Al385
2021-09-28
Earnings are always good buy price action speaks differently
Micron Has Been Stuck in Neutral. Can Its Earnings Fix the Stock?<blockquote>美光一直处于中性状态。它的盈利能修复股票吗？</blockquote>
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Can Its Earnings Fix the Stock?<blockquote>美光一直处于中性状态。它的盈利能修复股票吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1164667628","media":"Barrons","summary":"Micron Technology stock has barely moved this year, giving investors little reason to get excited ab","content":"<p>Micron Technology stock has barely moved this year, giving investors little reason to get excited about the memory maker. But that might change Tuesday when the company reports earnings.</p><p><blockquote>美光科技股价今年几乎没有变动，投资者没有理由对这家内存制造商感到兴奋。但这种情况可能会在周二该公司公布财报时发生变化。</blockquote></p><p> Micron (ticker: MU) is set to report fiscal fourth-quarter results after the closing bell. The consensus estimate is adjusted earnings of $2.33 a share on revenue of $8.22 billion. Micron has issued guidance for earnings of $2.20 to $2.40 a share, and revenue of $8 billion to $8.4 billion, according to FactSet. In the year-ago quarter, Micron reported an adjusted profit of $1.08 a share on revenue of $6.06 billion.</p><p><blockquote>美光科技（股票代码：MU）将于收盘后公布第四财季业绩。市场普遍预期调整后每股收益为2.33美元，营收为82.2亿美元。FactSet的数据显示，美光科技发布的每股收益指引为2.20至2.40美元，营收为80亿至84亿美元。去年同期，美光科技公布调整后每股利润为1.08美元，营收为60.6亿美元。</blockquote></p><p> Citi Research analyst Christopher Danely expects Micron to report earnings that are in line with consensus estimates, and that executives will issue guidance that comes in below fiscal first-quarter forecasts. He’s bullish on the company, reiterating a Buy rating on the stock.</p><p><blockquote>花旗研究分析师克里斯托弗·丹利(Christopher Danely)预计，美光科技将公布的盈利符合普遍预期，高管们将发布低于第一财季预测的指引。他看好该公司，重申对该股的买入评级。</blockquote></p><p> But he projects the memory the company makes will get 5% to 10% cheaper in the fourth quarter, and 10% cheaper early next year. That dip is likely a short-term issue, he wrote in a note published Monday. Danely expects memory pricing to drop as much as 10% through the first quarter in 2022, and recover that 10% in the second half of next year. </p><p><blockquote>但他预计该公司生产的内存将在第四季度便宜5%至10%，明年初便宜10%。他在周一发布的一份报告中写道，这种下降可能是一个短期问题。Danely预计，到2022年第一季度，内存定价将下降10%，并在明年下半年恢复10%。</blockquote></p><p> Such a dip in prices would be mostly the result of the market for personal computers, which makes up roughly 20% of the overall demand for dynamic random access memory. Danely said demand for memory for PCs will dry up, and inventory at hyper-scale data center companies will remain high.</p><p><blockquote>这种价格下降主要是个人计算机市场的结果，个人计算机市场约占动态随机存取存储器总需求的20%。Danely表示，个人电脑对内存的需求将枯竭，超大规模数据中心公司的库存将保持高位。</blockquote></p><p> As a result of lower prices for memory, Danely cut his estimates for 2022 revenue to $32.50 billion, and earnings to $8.82 a share. The consensus among analysts tracked by FactSet is for earnings of $10.87 a share for fiscal 2022 on revenue of $36.25 billion. Danely said the worst memory price drops will occur in the first three months of 2022, and the company’s gross margins will bottom out at roughly 40%. Analysts expect gross margins of 47% for the fourth quarter.</p><p><blockquote>由于内存价格下降，Danely将2022年收入预期下调至325亿美元，每股收益下调至8.82美元。FactSet追踪的分析师一致认为，2022财年每股收益为10.87美元，营收为362.5亿美元。Danely表示，最严重的内存价格下跌将发生在2022年前三个月，该公司的毛利率将触底，约为40%。分析师预计第四季度毛利率为47%。</blockquote></p><p> Danely predicted that the company will cut capital spending soon too, as a result of memory pricing drop, suggesting that it would do so early next year.</p><p><blockquote>Danely预测，由于内存价格下降，该公司也将很快削减资本支出，这表明它将在明年初这样做。</blockquote></p><p> Of the analysts who cover Micron, 88% rate shares a Buy, and 13% have a Hold rating on the stock. There are no sell ratings on Micron, according to FactSet. The average target price is $110.10, which implies an upside of 47%.</p><p><blockquote>在关注美光科技的分析师中，88%的分析师对该股给予买入评级，13%的分析师对该股给予持有评级。FactSet的数据显示，美光科技没有卖出评级。平均目标价为110.10美元，意味着上涨空间为47%。</blockquote></p><p> Shares of Micron advanced 1.5% to $75.18 in Monday trading. The stock has been flat this year, as the PHLX Semiconductor index,or SOX, rose 23%.</p><p><blockquote>周一交易中，美光科技股价上涨1.5%，至75.18美元。该股今年表现平平，PHLX半导体指数(SOX)上涨了23%。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Has Been Stuck in Neutral. Can Its Earnings Fix the Stock?<blockquote>美光一直处于中性状态。它的盈利能修复股票吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Has Been Stuck in Neutral. Can Its Earnings Fix the Stock?<blockquote>美光一直处于中性状态。它的盈利能修复股票吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-28 17:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Micron Technology stock has barely moved this year, giving investors little reason to get excited about the memory maker. But that might change Tuesday when the company reports earnings.</p><p><blockquote>美光科技股价今年几乎没有变动，投资者没有理由对这家内存制造商感到兴奋。但这种情况可能会在周二该公司公布财报时发生变化。</blockquote></p><p> Micron (ticker: MU) is set to report fiscal fourth-quarter results after the closing bell. The consensus estimate is adjusted earnings of $2.33 a share on revenue of $8.22 billion. Micron has issued guidance for earnings of $2.20 to $2.40 a share, and revenue of $8 billion to $8.4 billion, according to FactSet. In the year-ago quarter, Micron reported an adjusted profit of $1.08 a share on revenue of $6.06 billion.</p><p><blockquote>美光科技（股票代码：MU）将于收盘后公布第四财季业绩。市场普遍预期调整后每股收益为2.33美元，营收为82.2亿美元。FactSet的数据显示，美光科技发布的每股收益指引为2.20至2.40美元，营收为80亿至84亿美元。去年同期，美光科技公布调整后每股利润为1.08美元，营收为60.6亿美元。</blockquote></p><p> Citi Research analyst Christopher Danely expects Micron to report earnings that are in line with consensus estimates, and that executives will issue guidance that comes in below fiscal first-quarter forecasts. He’s bullish on the company, reiterating a Buy rating on the stock.</p><p><blockquote>花旗研究分析师克里斯托弗·丹利(Christopher Danely)预计，美光科技将公布的盈利符合普遍预期，高管们将发布低于第一财季预测的指引。他看好该公司，重申对该股的买入评级。</blockquote></p><p> But he projects the memory the company makes will get 5% to 10% cheaper in the fourth quarter, and 10% cheaper early next year. That dip is likely a short-term issue, he wrote in a note published Monday. Danely expects memory pricing to drop as much as 10% through the first quarter in 2022, and recover that 10% in the second half of next year. </p><p><blockquote>但他预计该公司生产的内存将在第四季度便宜5%至10%，明年初便宜10%。他在周一发布的一份报告中写道，这种下降可能是一个短期问题。Danely预计，到2022年第一季度，内存定价将下降10%，并在明年下半年恢复10%。</blockquote></p><p> Such a dip in prices would be mostly the result of the market for personal computers, which makes up roughly 20% of the overall demand for dynamic random access memory. Danely said demand for memory for PCs will dry up, and inventory at hyper-scale data center companies will remain high.</p><p><blockquote>这种价格下降主要是个人计算机市场的结果，个人计算机市场约占动态随机存取存储器总需求的20%。Danely表示，个人电脑对内存的需求将枯竭，超大规模数据中心公司的库存将保持高位。</blockquote></p><p> As a result of lower prices for memory, Danely cut his estimates for 2022 revenue to $32.50 billion, and earnings to $8.82 a share. The consensus among analysts tracked by FactSet is for earnings of $10.87 a share for fiscal 2022 on revenue of $36.25 billion. Danely said the worst memory price drops will occur in the first three months of 2022, and the company’s gross margins will bottom out at roughly 40%. Analysts expect gross margins of 47% for the fourth quarter.</p><p><blockquote>由于内存价格下降，Danely将2022年收入预期下调至325亿美元，每股收益下调至8.82美元。FactSet追踪的分析师一致认为，2022财年每股收益为10.87美元，营收为362.5亿美元。Danely表示，最严重的内存价格下跌将发生在2022年前三个月，该公司的毛利率将触底，约为40%。分析师预计第四季度毛利率为47%。</blockquote></p><p> Danely predicted that the company will cut capital spending soon too, as a result of memory pricing drop, suggesting that it would do so early next year.</p><p><blockquote>Danely预测，由于内存价格下降，该公司也将很快削减资本支出，这表明它将在明年初这样做。</blockquote></p><p> Of the analysts who cover Micron, 88% rate shares a Buy, and 13% have a Hold rating on the stock. There are no sell ratings on Micron, according to FactSet. The average target price is $110.10, which implies an upside of 47%.</p><p><blockquote>在关注美光科技的分析师中，88%的分析师对该股给予买入评级，13%的分析师对该股给予持有评级。FactSet的数据显示，美光科技没有卖出评级。平均目标价为110.10美元，意味着上涨空间为47%。</blockquote></p><p> Shares of Micron advanced 1.5% to $75.18 in Monday trading. The stock has been flat this year, as the PHLX Semiconductor index,or SOX, rose 23%.</p><p><blockquote>周一交易中，美光科技股价上涨1.5%，至75.18美元。该股今年表现平平，PHLX半导体指数(SOX)上涨了23%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/micron-stock-price-earnings-51632791745?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.barrons.com/articles/micron-stock-price-earnings-51632791745?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164667628","content_text":"Micron Technology stock has barely moved this year, giving investors little reason to get excited about the memory maker. But that might change Tuesday when the company reports earnings.\nMicron (ticker: MU) is set to report fiscal fourth-quarter results after the closing bell. The consensus estimate is adjusted earnings of $2.33 a share on revenue of $8.22 billion. Micron has issued guidance for earnings of $2.20 to $2.40 a share, and revenue of $8 billion to $8.4 billion, according to FactSet. In the year-ago quarter, Micron reported an adjusted profit of $1.08 a share on revenue of $6.06 billion.\n\nCiti Research analyst Christopher Danely expects Micron to report earnings that are in line with consensus estimates, and that executives will issue guidance that comes in below fiscal first-quarter forecasts. He’s bullish on the company, reiterating a Buy rating on the stock.\n\nBut he projects the memory the company makes will get 5% to 10% cheaper in the fourth quarter, and 10% cheaper early next year. That dip is likely a short-term issue, he wrote in a note published Monday. Danely expects memory pricing to drop as much as 10% through the first quarter in 2022, and recover that 10% in the second half of next year. \n\nSuch a dip in prices would be mostly the result of the market for personal computers, which makes up roughly 20% of the overall demand for dynamic random access memory. Danely said demand for memory for PCs will dry up, and inventory at hyper-scale data center companies will remain high.\nAs a result of lower prices for memory, Danely cut his estimates for 2022 revenue to $32.50 billion, and earnings to $8.82 a share. The consensus among analysts tracked by FactSet is for earnings of $10.87 a share for fiscal 2022 on revenue of $36.25 billion. Danely said the worst memory price drops will occur in the first three months of 2022, and the company’s gross margins will bottom out at roughly 40%. Analysts expect gross margins of 47% for the fourth quarter.\nDanely predicted that the company will cut capital spending soon too, as a result of memory pricing drop, suggesting that it would do so early next year.\nOf the analysts who cover Micron, 88% rate shares a Buy, and 13% have a Hold rating on the stock. There are no sell ratings on Micron, according to FactSet. The average target price is $110.10, which implies an upside of 47%.\nShares of Micron advanced 1.5% to $75.18 in Monday trading. The stock has been flat this year, as the PHLX Semiconductor index,or SOX, rose 23%.","news_type":1,"symbols_score_info":{"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":2090,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":52,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/862937532"}
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