SK HYNIX Earnings Just Saved Memory Stocks | $MU $SNDK $SKHY $STX
2 extracted signals · 0 resolved · 2 still active
Draw The LineIndependent analyst profile- Source published
- 28 Oct 2026, 18:00 UTC
- Recorded by Tahlil Plus
- 28 Oct 2026, 20:56 UTC
AI-generated source summary
The memory sector has experienced significant declines over the past four months, despite strong earnings from key players like Seagate and SK Hynix. Seagate's Q1 Fiscal 2027 results exceeded expectations, with revenue at $4.23B (vs. street $4.18B) and EPS at $7.68 (vs. street $7.49). The company also provided a strong outlook, guiding revenue to $4.80B and EPS to $9.20 for the December quarter, both well above street consensus. SK Hynix also beat expectations, with revenue at ₩104.6T and operating profit at ₩83.3T, though net profit missed due to currency losses. They project continued memory shortages through 2029, with 50% of 2027/2028 capacity already secured via long-term deals. DRAM and NAND prices are up mid-to-high single digits, with projections for continued growth in 2027. While SK Hynix shows strong fundamental growth and supply constraints, stocks like Western Digital and Seagate are trading below their historical multiples, suggesting potential undervaluation. The charts show potential for a bottoming pattern and a rebound, especially if the broader market sentiment shifts positively.
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