| Below is an important message from one of our highly valued sponsors. Please read it carefully as they have some special information to share with you. Dear Reader, As a seasoned venture capitalist, if I can give you one piece of advice, it's this: Do not invest on IPO Day. I don't care how big the IPO is. Elon Musk is set to take Starlink public this year in what will be the biggest IPO in history. But instead of buying Starlink, you should look into this $30 stock - and you should do it right now, before the potential IPO today. This company - whose name and ticker is revealed for FREE in this short video - is poised to rocket 100% or more in the next year off the back of the coming SpaceX IPO. And you can get shares today. Sincerely, James Altucher Today's editorial pick for you Mark Your Calendars: Analysts See Massive Upside Ahead for MicronPosted On Mar 17, 2026 by Ian Cooper  Since the year began, shares of Micron Technology (NASDAQ: MU) have exploded from a low of about $295 to a recent high of $441.80. And while impressive, there's more upside likely with the company expected to post strong earnings and guidance on Wednesday. Table of ContentsWith its next round of earnings, Wall Street is looking for EPS of $8.74 to $8.77 for the quarter, up about 451% year over year, with revenue of about $19.11 billion, up 137% year over year. Helping, analysts at Wedbush raised their price target on MU to $500 from $320, noting that Micron's earnings outlook continues to improve. Wells Fargo reiterated its buy rating on the stock with a $470 price target. And, according to RBC Capital, which has an outperform rating and a $525 price target on Micron, stronger demand for high-bandwidth memory (HBM) is expected to accelerate, especially with next-generation processors such as Nvidia's Rubin Ultra chips requiring 3.5 times as much HBM as current models. In fact, Micron just began shipping its HBM4 memory, designed for Nvidia's upcoming Vera Rubin platform. The new product delivers over 2.8 TB/s of bandwidth — more than twice the speed of the prior generation — and is over 20% more power efficient. All of which puts Micron in the middle of the next AI infrastructure buildout boom. Micron also recently bought the P5 chip plant from Powerchip Semiconductor Manufacturing in Taiwan, adding about 300,000 square feet of space for further memory production. And we have to consider that the total addressable market for HBM could reach $100 billion by 2028 from $35 billion in 2025, with demand greatly outstripping supply. Of the 41 analysts that cover Micron, 32 rate it a strong buy. However, Micron isn’t the only stock that you should be watching this week.  Five Below Earnings: Strong Merchandising and Traffic Trends Fuel GrowthOn Wednesday, Five Below (NASDAQ: FIVE) will post earnings after the bell. Wall Street is looking for revenue to grow about 23% year over year, improving from the 4% revenue growth recorded year-over-year. Ahead of earnings, analysts at Mizuho raised their price target on Five Below to $205 from $185 a share, noting that merchandising trends have remained exceptionally strong. Analysts at Bank of America also double-upgraded the stock to a buy rating with a $233 price target. The firm cited new leadership and "FIVE's new initiatives in marketing should drive traffic/transactions, and a mix shift to higher price points supports [average unit retail] that could result in comp upside for years," as quoted by Seeking Alpha.  Carnival Earnings: Strong Travel Demand and Dividend Return Support RecoveryOn March 27, Carnival Corp. (NYSE: CCL) is expected to post strong earnings and guidance. Despite a recent pullback in the stock due to the conflict in the Middle East, we expect strong earnings and guidance from the company. In a recent press release, management cited, "Demand for cruises remains strong for 2026, with clear signs that younger travelers and luxury consumers are reshaping the industry, according to research from Internova Travel Group, one of the world’s largest travel services companies.” Wall Street expects the company to post strong 2026 earnings, with analysts projecting revenues of $27.8 billion and a 17% growth in EPS to $2.45. While we wait for the stock to recover, we can collect its current 2.37% yield. It just paid out 15 cents a share on February 27 to shareholders of record as of February 13. We should note that the company just reinstated its dividend late last year. “2025 was a truly phenomenal year. We set new records across our business, achieved investment grade leverage metrics and reinstated our dividend, “as noted by Carnival Corporation & plc's Chief Executive Officer Josh Weinstein.  Micron or the Field: Choose the Report That Matches Your Investment StyleMicron stands out as a high-growth play tied directly to the accelerating AI buildout, with strong earnings momentum and rising analyst confidence suggesting further upside may still be on the table. Meanwhile, Five Below offers a consumer-driven growth story with improving fundamentals, and Carnival presents a potential recovery and income opportunity as travel demand continues to normalize. Investors should be watching closely for confirmation of these growth trends—particularly in AI demand, consumer spending strength, and travel bookings. This is a PAID ADVERTISEMENT provided to the subscribers of StockEarnings Free Newsletter. Although we have sent you this email, StockEarnings does not specifically endorse this product nor is it responsible for the content of this advertisement. Furthermore, we make no guarantee or warranty about what is advertised above. Your privacy is very important to us, if you wish to be excluded from future notices, do not reply to this message. Instead, please click Unsubscribe. StockEarnings, Inc
|
No comments:
Post a Comment