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Micron Technology Inc (NASDAQ:MU) heads into its first-quarter earnings announcement with a mix of optimism and caution. "Choppy Quarters Ahead"? As Jake Silverman, Bloomberg Intelligence Semiconductor Analyst, puts it, "choppy quarters ahead for NAND" could pose a challenge, with pricing and...

Memory and storage solutions company Micron Technology, Inc. (NASDAQ: MU) reported Thursday with fourth-quarter results and a disappointing outlook. Micron shares immediately traded lower following the print, and the Street debated if investors should be buyers of the dip. The Good, Bad In Q4...

All-flash data storage hardware and software company Pure Storage Inc (NYSE: PSTG) reported second-quarter results Wednesday that were highlighted by a top-and-bottom line beat and upside to product revenue, billing, and gross margins. While management revised its full-year revenue...

Hard drive and NAND maker Western Digital Corp (NASDAQ: WDC) is "significantly overvalued" and the stock has downside potential of around 25%, according to Wedbush. The Analyst Matthew Bryson initiated coverage of Western Digital with an Underperform rating and $32.50 price target....

The outlook for the storage market bodes especially well for NetApp Inc. (NASDAQ: NTAP) while the bearish case for Pure Storage Inc (NYSE: PSTG) is no longer warranted, according to Goldman Sachs. The Analyst Goldman Sachs' Rod Hall upgraded NetApp's stock rating from Neutral to Buy with a...

After a trip to Asia, Mizuho is dropping its bullish stance on Lam Research Corporation (NASDAQ: LRCX) and Western Digital Corp (NASDAQ: WDC), but remains positive on Micron Technology, Inc. (NASDAQ: MU), a company the sell-side firm describes as a "better house in a tough...

Goldman Sachs is dropping its bullish thesis for Micron Technology, Inc. (NASDAQ: MU) despite an improving DRAM industry with new demand drivers like artificial intelligence. The Analyst Goldman Sachs' Mark Delaney downgraded Micron Technology from Buy to Neutral with a price...

The bullish case for Western Digital Corp (NASDAQ: WDC) is no longer warranted due to four near-term concerns, according to RBC Capital Markets.  The Analyst Analyst Amit Daryanani downgraded Western Digital from Outperform to Sector Perform with a price target lowered from $95...

Shares Seagate Technology PLC (NASDAQ: STX) have seen an "excellent run" in 2018, but industry-wide HDD headwinds now warrants a bearish stance on the stock, according to Evercore. The Analyst Evercore ISI's C.J. Muse downgraded Seagate from In Line to Underperform with a price target...

Seagate Technology PLC (NASDAQ: STX) deserves credit for improving its product offerings over the past few years to take advantage of an improved hard disk drive market, but a bearish stance is called for, according to Goldman Sachs.  The Analyst Goldman Sachs' Mark Delaney downgraded...

Micron Technology, Inc. (NASDAQ: MU) reported Wednesday afternoon with yet another beat-and-raise quarter, which shows the company is executing "near-flawlessly" in the memory market, according to Rosenblatt Securities.  The Analyst Analyst Hans Mosesmann maintained a Buy on Micron...

Nanometrics Incorporated (NASDAQ: NANO) remains well-positioned to take advantage of encouraging market trends, according to Stifel. But the fundamental prospects for the semiconductor supplier take a back seat to the stock's valuation, the sell-side firm said in a downgrade note.  The...

Micron Technology, Inc. (NASDAQ: MU) hosted its annual analyst and investor day Tuesday and delivered a "clear message," according to Stifel. The Analyst Stifel's Kevin Cassidy maintains a Buy rating on Micron's stock with a price target lifted from $101 to $106. The Thesis...

With most semiconductor equipment makers already having reported earnings, Citi shared its takeaways on the sector and updated its wafer fab equipment model Monday.  The Analyst Analyst Atif Malik upgraded Lam Research Corporation (NASDAQ: LRCX) from Neutral to Buy and increased the...

Micron Technology, Inc. (NASDAQ: MU) reported forecast-beating non-GAAP earnings per share and revenues for its fiscal 2018 second quarter after the close Thursday.  The Analyst KeyBanc Capital Markets analyst Weston Twigg maintained an Overweight on Micron and increased the price target...