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Technology Stocks : Semi Equipment Analysis

SOXX 299.67

+1.5%

Nov 12 4:00 PM EST

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To: Sam who wrote (88567)

9/1/2022 6:44:42 AM

From: Sam

2 Recommendations

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oldbeachlvr
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First Call earnings estimates for Micron are down again. FY22 is now $8.20 (was $9.35) while FY23 is $3.92 (was $10.96). FY22Q4, to be reported at the end of September, is now $1.30 down from $2.60. Of course, there will be a presentation today at Deutsche Bank and they may be lowered again after that given some of the warnings that Micron customers have given in the past few weeks about slack demand. Some stark differences. The question becomes, how much of the fall in estimates is already in the stock, which is down to around $55 from the high-90s earlier in the year?

p.s. If someone can explain why they write $5.13 in the narrative but different numbers in the table, please do. I have brought this up before but have never gotten an explanation of it.

Annual Earnings Est. for Micron Technology Inc Revised
First Call released annual estimates for Micron Technology Inc of $5.13. This is --% lower than last year's results for the year.

Fiscal Year Earnings Activity

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