The headline numbers for HudBay Minerals (HBM) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
HudBay Minerals (HBM) came out with quarterly earnings of $0.22 per share, missing the Zacks Consensus Estimate of $0.4 per share. This compares to earnings of $0.18 per share a year ago.
Micron is upgraded to Strong Buy, driven by underappreciated operational levers beyond the widely recognized AI demand and HBM supply constraints. Management is pointing output to high-margin segments, notably HBM and data centers, and is structurally expanding gross margins, supporting further upside. Capex is becoming more productive, with capex as % of revenue down, free cash flow margins are near 30%, and CHIPS incentives are reducing the cash cost of new fabs.
HudBay Minerals gears up for Q4 results with earnings seen soaring 122% as higher revenues, cost cuts and gold strength shape the outlook.
Nvidia Corporation's data center segment growth, driven by hyperscaler capex, underpins a higher revenue and EBITDA forecast, supporting the bullish thesis. NVDA's supply chain is well-positioned, with secured HBM4 allocations and multi-year reservations for advanced nodes and CoWoS capacity at TSMC. Key supply risks, including HBM and foundry price hikes, are acknowledged but expected to have limited impact on NVDA's near-term growth outlook.
HudBay Minerals (HBM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
The South Korean technology giant said Thursday that it is the world's first to mass produce and ship the industry's highest-performance HBM4 products.
Samsung Electronics said on Thursday that it has begun mass production of its latest HBM4 chips and has shipped commercial products to customers.
HudBay Minerals (HBM) closed the most recent trading day at $25.39, moving 2.01% from the previous trading session.
In the latest trading session, HudBay Minerals (HBM) closed at $24.1, marking a +1.77% move from the previous day.
Micron Technology stock (NASDAQ:MU) has increased more than 4x in the last 12 months. However, Micron valuation stays low at only 12x FY'26 earnings and just over 9x FY'27 earnings.
HudBay Minerals (HBM) closed at $25.43 in the latest trading session, marking a +1.84% move from the prior day.