Micron: Scorching HBM Competition
Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive sequential and year-over-year growth, driven by HBM momentum and well-managed inventory, supporting a bullish outlook. Micron's increased capex guidance and continued market share gains reinforce confidence in its long-term growth and ability to meet 20-25% HBM share targets.
Micron's Recent Recovery Was Likely Just The Appetizer
Reiterating "Buy" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs. Micron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 provide exceptional visibility and de-risk the near-term outlook for the company. Don't fear the temporary margin dip from the HBM ramp; it's a necessary investment that will fuel significant, long-term margin expansion through fiscal 2026.
Is HudBay Minerals (HBM) Stock Undervalued 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.
4 Top Stocks With Strong Interest Coverage for the Second Half of 2025
Strong interest coverage ratios make HBM, STRL, MOH, and VRT standout picks for navigating debt and driving earnings growth.
Finding the Best Value Stocks to Buy in July
Walking investors through how to screen for stocks that offer the winning combination of compelling value and improving earnings outlooks, ideal for buying in July and beyond.
Is HudBay Minerals (HBM) a Solid Growth Stock? 3 Reasons to Think "Yes"
HudBay Minerals (HBM) is well positioned to outperform the market, as it exhibits above-average growth in financials.
HBM vs. WPM: Which Stock Should Value Investors Buy Now?
Investors interested in stocks from the Mining - Miscellaneous sector have probably already heard of HudBay Minerals (HBM) and Wheaton Precious Metals Corp. (WPM). But which of these two stocks offers value investors a better bang for their buck right now?
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.
