Latest news with #Micron
Yahoo
10 hours ago
- Business
- Yahoo
Intel (INTC) Q2 Earnings: What To Expect
Computer processor maker Intel (NASDAQ:INTC) will be reporting results this Thursday after market close. Here's what to expect. Intel beat analysts' revenue expectations by 2.6% last quarter, reporting revenues of $12.67 billion, flat year on year. It was a satisfactory quarter for the company, with a solid beat of analysts' EPS estimates but revenue guidance for next quarter slightly missing analysts' expectations. Is Intel a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Intel's revenue to decline 7.1% year on year to $11.93 billion, a deceleration from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.01 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Intel has missed Wall Street's revenue estimates twice over the last two years. Looking at Intel's peers in the semiconductors segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Penguin Solutions delivered year-on-year revenue growth of 7.9%, missing analysts' expectations by 1.4%, and Micron reported revenues up 36.6%, topping estimates by 4.9%. Penguin Solutions traded up 10.6% following the results while Micron was down 1.2%. Read our full analysis of Penguin Solutions's results here and Micron's results here. There has been positive sentiment among investors in the semiconductors segment, with share prices up 7.8% on average over the last month. Intel is up 10.4% during the same time and is heading into earnings with an average analyst price target of $21.71 (compared to the current share price of $23.40). Here at StockStory, we certainly understand the potential of thematic investing. Diverse winners from Microsoft (MSFT) to Alphabet (GOOG), Coca-Cola (KO) to Monster Beverage (MNST) could all have been identified as promising growth stories with a megatrend driving the growth. So, in that spirit, we've identified a relatively under-the-radar profitable growth stock benefiting from the rise of AI, available to you FREE via this link. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
14 hours ago
- Business
- Globe and Mail
Why Micron Stock Sank Today
Key Points Micron stock fell today after it was reported that the Stargate Project's data center build-out is off to a slow start. Stargate has said that $500 billion will be invested in U.S. artificial intelligence (AI) infrastructure over a four-year period, but it may be significantly behind schedule. Micron's high-bandwidth-memory chips position it to benefit from the Stargate initiative, but delays could hurt its near-term growth. 10 stocks we like better than Micron Technology › Micron (NASDAQ: MU) stock moved lower in Tuesday's trading -- a session that saw significant swings for major indexes. The company's share price fell 3.4% in the day's trading and had been down as much as 4.5% shortly after the market opened. Meanwhile, the S&P 500 (SNPINDEX: ^GSPC) rallied back from significant early sell-offs to end the day roughly in line with yesterday's close, and the Nasdaq Composite (NASDAQINDEX: ^IXIC) slipped 0.4%. Micron faced selling action today following a Wall Street Journal report that said that the Stargate Project's $500 billion artificial intelligence (AI) infrastructure initiative had run into challenges. Even though the broader market saw recovery in the afternoon on news that the U.S. has reached a trade agreement with the Philippines, the memory chip specialist's valuation was kept in the red by the Stargate news. A slow start for Stargate could hurt Micron In January, the CEOs of SoftBank, OpenAI, and Oracle announced the Stargate Project alongside President Trump at the White House. Stargate is a new joint investment venture between the three companies and MGX, and the partners plan on investing $500 billion to build data centers and other AI infrastructure across Trump's first term. At the time of the announcement, Oracle CEO Larry Ellison said that 10 data centers were already under construction -- but the WSJ' s report today suggested that only one small data center is expected to be built this year. Micron is expected to be a beneficiary of the big data center build-out and could see softer growth due to delays. What's next for Micron? Micron's high-bandwidth-memory (HBM) solutions have become central to the bullish valuation thesis for the stock. Its memory chips are used in Nvidia 's graphics processing units (GPUs) and other data center hardware for AI. While delays for Stargate's data center build-outs shouldn't crush Micron's results, they could mean that growth winds up coming in significantly below previous expectations. Investors shouldn't panic just yet, but the Stargate situation is a significant one for Micron. Should you invest $1,000 in Micron Technology right now? Before you buy stock in Micron Technology, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Micron Technology wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $665,092!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,050,477!* Now, it's worth noting Stock Advisor's total average return is 1,055% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025
Business Insider
a day ago
- Business
- Business Insider
‘Take Profits Now,' Says Analyst about Micron Stock (MU)
Semiconductor company Micron Technology (MU) has just been added to Hedgeye's active short list, with the firm now advising investors to lock in gains after a strong run. Indeed, Hedgeye analyst Felix Wang explained that the firm is flipping its view from long to short because Micron was one of the top-performing large-cap semiconductor stocks following the recent 'Liberation Day' rally. As a result of the stock's surge, Hedgeye believes now is a good time to take profits. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. A major reason for the downgrade is the rising competition from Samsung (SSNLF), particularly when it comes to high-bandwidth memory (HBM) chips. Wang believes that Samsung is catching up fast with its new HBM4 technology and could soon challenge Micron in supplying these chips to Nvidia (NVDA). If Samsung re-establishes itself as a serious HBM contender, Micron could lose market share in a very profitable area of its business. Adding to the concern, Wang noted that Samsung's latest 1c DRAM chips are seeing better production results, with yields now over 50%, according to several sources. Because of this, Hedgeye has lowered its estimate for Micron's HBM revenue in 2026 from $10.5 billion to $10 billion, which is 7% below what most analysts expect. Wang also said that Micron's overall revenue forecast of $48 billion for 2026 may currently be too optimistic. Interestingly, this view is the opposite of Mizuho analyst Vijay Rakesh 's recommendation, who said that the stock's recent pullback is a buying opportunity. As a result, the five-star analyst reiterated his Buy rating with a $150 price target. Is MU a Good Stock to Buy? Overall, analysts have a Strong Buy consensus rating on MU stock based on 22 Buys, three Holds, and zero Sells assigned in the past three months, as indicated by the graphic below. Furthermore, the average MU price target of $155.17 per share implies 36.1% upside potential.
Yahoo
2 days ago
- Business
- Yahoo
2 Large-Cap Stocks with Promising Prospects and 1 That Underwhelm
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they've already captured significant portions of their markets. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you find high-quality companies that can grow their earnings no matter what. Keeping that in mind, here are two large-cap stocks that still have big upside potential and one that could be stalling. One Large-Cap Stock to Sell: Emerson Electric (EMR) Market Cap: $81.13 billion Founded in 1890, Emerson Electric (NYSE:EMR) is a multinational technology and engineering company providing solutions in the industrial, commercial, and residential markets. Why Do We Think Twice About EMR? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last five years Capital intensity has ramped up over the last five years as its free cash flow margin decreased by 4.1 percentage points Waning returns on capital imply its previous profit engines are losing steam Emerson Electric's stock price of $144 implies a valuation ratio of 23.3x forward P/E. Read our free research report to see why you should think twice about including EMR in your portfolio, it's free. Two Large-Cap Stocks to Watch: Micron (MU) Market Cap: $128 billion Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NYSE:MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets. Why Does MU Stand Out? Annual revenue growth of 36.4% over the last two years was superb and indicates its market share increased during this cycle Revenue outlook for the upcoming 12 months is outstanding and shows it's on track to gain market share Performance over the past five years shows its incremental sales were more profitable, as its annual earnings per share growth of 22.8% outpaced its revenue gains At $114.15 per share, Micron trades at 11.4x forward P/E. Is now a good time to buy? Find out in our full research report, it's free. Super Micro (SMCI) Market Cap: $30.9 billion Founded in Silicon Valley in 1993 and known for its modular "building block" approach to server design, Super Micro Computer (NASDAQ:SMCI) designs and manufactures high-performance, energy-efficient server and storage systems for data centers, cloud computing, AI, and edge computing applications. Why Will SMCI Beat the Market? Impressive 81.2% annual revenue growth over the last two years indicates it's winning market share this cycle Earnings per share grew by 23.2% annually over the last five years and trumped its peers Rising returns on capital show management is finding more attractive investment opportunities Super Micro is trading at $51.85 per share, or 16.8x forward P/E. Is now the right time to buy? See for yourself in our comprehensive research report, it's free. High-Quality Stocks for All Market Conditions When Trump unveiled his aggressive tariff plan in April 2024, markets tanked as investors feared a full-blown trade war. But those who panicked and sold missed the subsequent rebound that's already erased most losses. Don't let fear keep you from great opportunities and take a look at Top 5 Strong Momentum Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-micro-cap company Kadant (+351% five-year return). Find your next big winner with StockStory today for free. Find your next big winner with StockStory today. Find your next big winner with StockStory today StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Texas Instruments (TXN) Reports Earnings Tomorrow: What To Expect
Analog chip manufacturer Texas Instruments (NASDAQ:TXN) will be reporting earnings this Tuesday after market hours. Here's what to look for. Texas Instruments beat analysts' revenue expectations by 4.1% last quarter, reporting revenues of $4.07 billion, up 11.1% year on year. It was a very strong quarter for the company, with an impressive beat of analysts' EPS estimates and a solid beat of analysts' adjusted operating income estimates. Is Texas Instruments a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting Texas Instruments's revenue to grow 13.8% year on year to $4.35 billion, a reversal from the 15.6% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.37 per share. The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Texas Instruments has missed Wall Street's revenue estimates three times over the last two years. Looking at Texas Instruments's peers in the semiconductors segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Micron delivered year-on-year revenue growth of 36.6%, beating analysts' expectations by 4.9%, and Penguin Solutions reported revenues up 7.9%, falling short of estimates by 1.4%. Micron traded down 1.2% following the results while Penguin Solutions was up 10.6%. Read our full analysis of Micron's results here and Penguin Solutions's results here. There has been positive sentiment among investors in the semiconductors segment, with share prices up 9.5% on average over the last month. Texas Instruments is up 7.7% during the same time and is heading into earnings with an average analyst price target of $193.74 (compared to the current share price of $216.95). Today's young investors likely haven't read the timeless lessons in Gorilla Game: Picking Winners In High Technology because it was written more than 20 years ago when Microsoft and Apple were first establishing their supremacy. But if we apply the same principles, then enterprise software stocks leveraging their own generative AI capabilities may well be the Gorillas of the future. So, in that spirit, we are excited to present our Special Free Report on a profitable, fast-growing enterprise software stock that is already riding the automation wave and looking to catch the generative AI next. StockStory is growing and hiring equity analyst and marketing roles. Are you a 0 to 1 builder passionate about the markets and AI? See the open roles here. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
