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Stock impact report

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip [Yahoo! Finance]

Lam Research Corporation (LRCX) 
Last lam research corporation earnings: 4/22 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.lamresearch.com
Company Research Source: Yahoo! Finance
The company is guiding to $33.5B in Q3 FY2026 revenue and 67% gross margin, with HBM4 memory for Nvidia's Vera Rubin platform in mass production and calendar 2026 HBM supply fully sold out. Lam Research ( LRCX ) fell 9.4% on the same day that triggered the sector selloff. Google's TurboQuant algorithm announcement spooked memory investors into a fear trade, but the selloff appears to overshoot the actual risk since efficiency gains from algorithms typically expand total AI adoption and memory demand rather than permanently shrink it. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here A 47% Gap Just Opened Between Price and Target Micron Technology NASDAQ: MU ) is trading at $357.22, while the Wall Street consensus price target sits at $527.60. That gap of roughly 47% demands a clear-eyed look at what created it and whether it represents real opportunity or a warning sign dressed up a Show less Read more
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