#analyst-ratings

#analyst-ratings

Shares of Micron ( NASDAQ: MU) are up about 14%, or by $31 this morning. All thanks to strong earnings. EPS of $4.78 beat by 82 cents. Revenue of $13.64 billion beat by $760 million. Moving forward, the company expects to earn between $8.22 and $8.62 per share, with revenue expected to be between $18.3 billion and $19.1 billion for the second quarter. Analysts were looking for $4.78 per share on revenue of $14.3 billion.

Compass Minerals reported a loss of $0.17 per share for Q4, beating the consensus estimate of a $0.23 loss by 25.7%. Revenue came in at $227.5 million, topping the $225.7 million estimate by 0.78%. More importantly, the quarter showed meaningful improvement versus the prior year. Net losses narrowed to $17.0 million from $48.3 million in Q4 FY2024, a 64.8% improvement. Revenue climbed 8.9% year over year from $208.8 million.

"If ChatGPT is somehow less reliant on Reddit, this refutes the idea that data licensing agreements will be re-upped for a higher rate," Champion wrote. "We understand why the stock is off. That said, we don't think anything has changed: Reddit content remains a potent asset for LLMs. Perhaps more importantly, the relationship (and traffic funnel) with Google seems intact. We expect a solid quarter and remain buyers of the stock."