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Technology's Strategic Customer Agreements Provide 'Meaningful' Downside Protection, RBC Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2672763323","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672763323?lang=en_us&edition=fundamental","pubTime":"2026-10-01 22:53","pubTimestamp":1790866386,"startTime":"0","endTime":"0","summary":"Micron Technology's  strategic customer agreements provide \"meaningful\" downside protection even if some customers miss honoring their commitments, RBC Capital Markets said in a Wednesday note.The company's strategic customer agreements rose to 26 from 16 in the prior quarter with remaining performance obligation recorded at about $150 billion, which the company stated will account for over 35% of its total revenue through 2030, according to the note. The increase in strategic customer agreements point to customer confidence in demand sustainability in the sector, RBC analysts said.Micron's floor pricing agreements are being not fully valued by the market, and there is room for \"sizeable\" multiple expansion even if its strategic customer agreements are only partially effective, the analysts said.The company's recent financial results and guidance were slightly ahead of RBC's expectations. Micron posted fiscal Q4 adjusted earnings of $33.42 per diluted share and revenue of $54.23 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Raises $88 Million for Tech to Connect AI, Memory Chips","url":"https://stock-news.laohu8.com/highlight/detail?id=2672507757","media":"Reuters","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672507757?lang=en_us&edition=fundamental","pubTime":"2026-10-01 21:00","pubTimestamp":1790859600,"startTime":"0","endTime":"0","summary":"Volantis raises $88 million for tech to connect AI, memory chipsSAN FRANCISCO, Oct 1 (Reuters)-San Francisco-based semiconductor startup Volantis on Thursday said it has raised $88 million in venture 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Baird maintained a Buy rating on Micron, retaining the price target of $1,520.00. 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Davidson raises PT by $100 to $2,100; says industry DRAM  shipments are expected to grow, with co's supply keeping pace, while NAND  shipments are also seen rising, though Micron's growth may trail the broader market slightly** Adds, tighter supply-demand conditions through 2028 could sustain strong pricing and earnings growth, easing concerns the industry is at a cyclical peak** Q4 revenue more than quadrupled to $54.23 bln, beating estimates of $51.07 bln** 49 analysts rate stock \"buy\" on average; median PT is $1,535 - data compiled by LSEG)","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20261001:nL6N43H0GZ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1316542783.SGD","LU2458330169.SGD","BK4527","LU0889566641.SGD","LU1366333091.USD","LU0096364046.USD","LU0256863902.USD","LU2360107168.USD","SGXZ51526630.SGD","XNTK","SGXZ81514606.USD","CGGO","LU0154236417.USD","MULL","LU1989764664.SGD","LU2471134879.HKD","FTXL","LU0353189680.USD","LU0642271901.SGD","LU1778281490.HKD","LU2471134523.USD","LU2211815571.USD","LU0056508442.USD","LU0943347566.SGD","FTEC","LU1267930730.SGD","MIC","MUD","LEGR","XLK","LU0097036916.USD","FAI","BK4566","LU1868837300.USD","CHPS","LU1861220033.SGD","LU1720051017.SGD","AIQ","LU0210536198.USD","USXF","LU2896262040.SGD","SG9999015945.SGD","MUU","LU0082616367.USD","LU0792757196.USD","LU0203347892.USD","LU1551013425.SGD","LU2543165471.USD","BK4543","TTXU","AIS","LU2290526834.HKD","BK4141","SMU00main","LU1629891620.HKD","LU1868836757.USD","LU2458330243.SGD","LU2357627491.SGD","LU1674673428.USD","LU0683600562.USD","IETC","LU2471134796.USD","LU2054465674.USD","LU2931357623.SGD","BAI","LU2286300806.USD","LU2860962120.EUR","LU0417517546.SGD","EGGY","LU1914381329.SGD","IE00BK4W5M84.HKD","LU1989764748.USD","LU1868836591.USD","JGRO","LU0274383776.USD","LU0889565833.HKD","LU0109392836.USD","LU2023250330.USD","GB00BDT5M118.USD","LU1803068979.SGD","BOBP","LU0708995401.HKD","LU1267930813.SGD","MUG","BK4579","IE00B1XK9C88.USD","LU1280957306.USD","TRFK","LU0203345920.USD","EFIV","LU0323591593.USD","CHAT","LU2087625088.SGD","SGXZ99366536.SGD","WUGI","LU0320765059.SGD","LU1145028129.USD","MUYY","IE000M9KFDE8.USD","LU1551013342.USD","ARTY","LU2168564065.EUR","LU2213496289.HKD","SHOC","BK4532","BK4554","SMH","PSI","LU0256863811.USD","EMSF","BK4585","LU0640476718.USD","LU2048586759.USD","LU0081259029.USD","IE00BSNM7G36.USD","WLDR","LU2750360641.GBP","IE00B19Z3B42.SGD","LU0719512351.SGD","LU2102340556.USD","DRMY","IE00BKDWB100.SGD","LU1323610961.USD","SG9999015978.USD","LU0820561909.HKD","IE0034235303.USD","BK4575","SG9999015952.SGD","PTF","DISK","LU2471134952.CNY","LU0109391861.USD","BK4512","LU1548497426.USD","IE00B5949003.HKD","LU0157215616.USD","LU1720051108.HKD","LU1861215975.USD","LU2357305700.SGD","LU0689472784.USD","LU0353189763.USD","LU2168564222.USD","AIFD","MU","IE00BK4W5L77.USD","LU2168564495.EUR","LU2756315318.SGD","IE0009356076.USD","LU0964807845.USD","MUZ","IE00B19Z3581.USD","LU0859254822.USD","SOXQ","LU2756315664.SGD","LU0672654240.SGD","VGT","CHPX","LU2168563687.JPY","LU0127658192.USD","SOXX","LU2750360997.AUD","LU0061475181.USD","SG9999001424.SGD","LU1852331112.SGD","FXL","LU2250418816.HKD","LU0234570918.USD","IE00B7SZLL34.SGD","IE0002270589.USD","LU0820561818.USD","BK4533","IE00BWXC8680.SGD","FDTX","LU2089985449.USD","SG9999015986.USD","LU1868836914.USD","LU2360106780.USD","BK4553","LU0820562030.AUD","LU0133085943.USD","LU0238689110.USD","IE00BJLML261.HKD","LU1868837136.USD","HBMX","LU1674673691.USD","LU2168564149.EUR","BK4588","LU2403377893.USD","RULE","IXN","BK4605","LU0787776722.HKD"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":32,"pageCount":4,"totalSize":625,"code":"91000000","status":"200"}]}}