8. Micron Technology, Inc. (NASDAQ:MU)
Number of Hedge Fund Holders: 154
Micron Technology, Inc. (NASDAQ:MU) is one of the tech stocks held by Goldman Sachs, with a total holding value of almost $4.24 billion, making it to our list of the top Goldman Sachs tech stocks to buy now.
Micron Technology is one of the tech stocks that has gone up way too fast. In the last month, MU shares have skyrocketed nearly 91% as of June 1. The question is, how far can Micron go?
Analysts seem to be optimistic about Micron’s targets. Capitalizing on the supply-demand imbalance, Micron has ascended to over $1 trillion in market cap. On May 29, TheFly reported that Susquehanna lifted the price target on Micron Technology, Inc. (NASDAQ:MU) from $600 to $1,750, a remarkable raise centered around Micron’s competitive DRAM selling prices. Susquehanna’s Mehdi Hosseini keeps a Positive rating on MU and sees second-quarter DRAM average selling prices ahead of expectations, going as high as 50-60% quarter-over-quarter. Micron Technology’s CEO, Sanjay Mehrotra, has pointed out that they are fulfilling approximately 50 to 60% of key customers’ medium-term bandwidth memory demand, while the company’s entire 2026 HBM capacity has already reached its peak level.
Hosseini also mentioned that NAND ASPs (average selling prices) continue to increase by 75-100% quarter-over-quarter. The analyst remains bullish amid the increasing estimates for memory manufacturers. Moreover, strength in ASPs and increasing confidence in the sustainability of the margin profile remain catalysts for Micron, the analyst added.
Micron Technology Inc. (NASDAQ:MU) provides memory and storage solutions sold into client, cloud server, enterprise, graphics, networking, smartphone, mobile-device, automotive, industrial, and consumer markets, among others.
7. Apple Inc. (NASDAQ:AAPL)
Number of Hedge Fund Holders: 170
Apple Inc. (NASDAQ:AAPL) is one of the top Goldman Sachs tech stocks to buy now, with an accumulated worth of almost $27 billion.
Apple’s upcoming WWDC 2026 remains to be a highlight for the company. Morgan Stanley analyst Erik Woodring shared his thoughts on Apple’s upcoming event. On June 1, TheFly reported that Woodring stated that WWDC 2026 is a vital catalyst for AAPL to reframe the iPhone maker’s strategy as an AI winner. Apple is expected to reveal its long-term chip design focused on on-device AI performance.
The analyst potentially sees the event as a trigger for multiple expansion for Apple, similar to WWDC 2024’s 20 points outperformance. Year-to-date, AAPL shares have surged over 12% as of June 1. Unlike AI stocks that have skyrocketed this year so far, Apple needs to make its mark. Analysts see WWDC as the best opportunity for Apple Inc. to reinitiate its AI policy. Morgan Stanley’s price target of $330 implies an upside of almost 8%, with the firm giving an Overweight rating to AAPL shares. Woodring believes that low investor expectations clear the path for a narrative re-rating and an enhanced AI platform, and a clear Agentic vision could lift valuation to $365-385, with the upside as high as $440.
At the same time, Citi analyst Atif Malik sees WWDC 2026 focusing on key Siri updates, while Apple can gain market share as HBM supply-demand dynamics create pricing pressure. Citi remains incrementally positive on Apple’s iPhone shipments in 2026 and keeps a Buy rating with a $315 price target, as reported by TheFly on June 1.
Apple Inc. (NASDAQ:AAPL) designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and home accessories. The company develops its own operating systems (iOS and macOS) and provides digital services, including iCloud, Apple Pay, and content streaming via the App Store and Apple TV+.
