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Micron Technology remains a buy despite recent underperformance, driven by strong AI-driven demand and expected recovery in PC, smartphone, and consumer electronics markets. Short-term concerns in the chip sector and inventory buildup by manufacturers have impacted Micron's ability to raise prices immediately. Micron's FY 2025 outlook is robust, with record revenue and profitability expected, supported by increased CapEx for advanced technology and new fabs.

Micron Technology is thriving in the high bandwidth memory market, leading to a profit beat and strong forecast for the next quarter. The company's HBM3e shipments are scaling up, with expectations of significant revenue contributions by 2025 and a market share increase to 25%. Micron's 4Q24 earnings showcased a 93% YoY sales increase and a 23% operating income margin, driven by soaring HBM demand.

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #InfiniteIngenuity--OMNIVISION, a leading global developer of semiconductor solutions, including advanced digital imaging, analog, and touch & display technology, today announced three new back-side illuminated (BSI) global shutter (GS) image sensors for machine vision applications including industrial automation, robotics, logistics barcode scanners and intelligent transportation systems (ITS). The new GS image sensors feature a 3.45-micron (µm) BSI pixel for high sensiti.

Micron benefits from tailwinds, but volatility could undermine its potential gains.

Micron's stock is a buy due to attractive valuation and strong long-term revenue prospects, driven by AI, 5G, and other technological advancements. Recent Q4 results show strong performance with revenue growth, margin expansion, and high demand for high-value solutions like HBM and SSDs. Improved pricing outlook and industry supply constraints are expected to drive higher ASPs, benefiting Micron's profitability and capital returns.

This chip stock is not only cheaper than Nvidia, but it is set to grow at a faster pace than the AI pioneer as well.

Micron's beat-and-raise quarter is eye-popping.

Micron Technology, Inc. proved the doubters and analysts wrong with a Babe Ruth-style homerun earnings report that saw revenues nearly double YoY driven by the artificial intelligence (AI) boom. The irony is that at least three analysts downgraded, trimmed estimates or lowered price targets for Micron ahead of its fiscal fourth-quarter earnings report, sending shares as low as $84.12 on Sept.

Cantor Fitzgerald analyst C J Muse reiterated Micron Technology Inc MU with an Overweight rating and a $150 price target.

MU's recent gains are promising, but concerns over HBM chip oversupply suggest that one should hold the stock for now.