According to CoinMeta, Micron stock maintains a bullish outlook due to HBM shortages and tight DRAM supply. Analysis indicates that the HBM shortages and insufficient DRAM supply of Micron are affecting the market simultaneously, driving Wall Street's optimistic forecasts for this stock. Despite some analysts lowering their target prices, the overall market sentiment remains positive. Micron is expected to achieve net revenue of $13.6 billion in the first quarter of 2026, a year-on-year increase of 21%.