Loading...Loading...Micron Technology Inc MU shares were climbing in early trading on Friday and are up more than 60% year to date on an AI rally.Management meetings with analysts were held in Boston and New York. Here are some takeaways.BofA Securities On Micron TechnologyAnalyst Vivek Arya maintained a Buy rating and price target of $170.Micron Technology's key message was "very bullish" regarding pricing and mix shift towards "differentiated AI computing and enterprise storage products," Arya said in a n ...

Should investors buy these hot growth stocks in anticipation of more upside?Artificial intelligence (AI) stocks were in fine form on the market in the first half of 2024, with key names that are benefiting from the proliferation of this technology outpacing the broader index by a wide margin.Shares of Nvidia (NVDA 1.92%), for instance, are up 154% in the first six months of the year. Palantir Technologies (PLTR 0.64%) clocked 58% gains, while Micron Technology (MU 2.61%) has also turned in a strong performa ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

证 券 研 究 报 告 会议纪要 电子 2024 年 07 月 10 日 美光科技(MU)FY2024Q3 业绩点评及法说会纪要 业绩达指引上沿,AI 驱动供需缺口看好 24 全年 价格上行 事项: 2024 年 6 月 27 日美光科技发布 FY24 Q3 报告,并召开业绩说明会。FY24Q3,公 司实现营收 68.1 亿美元,同比增长 82%,环比增长 17%;Non-GAAP 毛利率为 28.1%,同比提升 44.2pct,环比提升 8.1pct。 评论: 1. 业绩总览:FY2024Q3 实现营收 68.1 亿美元(QoQ+17%,YoY+82%),略高于 指引上沿(指引中值为 66 亿美元,上沿为 68 亿美元,市场预期 66.7 亿美元),增 长主要受益于价格提升,同时产品组合优化亦有助益;FY2024Q3 毛利率为 28.1% (QoQ+8.1pct,YoY+44.2pct),达指引上沿(指引中值 26.5%,上沿为 28%),主 要受益于价格上涨驱动,产品组合优化以及成本减少亦有所帮助。 2. 终端市场: 1)数据中心:公司预计 24 年出货总量中高个位百分点增长,AI 服 务器强劲增长、通用 ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Micron Technology, Inc. (MU) , a stalwart in the semiconductor industry, has demonstrated resilience amid market volatility, rewarding investors with substantial returns. The Boise, ID-based memory chip maker has significantly outperformed the tech sector and the broader S&P 500 index in the year-to-date (YTD) period.Micron's robust performance can be attributed to its sustained focus on enhancing its product portfolio through innovations, continuous deal wins and an improving demand-supply environment for ...

The memory chipmaker stock has been soaring as demand keeps rising.Micron Technology's (MU -0.60%) stock has been on an epic 160%-plus run since the beginning of 2023. The semiconductor bear market is coming to an end, and in addition to industrywide growth getting ready for the next run higher, demand for accelerated computing and artificial intelligence (AI, thanks Nvidia (NVDA 1.88%)) continues to ratchet up, too.Nevertheless, investors grew slightly cautious following Micron's third-quarter fiscal year ...

股 票 研 究 海 外 公 司 ( 美 国 ) [Table_Market] 涨价逻辑持续演绎,产能布局引领长期增长 | | | | |-----------------|---------------------------|----------------------------| | | | ——美光科技 3QFY24 业绩点评 | | [table_Authors] | 秦和平(分析师) | 李奇(分析师) | | | 0755-23976666 | 0755-23976888 | | | qinheping027734@gtjas.com | liqi028295@gtjas.com | | 登记编号 | S0880523110003 | S0880523060001 | 本报告导读: 我们认为美光将持续受益:短期存储周期上行、供不应求的涨价逻辑持续演绎;长期 HBM 先进产能有望突破提供成长动能。 证 券 研 究 报 告 投资要点: [Table_Summary] 盈利预测及投资建议:基于下游需求强劲以及产能扩张趋势,我们调 整美光 FY2024E-FY2026E 的营收分别为 250/384/4 ...

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JHVEPhoto The boom in artificial intelligence (AI) has stocks like Microsoft (MSFT) and Nvidia (NVDA) exploding to new highs and nosebleed valuations. The same can be said for many semiconductor stocks, like Arm Holdings (ARM), which trades at 58 times sales (48 times on a forward basis). The demand for data centers and computing power is intense. Here are some facts about data centers: Statista forecasts that Data center global sales will grow from $344 billion this year to $440 billion in 2028. Hyper ...