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：
美光公佈了強勁的季度及前景，尤其是在近期預期疲軟的情況下，在負面修正浪潮之前，每股收益指引與共識一致。該公司已在24財年實現了高帶寬存儲器（HBM）的銷售目標，並維持其明年銷售額達到數十億美元的預測。此外，儘管市場預測被認爲過於樂觀，但美光堅定不移地實現其在HbM中佔據DRAM市場份額的20％左右的目標。儘管美光的管理層正在有效地執行其戰略，但該股被認爲是昂貴的，分析師認爲人工智能和存儲器領域的其他領域有更有利的風險回報機會。
儘管面臨越來越多的宏觀經濟挑戰，但美光仍報告了 「超額/加薪業績」，這得益於強勁的數據中心需求及其人工智能槓桿高帶寬存儲器（HBM）銷售的持續增長。儘管由於季節性因素，預計第二財季將溫和，但對25財年和26財年每股收益的預測已大幅提高。
儘管個人電腦和智能手機客戶的庫存持續積累，而且終端需求普遍疲軟，但存儲器行業預期的中期週期似乎沒有先前的預期那麼嚴峻。這一前景得到數據中心客戶持續強勁需求的支持。
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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