10 AI Stocks to Watch Out For in 2025

6. Micron Technology, Inc. (NASDAQ:MU)

Number of Hedge Fund Holders: 96

Micron Technology, Inc. (NASDAQ:MU) is one of the 10 AI Stocks to Watch Out For in 2025. On September 3, Goldman Sachs analyst James Schneider reiterated a Neutral rating and $130.00 price target on the stock.

The firm noted how investors are likely to focus on Micron’s HBM ramp and whether strong prices can sustain in the coming quarters.

It also expects upside to Street estimates following the positive preannouncement from Micron with moderate growth in November.

Some key areas investors are anticipated to focus on were also discussed:

“Key stock takeaways: We expect investors to continue to focus on Micron’s HBM ramp and the sustainability of pricing strength in the coming quarters. Following the company’s positive pre-announcement, we expect some upside to Street estimates, with more moderate growth in the November quarter. We believe investor positioning is relatively balanced given Micron’s continued execution on HBM and sustained near-term strength in DRAM pricing, balanced against concerns related to the direction of travel for industry DRAM pricing in 2026. We expect investors to focus on: (1) progress on HBM ramp and market share targets exiting 2025; (2) sustainability of DRAM pricing strength; (3) stability of gross margins given the ongoing mix shift to HBM4.”

Micron Technology, Inc. (NASDAQ:MU) develops and sells memory and storage products for data centers, mobile devices, and various industries worldwide.