Seeking Alpha
21 Oct 2026, 18:44 UTC · 1h ago
SK hynix Q3: Micron Already Told Us What's Coming
Impact · against what's priced in
The article provides negligible catalysts for Micron as the continued rise in memory prices and demand is already fully baked into the stock's current valuation. For SK hynix, the potential for a revenue beat over KRW 100 trillion is a positive signal, though it remains contingent on the upcoming Q3 report.
- MU+0.00
Already priced in
- The price assumes
The current AI-driven surge in DRAM and HBM demand
The article's observation that memory prices and demand are still rising simply confirms the AI-driven surge the market has already priced into the stock.
What MU's price assumes · Sep 9
