High Bandwidth Memory (HBM)

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Micron (MU): Analyst Sees AI Tailwinds, Limited Upside
Yahoo Finance· 2025-09-26 22:55
Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks in the Spotlight This Week. On September 24, BofA Securities analyst Vivek Arya raised the price target on the stock to $180.00 (from $140.00) while maintaining a Neutral rating following the earnings print. In a research note, the analysts told investors that Micron is benefiting from the “dual drivers” of surging artificial intelligence demand and tight supply discipline in the memory industry. Traditional server CPU sales are also witnessing ...
Micron Beats on Q4 Earnings: Will Strong Guidance Lift the Stock?
ZACKS· 2025-09-24 16:16
Key Takeaways Micron's Q4 EPS of $3.03 beat estimates, rising 156.8% year over year on robust revenue growth.Revenues jumped 46% to $11.32B, led by record demand for HBM and strong data center DRAM sales.MU guides Q1 FY26 revenues to $12.5B and EPS of $3.75, both topping the consensus estimates.Micron Technology ((MU) reported fourth-quarter fiscal 2025 earnings of $3.03 per share, beating the Zacks Consensus Estimate by 5.9%. The company’s fourth-quarter earnings jumped 156.8% year over year from the year- ...
European defense stocks rise following Trump's UN speech, Jimmy Kimmel returns to air
Youtube· 2025-09-24 14:41
[Music] Hello and welcome to Morning Brief Market Sunrise. I'm Raman Kali live from Yahoo Finance Studios in London. It's Wednesday 24th September.Coming up on the show, AI hopes get a lift from Micron and Alibaba. European defense stocks rise after Trump's shift in policy towards Ukraine. And Jimmy Kimmel says sorry, but what impact does that have on stocks.So, grab your coffee and let's own the morning. [Music] Well, we're focusing once again on AI. On the positive side, we had Micron results last night a ...
Wedbush Raises PT on Micron Technology (MU) Stock
Yahoo Finance· 2025-09-24 13:54
Micron Technology, Inc. (NASDAQ:MU) is one of the Best Undervalued Stocks to Invest in According to Reddit. On September 18, Wedbush lifted the price target on the company’s stock to $200 from $165, while maintaining an “Outperform” rating. The firm’s new price target reflects a strong upside from the company’s current trading level. It demonstrates growing optimism about Micron Technology, Inc. (NASDAQ:MU)’s position in the memory market cycle. Notably, the firm calculated the higher target by applying a ...
Micron’s Stellar Earnings Drive Tech Optimism Amidst Broader Market Retreat
Stock Market News· 2025-09-23 20:38
Key TakeawaysMicron Technology (MU) reported robust Q4 2025 earnings, surpassing analyst estimates with $11.32 billion in revenue and $3.03 in EPS, and provided strong Q1 2026 guidance, driven by significant investments in High Bandwidth Memory (HBM) and a strategic partnership with TSMC.U.S. stock markets, including the S&P 500 and Nasdaq 100, experienced a decline from recent record highs, with the S&P 500 falling 0.55% and the Nasdaq 100 dropping 0.7%, as Federal Reserve Chair Powell refrained from signa ...
MU Sales & CapEx Under Microscope After Raising Guidance
Youtube· 2025-09-23 16:01
We are back on Morning Trade Live. Let's go inside out now on Micron. The memory and storage stock is trading just below all-time highs and reports earnings after the close today.Analysts are expecting adjusted EPS to come in at $282 a share with revenue coming in at just over 11 billion for the quarter. Shares are up nearly 175% from the April lows. Joining us now to take a look at a closer look at Micron is Paul McCarthy who is president Kiscoco Capital.Thank you so much for joining us Paul. this morning. ...
Susquehanna Raises Micron (MU) PT to $200, Sees Strong Earnings Ahead
Yahoo Finance· 2025-09-22 21:15
Micron Technology, Inc. (NASDAQ:MU) is one of the Must-Watch AI Stocks on Wall Street. On September 17, Susquehanna analyst Mehdi Hosseini raised the price target $200 from $160 on Wednesday, maintaining a Positive rating. The rating comes ahead of the company’s upcoming earnings report on September 23. The firm expects Micron Technology to beat expectations and raise guidance. Moreover, it anticipates commentary that will emphasize that both average selling price and gross margin will remain strong and c ...
Wall Street Thinks You Should Buy This Tech Stock Before September 23
Yahoo Finance· 2025-09-22 19:28
Mizuho Securities is betting big on Micron Technology (MU) ahead of the memory chipmaker's Sept. 23 earnings report. The investment firm raised its price target on MU stock from $155 to $182 while maintaining an "Outperform" rating. The bullish thesis centers on accelerating demand for High Bandwidth Memory (HBM), which includes the advanced HBM3e technology that powers artificial intelligence (AI) applications. More News from Barchart Mizuho expects stronger-than-anticipated orders for Nvidia's new GB3 ...
Micron Technology (MU) Poised for Strong Margins With Constrained DRAM Supply
Yahoo Finance· 2025-09-21 08:11
Micron Technology, Inc. (NASDAQ:MU) ranks among the best fast growth stocks to buy now. In anticipation of Micron Technology, Inc. (NASDAQ:MU)’s upcoming earnings report, Deutsche Bank maintained its Buy rating on the company on September 15 and boosted its price target from $155 to $175. The bank expects DRAM supply to remain constrained until 2026, with High Bandwidth Memory (HBM) taking a significant share of bit capacity at a 3:1 trading ratio that continues to expand. This supply restriction is proj ...
Mizuho Raises Micron (MU) Price Target to $182 Ahead of Earnings
Yahoo Finance· 2025-09-20 22:30
公司业绩与评级 - 美光科技获Mizuho上调目标价至182美元 此前为155美元 维持"跑赢大盘"评级 [1] - 评级调整发生在公司9月23日财报发布前 [1] 产品需求预期 - 分析师预计高带宽内存(HBM)需求将加速增长 [2] - 预计HBM3e销售将提升 因英伟达新款GB300芯片带来更强订单 [2] - 预估英伟达7月季度出货中GB300占比达25% versus GB200 [3] - 预计10月季度GB300占比可能超过50% [3] 财务展望 - 产品结构转变可能为美光11月季度指引带来潜在上行空间 [3] 业务概况 - 美光科技主要从事内存和存储产品的开发与销售 客户包括数据中心、移动设备和各行业 [3]