Micron Technology (MU-Q) Stock Predictions - Stockchase
WATCH LIST
82
Micron Technology (MU-Q)

ON STOCKCHASE SINCE Mar 2001

micro semi conductors

computer software/processing

Micron Technology

MU-Q

31 watching          
Join the Discussion

Micron Technology (MU-Q) SAVE Feb, 21, 2019, 9:39 am

42.43 0.22 (0.51%)

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



  • All
  • Filtered
Signal Opinion Expert
TOP PICK
Micron Technology(MU-Q) 

February 20, 2019

The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30)
computer software/processing
0 0 0 0 0
0 comments
The CEO last week said second-half earnings will increase sharply. Their cash position has improved dramatically and they are now trading at 5 times earnings. Too cheap to ignore. Yield 0%. (Analysts’ price target is $47.30)
computer software/processing
0 0 0 0 0
0 comments
Peter Hodson

CEO & Head, 5i Research Inc....

Price Price
$42.210
Owned Owned
Yes

BUY
Micron Technology(MU-Q) 

January 22, 2019

A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
0 0 0 0 0
0 comments
A leader in the digital side of chips. Target price of $77, now $34. It's extremely discounted.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$33.870
Owned Owned
Yes

DON'T BUY
Micron Technology(MU-Q) 

December 10, 2018

He has sworn off semiconductor stocks. A soon as there is a glut of chips, the price falls off. You need to be in an industry where you can't have such sudden increases in supply.
computer software/processing
0 0 0 0 0
0 comments
He has sworn off semiconductor stocks. A soon as there is a glut of chips, the price falls off. You need to be in an industry where you can't have such sudden increases in supply.
computer software/processing
0 0 0 0 0
0 comments
Teal Linde

Portfolio , Linde Equity Report...

Price Price
$34.800
Owned Owned
Unknown

DON'T BUY
Micron Technology(MU-Q) 

December 6, 2018

Memory chips. Margins used to be fantastic. The semis and memory manufacturers are a great long term investment. He is on board. They are doing a good job. He would not buy it today because it does not check the technical box. You are in a negative earnings revision cycle.
computer software/processing
0 0 0 0 0
0 comments
Memory chips. Margins used to be fantastic. The semis and memory manufacturers are a great long term investment. He is on board. They are doing a good job. He would not buy it today because it does not check the technical box. You are in a negative earnings revision cycle.
computer software/processing
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$37.670
Owned Owned
Unknown

DON'T BUY
Micron Technology(MU-Q) 

November 30, 2018

Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still.
computer software/processing
0 0 0 0 0
0 comments
Anytime a stock trades less than 4 times earnings, it usually foretells doom. The new CEO has restructured the balance sheet and now they have $2 billion of net cash, which is good. The flash memory product has faced headwinds. He thinks this is trading at too high a value still.
computer software/processing
0 0 0 0 0
0 comments
Steven Ko

President , Steven Ko...

Price Price
$38.560
Owned Owned
No

HOLD
Micron Technology(MU-Q) 

November 16, 2018

It’s getting wiped out with everything else. Not scared of volatility in a stock like this. It’s had a great ride. Very healthy pullback. Still likes it, would still own it.
computer software/processing
0 0 0 0 0
0 comments
It’s getting wiped out with everything else. Not scared of volatility in a stock like this. It’s had a great ride. Very healthy pullback. Still likes it, would still own it.
computer software/processing
0 0 0 0 0
0 comments
Elliott Fishman

Director o, Trading Services Gro...

Price Price
$39.440
Owned Owned
Unknown

SPECULATIVE BUY
Micron Technology(MU-Q) 

November 2, 2018

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

computer software/processing
0 0 0 0 0
0 comments

It is supposed to earn $10.46 per share next year, but the market is only projecting less than $2 per share. About 80% of their sales are into China. He worries about the potential trade war impacts. They have accused their Chinese partner on a project for stealing intellectual property. He would peck away at this, but sees $19 as a possible lower test point. They have a very small position in Micron.

computer software/processing
0 0 0 0 0
0 comments
Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$40.320
Owned Owned
Yes

BUY on WEAKNESS
Micron Technology(MU-Q) 

October 31, 2018

He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices.
computer software/processing
0 0 0 0 0
0 comments
He does own this, but took profit recently. They represent the digital side of the semi-conductor space. The business is very cyclical and he has chosen to underweight this space for now. He would watch for an opportunity to buy back in at lower prices.
computer software/processing
0 0 0 0 0
0 comments
Kim Bolton

President , Black Swan Dexterita...

Price Price
$37.720
Owned Owned
Yes

BUY
Micron Technology(MU-Q) 

October 22, 2018

The chip space is down to three players occuping 95% of the market, so these companies are focussed on earning investor returns. AI and self-driving cars will be a tailwind. Yes, the stock has traded off from $60 to $40 a share. InvestorS saw this as a deeply cyclical company. True, but he sees this as a growth cyclical company. It has a lot of free cash flow and has promised a large share buyback.

computer software/processing
0 0 0 0 0
0 comments

The chip space is down to three players occuping 95% of the market, so these companies are focussed on earning investor returns. AI and self-driving cars will be a tailwind. Yes, the stock has traded off from $60 to $40 a share. InvestorS saw this as a deeply cyclical company. True, but he sees this as a growth cyclical company. It has a lot of free cash flow and has promised a large share buyback.

computer software/processing
0 0 0 0 0
0 comments
Ashley Misquitt

Senior Po, Empire Life ...

Price Price
$39.760
Owned Owned
Unknown

COMMENT
Micron Technology(MU-Q) 

October 12, 2018

Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first.

computer software/processing
0 0 0 0 0
0 comments

Another chip company. Profitability has really jumped. 2.7B in cash. Very volatile stock, more of a trade than an investment. If there’s a falloff from electrification because of a recession, they’ll be hit hard first.

computer software/processing
0 0 0 0 0
0 comments
David Driscoll

President , Liberty Internationa...

Price Price
$42.470
Owned Owned
Unknown

SELL
Micron Technology(MU-Q) 

October 10, 2018

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

computer software/processing
0 0 0 0 0
0 comments

He thinks semi-conductors are heading down.  He would sell this one – especially as the momentum is coming out of this sector.  Another 10% drop in the sector overall, could cause another major fall in value.    

computer software/processing
0 0 0 0 0
0 comments
Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$41.610
Owned Owned
No

DON'T BUY
Micron Technology(MU-Q) 

October 1, 2018

Tariffs are not a good thing, of course. But more importantly be worried that the chip cycle has turned. There were strong numbers before, but not going forward. Numbers ahead don't look good. Avoid.

computer software/processing
0 0 0 0 0
0 comments

Tariffs are not a good thing, of course. But more importantly be worried that the chip cycle has turned. There were strong numbers before, but not going forward. Numbers ahead don't look good. Avoid.

computer software/processing
0 0 0 0 0
0 comments
Gavin Graham

Trustee, Pointbreak ETFs...

Price Price
$45.150
Owned Owned
Unknown

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
Jason Mann

CIO & Co-F, Edgehill Patners...

Price Price
$43.580
Owned Owned
Unknown

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
0 0 0 0 0
0 comments

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
0 0 0 0 0
0 comments
Ross Healy

Chairman, Strategic Analysis C...

Price Price
$48.070
Owned Owned
No

Showing 1 to 15 of 82 entries
Successfully Saved Company
Successfully Saved Company