Key Points Shares of Micron have been rallying for more than a year and have even more room to run. Several of the heavyweight analysts are calling for further gains in the coming weeks. Investors should watch the share price closely to try and judge a strong entry point. 5 stocks we like better than Micron Technology Shares of Micron Technology NASDAQ: MU have been enjoying a remarkable rally, with its stock effectively doubling over the past 12 months alone. Since the start of 2023, its shares have jumped ...

文章核心观点 - 动量投资策略是关注股票近期的涨跌趋势,买入上涨的股票,希望能继续上涨获利 [1] - 动量投资指标有很多种,Zacks动量风格评分是一个综合指标,可以帮助投资者识别动量股 [2] - 以美光科技(Micron)为例,其目前具有较强的动量特征,值得关注 [3] 公司表现 - 美光科技股价在最近一周和一个月内均有较好的涨幅,超过了行业平均水平 [7] - 过去一个季度和一年内,美光科技的股价涨幅分别为40.76%和89.81%,大幅跑赢大盘 [8] - 美光科技的成交量近期保持在较高水平,反映出较强的市场热度 [9] 业绩预期 - 过去两个月内,美光科技的全年盈利预测不断上调,从0.45美元上调至0.85美元 [11] - 对下一财年的盈利预测也有所上调,反映出业绩改善的预期 [11]

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Micron (MU) . Micron currently has an average brokerage recommendation ( ...

The most obvious AI pick is Nvidia (NASDAQ:NVDA) but maybe it’s too obvious. For a less crowded trade, I encourage you to take a look at Micron Technology (NASDAQ:MU). I’ve previously set a $150 price target on Micron Technology stock and now, I expect it to reach that target fairly soon. The Semiconductor Industry Association Micron Technology estimates that U.S. chip-manufacturing capacity will triple by 2032. To seize this opportunity, it’s fine to own some Nvidia stock, but it’s smart to diversify your ...

Micron (MU) closed at $127.50 in the latest trading session, marking a -1.16% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.25%. Elsewhere, the Dow gained 0.17%, while the tech-heavy Nasdaq added 0.23%. The the stock of chipmaker has risen by 18.22% in the past month, leading the Computer and Technology sector's gain of 11.73% and the S&P 500's gain of 7.08%. The upcoming earnings release of Micron will be of great interest to investors. The company is forecasted to ...

业绩展望 - 预计2025财年将实现创纪录的收入和显著改善的盈利能力[8] - 预计HBM业务在2025财年将达到数十亿美元的规模[23] - 预计HBM位需求将以50%的年复合增长率增长[31] 新产品和技术研发 - 已开始向客户提供12高HBM3E解决方案[34] - 预计HBM3E将成为2025财年的收入增长驱动力[36] - 认为HBM3E在性能和功耗方面具有竞争优势[38] 市场趋势 - 传统服务器需求在上一季度末出现复苏迹象，CPU供应商预计下半年将出现复苏[44] - AI驱动的半导体内容增长将推动PC和智能手机需求增加[45] - 预计到2025年，三分之一的智能手机将具备AI功能，到2027年PC市场将有一半以上的产品支持AI[47] 产品市场表现 - 在企业和数据中心SSD市场份额上取得强劲增长，特别是在PCIe接口产品上[54] - 通过策略和执行，提高了企业和数据中心SSD产品的竞争力[57] - 产品在市场上适时推出，满足了AI活动的工作负载和系统要求，取得了成功[65] 技术发展 - 计划在2025年推出EUV技术的1 gamma DRAM，目前一切进展顺利[68] 市场前景 - 公司在财务模型方面的目标保持不变，但对市场复苏和增长机会感到兴奋[72]

Micron Technology, Inc. (NASDAQ:MU) J.P. Morgan’s 52nd Annual Global Technology, Media and Communications Results Conference May 21, 2024 8:10 AM ET Company Participants Mark Murphy - EVP & CFO Manish Bhatia - EVP of Global Operations Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Good morning, and welcome to the second day of JPMorgan's 52nd Annual Technology Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the ...

BOISE, Idaho, May 21, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU), one of the world's largest semiconductor companies and the only U.S.-based manufacturer of memory, today announced a strategic expansion in workforce development initiatives to diversify the semiconductor workforce and build a robust talent pipeline through education and career reentry initiatives. Micron is partnering with GlobalFoundries, the U.S. National Science Foundation (NSF) and additional leaders in industry, govern ...

These companies are instrumental in the AI boom. Nvidia (NASDAQ: NVDA) embodies artificial intelligence (AI) enthusiasm unlike any other growth stock. But what if you already own enough Nvidia, or are simply looking for other opportunities? A good place to start is by looking at the companies that Nvidia partners with that indirectly benefit from its success. Three that stick out are Micron Technology (MU 1.45%), Vertiv Holdings (VRT -0.63%), and Taiwan Semiconductor Manufacturing (TSM -1.91%). Here's what ...

Micron Technology (NASDAQ:MU), which makes computer-memory chips, is benefiting from multiple, strong, positive catalysts. Among these drivers are the rapidly increasing demand for its products for use in artificial intelligence (AI) systems and new AI server chips that it has begun offering recently. The latter chips tend to be more profitable than its older products. Also positively for Micron Technology stock, multiple Wall Street banks have issued very upbeat notes on the chipmaker in recent months, whi ...