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Micron: Scorching HBM Competition
Seeking Alpha· 2025-07-08 14:20
When memory chip supplier Micron (NASDAQ: MU ) published its Q3 FY25 earnings results late last month, the company won some rave reviews from sell-side analysts , many of them impressed by the sustained momentum in Micron’s HBM memoryUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses o ...
Micron Insiders Sell But Investors Should Buy, Buy, Buy
MarketBeat· 2025-07-07 20:24
Core Viewpoint - Micron Technology is experiencing a rebound in stock prices driven by institutional buying and positive analyst revisions, despite insider selling by executives [1][5][6]. Group 1: Insider Activity - Insiders sold shares in Q2 and Q3 2025, including directors and the CEO, but this is not seen as a negative signal as it coincides with a rebound in share prices [1]. - Insiders hold a minimal 0.3% stake in the company, which does not pose a significant headwind to stock performance [2]. Group 2: Market Drivers - The stock price outlook is influenced by strong results and guidance, particularly due to the AI boom benefiting NVIDIA and AMD, which in turn drives demand for Micron's HBM memory [2][3]. - Micron's business is supported by the demand for GPUs, which are essential for advanced AI applications, and normalization in legacy markets is expected to contribute to growth by year-end [4]. Group 3: Analyst Ratings and Forecasts - The 12-month stock price forecast for Micron is $146.21, indicating a potential upside of 21.88%, based on 24 analyst ratings [5]. - Institutional ownership is approximately 80%, providing a solid support base for the stock, and analysts are raising their ratings and price targets following positive FQ3 results [6][7]. - Wells Fargo indicates that a single customer accounted for 16% of year-to-date revenue, suggesting future reports may exceed initial targets by over 50% [8]. Group 4: Technical Indicators - Micron's stock has shown a robust upswing, with critical support levels near $115, and the market is expected to extend its rally, potentially reaching new all-time highs [9][10].
Micron: A Hot Buy Heats Up, Fresh All-Time Highs Are Coming
MarketBeat· 2025-06-26 14:06
Micron Technology TodayMUMicron Technology$125.11 -2.14 (-1.68%) 52-Week Range$61.54▼$144.07Dividend Yield0.37%P/E Ratio29.95Price Target$144.67Add to WatchlistIt should have been no surprise that Micron’s NASDAQ: MU FQ3 earnings report was a blowout. Its position in the memory market, the normalization of end markets, and the rise of AI are driving business and indications across the spectrum are favorable. The takeaway for investors is that AI drives the growth, and spending on it is far from over. The ...