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Micron stock jumps on 'stunning' quarterly results, guidance

Micron stock scored at least 19 price-target hikes after the memory-chip maker posted a big beat-and-raise earnings report.

MSN·
US
MU
+11.96%
MSN·
US
MU
+11.96%

BUZZ-Street View: AI demand positions Micron for extended upside

Micron Technology's shares surged 11.2% to $250.70, driven by strong Q2 earnings expectations and AI demand. Analysts highlight a structural shift in earnings due to AI, with supply growth lagging behind demand, supporting pricing gains. JP Morgan, Piper Sandler, Citigroup, and Morgan Stanley all express positive outlooks, citing DRAM pricing and industry shortages as key factors. Micron's stock has more than doubled this year, with further upside anticipated as DRAM pricing is expected to rise.

Reuters·
US
MU
+11.96%
Reuters·
US
MU
+11.96%

Micron Technology's Fiscal Q1 Results Show Path to Higher Gross Margins, Wedbush Says

Wedbush Securities noted that Micron Technology's fiscal Q1 results indicate a potential path to higher gross margins, forecasting 68% in fiscal Q2, a historic high. The investment firm reiterated an outperform rating and raised the price target to $320, with shares rising over 11%. Micron's earnings per share estimates have significantly increased, suggesting shares are undervalued compared to peak earnings multiples.

fidelity·
US
MU
+11.96%
fidelity·
US
MU
+11.96%

Micron gives rosy sales forecast as AI spurs demand

Micron Technology Inc. has issued an optimistic sales forecast for the current quarter, driven by high demand for AI computing components. The company expects revenue between $18.3 billion and $19.1 billion, surpassing analysts' estimates of $14.4 billion. Profit is projected at $8.22 to $8.62 per share, compared to a $4.71 estimate. Micron's shares rose 10% in pre-market trading, having already increased 168% this year. The company is investing $20 billion in capital spending to meet demand, despite supply constraints expected to persist beyond 2026.

Taipei Times·
US
MU
+11.96%
Taipei Times·
US
MU
+11.96%

Higher memory prices to hit PC shipments

Global PC shipments are expected to grow by only 0.3% to 180 million units next year due to rising memory prices, according to the Market Intelligence and Consulting Institute (MIC). Major memorychip suppliers are prioritizing high-bandwidth memory for servers, tightening supply for low-power DRAM used in PCs. PC brands like HP, Dell, Acer, and Asustek may raise prices or downgrade products to cope. Entry-level and consumer models are likely to face price increases or downgrades, while commercial products may have more stable pricing.

Taipei Times·
US
MU
+11.96%
US
HPQ
-2.80%
Taipei Times·
US
MU
+11.96%
US
HPQ
-2.80%
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