Nov yog Dab Tsi Rosenblatt Cia Siab Los Ntawm Micron Cov txiaj ntsig yav tom ntej Peb Hlis

• Micron Technology, Inc. (Nasdaq: MU) qhia txog lub Tsib Hlis cov nyiaj tau los rau lub Rau Hli 30, tom qab kev lag luam kaw.

• Rosenblatt Tus kws tshuaj ntsuam Hans Mosesmann cia siab tias kev muag khoom thiab tsis yog GAAP EPS yuav nyob rau hauv-kab nrog nws qhov muag thiab EPS kwv yees ntawm $ 8.70 billion thiab $ 2.46, me ntsis siab dua qhov kev pom zoo ntawm $ 8.65 billion thiab $ 2.46, feem.

• Nws pom lub Tsib Hlis lub quarter coj los ntawm cov ntaub ntawv chaw, pib, thiab kev lag luam muaj zog offset los ntawm cov neeg siv khoom sib xyaw lossis tsis muaj zog, qis kawg PC, thiab cov xov tooj ntawm tes.

• Thoob plaws hauv lub rooj tsavxwm, suav nrog hauv cov ntaub ntawv chaw, txawb, PC, thiab nws pib, thiab zoo dua li qhov xav tau me ntsis kev xa khoom thiab tus nqi sib txawv rau DRAM thiab NAND.

• Rau lub yim hli ntuj phau ntawv qhia, nws pom ib co kev pheej hmoo rau nws txhoj puab heev tshaj 10% q / q kev muag khoom loj hlob assumption ntawm mixed PC datapoints.

• Txawm li cas los xij, nws xis nyob hauv lub tuam txhab tshaj qhov kev pom zoo ib nrab ntawm ib tus lej muag kev loj hlob ntawm cov ntaub ntawv chaw khoom / cov ntsiab lus ramps raws li cov khoom tsis nco tsis txaus ua qhov tsis zoo ntawm lub taub hau.

• Nws saib DRAM me ntsis kev xav tau kev loj hlob rau 2022 (thiab 2023, rau qhov teeb meem), tshaj li cov khoom siv txaus ntawm 16% -18%, raws li kev lag luam cuam tshuam txog kev lag luam kawg offsetting lub peev xwm nce nqi-driven headwinds hauv cov neeg siv khoom, PCs, thiab mobile.

• Nws cia siab tias kev tswj hwm yuav rov hais dua kev ua lag luam mus tom ntej nco / khaws cia ua lag luam nco, tshwj xeeb, dhau los ua qhov tseem ceeb hauv kev suav ua haujlwm ua rau lub tuam txhab pom OM qib ntawm 30% ntxiv rau, FCF> 10%, thiab EBITDA margins hauv qis- 50% qib.

• He ntsuas cov khoom lag luam Raws li Kev Yuav nrog tus nqi phiaj ntawm $ 165.

• Nqe Nqis: MU shares pauv qis dua los ntawm 3.51% ntawm $ 55.83 ntawm daim tshev kawg hnub Wednesday.

Tseeb Ratings for MU

Hnub	Tshaj tawm	Action	Los ntawm	Yuav
Feb 2022	Tshoob	hloov khoom dua tshiab	nruab nrab	Txoj Kev Ua Txhaum
Jan 2022	Goldman Sachs	Txij nkawm		yuav
Jan 2022	Txoj Kev Tshawb Fawb Tshiab	Pib Kev Npam Ntawm		yuav

Saib Ntau Tus Kws Tshuaj Ntsuam Xyuas rau MU

Saib Qhov Ntsuam Kev Ntsuam Xyuas Cov Ntaus Tawm Tshiab

Saib ntxiv ntawm Benzinga

Tsis txhob nco lub sijhawm ceeb toom ntawm koj cov khoom lag luam - koom Lub Npe Lub Npe Pro dawb! Sim cov cuab yeej uas yuav pab koj nqis peev smarter, sai dua, thiab zoo dua.

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