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Forward Pe

All articles tagged with #forward pe

investment-and-company-information1 month ago•19 min saved

Micron Dips as Tech Rally Softens Ahead of Key Earnings

Micron Technology (MU) closed at 1,000.26, down 1.61% and underperforming a broader market decline (S&P 500 -0.58%, Dow -1.18%), while the stock has risen about 18% over the past month. The company is due to report earnings on September 30, 2026, with Zacks forecasting EPS of 31.39 and revenue of 50.76 billion for the period. Zacks also assigns MU a #2 (Buy) rating, noting a Forward P/E of 6.44 and a PEG of 0.64, suggesting valuation support relative to its Computer – Integrated Systems peers ahead of the print.

via Yahoo Finance|

#earnings #forward-pe #investment-and-company-information

finance1 month ago•13 min saved

Forward Valuation Pushes Nvidia as the Better Buy in AI-Chip Race

The Motley Fool weighs Broadcom (AVGO) and Nvidia (NVDA) after their earnings, noting Broadcom’s AI semiconductor division surged 221% year over year to $16.7B while Nvidia’s data-center revenue rose 117% to $89B and total revenue grew 106% YoY. Although Broadcom is gaining with ASICs for hyperscalers, Nvidia still dominates GPUs; however, on forward earnings valuation Nvidia appears cheaper than Broadcom, with both staying below 20x consensus next-year earnings. Using a ~30x forward-earnings fair value, Nvidia could double while Broadcom could rise over 50%, leading the author to conclude Nvidia is the better buy on valuation, even as Broadcom remains attractive amid its AI-chip ramp.

via Yahoo Finance|

#ai-chips #broadcom #earnings

markets1 month ago•13 min saved

Nvidia's unexpectedly cheap multiple stirs questions ahead of earnings

Nvidia trades with a forward P/E around 24x, a valuation many see as cheap given its rapid growth, but JPMorgan and other analysts warn that the stock may need a rerating as investors shift from speculative hopes to actual profits. Catalysts for upside include sustained AI-compute leadership, cost-per-token reductions, and potential upside from China GPU shipments, though near-term guidance and cyclical risks remain a consideration ahead of earnings.

via Yahoo Finance|

#earnings #forward-pe #markets

finance1 month ago•22 min saved

Micron Stock Could Reach $3,500 by 2030 If AI Memory Boom Plays Out

Motley Fool argues Micron could benefit as memory becomes a key AI infrastructure constraint, supported by long-term contracts and smarter capital allocation. The article outlines 2030 scenarios: EPS of $250 with a forward P/E of 14 implies about $3,500 a share (upside case), EPS of $160 with a P/E of 10 implies about $1,600 (base case), and EPS of $100 with a P/E of 8 implies about $800 (downside). The base case suggests roughly 67% upside from current levels, though the memory cycle is volatile and risk remains; the piece also promotes Stock Advisor picks.

via Yahoo Finance|

#ai-memory #finance #forward-pe

market-news6 months ago•13 min saved

Morgan Stanley Sees S&P 500 Selloff Nearing a Bottom

The S&P 500 has fallen about 7.3% in March (on track for its worst month since 2022), but Morgan Stanley says the selloff is nearing its ending stages as the forward P/E has dropped roughly 15% from its peak; Brent crude has jumped about 51% since the start of the U.S.–Iran conflict and is largely priced in, yet higher interest rates remain a near-term risk with rate-cut odds fading by year-end.

via TipRanks|

#forward-pe #market-news #market-selloff