On Sep 26, major Wall Street analysts update their ratings for $Micron Technology (MU.US)$, with price targets ranging from $114 to $250.
Morgan Stanley analyst Joseph Moore maintains with a hold rating, and adjusts the target price from $100 to $114.
Goldman Sachs analyst Toshiya Hari maintains with a buy rating, and adjusts the target price from $158 to $145.
J.P. Morgan analyst Harlan Sur maintains with a buy rating, and maintains the target price at $180.
BofA Securities analyst Vivek Arya maintains with a buy rating, and sets the target price at $125.
Citi analyst Christopher Danely maintains with a buy rating, and maintains the target price at $150.
Furthermore, according to the comprehensive report, the opinions of $Micron Technology (MU.US)$'s main analysts recently are as follows:
Micron delivered a robust quarter and outlook, particularly in light of the tempered recent expectations, with EPS guidance aligning with consensus before the wave of negative revisions. The company has achieved its sales target for High Bandwidth Memory (HBM) in FY24 and maintains its projection of reaching several billion in sales next year. Additionally, Micron is steadfast in its goal to capture a mid-20s percentage of the DRAM market share in HBM, although the market forecast is considered to be overly optimistic. While Micron's management is executing their strategy effectively, the stock is deemed to be costly, and analysts see more favorable risk-reward opportunities in other areas of AI and memory sectors.
Micron has reported 'beat/raise results' despite the presence of growing macroeconomic challenges, supported by robust data center demand and ongoing growth in its AI-leveraged high-bandwidth memory (HBM) sales. While a milder fiscal second quarter is anticipated due to seasonality, projections for FY25 and FY26 earnings per share have been increased significantly.
Despite ongoing inventory accumulation at PC and smartphone customers, as well as a general softness in end-demand, the anticipated mid-cycle in the memory sector appears to be less severe than previously expected. This outlook is supported by persistent demand strength from datacenter customers.
Here are the latest investment ratings and price targets for $Micron Technology (MU.US)$ from 18 analysts:
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美東時間9月26日，多家華爾街大行更新了$美光科技 (MU.US)$的評級，目標價介於114美元至250美元。
摩根士丹利分析師Joseph Moore維持持有評級，並將目標價從100美元上調至114美元。
高盛集團分析師Toshiya Hari維持買入評級，並將目標價從158美元下調至145美元。
摩根大通分析師Harlan Sur維持買入評級，維持目標價180美元。
美銀證券分析師Vivek Arya維持買入評級，目標價125美元。
花旗分析師Christopher Danely維持買入評級，維持目標價150美元。
此外，綜合報道，$美光科技 (MU.US)$近期主要分析師觀點如下：
美光發佈了強勁的季度業績和展望，尤其是考慮到最近淡化的預期，每股收益指引與共識一致，未受到負面修訂的影響。公司已完成FY24高帶寬內存（HBM）的銷售目標，並保持在明年達到數十億美元銷售額的預測。此外，美光堅定地目標是在HBm中佔據中20%的市場份額，儘管市場預測被認爲過於樂觀。雖然美光管理層有效執行了他們的策略，但股票被認爲成本高，分析師們在人工智能和存儲板塊的其他領域看到了更有利的風險回報機會。
儘管全球宏觀經濟面臨不斷增長的挑戰，美光報告了「超高預期業績」，得益於強勁的數據中心需求以及人工智能驅動的高帶寬內存（HBM）銷售持續增長。儘管季節性影響導致財季第二季度較爲溫和，但FY25和FY26的每股收益預測已大幅提高。
儘管PC和智能手機客戶持續積壓庫存，以及終端需求普遍疲軟，但預期中期內存板塊的回暖似乎比之前預期的嚴重情況要輕微。這一展望得到了數據中心客戶持續的需求強勁支撐。
以下爲今日18位分析師對$美光科技 (MU.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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