Goldman Sachs Reiterates Neutral on $MU, PT $360 Analyst comments: "We expect investors to continue to focus on the level of industry undersupply in DRAM and NAND, and the duration of pricing growth in these markets. Following continued pricing momentum, we expect strong upside to Street (Visible Alpha consensus data) estimates, with additional upward estimate revisions in the May quarter. We believe investor positioning remains positive given the stock price run-up and continued expectations for meaningful pricing growth in DRAM. We expect investors to focus on: (1) sustainability of pricing growth and industry undersupply in DRAM; (2) target share level in HBM, and HBM4 qualification progress with key customers; (3) incremental supply additions by Micron and peers through 2027." Analyst: James Schneider