Hudbay Minerals Inc.HBMNYSE

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fool.com

Stock Market Today, March 17: Micron Advances Ahead of Earnings as Tight HBM Supply Lifts AI Memory Outlook

Expand NASDAQ: MU Micron Technology Today's Change (4.44%) $19.63 Current Price $461.43 Key Data Points Market Cap $497B Day's Range $445.11 - $462.71 52wk Range $61.54 - $462.71 Volume 1.6M Avg Vol 35M Gross Margin 45.53% Dividend Yield 0.10% Micron Technology (MU +4.44%), a manufacturer of DRAM, NAND flash memory, and SSDs, closed at $461.69, up 4.50%. Shares advanced as investors responded to optimism around a “memory supercycle,” sold-out high-bandwidth memory capacity, and upcoming Q2 earnings, with attention on AI data-center demand and guidance.

seekingalpha.com

PGIM Jennison Natural Resources Fund Q4 2025 Portfolio Performance

We believe the operational turnaround in Ero Copper is underway and that the company is well-positioned to generate significant free cash flow growth in 2026. With steady operations in its south American business, an operational turnaround at its Canadian copper operation, and several significant growth opportunities, we believe Hudbay is uniquely positioned in the current copper/gold cycle. Given the growing concern over a supply glut in LNG markets and increased competition from new less disciplined, Cheniere's equity performance has struggled. We closed out the position in the stock.

globenewswire.com

Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2

News highlights: HBM4 36GB 12H in high-volume production, designed for NVIDIA® Vera Rubin — greater than 2.8 TB/s1 and with 20% better power efficiency2 Industry's first PCIe ® Gen6 SSD in high-volume production 3 — the Micron 9650 data center SSD delivers up to two times the read performance of Gen5 at 100% higher performance per watt4 and optimized for agentic AI workloads on NVIDIA BlueField-4 STX architecture 192GB SOCAMM2 in high-volume production — expanding low-power, high-capacity memory for AI and HPC workloads on the NVIDIA Vera Rubin platform, part of a broad portfolio of SOCAMM2 products spanning 48GB to 256GB capacities A Media Snippet accompanying this announcement is available by clicking on this link. SAN JOSE, Calif.

seekingalpha.com

Earnings Preview: We'll See How Much Upside Micron Has

Micron Technology, Inc. remains a long-term winner, but the current risk-reward is unfavorable at resistance amid macro and competitive uncertainties. Gross margin expansion to 68% is a core driver, but further gains require huge pricing power, an HBM4 mix shift, or cost reductions as competition intensifies. MU is sold out of HBM4 through 2026 and relatively insulated from the Middle East conflict, but supply chain risks like helium and higher energy prices persist.

defenseworld.net

Analyzing GreenGold Ray Energies (OTCMKTS:GRYEF) and HudBay Minerals (NYSE:HBM)

HudBay Minerals (NYSE: HBM - Get Free Report) and GreenGold Ray Energies (OTCMKTS:GRYEF - Get Free Report) are both basic materials companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, profitability, earnings, institutional ownership, valuation and dividends. Profitability This table compares HudBay Minerals

seekingalpha.com

Micron Stock Gets Powerful Setup Ahead Of Earnings

Micron Technology has surged 188% in six months, driven by robust AI-fueled memory demand and HBM pricing power. MU's Q2 earnings are pivotal, with Wall Street expecting $8.59 EPS and $19.1B revenue; 23 upward estimate revisions signal optimism. HBM supply is fully contracted for 2026, supporting gross margins guided to 68% and a healthy liquidity position with $12B cash and $15.5B total liquidity.

investorplace.com

The Next AI Gold Rush Is Inside the Data Center

The AI boom moves through bottlenecks - GPUs, cooling, power. The next constraint may be data center networking.

seekingalpha.com

Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing

Micron Technology, Inc. is rated Strong Buy, with a $500 price target, reflecting a structural shift from cyclical DRAM to AI-driven HBM dominance. MU's entire 2026 HBM production is sold out under binding contracts, providing unprecedented revenue visibility and margin expansion, with Q2 FY2026 guidance at 68% gross margin and $8.42 EPS. Valuation remains compressed at 10-12x FY2026 EPS, despite record growth and profitability metrics more akin to software or platform companies than commodity memory peers.

fool.com

Copper Miner Hudbay Soars 200% in a Year as One Investor Exited a $2.5 Million Position

Orion Resource Partners sold 167,225 shares of Hudbay Minerals in the fourth quarter. The quarter-end position value decreased by $2.53 million as a result.

seekingalpha.com

Micron: A Pound-The-Table Moment Ahead Of Q2

AI infrastructure is dramatically increasing memory intensity, with modern AI servers requiring multiple terabytes of DRAM and hundreds of gigabytes of HBM, a structural shift that is driving much stronger. HBM supply remains structurally tight, controlled by a small group of suppliers and largely booked through 2026. MU trades at elevated revenue multiples ahead of Q2 earnings, reflecting market expectations of a cyclical peak, but HBM's growing revenue mix could drive further upside.

gurufocus.com

Micron and Applied Materials Stock Jumps on AI Memory Deals

Applied Materials (AMAT) shares gained about 2% on Tuesday after the chip equipment maker said it entered partnerships with Micron Technology (MU) and South Kor

defenseworld.net

Dimensional Fund Advisors LP Increases Position in HudBay Minerals Inc $HBM

Dimensional Fund Advisors LP raised its holdings in shares of HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 3.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,334,474 shares of the mining company's stock after purchasing an additional 348,278 shares during the period.

seekingalpha.com

Micron: Vera Rubin HBM4 Fears Mas A Bullish Earnings Setup

Micron Technology, Inc.'s HBM4 has allegedly been dropped from the supplier list for Nvidia's next-generation Vera Rubin accelerators based on Korean media outlet reports over the weekend (March 8). This follows early-February HBM4 delay claims, which left MU stock pressured despite management's rebuttal and confirmation that shipments have commenced a full quarter ahead of schedule. Management has also reiterated that 2026 HBM supply is already sold out, reinforcing durable demand and favorable pricing visibility into next year.

seekingalpha.com

Micron Bulls Are About To Meet Samsung's HBM4 Memory Chip (Rating Downgrade)

I am downgrading Micron Technology to hold ahead of the Q2 FY26 print. In my view, Samsung's HBM4 production ramp poses a downside catalyst that could pressure MU's market share and forward guidance even in a memory supply-constrained environment. After a 215% run since last summer, Micron now needs consistent beat-and-raise quarters. However, even this may not be enough given the current macro backdrop (remember NVDA last week).

seekingalpha.com

Micron's AI Supercycle Accelerates

Micron's HBM4 enters high-volume production in Q1-2026, earlier than expected, delivering speeds above 11Gb/s and strengthening hyperscaler demand. HBM3E memory offers roughly 30% lower power consumption than competitors, while LPDRAM reduces server memory energy usage by nearly 60%. AI infrastructure demand pushed Micron's data center SSD business to a $1 billion run rate as server growth accelerates into high-teens percentages.

defenseworld.net

HudBay Minerals (NYSE:HBM) versus Select Sands (OTCMKTS:SLSDF) Financial Analysis

HudBay Minerals (NYSE: HBM - Get Free Report) and Select Sands (OTCMKTS:SLSDF - Get Free Report) are both basic materials companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, earnings, valuation and risk. Profitability This table compares HudBay Minerals and

seekingalpha.com

Hudbay Minerals Inc. (HBM:CA) M&A Call Transcript

globenewswire.com

Hudbay to Acquire Arizona Sonoran Creating the Third Largest Copper District in North America

TORONTO, March 02, 2026 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. (“Hudbay”) (TSX, NYSE: HBM) and Arizona Sonoran Copper Company Inc. (“ASCU”) (TSX: ASCU; OTCQX: ASCUF) are pleased to announce that they have entered into a definitive agreement (the “Arrangement Agreement”) pursuant to which Hudbay has agreed to acquire all of the issued and outstanding common shares of ASCU, not already owned by Hudbay, for consideration of 0.242 of a common share of Hudbay per common share of ASCU (the “Transaction”). The offer implies a value of C$9.35 per ASCU share based on Hudbay's closing share price on the Toronto Stock Exchange (“TSX”) on February 27, 2026, and represents a premium of 30% to ASCU's closing share price on February 27, 2026. The offer implies a premium of 36% based on Hudbay's and ASCU's 20-day volume-weighted-average share prices ("VWAP") on the TSX for the period ending February 27, 2026. The Transaction will result in Hudbay owning a 100% interest in ASCU's Cactus project (“Cactus”).

defenseworld.net

HudBay Minerals Inc $HBM Stake Lifted by Citigroup Inc.

Citigroup Inc. raised its stake in HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 1,144.8% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 672,567 shares of the mining company's stock after buying an additional 618,538 shares during the quarter. Citigroup Inc. owned approximately 0.17% of HudBay

defenseworld.net

Amitell Capital Pte Ltd Cuts Stock Position in HudBay Minerals Inc $HBM

Amitell Capital Pte Ltd decreased its holdings in HudBay Minerals Inc (NYSE: HBM) (TSE: HBM) by 47.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 141,077 shares of the mining company's stock after selling 125,509 shares during the quarter. HudBay Minerals

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