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美光科技-速评:毛利率具备上行空间
2026-03-19 02:36
Quick Take – Gross Margin Upside Flash | 18 Mar 2026 16:24:26 ET │ 11 pages Micron Technology Inc (MU.O) CITI'S TAKE MU stock is up ~1% after hours after reporting better-than expected F2Q26 results and F3Q26 guidance. Please see our preview. We are awaiting commentary on the earnings call at 4:30pm ET. Feb-Q Segment Sales Results: -DRAM sales of $18.8 billion vs. Citi's/Street's $16.0 billion/$15.3 billion -NAND sales of $5.0 billion vs. Citi's/Street's $3.4 billion/$3.8 billion Focus on the call will be: ...
Lam Research Corporation (LRCX) Bank of America Global Technology Conference (Transcript)
Seeking Alpha· 2025-06-03 19:03
Group 1 - The conference featured Doug Bettinger, CFO of Lam Research, discussing the company's outlook and recent Analyst Day [1][2] - The Analyst Day highlighted the potential for higher gross margins, which is a significant focus for investors [6]