美光科技(MU.US)公布业绩在即 获Wedbush上调目标价

Group 1 - Wedbush maintains an "outperform" rating for Micron Technology (MU.US) and raises the target price from $130 to $150 ahead of the Q3 earnings report on June 25 [1] - Analysts led by Matt Bryson note a positive shift in memory pricing trends during Q2, with expectations of DRAM and NAND prices increasing in the coming quarters [1] - Micron is expected to see an increase in shipment volumes this quarter, although average selling prices (ASP) are projected to decline, impacting pricing and profit margins [1] Group 2 - Analysts have adjusted their forecasts for Q4 FY2025 and Q1 FY2026 downwards to align with their views, expecting modest price increases for DRAM and NAND rather than significant double-digit growth [2] - In FY2026, analysts have raised growth expectations for HBM chips, driven by increasing demand for AI solutions and new sovereign projects anticipated to boost demand for this memory type [2] - The rising demand for HBM is expected to positively impact Micron's performance and contribute to the overall industry's growth in the long term [2]