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中文(ZH) 高盛将美光科技12个月目标股价从400美元上调至900美元,称“Q3成绩单”会很亮眼

Goldman Sachs boosts Micron price target to $900 on strong demand

Goldman Sachs has significantly raised its 12-month price target for Micron Technology from $400 to $900, citing an expected strong performance in the company's third fiscal quarter. This upward revision is driven by tightening supply conditions and surging demand for memory chips. Goldman Sachs also increased its revenue and non-GAAP earnings per share forecasts for 2026 and 2027, reflecting anticipated industry pricing trends and growth potential, while maintaining a 'neutral' rating on the stock. AI

IMPACT This price target increase for Micron, a key memory chip supplier, suggests strong demand in the semiconductor sector, which is crucial for AI hardware development and deployment.

RANK_REASON Analyst price target increase on a major tech company based on market conditions and earnings expectations. [lever_c_demoted from significant: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Goldman Sachs raises Micron Technology's 12-month target price from $400 to $900, saying its "Q3 earnings report" will be brilliant

    高盛分析师预计,美光科技本月晚些时候公布财报时,将交出亮眼的“第三财季成绩单”。而由于供应状况趋紧和内存芯片需求激增,高盛大幅提高了对美光科技的盈利预期和目标股价。具体而言,高盛将美光科技的12个月目标股价从400美元大幅上调至900美元,同时将该公司2026年和2027年的营收和非GAAP每股收益预期分别平均上调28%和36%,以反映更强劲的行业定价趋势和需求增长潜力。与此同时,高盛维持对该股的“中性”评级。(财联社)