What we want to see next week from one of Jim Cramer's 6 stocks to buy

Key Points:

• Micron is expected to report strong fiscal Q4 2026 earnings, with analysts forecasting EPS of $31.49 and revenue of $50.9 billion, driven by ongoing memory supply constraints amid high demand from the AI boom.
• The supply shortage of DRAM, high bandwidth memory (HBM), and NAND flash has boosted Micron's stock by nearly 280% this year, though it remains over 10% below its June record high.
• Wall Street focus is on the durability of demand and potential capital returns, including a possible "monster buyback" once CHIPS Act grant restrictions lift in December, with 95% of analysts holding buy-equivalent ratings.
• UBS and Wells Fargo highlight a widening supply-demand gap expected to persist into 2027, with strategic customer agreements (SCAs) providing revenue stability amid memory market volatility.
• Citi raised its price target on Micron ahead of the Semicon West conference, anticipating continued supply shortages and strong pricing power to support further stock gains.