Price
No data yet.
Social Signal Score
Analyst Ratings
20 analystsRevenue
$651.04M+109.05%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- Peter Gerald Jan Kukielski
- Sector
- Basic Materials
- Industry
- Copper
- Employees
- 2,233
- Beta
- 2.31
- Country
- CA
- Piotroski score
- 6 / 9 (Middling)
- Altman Z-score
- 3.65
Financials
Revenue
$651.04M+109.1%Net Income
$133.91M+298.9%EBITDA
$326.20M+117.6%Free Cash Flow
$107.50M+137.3%EPS (diluted)
$0.33+135.7%Shares Outstanding (diluted)
402.02M+70.2%Operating Expenses
$20.95MCash & Debt
$939.87MReturn of Capital
$2.73MDividend per Share
$0.01Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $2.21B | $568.50M | $1.46 |
| 2024 | $2.02B | $76.70M | $0.20 |
| 2023 | $1.69B | $66.40M | $0.21 |
| 2022 | $1.46B | $70.38M | $0.27 |
| 2021 | $1.50B | $-244.36M | $-0.93 |
| 2020 | $1.09B | $-144.58M | $-0.55 |
| 2019 | $1.24B | $-343.81M | $-1.32 |
| 2018 | $1.47B | $85.42M | $0.33 |
| 2017 | $1.40B | $139.69M | $0.57 |
| 2016 | $1.13B | $-35.19M | $-0.15 |
| 2015 | $886.05M | $-331.43M | $-1.41 |
| 2014 | $507.51M | $65.35M | $0.31 |
| 2013 | $485.36M | $-95.19M | $-0.55 |
| 2012 | $706.20M | $-20.91M | $-0.11 |
Valuation
Project earnings forward and see what return today's price implies.
EPS was negative in at least one boundary year, so a compound growth rate can't be computed from it. Set your own assumption.
- EPS in 5 years
- $2.11
- Implied price
- $29.57
- Return from $27.20
- 1.7% a year
To earn 15.0% a year on these assumptions you'd need to buy at $14.70 — -46.0% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 10 | 12 | 14 | 16 | 18 |
|---|---|---|---|---|---|
| -2.0% | -13.7% | -10.5% | -7.7% | -5.2% | -3.0% |
| 3.0% | -9.3% | -6.0% | -3.0% | -0.4% | 2.0% |
| 8.0% | -4.9% | -1.4% | 1.7% | 4.4% | 6.9% |
| 13.0% | -0.5% | 3.2% | 6.4% | 9.3% | 11.9% |
| 18.0% | 3.9% | 7.7% | 11.1% | 14.1% | 16.8% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Signal Score (90d)
50+0.00%Social Signal Score
Mentions (33)
- Newsfool.com·2d ago·Neutral
This Under-the-Radar Supplier Could Be Nvidia's Secret Weapon Nvidia locking up scarce HBM gives it a big advantage in the AI chip market. SK Hynix is benefiting from being Nvidia's primary HBM supplier and locking in a huge supply agreement with the GPU maker.
View source ↗ - Newsseekingalpha.com·3d ago·Neutral
Micron: A Top AI Chip Stock With Potential To Double On HBM Demand Micron Technology, Inc. delivered record Q4 results, surpassing revenue and EPS expectations on surging demand for high-bandwidth memory in AI data centers. MU's growth is fueled by structural supply shortages and rising average selling prices for HBM and DRAM, driving gross margin expansion. I maintain a Strong Buy rating, citing explosive revenue and gross profit growth, favorable AI CapEx trends, and a risk profile skewed to t…
View source ↗ - Newsseekingalpha.com·5d ago·Positive
SK hynix: The Case For Owning The HBM Leader Into 2027 SK hynix is positioned for continued strength, with bullish prospects extending into 2027. Q2 results were robust, and Q3 is expected to be even stronger, reflecting favorable market dynamics. Industry trends from TrendForce support sustained demand and pricing power for SKHY's memory products.
View source ↗ - Newszacks.com·5d ago·Neutral
Why HudBay Minerals (HBM) Dipped More Than Broader Market Today HudBay Minerals (HBM) concluded the recent trading session at $26.68, signifying a -1.22% move from its prior day's close.
View source ↗ - Newsseekingalpha.com·5d ago·Negative
…'s Absolutely Enormous Day Micron Technology, Inc. delivered a historic fiscal Q4, crushing expectations with record revenue and margin expansion driven by AI-fueled HBM and data center demand. MU's forward guidance leapfrogs consensus, with management securing HBM contracts through 2027 and projecting continued explosive growth into 2028. Despite its outstanding operational performance, MU trades cheaply at just 6.6x forward fiscal 2027 earnings, remaining fundamentally mispriced given its grow…
View source ↗ - Newsreuters.com·7d ago·Neutral
Samsung Electronics says HBM to account for nearly 30% of industry DRAM capacity next year A Samsung Electronics executive said on Tuesday that high-bandwidth memory (HBM) is expected to account for nearly 30% of Dynamic Random-Access Memory (DRAM) chipmakers' total wafer capacity next year, up from about 20% currently.
View source ↗ - Newsbenzinga.com·7d ago·Neutral
Micron Heads Into Earnings as JPMorgan Sees HBM Shortage Lasting Through 2028 JPMorgan analyst Harlan Sur expects Micron Technology Inc. (NASDAQ:MU) to confirm strong memory pricing in its fourth-quarter report, due Sept. 30.
View source ↗ - Newsglobenewswire.com·8d ago·Neutral
Hudbay Enhances Gold Production Profile at Snow Lake, Extends Reserve Mine Life to 18 Years and Identifies Further Growth Potential from Resource Conversion and the Britannia Gold Project TORONTO, Sept. 28, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) (TSX, NYSE: HBM) today released an updated mine plan for its Snow Lake operations in Manitoba, Canada. All amounts are in U.S. dollars, unless otherwise noted.
View source ↗ - Newszacks.com·11d ago·Neutral
HudBay Minerals (HBM) Dips More Than Broader Market: What You Should Know In the latest trading session, HudBay Minerals (HBM) closed at $26.48, marking a -1.16% move from the previous day.
View source ↗ - Newsseekingalpha.com·11d ago·Positive
Micron Is Winning By Losing The HBM Race Micron Technology, Inc. is undervalued by the market, which overweights the HBM market share and underappreciates MU's superior DRAM mix and margins. MU's limited HBM exposure in 2026 proved advantageous, as HBM contracts locked in low prices, while DRAM prices soared, boosting MU's profitability. Agentic AI shifts memory demand toward CPU-attached DRAM and storage, where MU is the incumbent and fastest grower, especially in high-capacity server memory.
View source ↗ - Newsfool.com·12d ago·Neutral
The AI Supercycle Needs More Than Just Chips. This Growth Stock Builds the Memory Behind Them. HBM demand has been booming due to its critical role in AI accelerators. SK Hynix is the leading manufacturer of HBM, which explains its phenomenal growth.
View source ↗ - Newsseekingalpha.com·14d ago·Neutral
… $2,000 Is Becoming A Plausible Bull Case Micron enters Q4 earnings with expectations already extremely high, so a headline beat may not be enough. Forward guidance, HBM demand, pricing, and margins will matter more. The key structural change is the combination of HBM and Strategic Customer Agreements, which could raise Micron's through-cycle earnings floor and reduce the severity of future memory downturns. The most compelling signal is valuation: MU's share price has surged while its forward P…
View source ↗ - News247wallst.com·14d ago·Positive
HBM Sold Out Through 2027. Micron's Customers Are Begging. Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.
View source ↗ - Newszacks.com·17d ago·Negative
HudBay Minerals (HBM) Rises Higher Than Market: Key Facts In the closing of the recent trading day, HudBay Minerals (HBM) stood at $26.9, denoting a +1.74% move from the preceding trading day.
View source ↗ - Newsfool.com·22d ago·Positive
Nvidia's Latest Signal Points to Serious Downside Risk for Micron Before 2029 Is Over If Nvidia finds ways to use less expensive memory in future chips, Micron's premium HBM opportunity could shrink. Samsung and SK Hynix are gaining ground in HBM, so Micron needs strong demand and market share to justify its aggressive expansion.
View source ↗ - Newsseekingalpha.com·24d ago·Positive
… parabolic share gains, MU stock's forward P/E remains in line with historical upcycles, suggesting further upside as memory shortages persist through at least 2028. HBM remains a premium, supply-constrained product, but MU's current profit surge is driven by high-volume DDR5 and LPDDR5/X, with non-HBM margins currently higher.
View source ↗ - Newsglobenewswire.com·27d ago·Positive
Hudbay Recognized as a Top Performer by the Toronto Stock Exchange with Inclusion in the TSX30 TORONTO, Sept. 09, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay” or the “Company”) (TSX, NYSE: HBM) is proud to be recognized as a 2026 TSX30™ winner by the Toronto Stock Exchange (TSX). The annual ranking recognizes the top 30 performing stocks over a three-year period. Hudbay's share price increased 427% over this period.
View source ↗ - Newsseekingalpha.com·27d ago·Negative
Micron's Crash May Set Up Another Leg Higher Micron Technology, Inc. expects 2027 supply conditions to tighten further as AI demand accelerates and DRAM remains a critical infrastructure constraint. HBM3E consumes roughly three times DDR wafer capacity, while HBM4E pushes that trade ratio toward four times. Sixteen strategic customer agreements carried $22 billion in commitments, potentially creating substantially greater earnings visibility through 2030.
View source ↗ - Newsseekingalpha.com·27d ago·Positive
SK hynix Vs. Micron: 'This Time Is Different' SK hynix Inc. is rated Strong Buy over Micron Technology, Inc., rated Buy, on superior HBM leadership and its position in the emerging HBF standard. SKHY holds 50% of the HBM market, double its DRAM share, and began mass-production shipments of HBM4 in the second quarter. Every memory supplier says the supply cannot respond before 2028, with SK hynix's CEO seeing a shortage through 2030, underpinning pricing and earnings.
View source ↗ - Newsseekingalpha.com·31d ago·Negative
Micron: AI Fatigue Into A Big Day Micron Technology, Inc. stands at the center of the AI memory boom, with HBM3E supply sold out through 2027 and HBM4E ramping in 2027. Expectations for fiscal Q4 are ridiculously high. We think you need to see revenue above $54 billion, gross margins exceeding 86%, and EPS of at least $33 to avoid selling. The Data Center segment, driven by HBM demand, anchors MU's growth, while the Mobile and Client/PC segments benefit from rising memory content per device.
View source ↗ - Newsseekingalpha.com·33d ago·Neutral
Micron: The AI Memory Shortage Has Spread Beyond HBM Micron Technology (MU) is rated Buy, driven by persistent AI-induced memory shortages extending beyond HBM into DRAM and NAND. AI server demand from Dell and HPE, coupled with supply constraints, positions MU for sustained elevated earnings through at least FY2028. DRAM is the core earnings driver, with HBM growth tightening conventional DRAM supply and NAND providing a near-term tailwind.
View source ↗ - Newsseekingalpha.com·33d ago·Positive
Micron's Q4 2026 Period Will Be Another Record Quarter Micron is positioned to show record results for fiscal 4Q26, driven by robust DRAM demand and AI-related tailwinds. HBM and LPDDR innovations are fueling data center growth, with HBM supply constraints supporting elevated memory pricing and long-term contracts booked through 2028. I view MU as a buy for long-term investors, despite cyclical risks and potential future supply/demand imbalances from new fab buildouts.
View source ↗ - Newsseekingalpha.com·34d ago·Neutral
Micron's 2028 Risk Is Fading Memory shortages remain severe as HBM consumes DRAM capacity, preserving supplier pricing power despite already extraordinary price increases. SK hynix expects memory shortages through 2030, while its new Indiana HBM4E capacity will not arrive until 2029. Micron Technology, Inc. expects FY2027 CapEx above the mid-$40 billion range, yet meaningful greenfield bit supply begins around calendar 2028.
View source ↗ - Newszacks.com·34d ago·Neutral
Stacked for Success: Inside SK Hynix's HBM Dominance SK Hynix has positioned itself at the center of the AI supply ecosystem.
View source ↗ - Newsinvezz.com·35d ago·Negative
SK Hynix stock rebounds, but a new HBM4 risk is getting harder to ignore SK Hynix stock rebounded on Tuesday as South Korean chip stocks recovered from early losses, but a shift in the next generation of high-bandwidth memory is creating a new question for investors. The stock rose about 1.9% to 1.706 million won by 10:30 a.m.
View source ↗ - Newsbenzinga.com·35d ago·Neutral
CXMT's HBM3E Push Challenges Micron: These ETFs Play the AI Memory Boom China's memory-chip ambitions are moving into the heart of the artificial-intelligence supply chain. CXMT has begun producing small quantities of HBM3E, an advanced high-bandwidth memory used in AI chipsets, according to Reuters.
View source ↗ - News247wallst.com·35d ago·Negative
The Memory Shortage Isn't Close to Ending — Samsung Just Locked Up 70% of HBM Capacity Through 2031 The AI boom is turning memory from a cyclical semiconductor component into critical infrastructure. Manufacturers can add factories, but advanced high-bandwidth memory (HBM) takes years to qualify, ramp, and produce at scale.
View source ↗ - Newsseekingalpha.com·41d ago·Neutral
SK hynix: Cheap Despite A Historic Memory Boom SK hynix delivered 257% revenue growth and 557% operating profit growth, while its operating margin reached a remarkable 76%. HBM4 entered mass production in Q2, while HBM4E follows in 2027, reinforcing SK hynix's technological lead. Approximately 10 customers have signed long-term agreements, often spanning five years with deposits and volume commitments supporting demand visibility.
View source ↗ - Newsseekingalpha.com·41d ago·Positive
SK Hynix: Custom HBM Could Drive The Next Rerating SK hynix (SKHY) is poised to benefit from the AI-driven HBM memory boom, with custom HBM expanding its market into compute. Custom HBM integrates logic into memory, making SKHY's products harder to substitute and less cyclical than traditional memory. SKHY trades at 5x 2027 EPS; a partial rerating to 8x is justified if custom HBM gains traction, supporting a $210–$260 fair value range.
View source ↗ - Newsseekingalpha.com·43d ago·Positive
Micron: Don't Get Shaken Out The DRAM memory market is expected to remain tighter for longer vs. the NAND market. This benefits Micron's 76% DRAM-focused portfolio. Faster-than-expected HBM market growth, tight market conditions, and Micron's high share in this segment are major growth catalysts. DRAM market tightness is expected through 2027 and beyond, with HBM TAM projected to surpass $100B in 2027, accelerating revenue growth.
View source ↗ - Newsseekingalpha.com·48d ago·Negative
SK hynix: Believe In The HBM Leader SK hynix Inc. offers compelling valuation, trading at a forward P/E of 5.7 and a 13% free cash flow yield, despite recent volatility. SKHY maintains HBM leadership with 50% market share and robust gross margins but faces intensifying competition from Samsung and Micron. The current ADR premium is excessive at 38%, driven by structural constraints and forced selling; I expect this premium to narrow over time.
View source ↗ - Newsfool.com·50d ago·Neutral
Why This Memory Chip Boom May Have More Staying Power Than History Suggests HBM demand is rising fast enough to absorb a growing share of global DRAM capacity. HBM uses far more wafer capacity than conventional DRAM.
View source ↗ - Newszacks.com·53d ago·Neutral
Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk? MU's AI memory push drives surging revenues and faster HBM4 execution as it battles SK Hynix in HBM and Sandisk in data-center storage.
View source ↗
Earnings
Wed, Nov 4(in 4 weeks)
Consensus estimate $0.34 per share
Typical surprise +8.4% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Jul 29$0.28 vs $0.26beat
- Fri, May 1$0.40 vs $0.34beat
- Fri, Feb 20$0.22 vs $0.40miss
- Wed, Nov 12$0.03 vs $0.06miss
- Wed, Aug 13$0.19 vs $0.11beat
- Mon, May 12$0.24 vs $0.10beat
Estimates and results for HBM via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Congress trades
No disclosed congressional trades in HBM.
Self-reported filings, amounts as brackets. Via Senate/House disclosures.