With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.Micron Technology, Inc. (NASDAQ: MU ) is an American multinational semiconductor manufacturer with a market cap of about $110 billion that develops memory and data storage technologies. Based in Boise, Idaho, Micron is known for its innovative produc ...

These three stocks have dropped over 30% from their 52-week highs. At the same time, analysts expect strong revenue and earnings growth for them soon. These forecasts show positive outlooks for the firms. But, they also place high expectations that are important to stay aware of. Their stock prices will be judged on whether they meet these strong prospects. Get TransMedics Group alerts:Remitly: Streamlining Payments Across Borders Remitly Global TodayRELYRemitly Global$17.98 +2.72 (+17.82%) 52-Week Range$11 ...

Micron Stock Has Ridden the Nvidia Wave. It Now Faces This Big Threat. ...

BOISE, Idaho, Oct. 30, 2024 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced that Robert (Bob) Switz, its current Board Chair, will retire at the annual shareholders meeting on Jan. 16, 2025. The Board has unanimously approved the appointment of Micron's President and CEO, Sanjay Mehrotra, to serve as Board Chair and Lynn Dugle as Lead Independent Director following the annual shareholders meeting. Switz joined Micron's Board of Directors in 2006 and was named Chair in 2012. With bro ...

Micron Technology Inc. (NASDAQ: MU), a key player in the semiconductor memory and storage industry, has experienced a turbulent 2024 marked by both highs and pullbacks. Despite the broader outperformance of major semiconductor stocks this year, Micron has notably lagged behind its peers. Currently valued at $116 billion, the stock is down 33% from its record high of $157 set in June. HOME > MU · NASDAQ Micron Technology Inc Micron one-month stock price. Source: Google Finance Following a sharp downtrend in ...

Susquehanna Investment Group trimmed its stake in Nvidia while increasing its position in Micron by 271%. Jeff Yass is the co-founder of institutional money manager Susquehanna International Group (SIG). SIG specializes in quantitative trading and holds positions across many leading technology stocks. While analyzing SIG's most recent 13F filing, I noticed something interesting. Namely, during the second quarter, the fund sold 52 million shares of Nvidia (NVDA 0.52%) -- reducing its position in the chip gia ...

2024 年 10 月 28 日 半导体: 中性 证券研究报告 / 首次覆盖报告 美光科技 (MU US, 买入, 目标价: US$148.00) 买入 搏有 塑出 快速迭代 HBM 产品，收入和利润率水平或超预期 • 新产品快速推出，2024-26 年公司 HBM 业务市占率有望持续提升。 • HBM 收入占比提升，叠加传统业务利润率回升，驱动公司经营利润率改善。 • 首次覆盖给予"买入"评级，目标价为 148 美元。 HBM（高带宽存储器）业务市占率 2024-26 年有望持续提升。根据美光中国官方微信公众 号，美光跳过 HBM3，果断切入 8 层 HBM3E，1Q24 成功出货英伟达且 1Q24 底至今良率 持续提升。根据 TrendForce，美光 2023 年 HBM 市占率为个位数，业务体量不及 SK 海 力士和三星电子。鉴于 HBM 业务的低基数以及 2024-26 财年的资本支出情况，我们预计 美光 HBM 业务 2025 年的全球市占率有望提升到 11%，得益于：1）HBM 资本支出加大 —2025 财年较 2024 财年的 80 亿美元有所增加，用于建设 HBM 产能；2）美光 HBM3E ...

Nvidia has dominated the chip narrative for the last couple of years, but I think Micron Technology could wind up being a more important business in the long run. It's no secret that semiconductor chips have been witnessing outsized demand over the last couple of years. As corporations continue figuring out how artificial intelligence (AI) can bring a new wave of efficiency to the workplace, chips will remain a critical piece of infrastructure. Within the chip realm, Nvidia sits atop the throne thanks to it ...

A month has gone by since the last earnings report for Micron (MU) . Shares have lost about 2.8% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is Micron due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Micron Crushes Q4 Earnings & Revenue Estimates, Up Y/YMicron e ...

The semiconductor market is having a stellar 2024, and 2025 looks even better, driven by catalysts such as AI.2024 is turning out to be a solid year for the global semiconductor industry, driven by multiple catalysts. These include the booming demand for chips that can manage artificial intelligence (AI) workloads, a turnaround in the smartphone market's fortunes, and a recovery in the personal computer (PC) market.These factors explain why the global semiconductor industry's revenue is expected to jump 16% ...