Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Embedded Business Unit, and Storage Business Unit. It provides memory and storage technologies comprising dynamic random access memory semiconductor devices with low latency that provide high-speed data retrieval; non-volatile and re-writeable semiconductor storage devices; and non-volatile re-writable semiconductor memory devices that provide fast read speeds under the Micron and Crucial brands, as well as through private labels. The company offers memory products for the cloud server, enterprise, client, graphics, networking, industrial, and automotive markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; discrete storage products in component and wafers; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Micron Technology, Inc.

Among the underlying components of the S&P 500 index, we saw noteworthy options trading volume today in Target Corp (Symbol: TGT), where a total of 41,255 contracts have traded so far, representing approximately 4.1 million underlying shares. That amounts to about 52.8% of TGT's average daily trading volume over the past month of 7.8 million shares. Especially high volume was seen for the $100 strike call option expiring October 31, 2025, with 2,021 contracts trading so far today, representing approximately 202,100 underlying shares of TGT. Below is a chart showing TGT's trailing twelve month trading history, with the $100 strike highlighted in orange:
Cadence Design Systems Inc (Symbol: CDNS) saw options trading volume of 7,747 contracts, representing approximately 774,700 underlying shares or approximately 52.3% of CDNS's average daily trading volume over the past month, of 1.5 million shares. Particularly high volume was seen for the $420 strike call option expiring October 31, 2025, with 1,135 contracts trading so far today, representing approximately 113,500 underlying shares of CDNS. Below is a chart showing CDNS's trailing twelve month trading history, with the $420 strike highlighted in orange:
And Micron Technology Inc. (Symbol: MU) saw options trading volume of 131,655 contracts, representing approximately 13.2 million underlying shares or approximately 52.2% of MU's average daily trading volume over the past month, of 25.2 million shares. Particularly high volume was seen for the $190 strike put option expiring October 31, 2025, with 7,050 contracts trading so far today, representing approximately 705,000 underlying shares of MU. Below is a chart showing MU's trailing twelve month trading history, with the $190 strike highlighted in orange:
For the various different available expirations for TGT options, CDNS options, or MU options, visit StockOptionsChannel.com.
Also see:
IWY Average Annual Return
TGAN Stock Predictions
SRLP market cap history
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy Monday Option Activity: TGT, CDNS, MU

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the The Technology Select Sector SPDR Fund (Symbol: XLK) where we have detected an approximate $485.8 million dollar inflow -- that's a 0.5% increase week over week in outstanding units (from 319,805,897 to 321,460,000). Among the largest underlying components of XLK, in trading today International Business Machines Corp (Symbol: IBM) is off about 0.4%, Micron Technology Inc. (Symbol: MU) is off about 1.3%, and ServiceNow Inc (Symbol: NOW) is up by about 1.5%. For a complete list of holdings, visit the XLK Holdings page » The chart below shows the one year price performance of XLK, versus its 200 day moving average:
Looking at the chart above, XLK's low point in its 52 week range is $172.45 per share, with $298.17 as the 52 week high point — that compares with a last trade of $297.75. Comparing the most recent share price to the 200 day moving average can also be a useful technical analysis technique -- learn more about the 200 day moving average ».
Exchange traded funds (ETFs) trade just like stocks, but instead of ''shares'' investors are actually buying and selling ''units''. These ''units'' can be traded back and forth just like stocks, but can also be created or destroyed to accommodate investor demand. Each week we monitor the week-over-week change in shares outstanding data, to keep a lookout for those ETFs experiencing notable inflows (many new units created) or outflows (many old units destroyed). Creation of new units will mean the underlying holdings of the ETF need to be purchased, while destruction of units involves selling underlying holdings, so large flows can also impact the individual components held within ETFs.
Also see:
Warren Buffett Dividend Stock Portfolio
Funds Holding PPLC
CNP RSI
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Noteworthy ETF Inflows: XLK, IBM, MU, NOW

Last Friday, the three most widely followed benchmark indexes closed a winning week. The tech-heavy Nasdaq, the Dow Jones and the S&P 500 gained 2.3%, 2.2% and 1.9%, respectively.
The S&P 500 and Nasdaq registered their sharpest weekly advances since August, while the Dow Jones Industrial Average recorded its strongest weekly show since June.
The week’s trading reflects a mix of reduced trade-war fears between the United States and China, inflation coming in cooler than expected and U.S. sanctions on Russian oil firms shifting the energy market. The weaker-than-forecast inflation reading bolstered hopes for a rate cut by the Fed, lifting investor sentiment. Next week, markets will focus on upcoming central-bank commentary and big tech earnings.
Regardless of market conditions, we, here at Zacks, provide investors with unbiased guidance on how to beat the market.
As usual, Zacks Research guided investors over the past three months with its time-tested methodologies. Given the prevailing market uncertainty, you may want to look at our feats to prepare better for your next action.
Here are some of our key achievements:
Micron and Napco Security Surge Following Zacks Rank Upgrade
Shares of Micron Technology, Inc. MU have gained 77.3% (versus the S&P 500’s 5.3% increase) since it was upgraded to a Zacks Rank #1 (Strong Buy) on August 19.
Another stock, Napco Security Technologies, Inc. NSSC, which was also upgraded to a Rank #1 on August 28, has returned 14.8% (versus the S&P 500’s 4.7% increase) since then.
A hypothetical portfolio of Zacks Rank # 1 (Strong Buy) stocks returned +8.64% in 2025 (through September 1st) vs. +7.60% for the S&P 500 index.
This portfolio returned +22.4% in 2024, vs. +28% for the S&P 500 index and +19.9% for the equal-weight version of the S&P 500 index.
This hypothetical portfolio returned +20.65% in 2023 vs. +24.83% for the S&P 500 index and +15% for the equal-weight S&P 500 index.
The Zacks Model Portfolio - consisting of Zacks Rank #1 stocks – has outperformed the S&P index by more than 12 percentage points since 1988 (through September 1st, 2025, the Zacks # 1 Rank stocks generated an annualized average return of +23.8% vs. +11.3% for the S&P 500 index).
Image Source: Zacks Investment Research
Zacks Recommendation Upgrades PDD and Seacoast Banking
Shares of PDD Holdings Inc. PDD and Seacoast Banking Corporation of Florida SBCF have surged 9.6% (versus the S&P 500’s 4.4% rise) and 6.7% (versus the S&P 500’s 6.1% rise), respectively, since their Zacks Recommendation was upgraded to Outperform on August 29 and August 21.
While the Zacks Rank is our short-term rating system that is most effective over the one- to three-month holding horizon, the Zacks Recommendation aims to predict performance over the next 6 to 12 months. However, just like the Zacks Rank, the foundation for the Zacks Recommendation is trends in earnings estimate revisions.
The Zacks Recommendation classifies stocks into three groups — Outperform, Neutral and Underperform. While these recommendations are determined quantitatively, our analysts have the flexibility to override them for the 1100+ stocks they closely follow based on their better judgment of factors such as valuation, industry conditions and management effectiveness than the quantitative model.
To access our research reports with Zacks Recommendations for the 1100+ stocks we cover, click here>>>
Zacks Focus List Stocks Lam Research, Shopify Shoot Up
Shares of Lam Research Corporation LRCX, which belongs to the Zacks Focus List, have gained 56.4% over the past 12 weeks. The stock was added to the Focus List on December 5, 2016. Another Focus-List holding, Shopify Inc. SHOP, which was added to the portfolio on September 6, 2022, has returned 39% over the past 12 weeks. The S&P 500 has advanced 6.3% over this period.
The 50-stock Focus List portfolio returned 18.3% in 2025 (through September 30th, 2025) vs. +14.8% for the S&P 500 index and +9.9% for the equal-weight version of the index.
The Zacks Focus List portfolio returned +18.41% in 2024 vs. +25.04% for the S&P 500 index and +13% for the equal-weight S&P 500 index. The portfolio had returned +29.54% in 2023 vs. +26.28% for the S&P 500 index and +13.61% for the equal-weight S&P 500 index. In 2022, the portfolio returned -15.2% vs. the S&P 500 index’s -17.96%.
The portfolio leads the broader market over the preceding one, three, five and ‘since 2004’ periods. These annualized return comparisons are: +16.96% for the Focus List vs. +17.60% for the index over the one-year period, +26.77% vs. +24.94% over the 3-year period, +17.38% vs. +14.48% over the 5-year period, and +12.13% vs. +10.71% since 2004.
Unlock all of our powerful research, tools and analysis, including the Focus List, Zacks #1 Rank List, Equity Research Reports, Zacks Earnings ESP Filter, Premium Screener and more, as part of Zacks Premium. Gain full access now >>
Zacks ECAP Stocks Thermo Fisher & Fair Isaac Make Significant Gains
Thermo Fisher Scientific Inc. TMO, a component of our Earnings Certain Admiral Portfolio (ECAP), has jumped 19.7% over the past 12 weeks. Fair Isaac Corporation FICO has followed Thermo Fisher with 8.8% returns.
The Zacks Earnings Certain Admiral Portfolio (ECAP), which consists of 30 concentrated, ultra-defensive, long-term Buy-and-Hold stocks, returned +0.20% in the second quarter of 2025 vs. the S&P 500 index’s +10.94% gain (SPY ETF). In the year-to-date period through June 30th, the portfolio returned +3.93% vs. +6.20% gain for the S&P 500 index.
For the year 2024, the portfolio returned +16.26% vs. +24.89% for the S&P 500 index (SPY ETF).
In 2023, the portfolio returned +12.17% vs. +26.28% for the S&P 500 index. The portfolio returned -4.7% in 2022 vs. the S&P 500 index’s -17.96%.
With little to no turnover and annual rebalance periodicity, ECAP seeks to minimize capital loss by holding shares of companies whose earnings streams exhibit a proven 20+ year track record of surviving recessionary periods with minimal impact on aggregate earnings growth relative to the overall S&P 500.
The ECAP and many other model portfolios are available as part of Zacks Advisor Tools, a cloud-based solution to access Zacks award-winning stock, mutual fund and ETF research. Click here to schedule a demo.
Zacks ECDP Stocks UnitedHealth and 3M Outperform Peers
UnitedHealth Group Incorporated UNH, which is part of our Earnings Certain Dividend Portfolio (ECDP), has returned 29% over the past 12 weeks. Another ECDP stock, 3M Company MMM, has climbed 11.4% over the same time frame. Of course, the inclination of investors toward quality dividend stocks to secure an income stream amid heightened market volatility contributed to this performance.
With an extremely low beta and a history of minimum earnings variability over the last 20+ years, this 25-stock portfolio helps significantly mitigate risk.
The Zacks Earnings Certain Dividend Portfolio (ECDP) returned -3.17% in 2025 Q2 vs. the S&P 500 index’s +10.94% gain and the Dividend Aristocrats ETF’s (NOBL) -0.09% return. Year-to-date (through June 30th), the portfolio returned +2.38% vs. +2.18% gain for the Dividend Aristocrat ETF.
For the full year 2024, the portfolio returned +6.95% vs. +24.89% for the S&P 500 index and +6.72% for NOBL.
The portfolio returned -0.9% in 2023 vs. +26.28% for the S&P 500 index and +8.11% for NOBL. The portfolio returned -2.3% in 2022 vs. -17.96% for the S&P 500 index and -8.34% for NOBL.
Click here to access this portfolio on Zacks Advisor Tools.
Zacks Top 10 Stock Credo Technology Delivers Solid Returns
Credo Technology Group Holding Ltd CRDO, from the Zacks Top 10 Stocks for 2025, has jumped 131.4% year to date compared with the S&P 500 Index’s 15.6% increase.
The Top 10 portfolio returned +26.47% this year (through the end of September 2025) vs. +14.84% for the S&P 500 index and +9.9% for the equal-weight version of the index.
The Top 10 portfolio returned +62.98% in 2024, vs. +25.04% for the S&P 500 index and +13% for the equal-weight version of the index. The portfolio had returned +25.15% in 2023 vs. +26.28% for the S&P 500 index.
Since 2012, the Top 10 portfolio has produced a cumulative return of +2,553.1% through the end of September 2025 vs. +545.2% for the S&P 500 index and +396.4% for the equal-weight version of the index. The portfolio has produced an average return of +26.6% in the period 2012 through September 30, 2025, vs. +13.1% for the S&P 500 index and +10.5% for the equal-weight version of the index.
Beyond Nvidia: AI's Second Wave Is Here
The AI revolution has already minted millionaires. But the stocks everyone knows about aren't likely to keep delivering the biggest profits. Little-known AI firms tackling the world's biggest problems may be more lucrative in the coming months and years.
See "2nd Wave" AI stocks now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Beat the Market the Zacks Way: PDD, Shopify, 3M in Focus

Key Points
The healthy demand for memory chips has led to a sharp jump in the revenue and earnings of this company in recent quarters.
Analysts are expecting this chipmaker to double its earnings in the new fiscal year, which is likely to result in more upside.
Buying artificial intelligence (AI) stocks that are both profitable and undervalued may seem like a long shot right now. That's because many companies that are capitalizing on the AI boom are either too expensive or have yet to make a profit because of their heavy investments into this space, or both.
That's why Micron Technology (NASDAQ: MU) looks like an outlier in the universe of AI stocks. Shares of the chipmaker have shot up a remarkable 140% in 2025 as of this writing. Even then, it trades at a substantial discount when compared to other technology and AI stocks. Micron's attractive valuation along with its ability to sustain the impressive growth in its revenue and profits is likely to pave the way for more upside in this semiconductor stock.
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Let's see why that's the case.
Micron is set to win big from secular growth in memory chip demand
Micron is coming off a solid fiscal performance that explains its red-hot rally in 2025. The company's revenue in the recently concluded fiscal 2025 (which ended on Aug. 28) was up by 49% from the previous year to $37.4 billion. Meanwhile, the improving pricing environment in the memory chip industry led to a sharp improvement in Micron's bottom line.
Its non-GAAP (adjusted) earnings per share increased to $8.29 per share in fiscal 2025 from $1.30 per share in the prior year. Micron's operating income margin jumped by almost 4x last fiscal year as the tight supply and healthy demand for high-bandwidth memory (HBM) chips deployed in AI servers boosted prices. However, a recent development may lead investors to wonder if the favorable memory pricing environment can continue.
A Reuters exclusive report says that Micron is planning to stop selling its AI server memory chips to Chinese customers. The chipmaker was banned by Beijing in 2023 from selling memory products that power crucial infrastructure in the country, which explains its eventual exit from conducting data center business in that country.
Micron generated just $2.6 billion in revenue from mainland China in the previous fiscal year, which was 7% of its top line. It is worth noting that it will continue to sell its data center memory chips to Chinese customers who have established their operations outside the country, including Lenovo. Micron will also sell memory chips deployed in automotive, smartphone, and personal computer (PC) applications in China.
Meanwhile, the company plans to direct the data center memory capacity that will be freed up after shutting its data center business in China toward other markets. Investors will do well to note that Micron management pointed out on its previous earnings conference call that it expects "to conclude agreements to sell out the remainder of our total HBM calendar 2026 supply in the coming months."
It shouldn't be difficult for Micron to find customers for its HBM chips. That's because this type of memory is being increasingly deployed in both graphics processing units (GPUs) and custom AI processors to handle AI workloads in the cloud. Goldman Sachs is predicting a 23% increase in GPU-related HBM demand next year, along with a much bigger increase of 82% from custom AI processors.
Micron's cloud memory business unit (CMBU), which accounts for sales of HBM, saw a 3.5x jump in revenue in the previous fiscal year to $13.5 billion. Given that the demand for HBM is growing at a faster pace than supply, Micron is looking to expand its manufacturing capacity. In all, it shouldn't be too difficult for the company to overcome the minor setback in China.
Investors should note that HBM is likely to remain in robust demand in the long run as well considering that a whopping $4 trillion could be spent on AI infrastructure by the end of the decade. Companies such as Nvidia, Broadcom, and AMD have been receiving sizable orders to deploy their chips in AI data centers, and all of them rely on Micron for HBM.
Micron management says that it now has six customers for HBM chips. So, there is a good chance that it supplies this type of memory to all the leading AI chipmakers. That's likely to ensure that the impressive growth in Micron's earnings continues.
Micron's earnings growth potential and valuation point toward more upside
We have already seen that Micron's earnings grew at a blistering pace last year. The good part is that analysts are expecting its outstanding growth to continue in the current fiscal year as well, followed by another double-digit jump in the next one.
The chart above tells us that Micron's bottom line could double in fiscal 2026. Given that Micron is trading at just 24 times trailing earnings right now, investors can get their hands on this AI stock at an attractive valuation. After all, Micron is cheaper than the tech-laden Nasdaq-100 index's trailing earnings multiple of 33 (using the index as a proxy for tech stocks).
It won't be surprising to see Micron enjoying a premium valuation after a year on account of its remarkable earnings growth. Assuming that the stock trades in line with the index after a year and indeed hits $16.68 per share in earnings, its price could hit $550. That would translate into potential gains of 170% from current levels, giving investors a solid reason to buy it before it skyrockets further.
Should you invest $1,000 in Micron Technology right now?
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Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Goldman Sachs Group, and Nvidia. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Undervalued and Profitable: This Magnificent Artificial Intelligence (AI) Stock Can Soar Higher After Skyrocketing 140% in 2025

The S&P 500 Index ($SPX) (SPY) on Friday rose by +0.79%, the Dow Jones Industrials Index ($DOWI) (DIA) rose by +1.01%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose by +1.04%. December E-mini S&P futures (ESZ25) rose by +0.74%, and December E-mini Nasdaq futures (NQZ25) rose by +1.00%.
The S&P 500 and the Nasdaq 100 indexes both rallied to new record highs on Friday. Stocks found support from the slightly weaker-than-expected US CPI report, which gave the Fed a bit more latitude to cut interest rates. The Sep CPI report of +0.3% m/m and +3.0% y/y was slightly weaker than market expectations of +0.4% m/m and +3.1% y/y. Also, the Sep core CPI report of +0.2% m/m and +3.0% y/y was slightly weaker than market expectations of +0.3% m/m and +3.1% y/y.
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While the markets reacted favorably to Friday’s CPI report, the Sep CPI report of +3.0% y/y rose to match the current 16-month high, and the core CPI report of +3.0% y/y was still far above the Fed’s inflation target of +2.0%.
Stocks also saw support from Friday’s Oct S&P US manufacturing PMI report of +0.2 to 52.2, stronger than expectations of unchanged at 52.0. Also, the Oct S&P US services PMI report of +1.0 to 55.2 was stronger than expectations for a -0.7 point decline to 53.5.
On the negative side, Friday’s final-Oct University of Michigan US consumer sentiment index fell -1.4 points to 53.6, which was weaker than market expectations of a -0.5 point drop to 54.5.
Stocks were undercut when President Trump late Thursday announced he had terminated trade negotiations with Canada, citing an anti-tariff advertisement released by the provincial government of Ontario that apparently hit a nerve with Mr. Trump. The ad featured former US President Reagan speaking out in a 1987 address in favor of free trade and against tariffs, calling tariffs an outdated idea that stifles innovation, drives up prices, and hurts US workers.
Mr. Trump claimed the ad was deceptive and said it was designed to influence the US Supreme Court ahead of oral arguments on November 5 on the legality of Mr. Trump’s reciprocal tariffs. Lower courts have already deemed Mr. Trump’s reciprocal tariffs illegal, ruling the tariffs are based on a specious claim of emergency authority. If the US Supreme Court upholds those rulings, the US government will have to refund the tariffs already collected, and Mr. Trump’s power to impose tariffs will be limited to well-founded sections of US trade law.
Later in the day, Ontario said it plans to pause the anti-tariff ad campaign. Also, Canadian Prime Minister Carney said Canada is prepared to resume trade talks “when the Americans are ready.”
The markets are focused on US-China trade talks, as President Trump reiterated his threat on Monday to boost tariffs on Chinese goods “if there isn’t a deal” by November 1. President Trump is scheduled to meet Chinese President Xi Jinping next Thursday on the sidelines of the Asia-Pacific Economic Cooperation conference in South Korea.
The US government shutdown continues into its fourth week, weighing on market sentiment and delaying key economic reports. The government shutdown is delaying the release of government reports, including the last four weeks of weekly initial unemployment claims and the September payroll report. Bloomberg Economics estimates that 640,000 federal workers will be furloughed during the shutdown, which would expand jobless claims and push the unemployment rate up to 4.7%.
The markets are focused on earnings results as the Q3 earnings season continues. Positive corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, 85% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from 6.4% in Q2.
Overseas stock markets on Friday closed higher. The Euro Stoxx 50 closed up +0.11%. China’s Shanghai Composite closed up +0.71%. Japan’s Nikkei Stock 225 closed up +1.35%.
Interest Rates
December 10-year T-notes (ZNZ5) fell -1 tick, while the 10-year T-note yield fell -0.4 bp to 3.997%. T-notes rebounded from early losses on the slightly weaker-than-expected US CPI report. Also, the 10-year breakeven inflation expectations rate fell by -0.6 bp to 2.298%.
T-notes have support from the ongoing US government shutdown, which could lead to additional job losses, reduced consumer spending, and a weakened US economy, potentially allowing the Fed to continue cutting interest rates.
The markets are discounting a 97% chance of a -25 bp rate cut at next week’s FOMC meeting on Oct 28-29.
European government bond yields rose. The 10-year German bund yield rose +4.3 bp to 2.626%. The 10-year UK gilt yield rose +0.8 bp to 4.432%.
Swaps are discounting a 1% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
The Magnificent Seven stocks on Friday closed higher, except for the -3.4% decline in Tesla (TSLA). Alphabet (GOOG) and Nvidia (NVDA) both showed gains of more than +2%.
There were some notable gains in chip stocks Friday, which supported gains in tech stocks and the overall market. Advanced Micro Devices (AMD) rallied more than +7%, and Micron Technology (MU) rallied more than +5%. Broadcom (AVGO), Arm Holdings (ARM), and Lam Research (LRCX) rallied more than +2%. Intel (INTC) rose +0.3% on a favorable earnings report and strong revenue guidance.
Crypto stocks saw support on Friday, with Bitcoin up +1% and Ethereum up +2.7%. Also, Coinbase (COIN) rallied more than +9% on an upgrade from JPMorgan to overweight from neutral due to some risk abatement and increasing monetization opportunities. Riot Platforms (RIOT) rallied +4.5%, and MARA Holdings (MARA) rallied +1.7%.
Ford (F) rallied more than +12% after beating analyst earnings expectations and expressing optimism about a bounce-back from a disruptive fire at a major supplier.
Newmont (NEM) fell more than -6% after the company said that gold production in 2026 may be no higher than in 2025.
Deckers Outdoor (DECK) fell more than -15% after reporting disappointing 2026 net sales.
Earnings Reports(10/27/2025)
Keurig Dr Pepper Inc (KDP), Revvity Inc (RVTY), Arch Capital Group Ltd (ACGL), Whirlpool Corp (WHR), Simpson Manufacturing Co Inc (SSD), Alexandria Real Estate Equities (ARE), Brixmor Property Group Inc (BRX), Nucor Corp (NUE), NOV Inc (NOV), Hartford Insurance Group Inc/T (HIG), Brown & Brown Inc (BRO), Cincinnati Financial Corp (CINF), Crane Co (CR), F5 Inc (FFIV), Universal Health Services Inc (UHS), Amkor Technology Inc (AMKR), FTAI Aviation Ltd (FTAI), Principal Financial Group Inc (PFG), Kilroy Realty Corp (KRC), Welltower Inc (WELL), Avis Budget Group Inc (CAR), Cadence Design Systems Inc (CDNS), Confluent Inc (CFLT), Olin Corp (OLN), Waste Management Inc (WM), BioMarin Pharmaceutical Inc (BMRN), NXP Semiconductors NV (NXPI).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks Rally to Record Highs on Favorable US CPI Report

The S&P 500 Index ($SPX) (SPY) today is up +0.76%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.85%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.04%. December E-mini S&P futures (ESZ25) are up +0.70%, and December E-mini Nasdaq futures (NQZ25) are up +0.82%.
Stock indexes are trading higher after today’s slightly weaker-than-expected US CPI report gave the Fed a bit more latitude to cut interest rates. The Sep CPI report of +0.3% m/m and +3.0% y/y was slightly weaker than market expectations of +0.4% m/m and +3.1% y/y. Also, the Sep core CPI report of +0.3% m/m and +3.1% y/y was slightly weaker than market expectations of +0.2% m/m and +3.1% y/y.
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While the markets reacted favorably to today’s CPI report, the Sep CPI report of +3.0% y/y rose to match the current 16-month high, and the core CPI report of +3.0% y/y was still far above the Fed’s inflation target of +2.0%.
Stocks also saw support from today’s Oct S&P US manufacturing PMI report of +0.2 to 52.2, stronger than expectations of unchanged at 52.0. Also, the Oct S&P US services PMI report of +1.0 to 55.2 was stronger than expectations for a -0.7 point decline to 53.5.
On the negative side, today’s final-Oct University of Michigan US consumer sentiment index fell -1.4 points to 53.6, which was weaker than market expectations of a -0.5 point drop to 54.5.
Stocks were undercut when President Trump late Thursday announced he had terminated trade negotiations with Canada, citing an anti-tariff advertisement released by the provincial government of Ontario that apparently hit a nerve with Mr. Trump. The ad featured former US President Reagan speaking out in a 1987 address in favor of free trade and against tariffs, calling tariffs an outdated idea that stifles innovation, drives up prices, and hurts US workers.
Mr. Trump claimed the ad was deceptive and said it was designed to influence the US Supreme Court ahead of oral arguments on November 5 on the legality of Mr. Trump’s reciprocal tariffs. Lower courts have already deemed Mr. Trump’s reciprocal tariffs illegal, ruling the tariffs are based on a specious claim of emergency authority. If the US Supreme Court upholds those rulings, the US government will have to refund the tariffs already collected, and Mr. Trump’s power to impose tariffs will be limited to well-founded sections of US trade law.
The markets are focused on US-China trade talks, as President Trump reiterated his threat on Monday to boost tariffs on Chinese goods “if there isn’t a deal” by November 1. President Trump is scheduled to meet Chinese President Xi Jinping next Thursday on the sidelines of the Asia-Pacific Economic Cooperation conference in South Korea.
The US government shutdown continues into its fourth week, weighing on market sentiment and delaying key economic reports. The government shutdown is delaying the release of government reports, including the last four weeks of weekly initial unemployment claims and the September payroll report. Bloomberg Economics estimates that 640,000 federal workers will be furloughed during the shutdown, which would expand jobless claims and push the unemployment rate up to 4.7%.
The markets are focused on earnings results as the Q3 earnings season continues. Positive corporate earnings expectations are a bullish backdrop for stocks. According to Bloomberg Intelligence, 85% of the S&P 500 companies that have reported so far have beaten forecasts, on course for the best quarter since 2021. However, Q3 profits are expected to have risen by +7.2% y/y, the smallest increase in two years. Also, Q3 sales growth is projected to slow to +5.9% y/y from 6.4% in Q2.
Overseas stock markets on Friday are mixed. The Euro Stoxx 50 is down -0.06%. China’s Shanghai Composite closed up +0.71%. Japan’s Nikkei Stock 225 closed up +1.35%.
Interest Rates
December 10-year T-notes (ZNZ5) are up +1 tick, and the 10-year T-note yield is down -0.8 bp at 3.993%. T-notes rebounded from early losses on the slightly weaker-than-expected US CPI report. Also, the 10-year breakeven inflation expectations rate today is down -0.9 bp at 2.294%.
T-notes have ongoing support from the ongoing US government shutdown, which could lead to additional job losses, reduced consumer spending, and a weakened US economy, potentially allowing the Fed to continue cutting interest rates.
The markets are discounting a 97% chance of a -25 bp rate cut at next week’s FOMC meeting on Oct 28-29.
European government bond yields are higher. The 10-year German bund yield is up +4.5 bp at 2.627%. The 10-year UK gilt yield is up +0.4 bp at 4.427%.
Swaps are discounting a 1% chance for a -25 bp rate cut by the ECB at its next policy meeting on October 30.
US Stock Movers
The Magnificent Seven stocks today are mostly trading higher, except for a -2% decline in Tesla (TSLA) and a small decline in Meta Platforms (META). Notable gainers include a +2.8% gain in Alphabet (GOOG), and gains of more than 1% in Nvidia (NVDA), Apple (AAPL), and Amazon (AMZN).
Chip stocks are broadly higher today, supporting gains in tech stocks and the overall market. Advanced Micro Devices (AMD) is up more than +6%, and Micron Technology (MU) is up more than 4%. Broadcom (AVGO), Arm Holdings (ARM), and Lam Research (LRCX) are up more than +3%. Intel (INTC) is up +0.6% on a favorable earnings report and strong revenue guidance.
Crypto stocks are seeing support today with Bitcoin up +0.9% and Ethereum up +2.3%. Also, Coinbase (COIN) is up more than +7% on an upgrade from JPMorgan to overweight from neutral due to some risk abatement and increasing monetization opportunities. Riot Platforms (RIOT) is up more than +5%, and MARA Holdings (MARA) is up more than +3%.
Ford (F) is up more than +11% after beating analyst earnings expectations and expressing optimism about a bounce-back from a disruptive fire at a major supplier.
Newmont (NEM) is down more than -4% after the company said that gold production in 2026 may be no higher than 2025.
Deckers Outdoor (DECK) is down more than -12% after reporting disappointing 2026 net sales.
Earnings Reports(10/24/2025)
Booz Allen Hamilton Holding Co (BAH), First Hawaiian Inc (FHB), General Dynamics Corp (GD), Gentex Corp (GNTX), HCA Healthcare Inc (HCA), Illinois Tool Works Inc (ITW), Procter & Gamble Co/The (PG).
On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Stocks See Support from Favorable CPI Report

Key Points
AI has likely created some individual "bubble" stocks.
The industry's growth rate could continue to push AI stocks higher.
Most tech investors credit artificial intelligence (AI) with ending the 2022 bear market and sparking a boom in stock prices. Those gains created a new crop of transformational stocks, with companies like Nvidia (NASDAQ: NVDA) and Palantir leading the pack.
Now, the staggering gains in some of these stocks have led investors to speculate whether AI stocks are in a bubble. Knowing this, have investors missed this boom, or can they still find opportunity by investing in AI?
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Here's what investors should know and watch.
Understanding bubbles
In this context, investors must first understand stock market bubbles. They occur when stock prices increase considerably faster than the value those stocks represent.
Admittedly, one can find individual AI stocks that arguably sell for "bubble level" valuations. An example is Palantir, whose forward P/E ratio recently exceeded 275. Over time, its profits would likely have to increase considerably to justify such a forward earnings multiple.
Moreover, bubbles can be dangerous, even for long-term investors. One can look at Micron, whose stock did not return to its dot-com bubble high until 2022. Also, the price of silver just now achieved a new all-time high, something silver bulls have waited for since 1980.
Since few investors can afford to wait out such recoveries, it is critical for them to differentiate between bubbles and the overvaluations common with tech growth stocks.
Assessing AI valuations
Once investors better understand bubbles, they need to take stock of the industry's growth. According to Grand View Research, the AI industry is expected to grow from around $279 billion in 2024 to approximately $3.5 trillion by 2033. That amounts to a compound annual growth rate (CAGR) of 32% over the next eight years.
That indicates two things. For one, the "bubbles" in AI are less likely to pop anytime soon amid the industry tailwinds. Additionally, even beginning investors will probably have time to profit from an AI-driven bull market. Fortunately, the individual stocks show wide variances in terms of valuations.
For example, despite 1,500% gains over the last three years, market leader Nvidia has a P/E ratio of 52. While that is above the S&P 500's average of 31, it hardly represents bubble territory. It is also cheaper than rival AMD with a 139 P/E ratio. Still, when considering AMD's forward P/E of 62, its possible overvaluation does not compare to the higher valuations of stocks like Palantir.
Even among the "Magnificent Seven," stocks like Google parent Alphabet and social media giant Meta Platforms have P/E ratios below 30. Also, Qualcomm is arguably the value stock in the AI space. At a P/E of 16, it is likely investors are more concerned about muted upgrade cycles and China exposure than they are about the AI-enabled chips the company continues to release.
Instead, some of the higher valuations that could be in bubble territory seem to involve smaller stocks. Stocks like SoundHound AI, a mid-cap stock specializing in voice-enabled AI, do not even earn profits. Knowing that, its price-to-sales (P/S) ratio of 58 might concern investors given the S&P 500's average P/S ratio of 3.4.
More extreme valuations appear among quantum computing stocks. IonQ sells at a P/S ratio of 272, while Rigetti Computing's sales multiple is nearly 1,500. This could indicate that the quantum computing subsector is in a bubble, but neither of those represent AI stocks as a whole.
Is the AI boom becoming a bubble?
After evaluating individual stocks, investors should not think of AI stocks in general as a bubble.
Admittedly, one can find likely bubbles in the sector, and stocks like Palantir and some smaller stocks that specialize in quantum computing may fit that description.
Still, most stocks, including Nvidia, are likely not in bubble territory. When also seeing the low valuation of Qualcomm, investors should understand that they can find AI stocks trading at a wide variety of valuations.
That bodes well for an industry growing at an estimated 32% CAGR. With the AI growth likely to continue for years, investors should not shy away from the sector over "bubble" fears.
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Will Healy has positions in Advanced Micro Devices. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Meta Platforms, Nvidia, Palantir Technologies, and Qualcomm. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Is the AI Boom Turning Into a Bubble? Here's What Smart Investors Should Watch.

For Immediate Release
Chicago, IL – October 24, 2025 – Today, Zacks Equity Research discusses Micron Technology MU, Seagate Technology STX and NCR Voyix Corp. VYX.
Industry: Technology Solutions
Link: https://www.zacks.com/commentary/2774988/3-stocks-to-buy-from-a-prospering-technology-solutions-industry
Players operating within the Zacks Computer – Integrated Systems industry, including Micron Technology, Seagate Technology and NCR Voyix Corp., are reaping the benefits of several favorable industry trends like advancements in data management capabilities, a rapid shift away from traditional siloed systems toward more integrated deployment techniques and heightened demand for modern application development approaches.
However, the industry is still recovering from significant headwinds stemming from persistent supply chain bottlenecks, a challenging macroeconomic climate characterized by rising inflation and higher interest rates, soaring prices for key inputs and delays in customer acceptance of new products and services. These factors have resulted in significant order backlogs across the industry, casting a shadow on its prospects.
Industry Description
The Zacks Computer - Integrated Systems industry comprises companies that deliver advanced information technology solutions spanning computer systems, software platforms, data storage infrastructure and microelectronics. These industry players are ramping up investments in data modernization and analytics, cybersecurity and threat defense, remote work enablement, process automation, contactless service delivery models, enhanced customer and employee experience offerings and supply chain modernization initiatives, which are aimed at accelerating digital transformation services for enterprise customers.
Some players provide technological solutions (products and services) to help organizations connect, interact and transact with customers. Others develop and market information recognition, data entry software, systems and technologies.
4 Computer - Integrated Systems Industry Trends in Focus
Integrated Solutions Driving Demand: The industry is experiencing a surge in demand for integrated solutions across enterprises of all scales, driven by increasing investments in cutting-edge software technologies, such as the Internet of Things (IoT), big data analytics, artificial intelligence (AI) and blockchain. This demand is further fueled by the significant opportunities presented by business analytics, cloud computing, mobile technologies, security solutions and social business platforms. Additionally, industry players are anticipated to benefit from the recovering global IT spending, as predicted by Gartner, enabling them to capitalize on the rising demand for comprehensive and seamless integrated solutions that can streamline operations and enhance productivity across various sectors.
Solid Adoption of Multi-Cloud Model: The industry is witnessing the robust adoption of the multi-cloud model as enterprises seek to achieve better scalability and optimize resource utilization. This trend is expanding the scope of industry participants, enabling them to leverage the benefits of cloud and hardware/software virtual technologies, which are anticipated to favor the industry's growth.
Moreover, as growth and investment opportunities in developed countries continue to slow down, emerging economies are poised to play a crucial role in driving the industry's future. The multi-cloud model's increasing popularity, coupled with the tailwinds from cloud and virtual technologies and the potential of emerging markets, presents a strong foundation for industry participants to capitalize on new opportunities and foster sustained growth.
Supply-Chain Bottlenecks and Backlogs: Industry participants are grappling with a multitude of challenges, including supply constraints, softening demand for servers and cognitive applications, as well as delays in customer acceptance. These factors have contributed to consistent backlog levels, particularly in the Compute, High-Performance Computing & Mass Storage Class and Storage segments. Furthermore, the industry's outlook is affected by the volatility in foreign exchange rates, primarily due to the prevailing macroeconomic scenario and headwinds in emerging markets.
Semiconductor Chip Shortage Mars Prospects: The industry is grappling with the ripple effects of the ongoing semiconductor chip shortage, which has posed significant challenges for participants. The time-consuming business model transition to cloud computing has compounded these difficulties, requiring companies to navigate complex operational shifts amid supply chain disruptions. Moreover, the prospects of industry players are further dampened by lower spending across datacenter systems, primarily due to component shortages, particularly in memory and CPUs, as well as a deceleration in hyperscale spending.
Zacks Industry Rank Indicates Bright Prospects
The Zacks Computer – Integrated Systems industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #18, which places it in the top 7% of more than 250 Zacks industries.
The group's Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates outperformance in the near term. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
The industry's position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group's earnings growth potential.
Before we present a few stocks that you may want to consider for your portfolio, let's take a look at the industry's recent stock-market performance and valuation picture.
Industry Lags Sector & S&P 500
The Zacks Computer – Integrated Systems industry has outperformed the broader Computer and Technology sector and the Zacks S&P 500 composite in the past year.
The industry has returned 52.8% over this period compared with the S&P 500 and the broader Computer and Technology sector's respective growth of 18.1% and 28.9%.
Industry's Current Valuation
On the basis of the trailing 12-month P/S, which is a commonly used multiple for valuing computer-integrated systems stocks, we see that the industry is currently trading at 5.96X compared with the S&P 500's 5.98X. It is also below the sector's trailing 12-month P/S of 8.62X.
Over the past five years, the industry has traded as high as 6.03X and as low as 2.06X, with the median being at 3.28X.
3 Computer-Integrated Systems Providers to Buy
Micron Technologys its at the heart of several transformative tech trends. Its exposure to AI, high-performance data centers, autonomous vehicles and industrial IoT uniquely positions the company for sustainable long-term growth. As AI adoption accelerates, the demand for advanced memory solutions like DRAM and NAND is soaring. Micron's investments in next-generation DRAM and 3D NAND ensure that it remains competitive in delivering the performance needed for modern computing. MU currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here.
MU is making a major push in the AI memory space with its upcoming customizable high-bandwidth memory (HBM) chips, HBM4E. Following a record-breaking fiscal 2025, Micron plans to expand its high-performance memory portfolio through tailored HBM4E products designed to meet the needs of leading AI and data center customers. Micron's HBM business already reached nearly $8 billion in annualized revenues in fiscal 2025, and the company expects strong demand to continue into fiscal 2026.
The Zacks Consensus Estimate for its fiscal 2026 earnings has moved north by 21.4% to $16.58 per share in the past 30 days. MU shares have gained 135.8% in the year-to-date period.
Seagate Technology is driving growth with HAMR technology, boosting capacity and record nearline product shipments. Ongoing innovation in granular platinum media and photonics technology is crucial to Seagate's areal density roadmap. This Zacks Rank #1 company is steadily developing 5TB-per-disk technology, aiming for market launch in early 2028, while also working to demonstrate 10TB per disk in the lab within the same timeframe. Additionally, the increasing adoption of high-capacity nearline products and effective pricing strategies is driving margin expansion, supporting the company's positive outlook.
Leveraging commonality across PMR and HAMR platforms, Seagate is ramping Mozaic 3+ drives, with shipments expanding to additional CSPs in the September quarter and key global CSP qualifications expected by mid-2026. The fiscal 2026 priority is executing 4+TB per-disk HAMR drives, supporting cloud workloads up to 44TB and lower-capacity drives for edge deployments. Qualification has begun with a global CSP, with volume ramp expected in the first half of 2026, aligning with the target for exabyte-scale HAMR nearline shipments in the second half of 2026.
The Zacks Consensus Estimate for its fiscal 2026 earnings has moved north by 1.4% to $10.51 per share in the past 30 days. STX shares have gained 149.2% in the year-to-date period.
NCR Voyix demonstrates compelling momentum through strategic October 2025 partnerships with WEX and Corpay for fleet card acceptance across its 18,000+ U.S. fuel stations, expanding commercial fuel capabilities through its cloud-native Voyix Connect platform. The company secured Marco's Pizza as its international technology provider, supporting expansion into Mexico and Latin America with its Aloha Essentials platform.
Second-quarter 2025 results show operational improvement with net income of $1 million versus a $90 million year-over-year loss, while adjusted EBITDA increased 20% to $95 million. Annual Recurring Revenue grew to $1.68 billion with platform sites expanding 16% to 78,000.
Management has maintained full-year guidance projecting revenues of $2.575-$2.65 billion and adjusted EBITDA of $420-$445 million. This Zacks Rank #1 company's transformation toward recurring SaaS revenues, strategic payment partnerships, and international expansion creates attractive near-term upside potential.
The Zacks Consensus Estimate for its 2025 earnings has remained steady at 79 cents per share in the past 30 days. VYX shares have declined 17.5% in the year-to-date period.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks Industry Outlook Highlights Micron Technology, Seagate Technology and NCR Voyix

For Immediate Release
Chicago, IL – October 24, 2025 – Stocks in this week’s article areCarnival Corp. CCL, Micron Technology MU, Synchrony Financial SYF and Ericsson ERIC.
4 Low-PEG GARP Stocks That Perfectly Balance Growth with Value
Over the past few months, the market cacophony has made hybrid investment particularly relevant. While volatility remains elevated amid global policy uncertainty and uneven sectoral growth, the broader earnings picture has strengthened. For example, the blended earnings growth rate for the S&P 500 in the third quarter of 2025 is 13.7%, with 86.9% of companies beating EPS estimates (Zacks Earnings Analysis).
Meanwhile, expectations of a gradual shift in Federal Reserve policy toward rate easing have begun to stabilize discount-rate pressure, improving the risk-reward balance for fundamentally strong companies.
In this environment, investments need to be prudently hedged to overcome uncertainties and limit losses related to external shocks. A question that often arises is whether one should resort to a value strategy that seeks discounted stocks or opt for growth investing in times of extreme market instability.
The investing track of the Oracle of Omaha over the past few decades and his gradual shift from being a pure-play value investor to a GARP (growth at a reasonable price) investor might give us all the answers.
Per the GARP theory, the strategic mingling of growth and value-investing principles gives us a hybrid strategy, offering an ideal investment by utilizing the best features of both. What GARPers look for is whether or not the stocks are somewhat undervalued and have solid, sustainable growth potential (Investopedia).
Several stocks that have surged significantly in recent years have demonstrated the overwhelming success of this hybrid investing strategy over pure-play value and growth investments. Here, we will discuss the success of four such stocks. These are Carnival Corp., Micron Technology, Synchrony Financial and Ericsson.
A Few More Words on GARP
GARP investing gives priority to one of the popular value metrics — the price/earnings growth (PEG) ratio. Although it is categorized under value investing, this strategy follows the principles of both growth and value investing.
The PEG ratio is defined as (Price/ Earnings)/Earnings Growth Rate
It relates the stocks' P/E ratios to the future earnings growth rates.
While P/E alone gives an idea of stocks that are trading at a discount, PEG, while adding the growth element to it, helps identify stocks with solid future potential.
A lower PEG ratio, preferably less than 1, is always better for GARP investors.
Say, for example, if a stock's P/E ratio is 10 and the expected long-term growth rate is 15%, the company's PEG will come down to 0.66, a ratio indicating both undervaluation and future growth potential.
Unfortunately, this ratio is often neglected due to investors' limitations in calculating the future earnings growth rate of a stock.
There are some drawbacks to using the PEG ratio though. It does not consider the very common situation of changing growth rates, such as the forecast of the first three years at a very high growth rate, followed by a sustainable but lower growth rate over the long term.
Hence, PEG-based investing can be even more rewarding if some other relevant parameters are also taken into consideration.
Here are four stocks that qualified the screening:
Carnival: Headquartered in Miami, FL, the company operates as a cruise and vacation company. As a single economic entity, Carnival Corporation & Carnival plc forms the largest cruise operator in the world. Carnival is the world's leading leisure travel firm and carries nearly half of the global cruise guests. The company operates in North America, Australia, Europe and Asia.
CCL stock can be an impressive value investment pick with its Zacks Rank #1 and a Value Score of A. Apart from a discounted PEG and P/E, Carnival also has an impressive long-term historical growth rate of 28.5%.
Micron: Idaho-based Micron Technology has established itself as one of the leading worldwide providers of semiconductor memory solutions. Micron's latest quarterly performance underscores its strategic positioning in the rapidly expanding AI-driven memory and storage markets. The positive impact of inventory improvement across multiple end markets is adding to top-line growth.
Micron can be an impressive GARP investment pick with its Zacks Rank #1 and a Value Score of B. Apart from a discounted PEG and P/E, the stock has an impressive long-term expected growth rate of 28.5%.
You can see the complete list of today's Zacks #1 Rank stocks here.
Synchrony Financial: As one of the nation's premier consumer financial services companies, Synchrony Financial offers a wide range of credit products through a diverse group of national and regional retailers, local merchants, manufacturers, buying groups, industry associations and health and wellness providers. Synchrony Financial focuses on generating financial flexibility for its customers through offerings like private label credit cards, Dual Card and many more.
SYF stock can also be an impressive GARP investment pick with its Zacks Rank #2 and a Value Score of A. Apart from a discounted PEG and P/E, Synchrony Financial has a solid long-term historical growth rate of 13.1%.
Ericsson: Headquartered in Stockholm, Sweden, Ericsson is a leading provider of communication networks, telecom services and support solutions. The company is a leader in telecommunications and is now expanding its role into an ICT (Information and Communications Technology) solutions provider.
ERIC stock can be an impressive value investment pick with its Zacks Rank #2 and a Value Score of B. Apart from a discounted PEG and P/E, Ericsson also has an impressive long-term expected growth rate of 8.4%.
The Research Wizard is a great place to begin. It's easy to use. Everything is in plain language. And it's very intuitive. Start your Research Wizard trial today. And the next time you read an economic report, open up the Research Wizard, plug your finds in, and see what gems come out.
For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/2775755/4-low-peg-garp-stocks-that-perfectly-balance-growth-and-value
Disclosure: Officers, directors and/or employees of Zacks Investment Research may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material. An affiliated investment advisory firm may own or have sold short securities and/or hold long and/or short positions in options that are mentioned in this material.
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Zacks.com featured highlights include Carnival, Micron Technology, Synchrony Financial and Ericsson

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, Oct. 24:
Urban Outfitters, Inc. URBN: This consumer products retailer and wholesaler carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 5.9% over the last 60 days.
Urban Outfitters, Inc. Price and Consensus
Urban Outfitters has a PEG ratio of 1.07 compared with 1.65 for the industry. The company possesses a Growth Score of B.
Urban Outfitters, Inc. PEG Ratio (TTM)
Micron Technology, Inc. MU: This memory and storage products company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 27.1% over the last 60 days.
Micron Technology, Inc. Price and Consensus
Micron Technology has a PEG ratio of 0.42 compared with 1.41 for the industry. The company possesses a Growth Score of A.
Micron Technology, Inc. PEG Ratio (TTM)
Western Digital Corporation WDC: This data storage devices and solutions company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.2% over the last 60 days.
Western Digital Corporation Price and Consensus
Western Digital has a PEG ratio of 0.91 compared with 2.20 for the industry. The company possesses a Growth Score of B.
Western Digital Corporation PEG Ratio (TTM)
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
Zacks Names #1 Semiconductor Stock
This under-the-radar company specializes in semiconductor products that titans like NVIDIA don't build. It's uniquely positioned to take advantage of the next growth stage of this market. And it's just beginning to enter the spotlight, which is exactly where you want to be.
With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $971 billion by 2028.
See This Stock Now for Free >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Indicator	TTM Median
P/E	25.91 28.98
Price/Sales	3.89 2.58
P/B	2.15 2.76
P/FCF	171.86 24.31

Indicator	TTM Median
ROE	10.11 15.33
ROA	6.67 6.66
ROI	7.86 9.73
Net Worth	121.91 0.98
Quick Ratio	1.99 1.53
Current Ratio	3.13 1.84

Indicator	TTM Median
Net Profit Margin	14.92 9.71
Operating Margin	19.76 11.07
Gross Margin	34.73 50.00
Return on tangible equity	10.47 27.59

Indicator	TTM Median
EPS	1.41 0.24
EPS Forecast	1.29 0.19
Revenue	8.05B 73.00M
Gross Profit	2.96B —
EBITDA	3.85B —

Micron Technology, Inc.

TTM metrics for the latest quarter under IFRS and their historical dynamics

Valuation

Debts

Efficiency

Other ratios

Revenue