Micron as a pioneering supplier of LP memory to data centers, though the stock fell 35% from mid-January to mid-April 2025 amid near-term warnings. Financials then confirmed the shift: fiscal 2025 revenue grew nearly 50% to a record $37.4 billion, with gross margin up 17 percentage points to 41%. Latest-quarter revenue reached $54.2 billion, up 379.3% year over year, while the S&P 500 returned 17.0% over the same twelve months. Management expects the memory market to stay tight through 2028, though the stock has returned 9.8% over the past three months.
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