Selected Stock Price Target News — June 25, 2026

Three stocks pulled almost every analyst note this morning. On all three, analysts split wide on price. On Micron, fresh targets ran from $1,100 to $2,200 after a record quarter. That’s a 2x spread on one stock in one session. ICON drew six new targets, split from an Underperform at $150 to an Outperform near $197. Nike stayed quiet by comparison, with one target cut and one hold before June 30 earnings. Since the targets themselves are easy to find, the harder part is how often each analyst has been right before.

Micron’s Targets Split $1,100 to $2,200 After a Record Quarter

Micron makes memory chips: DRAM and NAND flash. Those are the parts that store and move data inside computers, phones, and servers. It’s one of the world’s largest makers of that memory. The disagreement on Micron isn’t about direction. Every fresh target this morning was higher, but they ranged from $1,100 to $2,200. The quarter behind them was a record. Fiscal third quarter revenue came in at $41.46 billion, with GAAP diluted earnings of $24.67 a share. Net income reached $28.24 billion. Operating cash flow ran to $25.39 billion, and adjusted free cash flow was $18.3 billion. Management guided the fourth quarter to $50.0 billion, give or take $1.0 billion. Micron also said its 2026 supply of high-bandwidth memory is sold out under fixed-price contracts. Those are the chips that feed AI servers. Micron raised capital spending by $5 billion. HBM4 ships in volume now, with HBM4E due in 2027.

Needham analyst Quinn Bolton went to $1,650 from $1,550 and kept a Buy. That number carries weight. Bolton’s targets have been met 84.86% of the time across 1,499 calls on 57 stocks. Morgan Stanley analyst Joseph Moore moved to $1,200 from $1,050. His met ratio is 80.12% over 1,643 calls on 43 names. Melius analyst Ben Reitzes set the high mark at $2,200. Cantor Fitzgerald analyst C.J. Muse, though, stayed at Overweight with a $1,500 target. His 87.22% met ratio is the strongest on this page.

The Beat And The Track Records Behind It

The quarter cleared the bar analysts had set, by a wide margin. Going in, 31 of them had modeled about $19.72 in earnings on roughly $34.5 billion in revenue. Micron’s own guidance had pointed to $33.5 billion. Yet the actual $41.46 billion result beat both. Goldman Sachs analyst James Schneider raised his target to $1,100 from $900. JPMorgan analyst Harlan Sur went to $1,540 with an Overweight rating. The sold-out memory book explains most of these notes. So does the extra $5 billion in capex.

The hard part is knowing which $1,000-plus number to trust. A headline won’t tell you that. Bolton and Muse both clear an 84% hit rate. Their targets carry a long record behind them. A $2,200 call from a thinner track record, though, reads differently, even on the same stock. The spread is the signal. The met ratios are how you read it.

ICON’s New Targets Run $150 to $197 After a Microsoft Deal

ICON is a contract research organization based in Dublin. It runs clinical trials for drugmakers. The company posted first quarter 2026 revenue of $2.03 billion and adjusted EPS of $2.50. Its re-rating came from two things landing days apart. On June 22, ICON named Microsoft a preferred technology partner under a three-year deal. The agreement puts Microsoft 365 Copilot and Azure behind Orbis. Orbis is ICON’s AI platform for designing and monitoring trials. Two days later, the company reported a quarter that beat expectations. By June 25, six firms had moved their targets.

Those targets don’t agree. BofA Securities analyst Michael Ryskin raised his to $150 from $125 but held an Underperform. His targets have been met 62.94% of the time across 172 calls. RBC Capital analyst Ryan Halstead, though, went the other way, upgrading ICON to Outperform from Sector Perform at $185. TD Cowen analyst Charles Rhyee set the high at $197, with a 67.36% met ratio over 795 calls. Deutsche Bank analyst Justin Bowers landed at $188.

The Microsoft Deal And The Analyst Split

The Microsoft tie-up is doing most of the work. ICON framed it as a way to speed up trial work with AI agents: protocol design, site selection, and data review. Evercore ISI analyst Elizabeth Anderson set $180. JPMorgan’s Casey Woodring moved to $155. Leerink analyst Michael Cherny came in at $170, the low end of the new wave. Since the cluster sits between $150 and $197, with most firms in the $180s, this re-rating runs on the deal and the latest print, not a routine quarter.

One firm sits at Underperform. Another sits at Outperform. Same company, same morning. That’s a real split between two analysts with real track records. Rhyee and Ryskin have logged hundreds of calls between them. Their hit rates say how much each target has earned. A gap from $150 to $197 means the AI thesis isn’t settled yet. The two records sit close enough that neither clearly outweighs the other. So the $47 gap mostly comes from how much weight each analyst puts on the Microsoft deal itself.

Nike Draws a Cut to Hold Before June 30 Earnings

Nike designs, makes, and sells athletic shoes, apparel, and equipment worldwide. In its most recently reported quarter, fiscal Q3 2026, revenue was $11.3 billion. EPS came to $0.35, beating the $0.28 consensus. Net income fell 35% to $520 million, though, because gross margin compressed. Nike’s analysts agree more than Micron’s or ICON’s do. What they agree on is caution. Since the company is mid-turnaround under CEO Elliott Hill, his “Win Now” plan aims to rebuild the wholesale business and refresh the product line. Hill has said the recovery is running longer than planned. Tariffs and soft demand are weighing on sales. China is a particular trouble spot. Nike reports fiscal fourth quarter results on June 30.

BTIG analyst Robert Drbul cut his target to $55 from $75 but kept a Buy. Drbul’s targets have been met 47.68% of the time across 509 calls, with prior coverage at Guggenheim. Needham analyst Tom Nikic reiterated a Hold and said he stays cautious on the shares. His met ratio is 64.84% over 687 calls, with earlier work at Wedbush. One analyst trimmed his number but held the buy. The other won’t move past a hold.

The caution traces to the pace of the turnaround. BofA Securities analyst Lorraine Hutchinson holds a Neutral on Nike. That’s a third cautious read, between Drbul’s Buy and Nikic’s Hold. Hutchinson’s targets have been met 68.93% of the time across 623 calls on consumer names. Hill’s plan has steadied parts of the business. But tariffs, soft demand, and China still stand in the way. None of the three analysts is calling for a quick fix. The June 30 print, and the guidance that comes with it, is what they’re waiting on.

The Weight Behind Each Read

Here the analysts cluster instead of split. A Buy at $55, a Hold, and a Neutral are three shades of one cautious read. That’s the opposite of the wide gaps on Micron and ICON. The records still differ, though. The same Nike call carries different weight depending on whose you read. Drbul’s more cautious number comes from the analyst with the lower hit rate. Nikic’s Hold comes from the one who’s been right more often. Both have hundreds of calls behind them, so neither read is a fluke. June 30 settles the rest.

Today’s calls ran through Needham, Morgan Stanley, Cantor Fitzgerald, Melius, Goldman Sachs, JPMorgan, BofA Securities, RBC Capital, TD Cowen, Deutsche Bank, Evercore ISI, and BTIG. The targets were public within minutes. The track record behind them, though, wasn’t. AnaChart tracks 661,383 price targets and 759,654 ratings from 7,191 analysts, 3,754 of them active. That’s across 9,686 tickers and 424 brokers, going back 18 years to 2008. You can pull the full analyst price target dataset to see how each of these firms has done over time.