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MU

Micron

$17.80

0.07 (0.39%)

07:34
10/05/16
10/05
07:34
10/05/16
07:34

Micron investors should focus on DRAM fundamentals, says Susquehanna

Susquehanna analyst Mehdi Hosseini noted Micron reported better than expected Q4 results driven by higher revenues. The analyst said the company guidance is below the buy-side expectation and he believes they are still challenged by converting planar to 3D NAND. Hosseini said Micron investors should focus on improving DRAM fundamentals as the better environment bodes well for the company's minority interest income and should help free cash flow. Hosseini reiterated his Buy rating and raised his price target to $21 from $20 on Micron shares.

MU Micron
$17.80

0.07 (0.39%)

10/03/16
MSCO
10/03/16
NO CHANGE
MSCO
Overweight
Morgan Stanley continues to recommend buying Micron
Morgan Stanley analyst Joseph Moore recommends to continue buying Micron given the strong pricing backdrop and strong DRAM bit growth the last 2 quarters, which should drive an earnings inflection higher. Moore sees upside to Q1 numbers and an upward revision to his FY17 $1.22 estimate as he expects DRAM pricing to remain strong, with NAND a bit more mixed, for the next several quarters. The analyst is not making a trade into tomorrow's report due to lack of transparency into guidance, but recommends buying shares into a strong November quarter and beyond. Moore rates Micron a Buy with a $20 price target on shares.
10/05/16
BMUR
10/05/16
NO CHANGE
Target $23
BMUR
Buy
Micron price target raised to $23 from $18 at Brean Capital
Brean Capital analyst Mike Burton raised his price target for Micron Technology to $23 saying the company last night delivered a "strong" top-line growth and better earnings quarter than the Street expected. The analyst, however, views the quality of the guidance raise as "poor" considering Micron is changing some of its accounting practices. Burton continues to like Micron and keeps a Buy rating on the shares.
10/05/16
DBAB
10/05/16
NO CHANGE
Target $20
DBAB
Buy
Micron guidance likely to cause disappointment, says Deutsche Bank
Deutsche Bank analyst Sidney Ho says Micron's guidance for Q1 is likely to cause "investor confusion and disappointment" as the majority of the improvement comes from a change in accounting and non-GAAP calculation, rather than better pricing and margins. The analyst, however, still believes market conditions for both DRAM and NAND are improving and that Micron is positioned to benefit from new products. Ho reiterates a Buy rating on the shares with a $20 price target.
10/05/16
RBCM
10/05/16
NO CHANGE
RBCM
Micron report reads positively for Applied Materials, Lam, says RBC Capital
Following Micron's (MU) quarterly report and guidance, RBC Capital Amit Daryanani said he sees positive read-through from the report for Applied Materials (AMAT), Lam Research (LRCX), ASML (ASML), Western Digital (WDC) and Intel (INTC). Micron management expects capex spending of $4.8B-$5.2B for FY17, noted Daryanani, who believes continued 3D NAND spending will benefit Applied and Lam the most.

TODAY'S FREE FLY STORIES

HLX

Helix Energy

$7.41

-0.32 (-4.14%)

19:24
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CSII

Cardiovascular Systems

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CRMT

America's Car-Mart

$38.85

-1.15 (-2.88%)

19:17
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Earnings
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ROG

Rogers Corporation

$78.80

-1.34 (-1.67%)

19:12
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Earnings
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ROG

Rogers Corporation

$78.80

-1.34 (-1.67%)

19:11
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Earnings
Rogers Corporation reports Q4 EPS 94c, consensus 82c »

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HBHC

Hancock Holding

$46.80

-0.2 (-0.43%)

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First NBC Bank

$4.75

-0.25 (-5.00%)

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Hancock Holding

$46.80

-0.2 (-0.43%)

FNBC

First NBC Bank

$4.75

-0.25 (-5.00%)

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NDSN

Nordson

$119.95

0.77 (0.65%)

19:03
02/20/17
02/20
19:03
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19:03
Earnings
Nordson sees Q2 EPS $1.21-$1.33, consensus $1.22 »

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NDSN

Nordson

$119.95

0.77 (0.65%)

19:01
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  • 21

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NDSN

Nordson

$119.95

0.77 (0.65%)

19:00
02/20/17
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Earnings
Nordson reports Q1 EPS 86c, consensus 82c »

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NDSN

Nordson

$119.95

0.77 (0.65%)

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Nordson to acquire Vention AT for $705M »

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  • 21

    Feb

CYH

Community Health

$6.90

-0.22 (-3.09%)

18:55
02/20/17
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Earnings
Community Health sees FY17 cont ops EPS 30c-$1.10 »

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CYH

Community Health

$6.90

-0.22 (-3.09%)

18:51
02/20/17
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Earnings
Community Health reports Q4 adjusted EPS 46c, may not compare to consensus 13c »

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  • 21

    Feb

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HSIC

Henry Schein

$168.11

0.86 (0.51%)

18:47
02/20/17
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Henry Schein to acquire Southern Anesthesia + Surgical »

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UIHC

United Insurance

$15.95

0.01 (0.06%)

18:45
02/20/17
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Earnings
United Insurance reports Q4 EPS (49c), consensus (39c) »

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  • 21

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VIPS

Vipshop

$12.16

-0.13 (-1.06%)

18:40
02/20/17
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Breaking Earnings news story on Vipshop »

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VIPS

Vipshop

$12.16

-0.13 (-1.06%)

18:39
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Vipshop reports Q4 adjusted income per ADS 23c, consensus 21c »

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  • 21

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WFC

Wells Fargo

$58.09

-0.03 (-0.05%)

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BNY Mellon

$47.14

0.07 (0.15%)

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BK

BNY Mellon

$47.14

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SPLS

Staples

$9.31

0.04 (0.43%)

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BIOA

BioAmber

$3.66

-0.07 (-1.88%)

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CBB

Cincinnati Bell

$19.85

-0.65 (-3.17%)

18:31
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VZ

Verizon

$49.19

0.73 (1.51%)

, AAPL

Apple

$135.72

0.375 (0.28%)

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Verizon appoints Apple's Andrew McKechnie as creative chief of in-house agency »

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$49.19

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AAPL

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$135.72

0.375 (0.28%)

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NEE

NextEra Energy

$126.86

0.67 (0.53%)

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  • 28

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SNX

SYNNEX

$118.37

-0.23 (-0.19%)

18:14
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FCX

Freeport McMoRan

$14.91

-0.16 (-1.06%)

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  • 26

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WEN

Wendy's

$14.13

0.44 (3.21%)

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CMG

Chipotle

$427.61

2.85 (0.67%)

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