Hudbay Minerals(HBM)
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This TSX stock could be looking at up to 35% upside, analyst says, as price target hikes flood in on 'impressive' earnings
Financialpost· 2026-07-11 05:56
Article content Raymond James analysts led by Bruce MacArthur did some housekeeping in their metals coverage, as the price of gold continues to sputter, trading on July 10 below where it started the year and down 24 per cent from its record high of just over US$5,400 an ounce in January. The Raymond James team updated their nearer term and longer-term price targets for base and precious metals including copper, gold, silver, making stock recommendations along with those calls. In the metals landscape, the a ...
SK Hynix: The World's HBM Leader At A Discount
Seeking Alpha· 2026-07-11 03:02
Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...
SK hynix: The AI Memory Trade's Handed Investors A Rare Second Chance
Seeking Alpha· 2026-07-11 00:29
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
Micron Upgrade: Better HBM4 Performance Is Great, Here's Why I'm Still Not A Buyer
Seeking Alpha· 2026-07-10 23:12
The last time I wrote about Micron Technology, Inc. ( MU ), I rated the company a sell. The share price since that date and at the time of writingI am an investment professional with over 7 years of experience spanning quant equities, asset management, and private equity, working across the big financial centres in Europe. Currently, I work as an investment manager for an impact investment firm, where I oversee portfolio strategy and capital allocation decisions across a range of asset classes. My investmen ...
Micron: Its HBM4 Crucial Catalyst Is Still Being Ignored
Seeking Alpha· 2026-07-10 10:47
文章核心观点 - 美光科技 (MU) 是备受关注的半导体股票,过去一年股价涨幅超过722%,引发了投资者对其未来进一步上涨潜力的关注 [1] 分析师背景与研究方法 - 分析师基于现金流潜力、相对价值和经济护城河来分析股票 [1] - 分析师的研究结合了基本面分析和技术分析,并运用Python算法在股市中筛选被市场高估或忽视的公司 [1] - 分析师拥有多年的公共会计经验,背景涵盖会计和经济学,并曾攻读经济学博士学位 [1] 利益披露 - 分析师通过持股、期权或其他衍生品对美光科技 (MU) 持有看涨头寸 [2] - 分析师还持有谷歌 (GOOGL)、亚马逊 (AMZN) 和Meta (META) 的股票 [3]