대부분 애널 마이크론 비중 확대 의견(2021.09.29)

2021.09.30

Micron falls 2% post-earnings as analysts look ahead to supply resolution (NASDAQ:MU) | Seeking Alpha

마이크론 다음 분기 실적 전망치 하향으로 목표가 하향에도  불구하고 대부분 애널리스트는

비중확대 의견 제시.

 

Micron falls 2% post-earnings as analysts look ahead to supply resolution (NASDAQ:MU) | Seeking Alpha

• Shares in Micron Technology (NASDAQ:MU) ended the day 2% lower (after some sharper moves outside market hours) following yesterday's fiscal fourth-quarter earnings, where it beat consensus but issued downbeat guidance, warning of supply chain issues both direct and indirect.
• The company said there were ongoing constraints in the supply chain for certain integrated circuit components. It also warned that PC customers were adjusting memory and storage purchases thanks to shortages of non-memory components needed to complete a PC build.

Morgan Stanley maintains an Equal Weight rating, and says it's staying cautious since it's seeing no improvement in the elevated inventory at customers.

 

Meanwhile, most bulls are acknowledging the issues without making a sea change to their outlook.

반면에 대부분 상승론자들은 전망치에 큰 변화없이 문제점을 인지하고 있다.

 

Mizuho took the opportunity to trim its price target to $90, from $97.

After today's decline, though, that target still implies 26% upside.

미즈호 증권은 마이크론 목표가를 97달러에서 90달러로 내렸지만 현재가에서 26% 상승 여력이 있다.

 

And Deutsche Bank notes that output is being hurt by low levels of finished goods inventory along with the supply concerns for integrated circuits; it's sticking with a Buy.

도이치 뱅크는 매수 의견 유지.

 

Barclays adds the note that margin outlook was worse than anticipated - the company's guiding to non-GAAP gross margin of 46-48% in its fiscal first quarter, vs. 47.9% in the just-completed quarter - but overall it sees a "more muted near-term environment before a 2H recovery." It's also Overweight the stock.

바클레이 비중확대 유지.

 

Despite some flatness over the past six months, shares are still up 47% over the past year.

지난 6개월간 마이크론이 상승하지는 못했으나 지난 1년간 47% 상승했다.