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HSBC raises Micron Technology (MU.O) price target from $750 to $1100

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Pinned News

置顶新闻

Is Micron Stock Expensive at $725? Here's the Math on Why Shares Are Still Dirt Cheap.

SOXX

MULL

FTXL

SOXL

SOXQ

Micron Technology's stock has surged to $725, nearly doubling in a month due to its pivotal role in the AI semiconductor market. Despite appearing expensive, forward earnings analysis indicates it remains reasonably valued with a forward P/E of about 8. Analysts expect EPS to grow significantly, suggesting further upside potential for investors willing to navigate volatility.

- Micron Technology's stock has surged nearly 58% recently, driven by its significant earnings growth and role in the AI semiconductor market.  
- Despite its high share price over $700, analysts suggest Micron is undervalued with a forward P/E ratio of about 8, indicating room for further growth as demand for memory products rises.  
- While some analysts recommend alternative stocks, the underlying earnings potential positions Micron as a compelling option for long-term investors willing to navigate market volatility.

nasdaq

Micron Tech

iShares Semiconductor ETF

Direxion Daily MU Bull 2X Shares

GraniteShares 2x Long MU Daily ETF

First Trust Nasdaq Food & Semicon

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

Invesco PHLX Semiconductor ETF

VanEck Semiconductor ETF

NVIDIA

Intel

Netflix

S&P 500

Nasdaq

NVIDIA Corporation

AMAT

TD Private Client Wealth LLC reduced its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 24% in Q4, now holding 16,110 shares valued at $4.14 million. Other investors also adjusted their positions. Analysts have raised target prices for AMAT, with a consensus rating of 'Moderate Buy' and a target of $463.89. AMAT shares opened at $413.57, with a market cap of $328.21 billion. The company reported a Q2 EPS of $2.86, exceeding estimates, and announced a quarterly dividend of $0.53.

Market Beat

Applied Materials

Applied Materials, Inc. $AMAT Shares Sold by TD Private Client Wealth LLC

AMUU

AMDL

RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 138.4% in Q4, owning 3,839 shares valued at $822,000. Other institutional investors also raised their positions. AMD's stock opened at $420.99, with a market cap of $686.47 billion. The company reported $1.37 EPS, exceeding estimates, and a revenue of $10.25 billion, up 37.8% year-over-year. Insider sales included CEO Lisa T. Su selling 125,000 shares.

- RiverFront Investment Group LLC increased its stake in Advanced Micro Devices, Inc. (AMD) by 138.4% during Q4, owning 3,839 shares worth $822,000.  
- Other institutional investors also adjusted their positions in AMD, reflecting a general trend, with hedge funds holding 71.34% of the stock.  
- AMD reported a Q1 earnings per share of $1.37, outperforming expectations, and had revenue of $10.25 billion, marking a 37.8% year-over-year increase.

Direxion Daily AMD Bull 2X Shares

GraniteShares 2x Long AMD Daily ETF

Oracle

Corning

Citigroup

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

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RiverFront Investment Group LLC Increases Stock Holdings in Advanced Micro Devices, Inc. $AMD

QCOM

NXTG

QCMU

QCML

RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated (NASDAQ:QCOM) by 48.1% in Q4, owning 8,038 shares valued at $1.38 million. Other institutional investors also adjusted their positions. Qualcomm's stock opened at $203.64, with a market cap of $214.64 billion. The company reported $2.65 EPS, exceeding estimates, and announced a $20 billion share buyback program. A quarterly dividend of $0.92 will be paid on June 25, up from $0.89.

- RiverFront Investment Group LLC increased its stake in Qualcomm Incorporated by 48.1% in Q4, owning 8,038 shares valued at $1,375,000.  
- Several institutional investors also modified their positions, with notable investments including Cloud Capital Management and Richardson Financial Services.  
- Qualcomm reported Q2 earnings with EPS of $2.65, surpassing estimates, and announced a dividend increase to $0.92 per share while planning a $20 billion share buyback.

Qualcomm

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Direxion Daily QCOM Bull 2X Shares

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RiverFront Investment Group LLC Has $1.38 Million Stock Position in Qualcomm Incorporated $QCOM

Sapient Capital LLC increased its holdings in Micron Technology, Inc. by 55.6% during Q4, owning 10,182 shares valued at $2,981,000. Other hedge funds also raised their stakes, with AQR Capital Management increasing by 411.9%. Micron remains a key player in the AI boom, despite facing some market pressures and concerns about demand durability. The company recently announced a quarterly dividend increase from $0.12 to $0.15 per share.

- Sapient Capital LLC increased its holdings in Micron Technology by 55.6% during Q4, acquiring a total of 10,182 shares valued at $2,981,000.  
- Other hedge funds also significantly adjusted their positions in Micron, with AQR Capital Management increasing its stake by 411.9%, now owning over 3.6 million shares valued at $606.87 million.  
- Micron's stock has faced volatility, recently down 6.0%, amid concerns over semiconductor sell-offs and the sustainability of AI-driven demand for memory chips.

Roundhill Memory ETF

Samsung Electronics 

Samsung Electronics Co., Ltd. Sponsored GDR

Sapient Capital LLC Purchases 3,638 Shares of Micron Technology, Inc. $MU

LITE

New York Life Investment Management LLC acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE) during Q4, purchasing 6,875 shares valued at approximately $2.53 million. Other institutional investors also adjusted their positions in Lumentum. Analysts have raised price targets for the stock, with a consensus rating of 'Moderate Buy' and a target price of $1,012.43. Insider trading activity included significant sales by directors, with insiders selling 25,890 shares in the last 90 days.

Lumentum

CITIC SEC

CITIC Securities Co., Ltd.

JPMorgan Chase

Bank of America

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

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JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

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Bank of America Corp

New York Life Investment Management LLC Purchases New Holdings in Lumentum Holdings Inc. $LITE

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INTC

INTW

Intel (INTC) shares surged 134% over three months, but recent trends show a 16.43% decline in the past week. Analysts suggest the stock is overvalued at $108.17, with a fair value of $36.54. Despite strong growth potential in AI and 5G, risks include a recent net income loss of $3.17 billion. Investors are advised to consider both risks and opportunities in the semiconductor sector.

- Intel's share price has seen significant fluctuations, rising 58% in the past month but falling 16.43% in the last week.  
- The stock is currently considered overvalued based on a fair value of $36.54, significantly lower than its recent close of $108.17.  
- Despite apparent short-term risks, Intel's investments in AI and autonomous driving may signal potential growth, warranting further analysis of the stock's long-term value.

Simplywall

INTEL-T

GraniteShares 2x Long INTC Daily ETF

Mobileye Global

Intel (INTC) Valuation Check After A 134% Three Month Share Price Surge

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

benzinga_article

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SPDR S&P 500

NASDAQ Composite Index

Home Depot

Stock Market: Will S&P 500 Open Up Or Down Today?

NVDY

NVDX

NVDU

TSMG

TSMX

NVDL

Nvidia is set to release its quarterly results on May 20, but its stock has underperformed despite strong earnings. TSMC, Nvidia's largest customer, is highlighted as a better semiconductor investment due to its diversified client base and significant market share. TSMC has outperformed Nvidia this year, with a 33% stock increase, and is well-positioned for future growth in the AI chip market, planning to boost its 2nm production capacity significantly.

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GraniteShares 2x Long NVDA Daily ETF

Taiwan Semiconductor

Meta Platforms

Nvidia Stock May or May Not Soar on May 20, But This Super AI Semiconductor Stock Could Pop and Go On a Terrific Bull Run

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HSAI

FDRV

HESAI-Wreported a profit of RMB18.315 million for 1Q26, reversing a loss from the previous year. Revenue increased 29.6% YoY to RMB681 million, with a gross margin of 39.1%. Non-GAAP net profit surged 4.53x YoY to RMB47.748 million. The company anticipates revenue from SGI starting in 2Q26, projecting a contribution of approximately RMB100 million this year. HESAI shares rose 6.8% in US premarket trading.

AASTOCKS News

HESAI-W

Hesai

Fidelity Electric Vehicles and Future Transportation ETF

HESAI-W 1Q Results Swing into Profit of RMB18.315M; US Shrs Up ~7% Premarket

SNDK

Analyst Ben Reitzes raised price targets for Micron, SanDisk, and Intel, citing strong AI infrastructure demand that enhances earnings predictability. He predicts continued growth in chip stocks, with Micron's target raised to $1,100, SanDisk's to $2,350, and Intel's to $150. The demand for AI is creating supply bottlenecks, benefiting these semiconductor companies significantly.

- Melius Research analyst Ben Reitzes predicts continued growth in chip stocks due to high demand for artificial intelligence infrastructure and sustained spending.  
- He is particularly optimistic about Micron, SanDisk, and Intel, having raised their target prices as long-term agreements enhance forecast accuracy in a volatile tech sector.  
- The strong market performance of these companies reflects rising demand for AI, with Micron's stock up 139%, SanDisk's soaring over 460%, and Intel gaining 193% this year.

Sandisk

Broadcom

Sandisk - WI

Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Targets Up'

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