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Stockreport

Micron's AI ramp from high-bandwidth memory is just starting: analysts [Seeking Alpha]

Applied Materials, Inc. (AMAT)  More Company Research Source: Seeking Alpha
Last applied materials, inc. earnings: 2/12 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: appliedmaterials.com/company/investor-relations
Shares fell 6% in premarket trading after the memory chipmaker issued guidance that was in-line with estimates. "Results came in largely as expected and to be honest what could the company possibly have done to impress with where expectations/stock had gone," Barclays analyst Tom O'Malley, who has an Overweight rating and $145 price target on Micron, wrote. Micron said on its earnings call that its HBM opportunity is worth "multi-billions," which is larger than what some on Wall Street were expecting. AI benefits and a chip read through Others were also impressed with Micron's AI-related tailwinds, including Bank of America analyst Vivek Arya, citing its exposure to Nvidia ( NVDA ) and Nvidia's use of HBM3e "Mgmt emphasized both CY24 and CY25 volumes are now fully sold out with pricing generally secured, providing visibility to its healthy sales and margin expansions (HBM is GM accretive)," Arya, who reiterated his Buy rating and $170 price target on Micron, wrote in an in [Read more]
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Stockreport

Micron's AI ramp from high-bandwidth memory is just starting: analysts [Seeking Alpha]

Applied Materials, Inc.  (AMAT) 
More Company Research Source: Seeking Alpha
Last applied materials, inc. earnings: 2/12 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: appliedmaterials.com/company/investor-relations
Shares fell 6% in premarket trading after the memory chipmaker issued guidance that was in-line with estimates. "Results came in largely as expected and to be honest what could the company possibly have done to impress with where expectations/stock had gone," Barclays analyst Tom O'Malley, who has an Overweight rating and $145 price target on Micron, wrote. Micron said on its earnings call that its HBM opportunity is worth "multi-billions," which is larger than what some on Wall Street were expecting. AI benefits and a chip read through Others were also impressed with Micron's AI-related tailwinds, including Bank of America analyst Vivek Arya, citing its exposure to Nvidia ( NVDA ) and Nvidia's use of HBM3e "Mgmt emphasized both CY24 and CY25 volumes are now fully sold out with pricing generally secured, providing visibility to its healthy sales and margin expansions (HBM is GM accretive)," Arya, who reiterated his Buy rating and $170 price target on Micron, wrote in an in [Read more]
IMPACT SNAPSHOT
EVENT TIME:
AMAT
Last Price
Price Change
Price Change %
Volume Shares
Max Up
Max Down
Volume Ratio
%
Don't Miss Out On The Next BIG Stock Move
Performance comparison Updated
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
LAST PRICE AT
NEWS EVENT
SINCE EVENT
Multi-day stock performance from the time of the news release
LAST PRICE
VWAP
High:
MAX UP
High:
Low:
MAX DOWN
Low:
%
 POST NEWS RANGE
%
PRICE CHANGE
PRICE CHANGE PERCENTAGE
S&P 500 (SPX)
%
 VOLUME RATIO
%
VOLUME (SHARES)
TICKS
AVG SHARES PER TRADE
EVENT DAY
Event Day Chart will not be displayed beyond 90-day period of the event
PERFORMANCE SINCE EVENT
TIME AND VELOCITY ANALYSIS