The High-Growth Al Leader: Mic

The High-Growth Al Leader: Micron Technology ($MU)

Micron is arguably the standout pick for 2026 due to a "generational opportunity" in High-Bandwidth Memory (HBM).

The Case: It is currently an "essential Al enabler," with its entire 2026 HBM supply already sold out.

Financial Strength: Analysts project operating profit to surge from $9 billion in 2025 to $15 billion in 2026.

Valuation: Despite a massive run-up, it trades at a forward P/E of just ~7.9x, a significant discount compared to the semiconductor sector median of 31x.

SA’s Top 10 Stock Picks for 2026: Which One Do You Choose?

Research platform Seeking Alpha has released its Top 10 Stock Picks for 2026. Micron Technology ($MU) — HBM leader, valuation discount Advanced Micro Devices ($AMD) — AI accelerators & servers Ciena ($CIEN) — Record orders in high-speed networking Celestica ($CLS) — AI data center hardware Coherent ($COHR) — Optical components for hyperscalers Allstate ($ALL) — AI underwriting + dividends Incyte ($INCY) — Profitable biotech pipeline Barrick Gold ($B) — Gold + copper exposure Willdan Group ($WLDN) — AI infrastructure contracts ATI ($ATI) — Aerospace-grade specialty metals

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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