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๐๐ข๐๐ซ๐จ๐ง: Lynx raises ๐๐ ๐ญ๐จ $๐๐๐
The firm said recent checks show Micron has sold out its HBM capacity through 2027, extending beyond managementโs previous guidance of capacity sold through 2026. The firm also said Micronโs DDR5/lpDDR5 capacity may be sold out through 2027
Lynx Equity said Micron is likely negotiating supply and pricing terms into 2028 after allocating 2027 supply to key customers. The firm expects fiscal 2028 revenue to rise 40%, compared with consensus estimates that are flat to down
The firm said the market is focused on upside to second-quarter contract pricing, but the real story is Micron may have gained visibility on demand and pricing through 2027. Lynx Equity expects 2028 to be the year when new DRAM wafer capacity comes online
The $825 price target represents a Street-high, according to the firm. Lynx Equity recommended aggressive buying ahead of the start of earnings season next week