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SingHeat
04-22 02:15
Yes yes waiting for your $600 target
Seagate price target raised to $605 from $450 at BofA
SingHeat
04-21 23:34
Go go go hit the $600 mark
Earning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish
SingHeat
04-21 23:15
Waiting for the share to cross the $600 mark 😝
Seagate price target raised to $605 from $450 at BofA
SingHeat
04-20 20:34
Since u mentioned . I will short the share if hit $600
Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00
SingHeat
04-20 20:30
This is nothing new.
Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00
SingHeat
04-16
This is old news already
Movement Alert|Micron Technology Falls 3.28% Pre-Market, Aggressive Capex Guidance Overshadows Strong Q2 Earnings
SingHeat
01-08
When is Samsung going to announce the latest earning report ?
Samsung Bulls Bet Record Profits Will Extend $350 Billion Rally
SingHeat
2025-12-03
Go go all fund manger push up the price
Tesla Maintains Stable Demand in China
SingHeat
2025-12-03
Sales improve a bit , what so impressive ?
Tesla Maintains Stable Demand in China
SingHeat
2024-09-12
Did MU share ever reach $150 recently in the first place ?
Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160
SingHeat
2024-09-12
So.....even at $125......now only approx near $90 only
Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160
SingHeat
2024-09-10
I would not pay extra for that......nothing so interesting
Apple to $300? This Analyst Just Got More Upbeat About the Stock
SingHeat
2024-09-05
This one also can consider very good news ? Hope it is not another trap :(
Tesla Stock Rises Again. Self-Driving News Is Exciting Investors
SingHeat
2024-09-03
$Tesla Motors(TSLA)$
Great job to fund manager pushing the stock price high
SingHeat
2024-09-03
Very good reason to push up the price......if recession come , who's going to buy ?
Sorry, the original content has been removed
SingHeat
2024-08-29
Investor unhappy ? More likely it is the fund Manager game trick again 😡
Sorry, the original content has been removed
SingHeat
2024-08-05
Then u will lose more blood 🤣🤣🤣
Sorry, the original content has been removed
SingHeat
2024-08-02
All shares went down tonight but surprising AMD is one of the top losers :(
Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally
SingHeat
2024-08-02
All the share tumble tonight .....not only MU
Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures
SingHeat
2024-08-01
$Advanced Micro Devices(AMD)$
Post good Result yet Nivdia is last night better better gainer :(
Go to Tiger App to see more news
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yes waiting for your $600 target","listText":"Yes yes waiting for your $600 target","text":"Yes yes waiting for your $600 target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556080993506296","repostId":"2628849724","repostType":2,"repost":{"id":"2628849724","kind":"highlight","pubTimestamp":1776696492,"share":"https://ttm.financial/m/news/2628849724?lang=en_US&edition=fundamental","pubTime":"2026-04-20 22:48","market":"fut","language":"en","title":"Seagate price target raised to $605 from $450 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2628849724","media":"TIPRANKS","summary":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","content":"<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate price target raised to $605 from $450 at BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate price target raised to $605 from $450 at BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 22:48 GMT+8 <a href=https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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The firm sees continued strength in da...","news_type":1,"symbols_score_info":{"STX":1.94}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556041440834896,"gmtCreate":1776785667964,"gmtModify":1776785675229,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Go go go hit the $600 mark","listText":"Go go go hit the $600 mark","text":"Go go go hit the $600 mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556041440834896","repostId":"1157656784","repostType":2,"repost":{"id":"1157656784","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1776759528,"share":"https://ttm.financial/m/news/1157656784?lang=en_US&edition=fundamental","pubTime":"2026-04-21 16:18","market":"hk","language":"en","title":"Earning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1157656784","media":"Earnings Agent","summary":"Abstract Seagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts,...","content":"<p><h2><b>Abstract</b></h2>\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\n<h2><b>Market Forecast</b></h2>\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.</p>\n<p>Within the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\n<h2><b>Last Quarter Review</b></h2>\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.</p>\n<p>A key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\n<h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core HDD and OEM Channels</b></h3>\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.</p>\n<p>The adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.</p>\n<p>From a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.</p>\n<p><h3><b>High-Capacity Nearline HDD for Cloud and AI</b></h3>\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.</p>\n<p>The profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.</p>\n<p>Recent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.</p>\n<p><h3><b>Key Stock Price Swing Factors</b></h3>\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.</p>\n<p>Gross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.</p>\n<p>Cash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.</p>\n<p>Morgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.</p>\n<p>Citi raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.</p>\n<p>Bernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.</p>\n<p>Evercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.</p>\n<p>Mizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.</p>\n<p>Taken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.</p>\n<p>On balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-04-21 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\n<h2><b>Market Forecast</b></h2>\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.</p>\n<p>Within the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\n<h2><b>Last Quarter Review</b></h2>\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.</p>\n<p>A key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\n<h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core HDD and OEM Channels</b></h3>\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.</p>\n<p>The adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.</p>\n<p>From a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.</p>\n<p><h3><b>High-Capacity Nearline HDD for Cloud and AI</b></h3>\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.</p>\n<p>The profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.</p>\n<p>Recent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.</p>\n<p><h3><b>Key Stock Price Swing Factors</b></h3>\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.</p>\n<p>Gross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.</p>\n<p>Cash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.</p>\n<p>Morgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.</p>\n<p>Citi raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.</p>\n<p>Bernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.</p>\n<p>Evercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.</p>\n<p>Mizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.</p>\n<p>Taken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.</p>\n<p>On balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157656784","content_text":"Abstract\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\nMarket Forecast\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.\nWithin the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\nLast Quarter Review\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.\nA key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\nCurrent Quarter Outlook\nCore HDD and OEM Channels\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.\nThe adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.\nFrom a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.\nHigh-Capacity Nearline HDD for Cloud and AI\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.\nThe profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.\nRecent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.\nKey Stock Price Swing Factors\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.\nGross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.\nCash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.\nAnalyst Opinions\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.\nMorgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.\nCiti raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.\nBernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.\nEvercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.\nMizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.\nTaken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.\nOn balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.","news_type":1,"symbols_score_info":{"STX":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556037447136136,"gmtCreate":1776784533824,"gmtModify":1776784537482,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Waiting for the share to cross the $600 mark 😝","listText":"Waiting for the share to cross the $600 mark 😝","text":"Waiting for the share to cross the $600 mark 😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556037447136136","repostId":"2628849724","repostType":2,"repost":{"id":"2628849724","kind":"highlight","pubTimestamp":1776696492,"share":"https://ttm.financial/m/news/2628849724?lang=en_US&edition=fundamental","pubTime":"2026-04-20 22:48","market":"fut","language":"en","title":"Seagate price target raised to $605 from $450 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2628849724","media":"TIPRANKS","summary":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","content":"<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate price target raised to $605 from $450 at BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate price target raised to $605 from $450 at BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 22:48 GMT+8 <a href=https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4512":"苹果概念","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","BK4170":"电脑硬件、储存设备及电脑周边","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H"},"source_url":"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2628849724","content_text":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","news_type":1,"symbols_score_info":{"STX":1.94}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":555644004435016,"gmtCreate":1776688491953,"gmtModify":1776688495612,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Since u mentioned . I will short the share if hit $600","listText":"Since u mentioned . I will short the share if hit $600","text":"Since u mentioned . I will short the share if hit $600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555644004435016","repostId":"2628974998","repostType":2,"repost":{"id":"2628974998","kind":"live","pubTimestamp":1776678653,"share":"https://ttm.financial/m/news/2628974998?lang=en_US&edition=fundamental","pubTime":"2026-04-20 17:50","market":"nz","language":"en","title":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00","url":"https://stock-news.laohu8.com/highlight/detail?id=2628974998","media":"THOMSON REUTERS","summary":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.0","content":"<html><body><p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 17:50 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4543":"AI","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING 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","listText":"This is nothing new. ","text":"This is nothing new.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555642320262480","repostId":"2628974998","repostType":2,"repost":{"id":"2628974998","kind":"live","pubTimestamp":1776678653,"share":"https://ttm.financial/m/news/2628974998?lang=en_US&edition=fundamental","pubTime":"2026-04-20 17:50","market":"nz","language":"en","title":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00","url":"https://stock-news.laohu8.com/highlight/detail?id=2628974998","media":"THOMSON REUTERS","summary":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.0","content":"<html><body><p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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Objective to $605.00 From $450.00\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 17:50 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4543":"AI","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING 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The decline followed the release of the company's fiscal Q2...","content":"<p><p>On April 16, Micron Technology fell 3.28% pre-market, trading at approximately $441.8/share, with trading volume of around $270 million. The decline followed the release of the company's fiscal Q2 earnings report.</p><p>Micron posted fiscal Q2 revenue of $23.86 billion, surging 196% year-over-year, with gross margin reaching 74.4%. DRAM, accounting for 79% of revenue, delivered $18.8 billion in sales, up 207% YoY, driven by explosive AI server and data center demand alongside a 65%-67% sequential price increase. Despite the blowout quarter, the company raised its fiscal year capital expenditure guidance from $20 billion to $25 billion, with an additional $10 billion-plus increase projected for fiscal 2027. The aggressive spending plan, aimed at expanding production capacity, appears to have weighed on investor sentiment as the market digests the implications for near-term free cash flow amid an intensely competitive landscape dominated by Samsung and SK Hynix. The broader semiconductor sector also traded lower, with NVIDIA down 0.82% and Broadcom off 1.4%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Movement Alert|Micron Technology Falls 3.28% Pre-Market, Aggressive Capex Guidance Overshadows Strong Q2 Earnings</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMovement Alert|Micron Technology Falls 3.28% Pre-Market, Aggressive Capex Guidance Overshadows Strong Q2 Earnings\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1054767329\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Market Focus </p>\n<p class=\"h-time\">2026-04-16 18:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>On April 16, Micron Technology fell 3.28% pre-market, trading at approximately $441.8/share, with trading volume of around $270 million. The decline followed the release of the company's fiscal Q2 earnings report.</p><p>Micron posted fiscal Q2 revenue of $23.86 billion, surging 196% year-over-year, with gross margin reaching 74.4%. DRAM, accounting for 79% of revenue, delivered $18.8 billion in sales, up 207% YoY, driven by explosive AI server and data center demand alongside a 65%-67% sequential price increase. Despite the blowout quarter, the company raised its fiscal year capital expenditure guidance from $20 billion to $25 billion, with an additional $10 billion-plus increase projected for fiscal 2027. The aggressive spending plan, aimed at expanding production capacity, appears to have weighed on investor sentiment as the market digests the implications for near-term free cash flow amid an intensely competitive landscape dominated by Samsung and SK Hynix. The broader semiconductor sector also traded lower, with NVIDIA down 0.82% and Broadcom off 1.4%.</p><p>(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186999970","content_text":"On April 16, Micron Technology fell 3.28% pre-market, trading at approximately $441.8/share, with trading volume of around $270 million. The decline followed the release of the company's fiscal Q2 earnings report.Micron posted fiscal Q2 revenue of $23.86 billion, surging 196% year-over-year, with gross margin reaching 74.4%. DRAM, accounting for 79% of revenue, delivered $18.8 billion in sales, up 207% YoY, driven by explosive AI server and data center demand alongside a 65%-67% sequential price increase. Despite the blowout quarter, the company raised its fiscal year capital expenditure guidance from $20 billion to $25 billion, with an additional $10 billion-plus increase projected for fiscal 2027. The aggressive spending plan, aimed at expanding production capacity, appears to have weighed on investor sentiment as the market digests the implications for near-term free cash flow amid an intensely competitive landscape dominated by Samsung and SK Hynix. The broader semiconductor sector also traded lower, with NVIDIA down 0.82% and Broadcom off 1.4%.(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":519305613189336,"gmtCreate":1767806597286,"gmtModify":1767806601283,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"When is Samsung going to announce the latest earning report ?","listText":"When is Samsung going to announce the latest earning report ?","text":"When is Samsung going to announce the latest earning report ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519305613189336","repostId":"1117165937","repostType":2,"repost":{"id":"1117165937","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1767788006,"share":"https://ttm.financial/m/news/1117165937?lang=en_US&edition=fundamental","pubTime":"2026-01-07 20:13","market":"other","language":"en","title":"Samsung Bulls Bet Record Profits Will Extend $350 Billion Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1117165937","media":"Deep News","summary":"Since the start of last year, the surge in Samsung Electronics Co.'s stock price has added $350 billion to the company's market value. Bullish analysts are now setting their sights on its record...","content":"<p>Since the start of last year, the surge in Samsung Electronics Co.'s stock price has added $350 billion to the company's market value. Bullish analysts are now setting their sights on its record profit expectations, suggesting the rally may still have further room to run.\nFor the previous three years, Samsung's stock performance had significantly lagged behind its smaller rival SK Hynix Inc., which won favor with key client NVIDIA Corp. However, entering 2026, with optimistic development forecasts in the artificial intelligence sector and a sharp climb in memory chip prices, the market has begun to widely proclaim \"Samsung's comeback,\" and Samsung's stock performance has now surpassed that of SK Hynix.\nSamsung's shares surged as much as 4% intraday on Wednesday after NVIDIA CEO Jensen Huang emphasized the existence of a \"totally unmet\" market in AI data storage. The rally occurred just one day before Samsung is set to release preliminary earnings, which are expected to show its quarterly profit more than doubling year-on-year.\n\"Previously, Samsung's valuation was low because it had fallen behind in the market competition. But I expect the company will see significant catch-up growth this year,\" said Kang Dae Kwun, Chief Investment Officer at Seoul's Life Asset Management Inc. The fund he manages has maximized its holdings in Samsung Electronics as it entered 2026.</p>\n<p>According to analyst estimates, Samsung Electronics' 2026 profit is projected to more than double year-on-year, reaching a record high of approximately $60 billion, a level comparable to that forecast for Taiwan Semiconductor Manufacturing. Despite this, the Korean firm's $560 billion market capitalization is still less than half that of Asia's most valuable company, TSMC.\nMultiple Positive Catalysts\nMarket sources indicate that Samsung Electronics is close to finalizing an order to supply its latest high-bandwidth memory (HBM) chips to NVIDIA Corp. This highly anticipated cooperation is expected to boost the company's valuation.\nSimultaneously, the robust demand for high-bandwidth memory chips is squeezing production capacity for the traditional memory products that Samsung dominates. As a result, prices for conventional dynamic random-access memory (DRAM), used in traditional servers, personal computers, and smartphones, have surged significantly.\n\"We expect a severe supply shortage for general-purpose memory chips in 2026,\" wrote Citigroup analyst Peter Lee in a report last week, adding that incremental demand from AI-related applications will further accelerate price increases. He raised his target price for Samsung Electronics to 200,000 Korean won, the highest forecast among brokerage firms.</p>\n<p>Regarding other positive factors, Samsung's launch of several new products at the Consumer Electronics Show in Las Vegas this week, including AI-enabled televisions, has generated significant market buzz. The market also anticipates improvements in Samsung's foundry business, although this segment still lags considerably behind industry leader TSMC.\nValuation Appeal\nAlthough Samsung's stock more than doubled last year, its gains appear modest compared to the rises seen by SK Hynix and other AI-themed stocks. As investors become more selective, Samsung's shares could face the risk of a pullback if earnings disappoint or if talk of a market bubble emerges.\n\"Although Samsung's stock could deliver excess returns if it successfully catches up in the high-bandwidth memory chip sector, market expectations are already high and may even be overly optimistic,\" said Jung In Yun, CEO of Fibonacci Asset Management Global. He suggested that management's promotion of the \"Samsung's comeback\" narrative from clients is \"more a declaration of confidence than conclusive evidence of an inflection point in performance.\"\nNevertheless, since the end of last September, earnings expectations for Samsung over the next 12 months have been revised upwards by 115%, a幅度 far exceeding the 88% upward revision for SK Hynix and the 16% revision for TSMC. This has also contributed to a decline in Samsung's forward price-to-earnings ratio from a peak of over 25 times in 2023 to the current level of 10 times.\n\"The current upturn in the memory chip industry is more powerful than previous cycles, so Samsung's valuation has the potential to break through historical highs,\" said Vey Sern Ling, Managing Director at Union Bancaire Privée.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsung Bulls Bet Record Profits Will Extend $350 Billion Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsung Bulls Bet Record Profits Will Extend $350 Billion Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-07 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Since the start of last year, the surge in Samsung Electronics Co.'s stock price has added $350 billion to the company's market value. Bullish analysts are now setting their sights on its record profit expectations, suggesting the rally may still have further room to run.\nFor the previous three years, Samsung's stock performance had significantly lagged behind its smaller rival SK Hynix Inc., which won favor with key client NVIDIA Corp. However, entering 2026, with optimistic development forecasts in the artificial intelligence sector and a sharp climb in memory chip prices, the market has begun to widely proclaim \"Samsung's comeback,\" and Samsung's stock performance has now surpassed that of SK Hynix.\nSamsung's shares surged as much as 4% intraday on Wednesday after NVIDIA CEO Jensen Huang emphasized the existence of a \"totally unmet\" market in AI data storage. The rally occurred just one day before Samsung is set to release preliminary earnings, which are expected to show its quarterly profit more than doubling year-on-year.\n\"Previously, Samsung's valuation was low because it had fallen behind in the market competition. But I expect the company will see significant catch-up growth this year,\" said Kang Dae Kwun, Chief Investment Officer at Seoul's Life Asset Management Inc. The fund he manages has maximized its holdings in Samsung Electronics as it entered 2026.</p>\n<p>According to analyst estimates, Samsung Electronics' 2026 profit is projected to more than double year-on-year, reaching a record high of approximately $60 billion, a level comparable to that forecast for Taiwan Semiconductor Manufacturing. Despite this, the Korean firm's $560 billion market capitalization is still less than half that of Asia's most valuable company, TSMC.\nMultiple Positive Catalysts\nMarket sources indicate that Samsung Electronics is close to finalizing an order to supply its latest high-bandwidth memory (HBM) chips to NVIDIA Corp. This highly anticipated cooperation is expected to boost the company's valuation.\nSimultaneously, the robust demand for high-bandwidth memory chips is squeezing production capacity for the traditional memory products that Samsung dominates. As a result, prices for conventional dynamic random-access memory (DRAM), used in traditional servers, personal computers, and smartphones, have surged significantly.\n\"We expect a severe supply shortage for general-purpose memory chips in 2026,\" wrote Citigroup analyst Peter Lee in a report last week, adding that incremental demand from AI-related applications will further accelerate price increases. He raised his target price for Samsung Electronics to 200,000 Korean won, the highest forecast among brokerage firms.</p>\n<p>Regarding other positive factors, Samsung's launch of several new products at the Consumer Electronics Show in Las Vegas this week, including AI-enabled televisions, has generated significant market buzz. The market also anticipates improvements in Samsung's foundry business, although this segment still lags considerably behind industry leader TSMC.\nValuation Appeal\nAlthough Samsung's stock more than doubled last year, its gains appear modest compared to the rises seen by SK Hynix and other AI-themed stocks. As investors become more selective, Samsung's shares could face the risk of a pullback if earnings disappoint or if talk of a market bubble emerges.\n\"Although Samsung's stock could deliver excess returns if it successfully catches up in the high-bandwidth memory chip sector, market expectations are already high and may even be overly optimistic,\" said Jung In Yun, CEO of Fibonacci Asset Management Global. He suggested that management's promotion of the \"Samsung's comeback\" narrative from clients is \"more a declaration of confidence than conclusive evidence of an inflection point in performance.\"\nNevertheless, since the end of last September, earnings expectations for Samsung over the next 12 months have been revised upwards by 115%, a幅度 far exceeding the 88% upward revision for SK Hynix and the 16% revision for TSMC. This has also contributed to a decline in Samsung's forward price-to-earnings ratio from a peak of over 25 times in 2023 to the current level of 10 times.\n\"The current upturn in the memory chip industry is more powerful than previous cycles, so Samsung's valuation has the potential to break through historical highs,\" said Vey Sern Ling, Managing Director at Union Bancaire Privée.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A(dist)","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) 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ACC"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117165937","content_text":"Since the start of last year, the surge in Samsung Electronics Co.'s stock price has added $350 billion to the company's market value. Bullish analysts are now setting their sights on its record profit expectations, suggesting the rally may still have further room to run.\nFor the previous three years, Samsung's stock performance had significantly lagged behind its smaller rival SK Hynix Inc., which won favor with key client NVIDIA Corp. However, entering 2026, with optimistic development forecasts in the artificial intelligence sector and a sharp climb in memory chip prices, the market has begun to widely proclaim \"Samsung's comeback,\" and Samsung's stock performance has now surpassed that of SK Hynix.\nSamsung's shares surged as much as 4% intraday on Wednesday after NVIDIA CEO Jensen Huang emphasized the existence of a \"totally unmet\" market in AI data storage. The rally occurred just one day before Samsung is set to release preliminary earnings, which are expected to show its quarterly profit more than doubling year-on-year.\n\"Previously, Samsung's valuation was low because it had fallen behind in the market competition. But I expect the company will see significant catch-up growth this year,\" said Kang Dae Kwun, Chief Investment Officer at Seoul's Life Asset Management Inc. The fund he manages has maximized its holdings in Samsung Electronics as it entered 2026.\nAccording to analyst estimates, Samsung Electronics' 2026 profit is projected to more than double year-on-year, reaching a record high of approximately $60 billion, a level comparable to that forecast for Taiwan Semiconductor Manufacturing. Despite this, the Korean firm's $560 billion market capitalization is still less than half that of Asia's most valuable company, TSMC.\nMultiple Positive Catalysts\nMarket sources indicate that Samsung Electronics is close to finalizing an order to supply its latest high-bandwidth memory (HBM) chips to NVIDIA Corp. This highly anticipated cooperation is expected to boost the company's valuation.\nSimultaneously, the robust demand for high-bandwidth memory chips is squeezing production capacity for the traditional memory products that Samsung dominates. As a result, prices for conventional dynamic random-access memory (DRAM), used in traditional servers, personal computers, and smartphones, have surged significantly.\n\"We expect a severe supply shortage for general-purpose memory chips in 2026,\" wrote Citigroup analyst Peter Lee in a report last week, adding that incremental demand from AI-related applications will further accelerate price increases. He raised his target price for Samsung Electronics to 200,000 Korean won, the highest forecast among brokerage firms.\nRegarding other positive factors, Samsung's launch of several new products at the Consumer Electronics Show in Las Vegas this week, including AI-enabled televisions, has generated significant market buzz. The market also anticipates improvements in Samsung's foundry business, although this segment still lags considerably behind industry leader TSMC.\nValuation Appeal\nAlthough Samsung's stock more than doubled last year, its gains appear modest compared to the rises seen by SK Hynix and other AI-themed stocks. As investors become more selective, Samsung's shares could face the risk of a pullback if earnings disappoint or if talk of a market bubble emerges.\n\"Although Samsung's stock could deliver excess returns if it successfully catches up in the high-bandwidth memory chip sector, market expectations are already high and may even be overly optimistic,\" said Jung In Yun, CEO of Fibonacci Asset Management Global. He suggested that management's promotion of the \"Samsung's comeback\" narrative from clients is \"more a declaration of confidence than conclusive evidence of an inflection point in performance.\"\nNevertheless, since the end of last September, earnings expectations for Samsung over the next 12 months have been revised upwards by 115%, a幅度 far exceeding the 88% upward revision for SK Hynix and the 16% revision for TSMC. This has also contributed to a decline in Samsung's forward price-to-earnings ratio from a peak of over 25 times in 2023 to the current level of 10 times.\n\"The current upturn in the memory chip industry is more powerful than previous cycles, so Samsung's valuation has the potential to break through historical highs,\" said Vey Sern Ling, Managing Director at Union Bancaire Privée.","news_type":1,"symbols_score_info":{"3NVD.UK":1,"NVDY":1,"NVDA":1,"NVDS":1,"NVDU":1,"NVDX":1,"03145":1,"NVD3.UK":1,"NVDL":1,"NVD2.UK":1,"TSM":1,"NVIW.SI":1,"SNVD.UK":1,"NVDD":1,"2NVD.UK":1,"NVDS.UK":1,"NVD":1}},"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506899778065192,"gmtCreate":1764776646857,"gmtModify":1764776650519,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Go go all fund manger push up the price ","listText":"Go go all fund manger push up the price ","text":"Go go all fund manger push up the price","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506899778065192","repostId":"1188510066","repostType":2,"repost":{"id":"1188510066","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1764773496,"share":"https://ttm.financial/m/news/1188510066?lang=en_US&edition=fundamental","pubTime":"2025-12-03 22:51","market":"us","language":"en","title":"Tesla Maintains Stable Demand in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1188510066","media":"Deep News","summary":"Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.","content":"<p>Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Maintains Stable Demand in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Maintains Stable Demand in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-03 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4555":"新能源车","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - 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Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":506899689652880,"gmtCreate":1764776619177,"gmtModify":1764776623699,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Sales improve a bit , what so impressive ?","listText":"Sales improve a bit , what so impressive ?","text":"Sales improve a bit , what so impressive ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/506899689652880","repostId":"1188510066","repostType":2,"repost":{"id":"1188510066","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1764773496,"share":"https://ttm.financial/m/news/1188510066?lang=en_US&edition=fundamental","pubTime":"2025-12-03 22:51","market":"us","language":"en","title":"Tesla Maintains Stable Demand in China","url":"https://stock-news.laohu8.com/highlight/detail?id=1188510066","media":"Deep News","summary":"Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.","content":"<p>Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Maintains Stable Demand in China</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Maintains Stable Demand in China\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2025-12-03 22:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Tesla Motors (TSLA) reported a 10% year-on-year increase in sales of China-made electric vehicles in November, with deliveries reaching approximately 86,700 units. Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4548":"巴美列捷福持仓","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4555":"新能源车","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - 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Meanwhile, the delivery timeline for the Model Y has reportedly extended to early 2026.","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":1450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348710123987144,"gmtCreate":1726152860419,"gmtModify":1726152864098,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Did MU share ever reach $150 recently in the first place ? ","listText":"Did MU share ever reach $150 recently in the first place ? ","text":"Did MU share ever reach $150 recently in the first place ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/348710123987144","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=en_US&edition=fundamental","pubTime":"2024-09-12 21:40","market":"fut","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":3647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":348709677748424,"gmtCreate":1726152751474,"gmtModify":1726152755243,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"So.....even at $125......now only approx near $90 only","listText":"So.....even at $125......now only approx near $90 only","text":"So.....even at $125......now only approx near $90 only","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/348709677748424","repostId":"2466222928","repostType":2,"repost":{"id":"2466222928","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1726148401,"share":"https://ttm.financial/m/news/2466222928?lang=en_US&edition=fundamental","pubTime":"2024-09-12 21:40","market":"fut","language":"en","title":"Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160","url":"https://stock-news.laohu8.com/highlight/detail?id=2466222928","media":"MT Newswires Live","summary":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","content":"<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Shares Slumped over 5% As Raymond James Cuts Price Target to $125 From $160\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2024-09-12 21:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.</p><p>Micron shares slumped over 5% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3699aa6c20d26a365762b1cd83c46646\" tg-width=\"809\" tg-height=\"818\"/></p><p>“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2466222928","content_text":"Raymond James cut Micron price target to $125 per share from $160 but says it’s standing by the stock.Micron shares slumped over 5% in morning trading.“High Bandwidth Memory (HBM) for AI applications is an incremental opportunity for the company and we expect Micron to gain its fair share over time.”","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":3167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347803077099848,"gmtCreate":1725936393518,"gmtModify":1725936396965,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"I would not pay extra for that......nothing so interesting ","listText":"I would not pay extra for that......nothing so interesting ","text":"I would not pay extra for that......nothing so interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347803077099848","repostId":"1100650609","repostType":2,"repost":{"id":"1100650609","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725936300,"share":"https://ttm.financial/m/news/1100650609?lang=en_US&edition=fundamental","pubTime":"2024-09-10 10:45","market":"us","language":"en","title":"Apple to $300? This Analyst Just Got More Upbeat About the Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=1100650609","media":"Dow Jones","summary":"Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.By Ives' estimation, the iPhone 16 family \"will be the most successful iPhone unit launch in [Apple's] history,\" as it could excite consumers on the artificial-intelligence trend.\"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,\" Ives wrote.","content":"<html><head></head><body><p>Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.</p><p>By Ives' estimation, the iPhone 16 family "will be the most successful iPhone unit launch in [Apple's] history," as it could excite consumers on the artificial-intelligence trend.</p><p>"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth," Ives wrote.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple to $300? This Analyst Just Got More Upbeat About the Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple to $300? This Analyst Just Got More Upbeat About the Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-10 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.</p><p>By Ives' estimation, the iPhone 16 family "will be the most successful iPhone unit launch in [Apple's] history," as it could excite consumers on the artificial-intelligence trend.</p><p>"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth," Ives wrote.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100650609","content_text":"Wedbush analyst Dan Ives is amping up the enthusiasm following Apple's iPhone event. Case in point: He boosted his price target to $300 from $285.By Ives' estimation, the iPhone 16 family \"will be the most successful iPhone unit launch in [Apple's] history,\" as it could excite consumers on the artificial-intelligence trend.\"The new era of personalization and how consumers interact with their iPhones has now begun and we believe this will cause a renaissance of iPhone growth,\" Ives wrote.","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":3330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":346146700636360,"gmtCreate":1725545745204,"gmtModify":1725545749015,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"This one also can consider very good news ? Hope it is not another trap :(","listText":"This one also can consider very good news ? Hope it is not another trap :(","text":"This one also can consider very good news ? Hope it is not another trap :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/346146700636360","repostId":"1104159008","repostType":2,"repost":{"id":"1104159008","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":1,"media_name":"Dow Jones","id":"1012688067","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1725544944,"share":"https://ttm.financial/m/news/1104159008?lang=en_US&edition=fundamental","pubTime":"2024-09-05 22:02","market":"us","language":"en","title":"Tesla Stock Rises Again. Self-Driving News Is Exciting Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1104159008","media":"Dow Jones","summary":" $Tesla Motors(TSLA)$ stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all aboutrobots.Shares of the ","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rises Again. Self-Driving News Is Exciting Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock Rises Again. Self-Driving News Is Exciting Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1012688067\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-09-05 22:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.</p><p style=\"text-align: start;\">Shares of the electric-vehicle maker were up 5.4%.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/eb0a0c62a1dc175e66733c3f6aed9907\" title=\"\" tg-width=\"417\" tg-height=\"393\"/></p><p>Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.</p><p>A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3667a7d23d9229ee2be016253c94b431\" title=\"\" tg-width=\"576\" tg-height=\"454\"/></p><p>More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.</p><p>Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.</p><p style=\"text-align: start;\">The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”</p><p style=\"text-align: start;\">The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.</p><p style=\"text-align: start;\">While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.</p><p style=\"text-align: start;\">Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.</p><p style=\"text-align: start;\">Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.</p><p style=\"text-align: start;\">Improving sales growth would help shares, and so would creating truly self-driving Teslas.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104159008","content_text":"Tesla Motors stock was headed for furthe gains Thursday with autonomous driving helping. The moves comes hot on the heels of the Wednesday share rise which was all about robots.Shares of the electric-vehicle maker were up 5.4%.Thursday’s gain was contributed to the company’s announcement that it would start selling its highest-level driver assistance software, Full Self Driving or FSD, in Europe and China in the first quarter of 2025.A few other updates were announced including parking and reversing with FSD. Cybertruck drivers will have FSD available this month and an updated version of FSD will be available to Tesla drivers in October. Tesla routinely sends updated versions of the FSD software to drivers. Versions starting with 12.5 are the most current. Some Tesla drivers still have versions that start with 12.3.More drivers able to purchase FSD, which costs $99 a month in the U.S., means more potential high-margin sales for Tesla. It’s also a sign that Tesla believes FSD is improving. FSD is the software and hardware platform that Tesla believes will turn its vehicles into truly self-driving cars one day. Today, FSD still requires drivers to pay attention 100% of the time.Tesla hosts a Robotaxi Day on Oct. 10, to review some of its self-driving technology. Tesla, using its FSD software, plans to launch a network of self-driving cabs one day.The Thursday gain follows Wednesday’s 4.8% jump. That increase was partly fueled by an Elon Musk tweet reading: “Just leaving Tesla engineering offices in Palo Alto. Most good, some bad. The future is going to be wild. There will be so many robots.”The company is working on AI-trained robots that it can both use in its manufacturing and sell. Musk believes the robot operation can rival Tesla’s car business.While Musk’s tweet appeared to help the stock Wednesday, it didn’t tell investors anything they didn’t already know.Through early trading Thursday, Tesla stock was still down about 7% since the company reported weaker-than-expected second-quarter numbers on July 23. Shares have fallen about 8% this year.Declining EV sales have weighed on investor sentiment. Tesla shipped about 831,000 cars in the first half of 2024, down about 7% year over year.Improving sales growth would help shares, and so would creating truly self-driving Teslas.","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345479533494656,"gmtCreate":1725374391660,"gmtModify":1725374395136,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> Great job to fund manager pushing the stock price high","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$ </a> Great job to fund manager pushing the stock price high","text":"$Tesla Motors(TSLA)$ Great job to fund manager pushing the stock price high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345479533494656","isVote":1,"tweetType":1,"viewCount":3042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":345476519764352,"gmtCreate":1725373655886,"gmtModify":1725373661306,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Very good reason to push up the price......if recession come , who's going to buy ?","listText":"Very good reason to push up the price......if recession come , who's going to buy ?","text":"Very good reason to push up the price......if recession come , who's going to buy ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/345476519764352","repostId":"2464807312","repostType":2,"isVote":1,"tweetType":1,"viewCount":3790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":343672045666504,"gmtCreate":1724933901109,"gmtModify":1724933905310,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","listText":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","text":"Investor unhappy ? More likely it is the fund Manager game trick again 😡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/343672045666504","repostId":"2463448958","repostType":2,"isVote":1,"tweetType":1,"viewCount":3484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335170590810304,"gmtCreate":1722858735202,"gmtModify":1722858738620,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Then u will lose more blood 🤣🤣🤣","listText":"Then u will lose more blood 🤣🤣🤣","text":"Then u will lose more blood 🤣🤣🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/335170590810304","repostId":"2457741650","repostType":2,"isVote":1,"tweetType":1,"viewCount":3186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333892104900776,"gmtCreate":1722549926935,"gmtModify":1722562231649,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"All shares went down tonight but surprising AMD is one of the top losers :(","listText":"All shares went down tonight but surprising AMD is one of the top losers :(","text":"All shares went down tonight but surprising AMD is one of the top losers :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333892104900776","repostId":"1123575461","repostType":2,"repost":{"id":"1123575461","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1722523999,"share":"https://ttm.financial/m/news/1123575461?lang=en_US&edition=fundamental","pubTime":"2024-08-01 22:53","market":"hk","language":"en","title":"Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1123575461","media":"Stock Track","summary":"Shares of Advanced Micro Devices fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data cen","content":"<p>Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.</p>\n\n<p>On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.</p>\n\n<p>Following the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | AMD Stock Dips 5% as Investors Take Profits After Q2 Rally\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-08-01 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.</p>\n\n<p>On Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.</p>\n\n<p>Following the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123575461","content_text":"Shares of Advanced Micro Devices (AMD) fell 5.1% in intraday trading on Thursday, as investors took profits following the company's strong rally after its impressive second-quarter earnings report. The pullback came amid broader concerns about potential market volatility in the coming months and a general decline in semiconductor stocks.\nOn Tuesday, AMD reported better-than-expected revenue and earnings for the second quarter, driven by robust growth in its data center business. The company's data center segment revenue surged 115% year-over-year, fueled by strong demand for its Instinct AI accelerators and 4th Gen CPUs. AMD's overall revenue grew 8.9% year-over-year to $5.84 billion, while its net income jumped to $265 million, up from $27 million in the same period last year.\nFollowing the impressive results, AMD's stock rallied, gaining over 5% on Wednesday. However, the momentum faded on Thursday as investors took profits and concerns about broader market performance resurfaced. Some analysts have warned that the stock market could face a pullback in August and September after a strong July, with the S&P 500 potentially declining more than 15% by the end of the year.","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":3285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333890335064200,"gmtCreate":1722549492852,"gmtModify":1722549496463,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"All the share tumble tonight .....not only MU","listText":"All the share tumble tonight .....not only MU","text":"All the share tumble tonight .....not only MU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333890335064200","repostId":"1127373491","repostType":2,"repost":{"id":"1127373491","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1722523735,"share":"https://ttm.financial/m/news/1127373491?lang=en_US&edition=fundamental","pubTime":"2024-08-01 22:48","market":"us","language":"en","title":"Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures","url":"https://stock-news.laohu8.com/highlight/detail?id=1127373491","media":"Stock Track","summary":"Shares of Micron Technology plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worr","content":"<p>Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.</p>\n\n<p>The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.</p>\n\n<p>Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.</p>\n\n<p>Additionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.</p>\n\n<p>However, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.</p>\n\n<p>Notably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Stock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nStock Track | Micron Technology Shares Tumble Amid Industry Headwinds and Cost Pressures\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-08-01 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.</p>\n\n<p>The broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.</p>\n\n<p>Despite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.</p>\n\n<p>Additionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.</p>\n\n<p>However, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.</p>\n\n<p>Notably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127373491","content_text":"Shares of Micron Technology (NASDAQ: MU) plunged 5.30% during intraday trading on Thursday, as the semiconductor giant grappled with industry-wide challenges and rising expenses.\nThe broader semiconductor sector experienced a pullback, with concerns mounting over weakening demand and macroeconomic uncertainties. Micron, a leading producer of memory chips and storage solutions, was not immune to these headwinds.\nDespite reporting better-than-expected quarterly results, Micron's stock faced pressure due to worries about its high debt levels and increasing costs. The company's materials cost index reached an all-time high, reflecting the intense cost pressures faced by the industry.\nAdditionally, concerns over international trade tensions and their potential impact on Micron's global operations weighed on investor sentiment. The company's exposure to international markets has been a source of uncertainty amid ongoing geopolitical tensions.\nHowever, Micron's recent innovations in high-bandwidth memory (HBM) and solid-state drives (SSDs) have garnered attention from industry analysts and investors alike. The company's cutting-edge products, designed to meet the growing demand for data storage and processing power, position it well for future growth opportunities, particularly in the rapidly expanding artificial intelligence (AI) and data center markets.\nNotably, several hedge funds and institutional investors have been increasing their positions in Micron, signaling confidence in the company's long-term prospects. Analysts have also highlighted Micron's attractive valuation and potential for margin expansion as the industry cycle improves.","news_type":1,"symbols_score_info":{"MU":1}},"isVote":1,"tweetType":1,"viewCount":2850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333752902488232,"gmtCreate":1722502242557,"gmtModify":1722502246132,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582431123945556","authorIdStr":"3582431123945556"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> Post good Result yet Nivdia is last night better better gainer :(","listText":"<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$ </a> Post good Result yet Nivdia is last night better better gainer :(","text":"$Advanced Micro Devices(AMD)$ Post good Result yet Nivdia is last night better better gainer :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/333752902488232","isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":556080993506296,"gmtCreate":1776795301071,"gmtModify":1776795304760,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Yes yes waiting for your $600 target","listText":"Yes yes waiting for your $600 target","text":"Yes yes waiting for your $600 target","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556080993506296","repostId":"2628849724","repostType":2,"repost":{"id":"2628849724","kind":"highlight","pubTimestamp":1776696492,"share":"https://ttm.financial/m/news/2628849724?lang=en_US&edition=fundamental","pubTime":"2026-04-20 22:48","market":"fut","language":"en","title":"Seagate price target raised to $605 from $450 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2628849724","media":"TIPRANKS","summary":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","content":"<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate price target raised to $605 from $450 at BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate price target raised to $605 from $450 at BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 22:48 GMT+8 <a href=https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","BK4512":"苹果概念","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4588":"碎股","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","BK4585":"ETF&股票定投概念","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD) INC AV","BK4170":"电脑硬件、储存设备及电脑周边","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H"},"source_url":"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2628849724","content_text":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","news_type":1,"symbols_score_info":{"STX":1.94}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556041440834896,"gmtCreate":1776785667964,"gmtModify":1776785675229,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Go go go hit the $600 mark","listText":"Go go go hit the $600 mark","text":"Go go go hit the $600 mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556041440834896","repostId":"1157656784","repostType":2,"repost":{"id":"1157656784","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1776759528,"share":"https://ttm.financial/m/news/1157656784?lang=en_US&edition=fundamental","pubTime":"2026-04-21 16:18","market":"hk","language":"en","title":"Earning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1157656784","media":"Earnings Agent","summary":"Abstract Seagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts,...","content":"<p><h2><b>Abstract</b></h2>\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\n<h2><b>Market Forecast</b></h2>\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.</p>\n<p>Within the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\n<h2><b>Last Quarter Review</b></h2>\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.</p>\n<p>A key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\n<h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core HDD and OEM Channels</b></h3>\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.</p>\n<p>The adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.</p>\n<p>From a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.</p>\n<p><h3><b>High-Capacity Nearline HDD for Cloud and AI</b></h3>\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.</p>\n<p>The profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.</p>\n<p>Recent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.</p>\n<p><h3><b>Key Stock Price Swing Factors</b></h3>\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.</p>\n<p>Gross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.</p>\n<p>Cash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.</p>\n<p>Morgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.</p>\n<p>Citi raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.</p>\n<p>Bernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.</p>\n<p>Evercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.</p>\n<p>Mizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.</p>\n<p>Taken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.</p>\n<p>On balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: Seagate Technology PLC this quarter’s revenue is expected to increase by 39%, and institutional views are predominantly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-04-21 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\n<h2><b>Market Forecast</b></h2>\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.</p>\n<p>Within the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\n<h2><b>Last Quarter Review</b></h2>\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.</p>\n<p>A key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\n<h2><b>Current Quarter Outlook</b></h2>\n<h3><b>Core HDD and OEM Channels</b></h3>\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.</p>\n<p>The adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.</p>\n<p>From a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.</p>\n<p><h3><b>High-Capacity Nearline HDD for Cloud and AI</b></h3>\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.</p>\n<p>The profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.</p>\n<p>Recent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.</p>\n<p><h3><b>Key Stock Price Swing Factors</b></h3>\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.</p>\n<p>Gross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.</p>\n<p>Cash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.</p>\n<p><h2><b>Analyst Opinions</b></h2>\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.</p>\n<p>Morgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.</p>\n<p>Citi raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.</p>\n<p>Bernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.</p>\n<p>Evercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.</p>\n<p>Mizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.</p>\n<p>Taken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.</p>\n<p>On balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157656784","content_text":"Abstract\nSeagate Technology PLC is scheduled to report fiscal third-quarter results on April 28, 2026 Post Market; this preview consolidates last quarter’s metrics, the current quarter’s forecasts, recent operational developments, and the prevailing stance among leading research institutions.\nMarket Forecast\nBased on the latest forecast dataset, Seagate Technology PLC’s current quarter is projected to deliver revenue of 2.95 billion US dollars, up 39.08% year over year, with adjusted EPS estimated at 3.49, up 100.54% year over year; EBIT is estimated at 1.02 billion US dollars, up 115.99% year over year. Forecast ranges for gross profit margin and net profit margin were not specified in the dataset; the focus into the release is on the earnings leverage implied by the sharp year-over-year increases in revenue and EBIT alongside an EPS that is forecast to more than double.\nWithin the revenue mix, the company’s core OEM channel has been the anchor of top-line performance and remains the reference point for this quarter’s outlook; momentum in high-capacity drives is expected to underpin a constructive mix and profitability trajectory. The most promising revenue engine continues to be high-capacity nearline hard drives sold largely through OEM relationships, which contributed 2.30 billion US dollars last quarter within the OEM channel; the company’s total revenue rose 21.51% year over year last quarter, indicating broad demand support into this quarter’s forecast.\nLast Quarter Review\nSeagate Technology PLC’s previous quarter delivered revenue of 2.83 billion US dollars (up 21.51% year over year), a gross profit margin of 41.63%, GAAP net income attributable to shareholders of 593.00 million US dollars, a net profit margin of 20.99%, and adjusted EPS of 3.11 (up 53.20% year over year). Sequentially, net income improved by 8.01%, reflecting continued operating leverage and stronger pricing and mix in the product portfolio.\nA key financial highlight was operating profitability: EBIT reached 0.90 billion US dollars, up 67.47% year over year, illustrating margin expansion as mix shifted to higher-capacity drives. In the revenue structure, the OEM channel generated 2.30 billion US dollars, while wholesale and retail channels contributed 335.00 million US dollars and 188.00 million US dollars, respectively; company-wide year-over-year revenue growth of 21.51% underscores broad-based recovery with OEM demand as the principal driver.\nCurrent Quarter Outlook\nCore HDD and OEM Channels\nThe OEM channel remains the centerpiece of Seagate Technology PLC’s top line and earnings momentum in the current quarter. With revenue of 2.30 billion US dollars last quarter from OEMs, the company demonstrated that its product roadmap in high-capacity hard drives is resonating with large purchasers and system integrators. The current quarter’s revenue forecast of 2.95 billion US dollars implies a meaningful acceleration versus the prior-year period, while the combination of disciplined cost control and an improving product mix aims to preserve or improve gross profit conversion into operating income.\nThe adjusted EPS estimate of 3.49, up 100.54% year over year, points to strong operating leverage on the anticipated revenue base. This is consistent with the EBIT estimate of 1.02 billion US dollars, up 115.99% year over year, suggesting higher incremental margins where fixed costs are absorbed across larger shipment volumes and higher average capacities. The net profit margin and gross margin ranges were not formally specified in the forecast dataset, but the prior quarter’s 41.63% gross margin and 20.99% net margin set a reference point for investors assessing the profit algorithm this quarter.\nFrom a channel standpoint, the wholesale and retail businesses (335.00 million US dollars and 188.00 million US dollars last quarter, respectively) act as important complements. However, the earnings profile is most sensitive to OEM purchasing cadence, pricing discipline, and capacity mix. As capacity points trend higher, unit elasticity typically yields to revenue gains and margin improvements, provided pricing remains rational and build schedules are aligned with end-customer deployments. Investors will be watching shipment mix, average selling prices, and any commentary on order linearity during the quarter to evaluate continuity of the current growth run-rate.\nHigh-Capacity Nearline HDD for Cloud and AI\nSeagate Technology PLC’s most promising engine into this print remains high-capacity nearline drives, the core of its OEM channel strength. Although the dataset does not break out segment-specific year-over-year growth, last quarter’s 21.51% company-level revenue growth and the current quarter’s 39.08% revenue growth forecast point to ongoing demand for larger-capacity products. This demand pattern is consistent with expanded deployment of data-intensive workloads, where nearline drives are preferred for exabyte-scale cold and warm storage and play a crucial role in balancing cost and capacity objectives within customer architectures.\nThe profitability signal is clear in the forecast: EBIT is expected to be 1.02 billion US dollars, up 115.99% year over year, outpacing revenue growth and indicating strong incremental margin. Given that adjusted EPS is expected to more than double year over year, the company is positioned to convert top-line momentum into bottom-line expansion. Margin specifics will likely hinge on capacity mix, manufacturing yields for the latest platforms, and pricing consistency across large accounts. Any step-up in the mix toward higher-capacity nearline drives should support margins through better dollar-per-terabyte economics and scale benefits.\nRecent portfolio streamlining also aligns the company more squarely with its core strengths. The pending transfer of the Lyve Cloud business to Wasabi Technologies, under which Seagate Technology PLC will receive equity consideration, points to a sharper focus on core storage hardware and related platforms. While the near-term revenue contribution from this change is minimal, the strategic consequence is a leaner operating structure with reduced complexity and clearer capital allocation to core product ramps. Investors will look for commentary on how the change affects operating expenses and whether capital is being redeployed to accelerate high-capacity drive roadmaps and factory efficiency.\nKey Stock Price Swing Factors\nInto results, the stock’s sensitivity is concentrated in shipment mix, margin cadence, and forward commentary. Shipment mix toward higher-capacity nearline drives is the dominant variable; a stronger-than-expected skew to larger capacities typically supports better pricing and gross margin. Conversely, any under-delivery on mix or an unexpected need to sharpen pricing could temper the otherwise positive earnings leverage that is implied by the forecast dataset. The updated EBIT and EPS projections suggest confidence in disciplined pricing and cost execution; the report’s detail on cost of goods sold and operating expense lines will be scrutinized to confirm that operating leverage is flowing through as expected.\nGross margin commentary is another focal point. The previous quarter’s gross margin of 41.63% provides a high base from which investors will calibrate sustainability. Clarity on utilization rates, yields on newer platforms, and cost-down trajectories should help quantify whether gross margin can hold or expand as volume scales. While the forecast does not include a formal target for gross or net margin, the scale of the EBIT and EPS lift suggests favorable dynamics, subject to confirmation in the management discussion and Q&A.\nCash generation and balance sheet updates round out the near-term stock catalysts. In the prior fiscal quarter, GAAP net income reached 593.00 million US dollars with an 8.01% sequential increase, and the company highlighted a healthy operating cash flow profile in recent communications. Investors will seek confirmation that free cash flow is pacing with earnings momentum and that inventory levels align with demand. Additionally, earlier actions to retire a portion of exchangeable notes and maintain cash returns signal a continued focus on capital discipline; any update on outstanding maturities and dividend cadence can influence sentiment. The sale of Lyve Cloud to Wasabi and the receipt of equity consideration is expected to have limited near-term P&L impact but may streamline operating expense and sharpen strategic focus, both of which matter for valuation multiples and post-earnings stock behavior.\nAnalyst Opinions\nAcross the January 1, 2026 to April 21, 2026 window, the identified institutional views on Seagate Technology PLC skew decisively bullish, with a clear majority of positive ratings and higher price targets and only a minority of neutral opinions observed. Notable updates in this interval include an Overweight initiation with a 525 US dollars price target by a major global bank in late March, reflecting confidence in the earnings trajectory and revenue mix, and a subsequent suite of target increases from prominent research houses in April.\nMorgan Stanley lifted its price target to 582 US dollars and designated Seagate Technology PLC as a top pick, citing conviction that earnings momentum into this quarter remains intact and that the mix of higher-capacity drives supports further margin and earnings leverage. This view aligns with the current quarter’s forecasted metrics: revenue of 2.95 billion US dollars (up 39.08% year over year), EBIT of 1.02 billion US dollars (up 115.99% year over year), and adjusted EPS of 3.49 (up 100.54% year over year). The premise is that operational consistency—particularly in the higher-capacity portfolio—can sustain a positive revision cycle, as each incremental turn of volume at improved mix should support gross margin and operating income.\nCiti raised its target to 595 US dollars and reiterated a Buy rating in mid-April, emphasizing the torque from high-capacity nearline shipments and the translation of top-line growth into bottom-line expansion. The bank’s analysis points to improved visibility on the earnings algorithm, where strong revenue growth converts into outsized EPS gains given fixed-cost absorption and disciplined opex. The magnitude of forecasted year-over-year EPS growth—a doubling—supports this framework, with the caveat that it depends on sustaining a favorable capacity mix and pricing environment through the quarter and into guidance.\nBernstein reaffirmed an Outperform rating with a 620 US dollars target during the same period, highlighting the cadence of demand for large-capacity drives and the expectation that profitability will improve as the product transition matures. Bernstein’s case builds on the scale benefit suggested by the EBIT forecast: at 1.02 billion US dollars, year-over-year growth is projected to exceed 100%, indicating that margin structures should inflect positively as the company ships higher dollar-per-unit configurations. Under this lens, the key checkpoints for the print are shipment volumes by capacity point, ASP dynamics, and any commentary on next-generation platform yields.\nEvercore ISI maintained an Outperform rating and raised its target to 550 US dollars in early April, capturing the same underlying theme of earnings leverage from mix improvement and strong procurement through the OEM channel. The focus in Evercore’s work is on execution: if cost controls and yields stay aligned with plan, the implied profitability lift in the forecasts is achievable without heroic assumptions about volume. The firm’s stance suggests that the recent quarter’s gross margin of 41.63% is not an outlier but a platform from which the company can hover or improve as the product cycle advances.\nMizuho’s updated 565 US dollars target and Buy rating in April echo the broader bullish consensus, pointing to confidence in current-quarter earnings power and the sustainability of a favorable demand backdrop for high-capacity platforms. The bank’s emphasis is on validating the top-line estimate of 2.95 billion US dollars and reconciling it with the EPS estimate of 3.49; the bridge is the implied operating leverage, which is further supported by the EBIT forecast cresting above 1.00 billion US dollars. Investors will look for confirmation in gross profit dollar growth and opex containment to support that bridge.\nTaken together, these constructive calls form the majority stance during the period, with bullish opinions outnumbering other views. The prevailing reasoning centers on three points reflected in the company’s own forecast dataset: accelerating revenue growth, a materially stronger EBIT profile, and a doubling of adjusted EPS year over year. Analysts expect the OEM-driven shipment mix of higher-capacity nearline drives to translate into both top-line and margin lift, with additional support from operating expense discipline and portfolio focus after the Lyve Cloud transaction. The primary questions into the release are about the pace of mix migration to higher-capacity drives, confirmation of gross margin sustainability over the mid-40% threshold implied by recent performance, and whether management’s forward commentary suggests continuity of the current growth cadence into the next quarter.\nOn balance, the market’s dominant view anticipates a solid print driven by high-capacity product momentum and disciplined execution, with valuation support from a stronger earnings base. The April 28, 2026 Post Market report will provide the final checks against these expectations: whether revenue lands near the 2.95 billion US dollars marker, whether EBIT approaches the 1.02 billion US dollars forecast, and whether adjusted EPS converges on the 3.49 figure. The degree to which results and guidance confirm or exceed these estimates will likely dictate near-term share performance, with upside potential if margins and mix surprise positively and fundamentals set up well for the subsequent quarter.","news_type":1,"symbols_score_info":{"STX":1}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556037447136136,"gmtCreate":1776784533824,"gmtModify":1776784537482,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Waiting for the share to cross the $600 mark 😝","listText":"Waiting for the share to cross the $600 mark 😝","text":"Waiting for the share to cross the $600 mark 😝","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556037447136136","repostId":"2628849724","repostType":2,"repost":{"id":"2628849724","kind":"highlight","pubTimestamp":1776696492,"share":"https://ttm.financial/m/news/2628849724?lang=en_US&edition=fundamental","pubTime":"2026-04-20 22:48","market":"fut","language":"en","title":"Seagate price target raised to $605 from $450 at BofA","url":"https://stock-news.laohu8.com/highlight/detail?id=2628849724","media":"TIPRANKS","summary":"BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...","content":"<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n","source":"tipranks_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate price target raised to $605 from $450 at BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate price target raised to $605 from $450 at BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 22:48 GMT+8 <a href=https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral><strong>TIPRANKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA raised the firm’s price target on Seagate (STX) to $605 from $450 and keeps a Buy rating on the shares. The firm sees continued strength in da...</p>\n\n<a href=\"https://www.tipranks.com/news/the-fly/seagate-price-target-raised-to-605-from-450-at-bofa-thefly-news?utm_source=itigerup.com&utm_medium=referral\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STX":"希捷科技","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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The firm sees continued strength in da...","news_type":1,"symbols_score_info":{"STX":1.94}},"isVote":1,"tweetType":1,"viewCount":32,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187203145,"gmtCreate":1623754042387,"gmtModify":1704210582468,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go MU","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>Go MU","text":"$Micron Technology(MU)$Go MU","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/187203145","isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":555644004435016,"gmtCreate":1776688491953,"gmtModify":1776688495612,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Since u mentioned . I will short the share if hit $600","listText":"Since u mentioned . I will short the share if hit $600","text":"Since u mentioned . I will short the share if hit $600","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555644004435016","repostId":"2628974998","repostType":2,"repost":{"id":"2628974998","kind":"live","pubTimestamp":1776678653,"share":"https://ttm.financial/m/news/2628974998?lang=en_US&edition=fundamental","pubTime":"2026-04-20 17:50","market":"nz","language":"en","title":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00","url":"https://stock-news.laohu8.com/highlight/detail?id=2628974998","media":"THOMSON REUTERS","summary":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.0","content":"<html><body><p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSeagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 17:50 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4543":"AI","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING 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","listText":"This is nothing new. ","text":"This is nothing new.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/555642320262480","repostId":"2628974998","repostType":2,"repost":{"id":"2628974998","kind":"live","pubTimestamp":1776678653,"share":"https://ttm.financial/m/news/2628974998?lang=en_US&edition=fundamental","pubTime":"2026-04-20 17:50","market":"nz","language":"en","title":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00","url":"https://stock-news.laohu8.com/highlight/detail?id=2628974998","media":"THOMSON REUTERS","summary":"Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.0","content":"<html><body><p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p></body></html>","source":"reuters_en_live","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ 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Objective to $605.00 From $450.00\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-20 17:50 GMT+8 <a href=https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2><strong>THOMSON REUTERS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Seagate Technology Holdings Plc : Bofa Global Research Raises Price Objective to $605.00 From $450.00</p>\n\n<a href=\"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260420:nAZN4SRNNV:2\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4543":"AI","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING 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All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","text":"$Micron Technology(MU)$ What crap this is.....cheat cheat cheat. All just want to push the stock lower and lower. Past 4 days all down. Need to respect this power and also a good lesson learnt :(","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/329279477055648","isVote":1,"tweetType":1,"viewCount":3160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9930841243,"gmtCreate":1661937922584,"gmtModify":1676536607696,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"Chip stock already plunge ; not could plunge","listText":"Chip stock already plunge ; not could plunge","text":"Chip stock already plunge ; not could plunge","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9930841243","repostId":"2263419923","repostType":4,"repost":{"id":"2263419923","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1661936442,"share":"https://ttm.financial/m/news/2263419923?lang=en_US&edition=fundamental","pubTime":"2022-08-31 17:00","market":"us","language":"en","title":"Chip Stocks Could Plunge As “We Are Entering the Worst Semiconductor Downturn”","url":"https://stock-news.laohu8.com/highlight/detail?id=2263419923","media":"Dow Jones","summary":"Citi analyst says that the continuing strength of the auto and industrial sectors will wane just lik","content":"<html><head></head><body><p>Citi analyst says that the continuing strength of the auto and industrial sectors will wane just like consumer electronics has, predicts 'every company/end market will correct' for chips</p><p>After a rough few months for semiconductor stocks, one Wall Street analyst expects the pain to continue and predicted Tuesday that "we are entering the worst semiconductor downturn in a decade."</p><p>In a Tuesday note, Citi Research analyst Christopher Danley wrote that this earnings season marked the first since the pandemic began in which consensus estimates for the chip sector declined during earnings. While many analysts put blame on PC and smartphone sales cooling considerably amid the specter of a recession, they pointed toward continuing strength for the auto and industrial sectors as reasons for optimism.</p><p>Danley did not see the same positives, however, saying he believes that the strong sectors showed signs of future weakness.</p><p>"We also witnessed the first signs of a correction in the automotive and industrial end markets and we continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build," said Citi Research analyst Christopher Danley in a note, citing cancellations of orders from auto and industrial companies that executives from Micron Technology Inc<a href=\"https://laohu8.com/S/MU\">$(MU)$</a> and Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a> disclosed in recent weeks.</p><p>"We expect more companies to announce cancellations from the auto/industrial end markets as capacity is added and demand weakens," Danley said.</p><p>Companies that specialize in making auto and industrial chips have fared better -- their stocks haven't declined as much -- across the board this year given that chip demand has persisted in these industries whose supply chains were hit the hardest by the COVID-19 pandemic. Danley expects they will, creating another leg down for chip stocks.</p><p>"We maintain our belief that every company/end market will correct and we expect the SOX index to hit new lows and fall another 25%," Danley said.</p><p>Danley's referring to the PHLX Semiconductor Index , which is already on track to post its worst decline in 14 years. For the year, the index is down 32%, and if unchanged, would be the worst decline in the index since 2008 when it dropped 48% over the year.</p><p>Another 25% drop from its current level of about 2,700 would put the SOX at around 2,020, a low not seen since July 7, 2020, when it closed at 2,019. The SOX last closed at a record high on Dec. 27, when it finished at 4,039.51, according to FactSet data.</p><p>Semiconductor designers focused on the auto and industrial sectors include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, which has a big presence in auto chip sales and recently reported an outlook that topped Wall Street estimates at the time, as well as Analog Devices and ON Semiconductor Corp. <a href=\"https://laohu8.com/S/ON\">$(ON)$</a> Outside the U.S., big auto suppliers include Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Japan's Renesas Electronics Corp. and Murata Manufacturing Co. , and Germany's Infineon Technologies AG</p><p>The most battered SOX stocks on the year include Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which is down 48% for the year, and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a>, down 45%. Among major chip makers, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> probably got off the lightest with just a slightly substandard forecast while Intel Corp.'s<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> report was a mess.</p><p>Danley's top pick among chip companies is Analog Devices, and he wrote Tuesday that his favorite stocks to own coming out of the downturn are Micron, AMD, ON Semiconductor Corp. (ON), and GlobalFoundries Inc. Two of Danley's favorite stocks fall squarely into the auto and industrial category: Analog Devices and ON Semi.</p><p>On Tuesday, the SOX index was down as much as 2.4% and at last check was near those session lows. In comparison, the S&P 500 index was off 1.4%, and the tech-heavy Nasdaq Composite Index was down 1.8%.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Could Plunge As “We Are Entering the Worst Semiconductor Downturn”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Could Plunge As “We Are Entering the Worst Semiconductor Downturn”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-08-31 17:00</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Citi analyst says that the continuing strength of the auto and industrial sectors will wane just like consumer electronics has, predicts 'every company/end market will correct' for chips</p><p>After a rough few months for semiconductor stocks, one Wall Street analyst expects the pain to continue and predicted Tuesday that "we are entering the worst semiconductor downturn in a decade."</p><p>In a Tuesday note, Citi Research analyst Christopher Danley wrote that this earnings season marked the first since the pandemic began in which consensus estimates for the chip sector declined during earnings. While many analysts put blame on PC and smartphone sales cooling considerably amid the specter of a recession, they pointed toward continuing strength for the auto and industrial sectors as reasons for optimism.</p><p>Danley did not see the same positives, however, saying he believes that the strong sectors showed signs of future weakness.</p><p>"We also witnessed the first signs of a correction in the automotive and industrial end markets and we continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build," said Citi Research analyst Christopher Danley in a note, citing cancellations of orders from auto and industrial companies that executives from Micron Technology Inc<a href=\"https://laohu8.com/S/MU\">$(MU)$</a> and Analog Devices Inc. <a href=\"https://laohu8.com/S/ADI\">$(ADI)$</a> disclosed in recent weeks.</p><p>"We expect more companies to announce cancellations from the auto/industrial end markets as capacity is added and demand weakens," Danley said.</p><p>Companies that specialize in making auto and industrial chips have fared better -- their stocks haven't declined as much -- across the board this year given that chip demand has persisted in these industries whose supply chains were hit the hardest by the COVID-19 pandemic. Danley expects they will, creating another leg down for chip stocks.</p><p>"We maintain our belief that every company/end market will correct and we expect the SOX index to hit new lows and fall another 25%," Danley said.</p><p>Danley's referring to the PHLX Semiconductor Index , which is already on track to post its worst decline in 14 years. For the year, the index is down 32%, and if unchanged, would be the worst decline in the index since 2008 when it dropped 48% over the year.</p><p>Another 25% drop from its current level of about 2,700 would put the SOX at around 2,020, a low not seen since July 7, 2020, when it closed at 2,019. The SOX last closed at a record high on Dec. 27, when it finished at 4,039.51, according to FactSet data.</p><p>Semiconductor designers focused on the auto and industrial sectors include Texas Instruments Inc. <a href=\"https://laohu8.com/S/TXN\">$(TXN)$</a>, which has a big presence in auto chip sales and recently reported an outlook that topped Wall Street estimates at the time, as well as Analog Devices and ON Semiconductor Corp. <a href=\"https://laohu8.com/S/ON\">$(ON)$</a> Outside the U.S., big auto suppliers include Netherlands-based NXP Semiconductors NV <a href=\"https://laohu8.com/S/NXPI\">$(NXPI)$</a>, Japan's Renesas Electronics Corp. and Murata Manufacturing Co. , and Germany's Infineon Technologies AG</p><p>The most battered SOX stocks on the year include Nvidia Corp. <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>, which is down 48% for the year, and Marvell Technology Inc. <a href=\"https://laohu8.com/S/MRVL\">$(MRVL)$</a>, down 45%. Among major chip makers, Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> probably got off the lightest with just a slightly substandard forecast while Intel Corp.'s<a href=\"https://laohu8.com/S/INTC\">$(INTC)$</a> report was a mess.</p><p>Danley's top pick among chip companies is Analog Devices, and he wrote Tuesday that his favorite stocks to own coming out of the downturn are Micron, AMD, ON Semiconductor Corp. (ON), and GlobalFoundries Inc. Two of Danley's favorite stocks fall squarely into the auto and industrial category: Analog Devices and ON Semi.</p><p>On Tuesday, the SOX index was down as much as 2.4% and at last check was near those session lows. In comparison, the S&P 500 index was off 1.4%, and the tech-heavy Nasdaq Composite Index was down 1.8%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4553":"喜马拉雅资本持仓","ON":"安森美半导体","CRCT":"Cricut, Inc.","BK4567":"ESG概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","AMD":"美国超微公司","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4566":"资本集团","MU":"美光科技","BK4527":"明星科技股","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4512":"苹果概念","BK4549":"软银资本持仓","BK4191":"家用电器","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","GFS":"GLOBALFOUNDRIES Inc.","ADI":"亚德诺","BK4007":"制药","BK4551":"寇图资本持仓","MRVL":"迈威尔科技","NXPI":"恩智浦","TXN":"德州仪器","BK4539":"次新股","BK4573":"虚拟现实","BK4561":"索罗斯持仓","INTC":"英特尔","BK4532":"文艺复兴科技持仓","NVDA":"英伟达","BK4581":"高盛持仓","TERN":"Terns Pharmaceuticals, Inc.","BK4554":"元宇宙及AR概念","BK4543":"AI"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2263419923","content_text":"Citi analyst says that the continuing strength of the auto and industrial sectors will wane just like consumer electronics has, predicts 'every company/end market will correct' for chipsAfter a rough few months for semiconductor stocks, one Wall Street analyst expects the pain to continue and predicted Tuesday that \"we are entering the worst semiconductor downturn in a decade.\"In a Tuesday note, Citi Research analyst Christopher Danley wrote that this earnings season marked the first since the pandemic began in which consensus estimates for the chip sector declined during earnings. While many analysts put blame on PC and smartphone sales cooling considerably amid the specter of a recession, they pointed toward continuing strength for the auto and industrial sectors as reasons for optimism.Danley did not see the same positives, however, saying he believes that the strong sectors showed signs of future weakness.\"We also witnessed the first signs of a correction in the automotive and industrial end markets and we continue to believe we are entering the worst semiconductor downturn in a decade given the recession and inventory build,\" said Citi Research analyst Christopher Danley in a note, citing cancellations of orders from auto and industrial companies that executives from Micron Technology Inc$(MU)$ and Analog Devices Inc. $(ADI)$ disclosed in recent weeks.\"We expect more companies to announce cancellations from the auto/industrial end markets as capacity is added and demand weakens,\" Danley said.Companies that specialize in making auto and industrial chips have fared better -- their stocks haven't declined as much -- across the board this year given that chip demand has persisted in these industries whose supply chains were hit the hardest by the COVID-19 pandemic. Danley expects they will, creating another leg down for chip stocks.\"We maintain our belief that every company/end market will correct and we expect the SOX index to hit new lows and fall another 25%,\" Danley said.Danley's referring to the PHLX Semiconductor Index , which is already on track to post its worst decline in 14 years. For the year, the index is down 32%, and if unchanged, would be the worst decline in the index since 2008 when it dropped 48% over the year.Another 25% drop from its current level of about 2,700 would put the SOX at around 2,020, a low not seen since July 7, 2020, when it closed at 2,019. The SOX last closed at a record high on Dec. 27, when it finished at 4,039.51, according to FactSet data.Semiconductor designers focused on the auto and industrial sectors include Texas Instruments Inc. $(TXN)$, which has a big presence in auto chip sales and recently reported an outlook that topped Wall Street estimates at the time, as well as Analog Devices and ON Semiconductor Corp. $(ON)$ Outside the U.S., big auto suppliers include Netherlands-based NXP Semiconductors NV $(NXPI)$, Japan's Renesas Electronics Corp. and Murata Manufacturing Co. , and Germany's Infineon Technologies AGThe most battered SOX stocks on the year include Nvidia Corp. $(NVDA)$, which is down 48% for the year, and Marvell Technology Inc. $(MRVL)$, down 45%. Among major chip makers, Advanced Micro Devices Inc. $(AMD)$ probably got off the lightest with just a slightly substandard forecast while Intel Corp.'s$(INTC)$ report was a mess.Danley's top pick among chip companies is Analog Devices, and he wrote Tuesday that his favorite stocks to own coming out of the downturn are Micron, AMD, ON Semiconductor Corp. (ON), and GlobalFoundries Inc. Two of Danley's favorite stocks fall squarely into the auto and industrial category: Analog Devices and ON Semi.On Tuesday, the SOX index was down as much as 2.4% and at last check was near those session lows. In comparison, the S&P 500 index was off 1.4%, and the tech-heavy Nasdaq Composite Index was down 1.8%.","news_type":1,"symbols_score_info":{"INTC":1,"MRVL":1,"NVDA":1,"NXPI":1,"GFS":1,"ADI":0.9,"TERN":0.9,"MU":0.9,"ON":1,"TXN":1,"CRCT":0.9,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100058529967950","authorId":"4100058529967950","name":"EKOS","avatar":"https://community-static.tradeup.com/news/262b14194b70ac55fd568f3bea2f9a78","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4100058529967950","idStr":"4100058529967950"},"content":"double plunges","text":"double plunges","html":"double plunges"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":315720685412416,"gmtCreate":1718111622594,"gmtModify":1718111626443,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Any one here know how to trade option ? I going to buy MU option but dun know how","text":"$Micron Technology(MU)$ Any one here know how to trade option ? I going to buy MU option but dun know how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/315720685412416","isVote":1,"tweetType":1,"viewCount":2146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579479350969407","authorId":"3579479350969407","name":"DdAlpha1","avatar":"https://static.tigerbbs.com/2b87e35294ae070b87a67eabcf83f904","crmLevel":11,"crmLevelSwitch":1,"authorIdStr":"3579479350969407","idStr":"3579479350969407"},"content":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","text":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!","html":"Be careful. Options trading can generate good profits consistently but also make a big hole out of your portfolio in one shot. Use the mock trading account first to test your skills as learning w real cash can be very painful. A few tips: Learn the greeks and how to use timeframes for each trade. Knowing when to place your position by reading charts is key but it can also go sideways all of a sudden w the wrong headlines. Apply what you learn from books and youtube in the mock trading first but know that its very different live as margins play a big role and dont max out your margins. Dont trade non blue chip companies. Goodluck!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155192410,"gmtCreate":1625384218830,"gmtModify":1703741127120,"author":{"id":"3582431123945556","authorId":"3582431123945556","name":"SingHeat","avatar":"https://static.tigerbbs.com/406dca529e3a17056ac913bf666e35b4","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582431123945556","idStr":"3582431123945556"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155192410","repostId":"1189605893","repostType":4,"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}