Micron gains as Baird upgrades on HBM strength; adds to top semi ideas [Seeking Alpha]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations:
investor.nvidia.com/home/default.aspx
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Source: Seeking Alpha
Shares rose 4.8% in mid-day trading. The firm acknowledged that it is "catching the train a bit late" with the upgrade, though it still sees "meaningful upside opportunities ahead," especially in light of the recent pullback in the stock. This should lead to a "somewhat unprecedented outlook for memory over the next 12–18 months," analyst Tristan Gerra said. "DRAM pricing is stronger than previously expected with increasing mix of premium-priced DDR5, while HBM3E has the potential to generate 60%+ gross margin for Micron next year," Gerra added. He raised his rating on Micron to Outperform and bumped his price target to $150 from $115. There is the belief that as high-bandwidth memory use turns into a "super cycle," it could result in 20% of Micron's total dynamic random access memory revenue by 2025, with 150% growth expected next year, Gerra added. Micron is also seeing an "improving mix" of its double data rate product, DDR5, which now accounts for more than 50% of the com
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NVDA
News
- Time to Buy Nvidia's Stock as Q1 Earnings Approach Next Week? [Yahoo! Finance]Yahoo! Finance
- Stock market's record-setting rebound may have further to go [Yahoo! Finance Canada]Yahoo! Finance Canada
- Stock market's record-setting rebound may have further to go [Yahoo! Finance]Yahoo! Finance
- Stock market's record-setting rebound may have further to go [Yahoo! Finance Canada]Yahoo! Finance Canada
- Nvidia's long-term growth is uncertain: Strategist [Yahoo! Finance Canada]Yahoo! Finance Canada
NVDA
Earnings
- 2/21/24 - Beat
NVDA
Sec Filings
- 5/15/24 - Form 13F-HR
- 5/14/24 - Form ARS
- 5/14/24 - Form DEF
- NVDA's page on the SEC website