Despite Nvidia’s stock market rally, another AI professional has better and quietly performed. Micron can convince with this.

• Nvidia continues to
• Micron better than Nvidia?
• Analysts recommend both shares for sale

Nasdaq share Nvidia continues to dominate the stock exchange

Nvidia remains the favorite for many on the stock market. The group has successfully developed from the pure GPU manufacturer to a comprehensive provider of AI solutions. And in the face of high investments in AI infrastructure by cloud providers and companies, Nvidia is optimally set up to benefit from the continued AI boom, as The Motley Fool explains.

And the numbers also confirm Nvidia’s success. As the first listed company, the tech giant recently managed to achieve a market capitalization of four trillion US dollars. And the share price also recently had a record rally after CEO Jensen Huang confirmed the resumption of the China sale of H20 chips. Since the beginning of the year, the paper has been up by 27.62 percent, so the price of an NVIDIA share was last $ 171.38 (as of September 21, 2025). The latest record for the paper is within reach of $ 174.25.

Micron share grows stronger than Nvidia

Nevertheless, there is a AI professional who even puts Nvidia’s development in the shade. The Micron share has already increased by 35.92 percent since the beginning of the year and most recently cost $ 113.23 (as of July 21, 2025).

The increasing importance of artificial intelligence was fundamentally changed by Micron’s business model, says The Motley Fool. In the third quarter of the 2025 financial year, the company was able to double its data center sales compared to the previous year-driven by the increasing demand for High-Bandwidth Memory (HBM) for AI applications. According to Bloomberg Intelligence, the HBM market is expected to grow by an average of 42 percent per year by 2033.

Meanwhile, Micron has specifically switched its capacities to more powerful HBM architectures and is one of the world’s leading providers. The company expects to expand its HBM market share to the level of its dram content by the end of 2025. In parallel, micron is planning long-term investments of $ 200 billion in the US location-including 150 billion for production and 50 billion for research.

In the third quarter, Micron achieved a total of $ 9.3 billion in record – an increase of 37 percent compared to the previous year. The profit per share increased to $ 1.91 and was 200 percent above the previous year – significantly above expectations. For the current quarter, the company is aiming for sales of $ 10.4 to $ 11 billion and a gross margin of 41 to 43 percent.

However, despite the strong increase in the course since the beginning of the year and the strong number of balance sheets, the evaluation in the industry comparison appears low: According to Motley Fool, the share is currently only trading 22.5 times the past and 11.8 times the expected profits-significantly below the average of the NASDAQ 100.

This is how experts appreciate Nvidia and Micron

According to data from Tipranks, experts submit a strong purchase recommendation for the Micron share (22x buy, 3x hold, 0x sell). The average price target is $ 155.17 and corresponds to a change of 35.65 percent compared to the last course.

However, analysts remain optimistic for Nvidia. With 34 purchase recommendations, 3 holding recommendations and a sales recommendation, there is a “Strong Buy” rating for the papers of the AI giant. With a potential plus of 5.85 percent compared to the last course, the average price target is $ 182.49.

Editor finance.net

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