Micron DRAM Insight

Institutional Conviction & ETF Inflows

Institutional Conviction & ETF Inflows

$10B inflows into DRAM ETF during 29% drawdown. BofA adds Micron to 'Best Ideas' with $1,550 target. KeyBanc $1,750, Melius $2,200. Zacks shows 20.3% EPS estimate revision. Price-fixing lawsuit adds legal overhang but does not deter institutional buying. Morgan Stanley's bullish note adds further conviction. New data: hedge fund count rose to 154 (from 137), reinforcing institutional accumulation despite valuation discount.

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Updated Jul 26, 2026
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