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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

Nov 5 4:00 PM EST

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Sam

To: Return to Sender who wrote (90613)	9/27/2023 8:17:17 PM
From: Return to Sender	1 Recommendation of 95367

Micron beats by $0.08, beats on revs; guides Q1 EPS below consensus, revs in-line 4:07 PM ET 9/27/23 \| Briefing.com Reports Q4 (Aug) loss of $1.07 per share, $0.08 better than the FactSet Consensus of ($1.15); revenues fell 39.6% year/year to $4.01 bln vs the $3.95 bln FactSet Consensus. Non-GAAP gross margin of (9.1%) compared to (16.1%) in Q3.Co issues guidance for Q1, sees EPS of ($1.07), +/- $0.07, equating to ($1.00)-($1.14) vs. ($0.88) FactSet Consensus; sees Q1 revs of $4.40 bln, +/- $200 mln, equating to revenue of $4.20-$4.60 bln vs. $4.24 bln FactSet Consensus. Sees Non-GAAP gross margin of (4.0%), +/- 2%."Our 2023 performance positions us well as a market recovery takes shape in 2024, driven by increasing demand and disciplined supply. We look forward to record industry TAM revenue in 2025 as AI proliferates from the data center to the edge."

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