Micron: A Solid 'Growth At A Reasonable Price' Pick With More Room To Run
Micron's strong 3Q FY2025 results and upbeat 4Q guidance point to accelerating growth and margin expansion, fueled by surging AI-driven demand for HBM and DRAM. Management raised its FY2025 DRAM bit growth outlook to the high-teens percentage range, up from mid-teens last quarter. Current AI capex and hyperscaler demand support a bullish outlook through FY2026, with HBM growth set to outpace DRAM next year.
Micron: Mispriced Growth Stock Offers Rich Return Prospects
The 2023/ 2024 memory demand destruction is well behind us indeed, as observed in MU's robust sequential improvements in FQ3'25 financial performance and the promising FQ4'25 guidance. This is aided by the management's promising commentaries surrounding the recovering consumer demand and the durable multi-year data-center related spending trends. Combined with the HBM3E wins and the ongoing HBM4 sampling, we are likely to see MU deliver outsized growth and a healthier balance sheet over the next few years.
Micron Might Be The Market's Most Generous Mistake (Rating Upgrade)
Micron Technology, Inc. stock has surged 58% in 40 days, driven by explosive demand for AI memory solutions like HBM3E. MU's compute and networking segment, powered by HBM, nearly doubled YoY and now drives 88% of operating income. Micron's tech leadership, trusted hyperscaler partnerships, and early HBM4 sampling position it ahead of industry trends.
Micron Sells Out 2025 HBM Supply: Can It Meet Soaring Demand in 2026?
With MU's HBM supply for 2025 sold out, the spotlight shifts to whether it can scale to meet the soaring demand in 2026.
Micron: HBM Momentum Isn't Enough To Justify This Price
Micron Technology, Inc.'s Q3 FY2025 results beat expectations, with revenue up 36.6% YoY and margins showing recovery, driven by a favorable DRAM/data center mix. NAND revenue grew faster than DRAM QoQ, but pricing remains weak; management is cautious about capacity due to a challenging market environment. Tariff risks appear more contained than previously feared, and AI-driven demand is fueling optimism for continued growth into 2026, especially in HBM.
HudBay Minerals (HBM) Upgraded to Buy: Here's What You Should Know
HudBay Minerals (HBM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Micron: A Key Beneficiary Of AI-Driven Demand For HBM
AI-driven demand for High-Bandwidth Memory (HBM) positions Micron as a key beneficiary of the ongoing digital transformation and next-gen computing trends. Micron's technology leadership, especially in HBM4 and Processing-in-Memory, gives it a competitive edge and strong growth prospects in lucrative AI memory markets. Despite cyclical normalization, Micron's robust financials and strategic diversification support a fair value estimate of $144.65, implying a 17% upside.
Micron price target boosted ahead of earnings on strengthening memory market, HBM upside
Micron Technology Inc (NASDAQ:MU) heads into its fiscal third-quarter earnings with renewed momentum, as Wedbush analysts raised their price target on the stock to $150 from $130, citing stronger-than-expected memory fundamentals and a long-term transformation driven by high-bandwidth memory (HBM). Wedbush now values Micron at 11x times its EPS estimates, above typical cycle highs for a memory stock, but believes Micron is evolving beyond its historical commodity status.
Is HudBay Minerals (HBM) Stock Outpacing Its Basic Materials Peers This Year?
Here is how HudBay Minerals (HBM) and MAG Silver (MAG) have performed compared to their sector so far this year.
Here's Why HudBay Minerals (HBM) Fell More Than Broader Market
The latest trading day saw HudBay Minerals (HBM) settling at $9.72, representing a -1.62% change from its previous close.
HudBay Minerals (HBM) Is Up 0.73% in One Week: What You Should Know
Does HudBay Minerals (HBM) have what it takes to be a top stock pick for momentum investors? Let's find out.
Is HudBay Minerals (HBM) a Great Value Stock Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
