Hudbay Minerals Inc.

3 days ago · zacks.com

FormFactor's HBM4 testing and growing foundry business are benefiting from AI chip complexity.

3 days ago · zacks.com

In the closing of the recent trading day, HudBay Minerals (HBM) stood at $23.36, denoting a -1.02% move from the preceding trading day.

4 days ago · zacks.com

SK hynix is accelerating HBM4 production as AI memory demand surges, backed by long-term customer deals, capacity expansion and substantial shareholder returns.

4 days ago · seekingalpha.com

SK hynix demonstrates why its HBM leadership has helped deliver robust Q3 earnings momentum. SKHY's operating margin hit a record 80% in Q3, with ASPs rising 20% high for HBM and 20% mid for NAND. Over 50% of SKHY's 2027–2028 capacity is secured via long-term agreements, mitigating downside risk amid hyperscaler CapEx uncertainty.

5 days ago · seekingalpha.com

SK hynix Inc. delivered a strong Q3 '26, with a record operating profit and margin. Management finalized 2027 HBM pricing and expanded long-term agreements, securing over 50% of 2027–2028 capacity with major global cloud providers. Full-scale HBM4 production and robust DRAM/NAND shipment growth underpin bullish guidance, with supply expected to lag demand through 2030.

5 days ago · seekingalpha.com

SK hynix Inc. commands a 50% share in HBM, is sold out through 2029, and maintains Buy with exceptional growth visibility. Guidance highlights locked-in 2027 pricing, LTAs covering >50% of '27–'28, and persistent HBM tightness through 2030. SKHY trades at a deeply discounted 5x P/E in YE27 despite forecasted 46% revenue growth in 2027 and robust capital returns.

5 days ago · seekingalpha.com

SK hynix Inc. remains a Strong Buy after blowout Q3 earnings, driven by surging high-bandwidth memory, or HBM, demand from the AI infrastructure boom. SKHY's revenue soared 328% year-over-year to a record $78.9B, with HBM supply contracted out until 2029, ensuring pricing power amid structural undersupply. Because of a recent sector pullback, SKHY trades at only a forward P/E of 4.1x, well below peers, offering significant re-rating potential as HBM demand remains secular.

5 days ago · prnewswire.com

Reports revenues of 104.6155 trillion won, operating profit of 83.3338 trillion won, net profit of 39.7756 trillion won; Quarterly sales surpass 100 trillion won for the first time Sales of HBM4 and high-value-added server products expanded; HBM4 expected to be the mainstream product from the fourth quarter Long-term agreements secured for more than 50% of 2027~2028 production capacity; A structure that reflects market conditions and ensures stable profitability Most of the gains from the Kioxia investment to be shared with shareholders, with  approximately 100 trillion won in shareholder returns to be executed this year SEOUL, South Korea, Oct. 27, 2026 /PRNewswire/ -- SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has recorded 104.6155 trillion won in revenues, 83.3338 trillion won in operating profit (with an operating margin of 80%), and 39.7756 trillion won in net profit (with a net margin of 38%) in the third quarter. Record quarterly results in both revenue and operating profit and revenue surpasses 100 trillion won for the first time In a market environment in which prices of key products have risen on the back of growing demand for AI memory, the company once again posted all-time-high quarterly results in both revenue and operating profit, underpinned by the competitiveness of its high-value-added products.

9 days ago · seekingalpha.com

SK hynix Inc. benefits from strong AI memory demand, rising DRAM and NAND prices, and expanding HBM4 shipments. A richer product mix across advanced DRAM and 321-layer enterprise SSDs could support further margin expansion despite potential initial HBM4 yield pressures. SK hynix is losing DRAM and HBM revenue share, raising concerns about its competitive position and potential performance relative to other memory stocks.

10 days ago · seekingalpha.com

Micron Technology retains a Strong Buy rating, supported by robust guidance and a compelling valuation at 5.6x earnings. MU guides for 22% sequential weekly revenue growth and expects margins to bottom in fiscal 2027 before improving as HBM pricing lifts. A $35.16 billion buyback authorization, unlocking Dec. 9, 2026, is sized off real cash and is well-covered by MU's balance sheet.