We're raising our Micron price target after an incredible quarter and robust guidance Micron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.
源站原文 ↗We're raising our Micron price target after an incredible quarter and robust guidance Micron signaled that fiscal 2027 will be another strong year as demand for its memory products continues to exceed supply.
源站原文 ↗我们正在上调美光的目标价,此前该公司公布了强劲的季度业绩和稳健的指引。美光表示,随着其内存产品的需求持续超过供应,2027财年将又是一个强劲的年份。
美光科技周三盘后公布远超预期的财报,2026财年第四季度营收同比增长379%至54.23B美元,调整后每股收益增长1002%至33.42美元。公司预计2027财年第一季度营收为61.5B美元,调整后每股收益38.15美元,均超预期。美光称2027和2028年供需将更紧张,已签署26项战略客户协议,并可能宣布大规模回购。目标价从1,100美元上调至1,200美元。
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