Micron Technology (MU-Q) Stock Predictions - Stockchase
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Micron Technology (MU-Q)

ON STOCKCHASE SINCE Mar 2001

micro semi conductors

computer software/processing

Micron Technology Micron Technology
MU-Q

19 70
computer software/processing

Micron Technology (MU-Q) SAVE

44.74

1.32 (2.87%)

Sep, 22, 2018, 12:00 am

OPINIONS

About Micron Technology (MU-Q)

Micron Technology, Inc. is an American global corporation based in Boise, Idaho which produces many forms of semiconductor devices, including dynamic random-access memory, flash memory, and solid-state drives. More at Wikipedia

What the experts are saying about MU-Q



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Signal Opinion Expert
COMMENT
Micron Technology(MU-Q) 

September 19, 2018

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

computer software/processing

It's very cyclical. It has consolidated the space as leader, so there's less competition now. This cycle is not over, but it's trading below its 50-day moving average. If you're a value investor, you could buy it now, but the technicals don't impress him.

computer software/processing
David Burrows

President , Barometer Capital Ma...

Price Price
$45.060
Owned Owned
Unknown

BUY
Micron Technology(MU-Q) 

September 17, 2018

It has two things he likes.  It has good price momentum and good valuation.  Chip makers are meaningfully cheaper than software companies.  This is a very cheap company, about 4 times earnings.  They have all struggled recently but that is not a reason to give up on them.  Hang on to it or take another look at it.

computer software/processing

It has two things he likes.  It has good price momentum and good valuation.  Chip makers are meaningfully cheaper than software companies.  This is a very cheap company, about 4 times earnings.  They have all struggled recently but that is not a reason to give up on them.  Hang on to it or take another look at it.

computer software/processing
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$43.580
Owned Owned
Unknown

DON'T BUY
Micron Technology(MU-Q) 

August 20, 2018

Incredibly volatile, both this stock and the "memory" chip space. If you like semi-conductors, then look at the semis' capital equipment companies. The real money is made by the people who supply the picks and shovels. Now is the not a good time to enter this industry because revenues will be down 10-20% in the quarter. But revenues should be higher in 2019. Look at this space in Q4.

computer software/processing

Incredibly volatile, both this stock and the "memory" chip space. If you like semi-conductors, then look at the semis' capital equipment companies. The real money is made by the people who supply the picks and shovels. Now is the not a good time to enter this industry because revenues will be down 10-20% in the quarter. But revenues should be higher in 2019. Look at this space in Q4.

computer software/processing
David Fingold

VP and Por, Dynamic Funds...

Price Price
$48.070
Owned Owned
No

SPECULATIVE BUY
Micron Technology(MU-Q) 

August 20, 2018

He used to love it until he sold it recently. The problem with it is that the chip business is wildly volatile, and it's hit a bad patch. His FMV shows a 300% upside. Nice balance sheet. But the business it's in is volatile. You can take a
crack at it at $42.

computer software/processing

He used to love it until he sold it recently. The problem with it is that the chip business is wildly volatile, and it's hit a bad patch. His FMV shows a 300% upside. Nice balance sheet. But the business it's in is volatile. You can take a
crack at it at $42.

computer software/processing
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$48.070
Owned Owned
No

PAST TOP PICK
Micron Technology(MU-Q) 

August 2, 2018

(A Top Pick August 28/17 - Up 12%.) Covered call selling JAN 30 calls. They were called away. More volatility here. 

computer software/processing

(A Top Pick August 28/17 - Up 12%.) Covered call selling JAN 30 calls. They were called away. More volatility here. 

computer software/processing
Richard Croft

President, R.N. Croft Financial...

Price Price
$53.400
Owned Owned
No

BUY
Micron Technology(MU-Q) 

July 18, 2018

Semi-conductors are seeing a buying signal lately.  He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company.  This is one of the companies than controls market share in the space.  

computer software/processing

Semi-conductors are seeing a buying signal lately.  He thinks tech will continue to be a leader in this inflationary area and likes the earning growth of this company.  This is one of the companies than controls market share in the space.  

computer software/processing
David Burrows

President , Barometer Capital Ma...

Price Price
$57.450
Owned Owned
No

COMMENT
Micron Technology(MU-Q) 

July 17, 2018

This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

computer software/processing

This is a cyclical stock. Over half of its business goes to China. It is at peak earnings. His model price is $196.21, which is a 250% upside, but this stock never trades on its earnings because it is cyclical. He expects the stock to trade over and under his EBB+3 price level which, a year from now, is $82, still much higher than its current price around $60. The stock pays no dividend.

computer software/processing
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$56.960
Owned Owned
No

COMMENT

It's done well as it continues to trend higher. It's been a great name. News about them being banned from China worries investors, but in this space this is one of the best stocks. Put a stop loss on it. He likes this.

computer software/processing

It's done well as it continues to trend higher. It's been a great name. News about them being banned from China worries investors, but in this space this is one of the best stocks. Put a stop loss on it. He likes this.

computer software/processing
Stan Wong

Director &, Private Wealth Manag...

Price Price
$51.480
Owned Owned
Unknown

BUY

He bought it back in 2016.  When he started researching assisted driving, this company came on his radar.  It is a volatile stock, but the valuation is fair with the Price Earnings to Growth ratio running at a cheap 0.22.  His target price is $80 in one year.  It is a leader in the NAN and DRAM chip markets. 

computer software/processing

He bought it back in 2016.  When he started researching assisted driving, this company came on his radar.  It is a volatile stock, but the valuation is fair with the Price Earnings to Growth ratio running at a cheap 0.22.  His target price is $80 in one year.  It is a leader in the NAN and DRAM chip markets. 

computer software/processing
Kim Bolton

President , Black Swan Dexterita...

Price Price
$58.740
Owned Owned
Yes

COMMENT

It has been volatile over the years. It's currently on an up cycle which should continue since there's more demand for storage and the Cloud. He doesn't know MU well.

computer software/processing

It has been volatile over the years. It's currently on an up cycle which should continue since there's more demand for storage and the Cloud. He doesn't know MU well.

computer software/processing
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$62.570
Owned Owned
No

BUY

All the tech stocks look expensive for value investors. This has good growth ahead with demand from phones and other devices. He likes semiconductor companies and any portfolio should have some exposure to this space.

computer software/processing

All the tech stocks look expensive for value investors. This has good growth ahead with demand from phones and other devices. He likes semiconductor companies and any portfolio should have some exposure to this space.

computer software/processing
Wolfgang Klein

Senior inv, Canaccord Genuity We...

Price Price
$61.350
Owned Owned
Unknown

BUY

He thinks they are ideally positioned for the movement to cloud based storage.  Estimates are that global cloud storage has increased by 90% over the past 18 months.  They put up a good earnings surprise and are doing well. 

computer software/processing

He thinks they are ideally positioned for the movement to cloud based storage.  Estimates are that global cloud storage has increased by 90% over the past 18 months.  They put up a good earnings surprise and are doing well. 

computer software/processing
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$51.010
Owned Owned
No

BUY
Micron Technology(MU-Q) 

April 18, 2018

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

computer software/processing

Lam or Micron? Semi-conductors have been a good neighbourhood to be in. LAM is much more focused on equipment that makes semis while Micron is focussed on memory chips. With the proliferation of handsets, the demand for memory has been shooting through the roof, so Micron is benefitting big. He prefers Micron, though it's more cyclical than other stocks. Given consolidation in this space, the pricing power has gotten better. It trades at 6x PE like a cyclical. Great job of growing its business.

computer software/processing
David Burrows

President , Barometer Capital Ma...

Price Price
$54.010
Owned Owned
Unknown

COMMENT
Micron Technology(MU-Q) 

March 20, 2018

The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

computer software/processing

The chip space has come to life in recent years. Not too familiar with MU but all these names are up.

computer software/processing
Bruce Murray

CEO & Chie, The Murray Wealth Gr...

Price Price
$61.150
Owned Owned
Unknown

COMMENT
Micron Technology(MU-Q) 

March 13, 2018

Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

computer software/processing

Stock had a boast last week with a strong earnings report. A solid stock and he likes this space. Big data has a promising future--AI demands more, better chips from makers like this. But he prefers the companies that make the equipment that produce these semi-conducting chips, like Applied Materials, AMAT. Nothing against MU though.

computer software/processing
Stan Wong

Director &, Private Wealth Manag...

Price Price
$59.430
Owned Owned
No

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