"Micron sells memory, and this has led to fears that MU stock could crater as demand cools. I don't think so, and nor does the market."
"EPS is expected to grow almost 600% for FY 2026, with 190% revenue growth. FY 2027 is expected to see 51.6% revenue growth and 69% EPS growth."
"SKYT stock trades at just 12 times earnings, and it has surged due to a growth bump and the fact that it is being acquired by for $35 a share."
Three U.S.-based semiconductor stocks with market caps over $1 billion are trading at low valuations. Micron has seen explosive gains but faces challenges from Google's new AI memory compression algorithm. Despite fears of cooling demand, historical precedents suggest increased usage may occur. Micron's stock trades at 19 times earnings with significant expected EPS and revenue growth. Skywater Technology trades at 12 times earnings and is experiencing a surge due to an acquisition. Both companies show strong potential for future growth in the semiconductor market.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]