Goldman Sachs raised its price target on Micron to $900 from $400 and kept a Neutral rating, saying persistent market tightness will sustain higher pricing and margins across the industry through fiscal 2027. The bank projects Micron’s fiscal Q3 (period ending May) revenue of $37.6 bln, gross margin 83.4% and EPS $22.07 versus consensus $34.4 bln, 81.9% and $19.74 — roughly a 9% revenue upside to consensus. Goldman expects pricing-led, significant sequential revenue growth in the quarter ending

2026-06-09

Goldman Sachs raised its price target on Micron to $900 from $400 and kept a Neutral rating, saying persistent market tightness will sustain higher pricing and margins across the industry through fiscal 2027. The bank projects Micron’s fiscal Q3 (period ending May) revenue of $37.6 bln, gross margin 83.4% and EPS $22.07 versus consensus $34.4 bln, 81.9% and $19.74 — roughly a 9% revenue upside to consensus. Goldman expects pricing-led, significant sequential revenue growth in the quarter ending August. For fiscal 2026, its revenue and EPS forecasts run about 30% and 36% above consensus. Goldman also notes investor positioning remains bullish following Micron’s share rally and optimism on potential long-term customer agreements.

其他消息
2026-06-09

Axios reports Trump spent the past 24 hours pressing Israel to avoid a full-scale restart of war after Iranian missile strikes. U.S. officials say Netanyahu is unlikely to ignore the strikes because failing to retaliate would signal Iranian ascendancy and deter U.S. and Israeli military action. The call ended without a clear decision; some U.S. participants said Trump bought time, while Netanyahu said he viewed Trump's opposition as not an explicit 'do-not-retaliate' instruction. U.S. and Israel

2026-06-09

Lebanese President Aoun told CNN he will not meet with Israeli Prime Minister Benjamin Netanyahu until an agreement is reached to end the war.