HBM Stock Recent News

Micron is gaining significant market share in the HBM DRAM segment, capitalizing on Samsung's recent setbacks and strong demand from AI leaders like Nvidia and AMD. Q3 FY25 results showed impressive sequential and year-over-year growth, driven by HBM momentum and well-managed inventory, supporting a bullish outlook. Micron's increased capex guidance and continued market share gains reinforce confidence in its long-term growth and ability to meet 20-25% HBM share targets.

BMBL, HBM, HIMS, BWMX and ERO have been added to the Zacks Rank #1 (Strong Buy) List on July 8, 2025.

Reiterating "Buy" after a 56% gain, I believe I initially underestimated Micron's upside potential and now see a path to new all-time highs. Micron's massive Q3 earnings beat and sold-out HBM supply for 2025/2026 provide exceptional visibility and de-risk the near-term outlook for the company. Don't fear the temporary margin dip from the HBM ramp; it's a necessary investment that will fuel significant, long-term margin expansion through fiscal 2026.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Strong interest coverage ratios make HBM, STRL, MOH, and VRT standout picks for navigating debt and driving earnings growth.

Hudbay, StoneCo, Centene, and CVS stand out as top value picks for H2 2025 with strong cash flow and growth prospects.

Walking investors through how to screen for stocks that offer the winning combination of compelling value and improving earnings outlooks, ideal for buying in July and beyond.

HudBay Minerals (HBM) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Investors interested in stocks from the Mining - Miscellaneous sector have probably already heard of HudBay Minerals (HBM) and Wheaton Precious Metals Corp. (WPM). But which of these two stocks offers value investors a better bang for their buck right now?

Micron's strong 3Q FY2025 results and upbeat 4Q guidance point to accelerating growth and margin expansion, fueled by surging AI-driven demand for HBM and DRAM. Management raised its FY2025 DRAM bit growth outlook to the high-teens percentage range, up from mid-teens last quarter. Current AI capex and hyperscaler demand support a bullish outlook through FY2026, with HBM growth set to outpace DRAM next year.