Selected stock price target news of the day - September 24th, 2025

By: Matthew Otto

Micron Reports Record Quarterly and Annual Revenue as AI Demand Drives Growth

Micron Technology posted fiscal fourth-quarter revenue of $11.32 billion, above the $11.11 billion consensus estimate and up from $9.3 billion in the prior quarter and $7.75 billion a year earlier.

Earnings per share came in at $3.03, beating analyst expectations of $2.77 and rising from $0.79 a year ago. Net income reached $3.2 billion compared with $887 million in the same period last year, while operating cash flow grew to $5.73 billion from $3.41 billion a year earlier.

For fiscal 2025, Micron reported revenue of $37.38 billion, up from $25.11 billion in 2024, with full-year net income increasing to $8.54 billion from $778 million. The company ended the fiscal year with $11.94 billion in cash and investments and reported $13.80 billion in capital expenditures.

Looking ahead, Micron provided guidance for fiscal first-quarter 2026 with projected revenue between $12.2 billion and $12.8 billion, compared with the $11.91 billion analyst consensus. Expected earnings per share are forecast in the range of $3.6 to $3.9, above the $3.05 consensus.

By segment, cloud memory revenue reached $4.54 billion in the fourth quarter, more than tripling year over year, while mobile and client sales increased to $3.76 billion from $3.02 billion. Automotive and embedded revenue rose to $1.43 billion from $1.23 billion. Meanwhile, the core data center business reported $1.57 billion in revenue, down 22% from the prior year.

Analyst Ratings on Micron Maintained as Price Targets Rise an Average of 21%

Barclays analyst Tom O’Malley maintained an Overweight rating while lifting the price target from $175 to $195.
JP Morgan analyst Harlan Sur kept an Overweight stance and raised the price target from $185 to $220.
BofA Securities analyst Vivek Arya reiterated a Neutral rating yet boosted the price target from $140 to $180.
Keybanc analyst John Vinh maintained an Overweight rating but moved the price target from $160 to $215.
Needham analyst N. Quinn Bolton upheld a Buy rating and increased the price target from $150 to $200.

Which Analyst has the best track record to show on MU?

Analyst Mark Delaney (GOLDMAN SACHS) currently has the highest performing score on MU with 21/22 (95.45%) price target fulfillment ratio. His price targets carry an average of $6.89 (5.60%) potential upside. Micron Technology stock price reaches these price targets on average within 236 days.

McKesson Raises Fiscal 2026 Guidance Amid Strategic Shift

McKesson on Tuesday raised its fiscal 2026 adjusted earnings-per-share projection to a range of $38.05 to $38.55, up from its prior $37.1 to $37.9 forecast. The company also expanded its long-term adjusted earnings growth target to 13%–16% (from 12%–14%).

McKesson’s most recent full-year revenue totaled $359.1 billion, with year-over-year growth of 16% and adjusted EPS rising 20%. In its first quarter of fiscal 2026, consolidated revenues reached $97.8 billion, a 23% increase from the prior year, while adjusted EPS rose to $8.26.

McKesson handles about one-third of all pharmaceutical products used in North America and employs over 80,000 people. Its U.S. Pharmaceutical business alone generated approximately $327.7 billion in revenue in fiscal 2025, accounting for more than 91% of total revenue. Under the reorganization, McKesson’s new oncology and multispecialty unit is forecast to grow 13%–16% annually, the prescription technology solutions segment is targeting 10%–13% growth, and the North American pharmaceutical division is projected to expand 5%–8%.

Analyst Ratings on McKesson Maintained as Price Targets Rise an Average of 5.6%

Deutsche Bank analyst George Hill maintained a Buy rating and lifted the price target from $775 to $856.
Wells Fargo analyst Stephen Baxter kept an Equal-Weight stance while raising the price target from $772 to $816.
Leerink Partners analyst Michael Cherny reiterated an Outperform rating but increased the target from $785 to $850.
UBS analyst Kevin Caliendo held a Buy rating but moved the price target upward from $820 to $860.
BofA Securities analyst Michael Cherny maintained a Buy rating with a price target hike from $800 to $850.

Which Analyst has the best track record to show on MCK?

Analyst Steve Valiquette (MIZUHO) currently has the highest performing score on MCK with 14/14 (100%) price target fulfillment ratio. His price targets carry an average of $-26.93 (-3.76%) potential downside. McKesson stock price reaches these price targets on average within 151 days.

AutoZone Q4 Report Shows Sales Growth but Profit Decline

AutoZone reported fourth-quarter net sales of $6.2 billion for the 16 weeks ended August 30, 2025, representing a 0.6% increase compared to the prior year’s 17-week quarter. Excluding the extra week in fiscal 2024, adjusted sales grew 6.9%. Same store sales rose 4.8% domestically and 2.1% internationally, with constant currency results showing stronger international growth of 7.2%.

AutoZone posted Q4 EPS of $48.71, falling $2.22 short of the analyst estimate of $50.93. Revenue for the quarter came in at $6.24 billion, in line with the consensus estimate of $6.24 billion. Gross profit margin declined to 51.5%, down 98 basis points, primarily due to an $80 million non-cash LIFO charge. Operating profit fell 7.8% to $1.2 billion, while net income declined to $837 million from $902 million a year earlier. Diluted earnings per share decreased 5.6% to $48.71.

For the fiscal year, net sales were $18.9 billion, up 2.4% year over year. Gross margin declined to 52.6% from 53.1%, affected by a $64 million LIFO charge compared with a $40 million benefit in the prior year. Operating profit was $3.6 billion, down 4.7%, while net income fell 6.2% to $2.5 billion. Diluted earnings per share declined to $144.87 from $149.55.

During fiscal 2025, AutoZone opened 304 net new stores, ending the year with 7,657 locations. Management highlighted continued momentum in both domestic and international operations and plans to accelerate store openings in the new fiscal year.

Analyst Maintained AutoZone Ratings With Average Price Target Reduced 0.4%

Guggenheim analyst Steven Forbes maintained a Buy rating while raising the price target from $4,100 to $4,600.
Wells Fargo analyst Zachary Fadem reiterated an Overweight rating but trimmed the price target from $4,800 to $4,700.
UBS analyst Michael Lasser kept a Buy rating but lowered the price target from $4,925 to $4,800.

Which Analyst has the best track record to show on AZO?

Analyst Seth Basham (WEDBUSH) currently has the highest performing score on AZO with 38/38 (100%) price target fulfillment ratio. His price targets carry an average of $226.34 (6.52%) potential upside. AutoZone stock price reaches these price targets on average within 160 days.