Hudbay Minerals Inc. (HBM)

Market Closed

3 Jun, 20:00

NYSE

30. 33

-1.54

-4.83%

12.15B Market Cap

- P/E Ratio

0.03% Div Yield

5,473,738 Volume

- Eps

$ 31.87

Previous Close

Investors:

+12

Add Transaction

Day Range

30.1 31.49

Year Range

8.93 32.15

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Micron: A Steal For AI Investors

Micron Technology, Inc. delivered record fiscal Q4 earnings, fueled by surging AI-driven demand for its high-bandwidth memory products in Data Centers. MU's revenue soared 46% year-over-year to $11.3B, with free cash flow up 149% Y/Y, reflecting explosive growth in its HBM segment. Revenue related to HBM, high-capacity DIMMs and LP server DRAM reached 10.0B in Q4'25, due to considerable demand strength for high-bandwidth memory solutions from hyperscalers.

Seekingalpha | 8 months ago

Micron: Time To Jump Back On The AI Bullet Train (Rating Upgrade)

I'm upgrading Micron back to a buy from strong sell after management raised guidance, confirming that more favorable DRAM/HBM demand and pricing is at play. Micron is a leader within the High Bandwidth Memory (HBM) market, putting it at the core of the AI infrastructure boom, with sold-out capacity for 2025 and improving margins. I watch memory pricing closely and I'm pleasantly surprised at how resilient DRAM prices are holding up. I'm expecting to see this show up as upside surprise next quarter.

Seekingalpha | 9 months ago

Micron: Strong Buy On AI-Driven HBM Growth

Micron Technology is upgraded to "Strong Buy" with a new price target of $146.88, reflecting robust earnings momentum and upwardly revised guidance. The company is significantly undervalued versus peers, with strong EBITDA growth, improving free cash flow, and a projected net cash position next year. Micron's DRAM and HBM segments are driving growth, supported by AI and data center demand, while NAND risks are being proactively managed.

Seekingalpha | 9 months ago

HBM Drives Micron's Growth: Can MU Sustain the Momentum?

MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.

Zacks | 9 months ago

Micron: HBM Tailwinds Outweigh Margin Noise

I reiterate my strong buy rating on Micron. HBM is still the main pillar of my case, as I believe it is the single biggest growth engine. HBM supply sold out for 2025. HBM revenue up ~50% q/q and shipping includes the MI355X, which is ramping. HBM4 sampling now, with a ramp next year. Valuation supports my strong buy on MU stock, in my view: ~16.5x next year's EPS vs ~29.8x industry median. P/CF down sharply from 2024, suggesting undervaluation.

Seekingalpha | 9 months ago

HBM Sells 30% Stake in Copper World to Mitsubishi for $600M

Hudbay Minerals secures $600M from Mitsubishi for a 30% stake in its Copper World project, slashing its upfront costs and boosting long-term growth plans.

Zacks | 9 months ago

Hudbay Minerals Inc. (HBM) Q2 2025 Earnings Call Transcript

Hudbay Minerals Inc. (NYSE:HBM ) Q2 2025 Earnings Conference Call August 13, 2025 11:00 AM ET Company Participants Andre Taylor Lauzon - Chief Operating Officer Candace Brule - Vice President of Investor Relations, Financial Analysis & External Communications Chi-Yen Lei - Chief Financial Officer Peter Gerald Jan Kukielski - President, CEO & Director Conference Call Participants Dalton Baretto - Canaccord Genuity Corp., Research Division Fahad Tariq - Jefferies LLC, Research Division Matthew Murphy - BMO Capital Markets Equity Research Orest Wowkodaw - Scotiabank Global Banking and Markets, Research Division Ralph M. Profiti - Stifel Nicolaus Canada Inc., Research Division Shane Nagle - National Bank Financial, Inc., Research Division Operator Good morning, ladies and gentlemen.

Seekingalpha | 9 months ago