Micron trades at about 6x forward earnings as $38 billion of new capacity is slated to arrive no earlier than December 2028
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Micron's quarterly results and guidance imply continued AI-driven DRAM/NAND tightness, with profitability and cash flow accelerating sharply. The key incremental supply response highlighted (SK Hynix's $38B fab build) is scheduled for clean-room readiness starting late 2028, suggesting near-term supply relief is limited. Multi-year take-or-pay contracts further reduce cyclical downside sensitivity, supporting sustained sector earnings visibility.
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NCSKMUU2USD/USDT-1.58%
AI تجزیاتی سمجھ · NCSKMUU2USD/USDTAI تجزیاتی سمجھ
▲ Bullish
ابھی ٹریڈ کریں
⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Micron Technology’s latest quarterly results showed revenue surged more than 400% year over year to $41.5 billion, while gross margin jumped to 84.6% from 37.7% a year earlier and operating cash flow rose to $25.4 billion. The company guided for about $50 billion of revenue next quarter, gross margin of about 86%, and earnings per share of about $30.73. With the stock around $878, that implies a forward P/E of roughly 6x based on the next 12 months’ expected earnings. Separately, SK Hynix has committed $38 billion to new fabs, with the earliest production timing not until after December 2028, suggesting near-term memory supply tightness may persist.
