Semiconductor maker Micron Technology, Inc. (NASDAQ:MU) is slated to take to the earnings confessional, where it will report fiscal fourth-quarter financial results after the close on Wednesday, Sept. 25.Looking over its last eight earnings reports, MU has a history of outsized moves the following trading session. The equity jumped 14.1% after its March earnings report, and fell 7.1% following its June results. Regardless of direction, the options pits are pricing in a 13%  move this time around. No strange ...

Micron has been around since the 1970s, joining the stock market way back in 1984. How many shares would you have today, three stock splits later?Computer memory has been a lucrative business for decades, and Micron Technology (MU -1.12%) was always an important supplier of those crucial chips. The company was formed in 1978, made its first memory chip in 1981, and entered the public stock market in 1984.Micron soared over the next 20 years. It developed many industry standards and supplied chips to game-ch ...

The stock market has had to watch some of its previous darlings in the technology sector underperform in the past couple of weeks; investors can find the industry’s latest victim in shares of Micron Technology Inc. NASDAQ: MU as the stock has traded down from its recent high made in August 2024. A 24.3% decline from that level would mean the stock trades at roughly 56% of its 52-week high.Micron Technology TodayMUMicron Technology$88.47 -0.26 (-0.29%) 52-Week Range$63.83▼$157.54Dividend Yield0.52%Price Targ ...

The most recent trading session ended with Micron (MU) standing at $88.73, reflecting a +1.78% shift from the previouse trading day's closing. The stock outperformed the S&P 500, which registered a daily gain of 0.03%. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.2%.Heading into today, shares of the chipmaker had lost 19.75% over the past month, lagging the Computer and Technology sector's loss of 1.2% and the S&P 500's gain of 1.54% in that time.The investment community will be closel ...

文章核心观点 - 半导体存储解决方案领导者美光科技(Micron Technology, Inc. (MU))股价近期出现了看跌走势,一家知名投资银行下调了其目标价格 [1] - 美光股价出现了"死亡交叉"走势,短期50日均线跌破长期200日均线,预示着即将出现下跌趋势 [2] - 分析师对美光未来几个季度的盈利增长持悲观态度,下调了其目标价格 [2] 行业和公司分析 行业分析 - 美光作为周期性股票,其股价自然会随经济波动而波动 [3] - 但从长期来看,人工智能(AI)的兴起将利好美光,因为AI需要大量的数据中心和内存 [3] - 美光的高带宽内存(HBM)芯片被用于NVIDIA等科技巨头的AI显卡,AI行业预计到2030年将超过8260亿美元 [3] 公司分析 - 美光是一家现金充裕的公司,可以进行战略性收购和其他增长举措来增加股东价值 [5] - 公司第三季度的现金和投资达到92亿美元 [5] - 由于DRAM存储器需求预计将达到历史新高,美光的收入有望提升 [5] - 美光的每股收益预测值为1.20美元,同比增长160.3% [5] 投资建议 - 凭借充沛的现金储备和HBM芯片需求的增长,美光股价有望反弹 [7] - 美光股价相对同行业更便宜,可以考虑在低位买入 [7] - 但如果对"死亡交叉"信号感到担忧,也可以等待合适的时机再买入 [7] - 已持有美光股票的投资者无需恐慌,从长期来看投资美光仍有利可图 [7]

A solid set of results later this month could help this semiconductor stock rise once again.Memory demand has been booming in 2024 as semiconductor companies, smartphone original equipment manufacturers (OEMs), and personal computer (PC) makers look to get their hands on compute and storage memory chips to churn out more artificial intelligence (AI) processors, generative AI smartphones, and AI-enabled PCs.As a result, the top and bottom lines of Micron Technology (MU -4.43%) are now growing at a breathtaki ...

koto_feja/E+ via Getty Images Micron Technology (NASDAQ:MU) shares have had a rough few months over fears that the memory upcycle may be stalling, and that AI demand could slow, which has led to a 40%+ selloff from 52-week and all-time highs. After spending much of fiscal year 2023 underwater (negative EPS in each quarter) due to low average selling prices from a memory supply glut, the last thing the company needs is a market shock to derail the ongoing recovery we have witnessed so far in FY2024. Howe ...

imaginima/iStock via Getty Images Investment Thesis With the increasing demand for AI and data centers, Micron Technology (NASDAQ:MU) is well-positioned for long-term solid growth. The recent performance underlines that Micron manages its ups and downs with robust recoveries and expansion in key segments. Micron's laser focus on advanced memory technology and strategic pricing improves its competitive advantage, and improvements in operations drive profitability. As AI adoption accelerates, along with highe ...

Memory chip maker Micron Technology Inc. NASDAQ: MU was the toast of the town when its stock was trading at $157.41 on June 18, 2024. The computer and technology sector leader was expected to be a huge benefactor of the artificial intelligence (AI) boom as it only made sense that its dynamic random access memory (DRAM) and NAND flash chips were a core component of AI infrastructure relying on massive amounts of data storage.However, sentiment has done a 180-degree reversal a mere 3 months later after a 44% ...

文章核心观点 - 公司预计第四季度将大幅增加高带宽存储器(HBM)产品的出货量,这将显著提升公司的毛利率[3][4] - 公司第三季度HBM产品出货量增加,带动了整体收入和利润的增长[2][3] - 分析师普遍看好公司的盈利前景,预计公司将在第四季度业绩报告中超预期[8][9] - 公司目前估值较低,具有较大的上涨潜力[10] 行业概况 - 高带宽存储器(HBM)市场正快速增长,预计未来几年出货量和收入将保持高速增长[4] - 人工智能应用带动了对高带宽存储器的强劲需求,公司的HBM产品主要面向这一应用[3] - 行业内主要公司如英伟达、AMD等也都在大幅增加对人工智能基础设施的投资[12] 公司业绩 - 公司第三季度收入、毛利率和净利润均呈现良好增长态势[6] - 公司第四季度毛利率有望环比大幅提升6.4个百分点,主要得益于HBM产品出货量的增加[4] - 分析师对公司未来几个季度的盈利预期持续上调,反映出对公司业绩的乐观预期[8][9] 公司估值 - 公司目前股价估值较低,仅为7倍预期收益,低于行业平均水平[10] - 考虑到公司HBM业务的快速增长,公司合理估值应在10倍左右,对应股价125美元[10] - 未来如果公司能够持续推动HBM业务发展,有望获得更高的估值[10]