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.
HBM: The Hidden AI Bottleneck That Makes Micron A Strong Buy Before Earnings
Micron's leadership in high-bandwidth memory makes it a critical enabler of AI infrastructure, with demand outpacing supply and sold-out capacity through 2025. HBM market exploding from $4B (2023) to $35B+ (2025) and potentially $130B by 2033. Micron's HBM and low-power DRAM products are validated by top customers like Nvidia and hyperscalers, driving exceptional revenue growth and margin expansion.
MU's HBM Revenues Surpass $1 Billion: Will the Momentum Persist?
Micron Technology's HBM revenues surpass $1 billion in Q2 FY25, fueled by AI and hyperscaler demand.
Micron's $1B AI Memory Moment
Micron's HBM revenue surpassed $1 billion in Q2 FY25, growing over 50% QoQ, with 2025 supply fully sold out. The company raised its 2025 HBM TAM estimate to over $35 billion, driven by accelerating AI server deployments. Micron's HBM3E chips offer 30% better power efficiency and 50% higher capacity than competitors, securing Nvidia design wins.
Hudbay Minerals Inc. (HBM) Q1 2025 Earnings Call Transcript
Hudbay Minerals Inc. (NYSE:HBM ) Q1 2025 Earnings Conference Call May 12, 2025 11:00 AM ET Company Participants Candace Brule - Vice President, Investor Relations Peter Kukielski - President and Chief Executive Officer Eugene Lei - Chief Financial Officer Andre Lauzon - Chief Operating Officer Conference Call Participants Orest Wowkodaw - Scotiabank Matthew Murphy - BMO Capital Markets Dalton Baretto - Canaccord Genuity Bryce Adams - Desjardins Securities Operator Good morning, ladies and gentlemen. Thank you for standing by.
Compared to Estimates, HudBay Minerals (HBM) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for HudBay Minerals (HBM) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
