Micron stock forecast 2025 cloud migration acceleration post-2024

Cloud migration acceleration post-2024 fuels Micron stock forecast 2025 DRAM consumption assumptions, which anticipate hyperscale capex hitting record levels. “Just because the Mag Seven won past tech cycles like mobile, the internet and e-commerce, that doesn’t mean they’ll win here,” said Chris Smith, who oversees $2.4 billion as the portfolio manager of Artisan Partners’ Antero Peak Group. “The next winners will be the ones that address large and unconstrained markets through AI, becoming bigger companies in the future than the Mag Seven are today.” © MarketBeat Media, LLC 2010-2025. All rights reserved. Analyst upgrades in 2H 2024 improve sentiment toward Micron stock forecast 2025, banking on AI servers consuming up to 30% more DRAM per node than traditional servers.