The Zacks Analyst Blog Highlights Micron Technology and Palantir Technologies

For Immediate ReleaseChicago, IL – December 22, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Micron Technology, Inc. MU and Palantir Technologies Inc. PLTR.Here are highlights from Friday’s Analyst Blog:2 Best AI Stocks Up 100%+ in 2025 and Still a Buy for 2026The artificial intelligence (AI) boom has significantly boosted Micron Technology, Inc. and Palantir Technologies Inc., with their shares soaring 195.3% and 145.5%, respectively, so far this year. However, investors who haven't capitalized on their growth story still have reason for optimism. Heading into 2026, both AI players have ample room to expand, banking on strong AI-driven growth, and analysts remain bullish on their upside potential. Let's take a closer look –Micron Rallies on AI-Driven HBM Demand, Strong Results AheadIn recent times, Micron's high-bandwidth memory (HBM) chips have seen exceptionally strong demand due to tight supply amid the ongoing expansion of AI infrastructure. As a result, Micron's revenues for first-quarter fiscal 2026 came in at $13.64 billion, representing a 56.8% year-over-year increase, as mentioned on investors.micron.com.Revenue growth was broad-based across all business units. In particular, the cloud memory business segment stood out, reporting sales of $5.28 billion for the quarter, up an impressive 99.5% year over year. This robust top-line performance translated into significant profit gains, with Micron reporting non-GAAP net income of $5.48 billion, or diluted earnings per share (EPS) of $4.78.Moreover, surging AI-related demand for Micron's HBM chips has prompted the company to project fiscal second-quarter 2026 revenues in the range of $18.3 billion to $19.1 billion, with diluted EPS expected between $8.22 and $8.62. The record free cash flow of $3.9 billion generated in the fiscal first quarter of 2026 also gives the company financial strength to support its future growth initiatives.Against this favorable backdrop, Micron's expected earnings growth for the next year is a solid 23.9%, making it a compelling buy. Brokers are also optimistic about the company's future growth, estimating an average short-term price target for MU stock at $252.44, an 11.9% increase from the last closing price of $225.52. The highest target is $362, suggesting a potential upside of 60.5%.Commercial and Government Demand Spurs Palantir's GrowthPalantir's revenues in the third quarter came in at $1.18 billion, up 63% from the same period a year ago and 18% quarter over quarter, according to investors.palantir.com. Most importantly, sales improved in both the U.S. commercial and government segments. Revenues from the U.S. commercial segment were $397 million for the quarter, up 121% year over year and 29% sequentially. Government revenues were $486 million, up 52% from a year ago and 14% from the last quarter.This growing base of U.S. commercial clients points to Palantir's potential growth, while the increase in government contracts creates meaningful barriers to entry. Notably, increasing adoption of Palantir's Artificial Intelligence Platform (AIP) among both the U.S. commercial sector and the government segment not only boosted last quarter's earnings but also is expected to fuel the company's future profitability.On this positive note, Palantir is projected to deliver solid earnings growth of 42.5% next year, making it an attractive investment choice. Brokers are equally bullish about the company's growth prospects, estimating an average short-term price target for PLTR stock at $192.67, up 8.7% from the last closing price of $177.29. The highest target is $255, implying a potential upside of 43.8%.Currently, Micron sports a Zacks Rank #1 (Strong Buy), while Palantir has a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks Rank #1 stocks here.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                      https://www.zacks.com                                                   Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the favorite stock to gain +100% or more in the months ahead. They includeStock #1: A Disruptive Force with Notable Growth and ResilienceStock #2: Bullish Signs Signaling to Buy the DipStock #3: One of the Most Compelling Investments in the MarketStock #4: Leader In a Red-Hot Industry Poised for GrowthStock #5: Modern Omni-Channel Platform Coiled to SpringMost of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor. While not all picks can be winners, previous recommendations have soared +171%, +209% and +232%.Download Atomic Opportunity: Nuclear Energy's Comeback free today.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Micron Technology, Inc. (MU): Free Stock Analysis Report Palantir Technologies Inc. (PLTR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks