Equity Research
Coverage Universe
Full-length equity research reports with integrated DCF models, comparable company analysis, and risk-adjusted price targets across the semiconductor sector.
Micron Technology, Inc.
MU
Rating
BUY
Base-Case Target
$376.77
Upside
+132%
- Profit-regime transition: trough to durable mid-50s gross margins
- Operating leverage driving EBITDA from $9.1B to $25.3B by FY2026P
- Market under-crediting durability of normalized margin and cash generation
Broadcom Inc.
AVGO
Rating
BUY
Base-Case Target
$405.06
Upside
+21.8%
- AI custom silicon leadership with structural demand visibility
- VMware integration creates durable, high-margin software franchise
- Debt/EBITDA declining from 1.9x to 0.3x by FY2030P