Micron Technology shares have surged 247% year-to-date and are positioned for a critical earnings report on September 30, 2026, with Wall Street's $1,513 consensus price target implying significant upside from current levels near $991. The company's 16 Strategic Customer Agreements worth $100 billion in minimum revenue and tight AI memory supply conditions through 2027 support a potential path to $1,600 per share, contingent on clearing Q4 EPS guidance and maintaining HBM4 production ramp momentum.