Micron Technology NASDAQ: MU, a prominent semiconductor industry player, is poised to release its Q3 2024 earnings report on June 26th. This upcoming event has sparked considerable interest among investors and Micron’s analyst community, leading to heightened stock price volatility in recent weeks. Institutional investors closely observe Micron's stock price performance and are adjusting their expectations as the company approaches earnings and navigates a volatile market landscape. Despite Micron’s recent ...

JHVEPhoto Investment Thesis We already know memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is benefiting from the AI enterprise wave. With more enterprises increasingly deploying AI in their operations and services, the company is taking advantage of the growing need for high-performance memory technology. Their latest financial forecasts reflect a significant uptick in demand, with revenue projections for the financial 3Q 2024 marked between $6.4 billion and $6.8 billion, higher than the anti ...

Wall Street analysts forecast that Micron (MU) will report quarterly earnings of $0.50 per share in its upcoming release, pointing to a year-over-year increase of 135%. It is anticipated that revenues will amount to $6.7 billion, exhibiting an increase of 78.6% compared to the year-ago quarter. Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 6.6% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections d ...

Micron Technology, Inc. (MU) is scheduled to report third-quarter fiscal 2024 results after market close on Jun 26. Micron stock has made a remarkable run this year so far, with the share price soaring 69.2%, outperforming the Zacks Computer and Technology sector’s growth of 25.7%. The uptick can be attributed to Micron’s back-to- back quarters of impressive financial performance and an improving demand-supply environment for memory chips. The stock has a decent history of beating earnings estimates. It has ...

Micron's stock has surged, but is there still room for growth? Memory-chip maker Micron Technology (MU 3.80%) is on a roll. The stock has delivered a total return of 130% over the last year, including a 64% surge in three months. It feels funny talking about how big a company named after a tiny measurement might get, but that's the question on every Micron investor's mind. Is the stock still primed for further gains or is it more likely to run into a glass ceiling and back down again? The catalysts behind M ...

SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO, "Silvaco" or the "Company"), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced its first quarter 2024 results. "Having successfully completed our IPO on May 13th, we are excited to embark on our journey as a public company," said Babak Taheri, Silvaco's Chief Executive Officer. Dr. Taheri continued, "I am pl ...

SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO, "Silvaco" or the "Company"), a provider of TCAD, EDA software, and SIP solutions that enable semiconductor design and digital twin modeling through AI software and innovation, today announced its first quarter 2024 results. "Having successfully completed our IPO on May 13th, we are excited to embark on our journey as a public company," said Babak Taheri, Silvaco's Chief Executive Officer. Dr. Taheri continued, "I am pl ...

Micron (MU) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended May 2024. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price. The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on June 26. On the oth ...

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投资建议 - 首次覆盖给予"增持"评级，目标价162美元 [7][8][9][11] - 预计美光FY2024E-FY2026E的营业收入分别为24,946/37,619/43,041百万美元，GAAP净利润分别为2,234/10,420/13,571百万美元 [7] - 综合P/B和P/E估值法,给予美光FY2025年目标价162美元 [8][9][11] 存储行业概况 - 存储芯片是信息世界的记忆基石,是集成电路第二大市场 [12][13][14] - DRAM和NAND占存储芯片市场绝大部分,行业集中度高 [19][20][21] - 存储行业波动较大,供需周期是主要驱动因素 [25][26][27][30][33] 美光业务进展 - HBM异军突起,有望在2024年突破产能瓶颈 [44][45][46][49][50][51][52][53][57][58][59][66][67][68][69][70][71][72][73][78] - DRAM供需逆转,价格上升带来盈利改善 [80][81][82][83][84][85][86][87][88][89][90][91][92][93][94][95][96][97] - NAND下游需求稳定,减产开始见效 [97][98][99][100][101][102][103][104][105][107][108] 公司概况 - 高管团队经验丰富,核心股东均来自北美 [109][110][111][112][113][114] - 产能位居行业前列,Fab厂分布于东亚及美国本土 [125][126][127][128] - 业务集中于DRAM和NAND,下设四大事业部应对不同应用市场 [130][131][132][133][134][135] - 公司发展历程从设计起家到成为存储芯片寡头,多次引领技术革新 [136][137][138][139][140][141][142][143][144][145][146][147][148][149] 风险提示 - AI落地进度不及预期 [151] - 技术开发不及预期 [152] - 竞争格局恶化 [153] - 法律监管风险 [154] - 存储行业波动风险 [151][152][153][154]