Q2 revenue rose 38% YoY, driven by 47% DRAM growth and record HBM sales exceeding $1B; Micron is now a key AI memory supplier. Q3 guidance at record $8.8B shows momentum; HBM3E ramp and full 2025 sell

Micron: A Dirt-Cheap AI Growth Play

09:34am, Friday, 21'st Mar 2025
Micron's Q2'25 earnings exceeded expectations due to strong demand for memory products, particularly HBM3E, and showed solid revenue growth in DRAM and NAND segments. The memory and storage company pr
I reiterate a 'Strong Buy' rating on Micron with a fair value of $140 per share, driven by robust HBM growth and strategic capacity expansion. Micron reported 38.3% revenue growth and 24.9% adjusted o
Micron stock dropped about 40% since June 2024. It seems that Wall Street is assuming that memory cycle has already peaked. Memory Cycle hasn't peaked yet due to ramp up of High Bandwidth Memory (HBM)
Hudbay Minerals, Inc. (NYSE:HBM ) Q4 2024 Earnings Conference Call February 19, 2025 11:00 AM ET Company Participants Candace Brûlé - VP, IR Peter Kukielski - President & CEO Eugene Lei - CFO Andre
While the top- and bottom-line numbers for HudBay Minerals (HBM) give a sense of how the business performed in the quarter ended December 2024, it could be worth looking at how some of its key metrics

HudBay Minerals (HBM) Q4 Earnings Match Estimates

08:21am, Wednesday, 19'th Feb 2025
HudBay Minerals (HBM) came out with quarterly earnings of $0.18 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.20 per share a year ago.
TORONTO, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “company”) (TSX, NYSE: HBM) today released its fourth quarter and full year 2024 financial results, and announc
Beyond analysts' top -and-bottom-line estimates for HudBay Minerals (HBM), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the
HudBay Minerals (HBM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lam Research is poised to benefit significantly from the AI infrastructure boom, driven by increasing demand for high-bandwidth memory and advanced logic chips. The company holds dominant market share
TORONTO, Jan. 24, 2025 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) ( TSX, NYSE: HBM) senior management will host a conference call on Wednesday, February 19, 2025 at 1

Micron's Low Price Is A Gift

05:47am, Thursday, 23'rd Jan 2025
Micron's data center revenue should grow 91% and 38% in FY2025 and FY2026, driven by cloud server DRAM and HBM. The market is not assigning a strong multiple to Micron's largest, most profitable and f
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TORONTO, Jan. 16, 2025 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) ( TSX, NYSE: HBM) is pleased to announce that it has surpassed a total of one million ounces of gold
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