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← @espabilaeinv

$MU

BEARISH2026-07-01
Price around the call
↓ 2026-07-01
By horizonMaturing · ~2 trading days to go
1d
…
5d
✓ -1.0%
21d
…
Original post
Espabila e Invierte · 2026-07-01

🚨🚨Vamos a hacer un pequeño ejercicio básico de valoración con $MU Actualmente $MU cotiza a un PER de 26x y tiene unos EPS de 44,17$ 👉Según el consenso de analistas, los EPS de $MU para 2030 estarán entre 15$ y 139$. En cuanto a los EPS, la horquilla es enorme porque todo va a depender de si la inteligencia artificial desata un superciclo tecnológico que durará años o si el mercado de las memorias mantiene su naturaleza cíclica. En cuanto al múltiplo, habría que normalizarlo para que nos sirviera el promedio, como no lo hemos normalizado utilizaremos únicamente el múltiplo actual de 26x Bien, vamos a calcular el precio objetivo mediante el rango alto y bajo de EPS. ✅Escenario muy bueno➡️Rango alto de EPS con PER actual 26x : ▪️139$*26x= 3.614$ ✅Escenario medio➡️ Rango medio de

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