BOISE, Idaho, April 03, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (NASDAQ:MU) today reported that following the earthquake that struck Taiwan on April 3, 2024, all of Micron's team members have been accounted for and reported to be safe. Our thoughts are with those affected and their families. We are evaluating impact to our operations and supply chain. We will communicate changes to delivery commitments to our customers after this evaluation is completed. About Micron Technology, Inc. We are an indu ...

Micron's stock is soaring, but how much higher can the AI boom lift it? Memory chip maker Micron Technology (MU -1.25%) is grooving nowadays. The stock more than doubled in 52 weeks, including a 27% surge in the last month alone. It's fun to see a longtime favorite stock post record share prices and return to valuation ratios not seen since the height of the dot-com bubble, but will Micron shares stay at these lofty heights? Is Micron's stock surge built on solid ground or shifting sand? I'm not so sure, ac ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

KEY TAKEAWAYS Micron Technology shares climbed to a record high on Monday after Bank of America analysts raised their price target for the stock, saying the company is set to gain amid the artificial intelligence (AI) boom. The analysts named Micron, Marvell Technology and Advanced Micro Devices as a "junior samurAI" poised to gain after the firm's "top picks," Nvidia and Broadcom. Bank of America increased its price objective to $144 from $120, saying that Micron is poised to gain as AI tech relies on high ...

Micron Technology (MU -1.04%) wowed investors last week with an outstanding set of results for the second quarter of its fiscal 2024, reporting a massive jump in its revenue and a surprise profit, and this sent shares of the memory specialist soaring. The chipmaker benefited from a jump in demand for memory chipsr. As a result, its revenue increased a massive 58% year over year to $5.8 billion. Micron is anticipating stronger year-over-year growth of 76% in its top line in the current quarter, driven by inc ...

AI技术的兴起 - 股市回到历史最高点[1] Micron Technologies - 作为内存芯片领域的领导者，受益于AI热潮[3][4][5][6][7][8] - 预计在2025财年将实现创纪录的收入和大幅改善的盈利能力[3][4][5][6][7][8] 台积电 - 全球最大的第三方半导体代工厂[9][10][11][12][13][14] - 拥有超过50%的市场份额，具有强大的市场地位和盈利能力[9][10][11][12][13][14] - 预计在AI时代中经济壕沟将扩大[9][10][11][12][13][14]

Both Nvidia (NVDA 0.12%) and Micron Technology (MU -1.04%) have been highly profitable investments in the past year, with their share prices rising rapidly thanks to the way artificial intelligence (AI) has supercharged their businesses. While Nvidia stock has gained 255% in the past year, Micron's gains stand at 91%. If you are looking to add one of these two AI stocks to your portfolio right now, which one should you be buying? The case for Nvidia Nvidia has been the go-to supplier of graphics processing ...

Share prices of Micron Technology (MU -1.04%) took off big time following the company's fiscal 2024 second-quarter results (for the three months ended Feb. 29), which were released on March 20. The stock rose over 14% in a single session thanks to outstanding growth in revenue and earnings. Micron's metrics crushed Wall Street expectations, and its guidance was strong enough to confirm the company's turnaround has finally arrived. Over the past year, Micron stock is up 93%. Management's projections for futu ...

报告公司投资评级 - 报告未给出公司的投资评级 [1][2][3] 报告的核心观点 - 公司FY24Q2营收、毛利率、利润全面超预期 [1] - 受益于存储涨价,公司毛利率大幅改善 [3] - 公司HBM份额有望大幅提升,预计FY24实现数亿美元收入,FY25公司HBM市占率有望达到DRAM市占率 [3] - 公司预计FY24 DRAM和NAND供给将继续低于需求,有望继续催化存储涨价 [3] 财务数据总结 - FY24Q2营收58.24亿美元,同比增长58%,环比增长23% [1] - FY24Q2 GAAP毛利率18.5%,Non-GAAP毛利率20.0% [1] - FY24Q2 GAAP净利润7.93亿美元,Non-GAAP净利润4.76亿美元 [1] - 公司预计FY24Q3营收66±2亿美元,GAAP毛利率25.5%±1.5%,Non-GAAP毛利率26.5%±1.5% [2] - 公司预计FY24-FY26年营收分别为225.15、289.31、314.53亿美元,GAAP净利润分别为4.67、57.46、69.34亿美元 [3] 风险提示 - 报告未提及任何风险 [1][2][3]

业绩总结 - 美光科技FY2024 Q2业绩超预期，营收同比增长57.70%，净利润扭亏为盈[1] - 公司HBM3E产品实现营收，DRAM和NAND产品营收同比增长超过50%[2] - 营业收入在2023年出现大幅下滑，但在接下来的几年逐渐恢复增长，2026年达到370.77亿美元[9] - 净利润在2023年出现亏损，但在后续几年逐渐增长，2026年达到507.2亿美元[9] 产品和技术 - 公司产品组合广泛，包括HBM3E、DDR5、LPDRAM和数据中心SSD，有望受益于AI需求增长[3] - 公司预计HBM产品份额将在2025年与整体DRAM份额相等，业绩有望进一步增长[5] 财务展望 - 公司上调盈利预测，预计FY24年至FY26年归净利润分别为10.97亿美元、34.70亿美元、50.72亿美元[6] - 公司资产总计在未来几年呈现增长趋势，从2022年的662.83亿美元增长至2026年的780.86亿美元[9]