Computer share Semiconductor memory Manufacturer Micron ,MU -4.04%, At 11:45 pm ET did 4.3% tumblled through Monday.

You may probably blame educational research for this.

On the edge of being informative

What has been said about Micron today, there is not a lot of details available yet. So far, what I have found the most is brief of mention, but Streetinsider.comThat the research firm states that the demand and pricing of computer memory seems to be “better” in the first half of 2025. (Better than last year? Better than expected? Your guess is as good as mine.)

And that both demand and pricing will be “sub -seasonal”, or worse than the company’s historical average for the second half of one year, and with “prejudice low”. Which means that things will be somewhat bad, and potentially worse than investors.

Furthermore, it is worth indicating that the agencies say that it is true for both Micron and its opponent. Sandisk ,Snadak -7.29%,,

Q. is Micron Stock Selling A?

Of course, it is not fully expanded, nor does it fully clarify investors why they want to sell micron – or sandisk, whose stock is 8.6%below. So how worried you should be?

In the case of Micron, I am very worried. Although $ 6.2 billion (according to) earned earnings generally accepted accounting principles) Looks fine for me, the company produced less than $ 1.9 billion in the last 12 reports in the last 12 months. On $ 139 billion market cap, it works very expensive Price-free cash flow ratio Of the 74 – which is probably too much to pay.

And in H2 2025 “prejudice low”, Low inclination I will have to buy micron stock,