📈 마이크론 주가, 시총 1조 달러 넘어가면 성장 둔화 올까요?

It’s true that once companies get so big it becomes more and more difficult to increase revenues and profits at the same rate so their growth slows down. Right now Micron is in a hyper growth phase and I wouldn’t be surprised if it hits that $1T market cap later this year. It’s about to pass Broadcom in revenue and earnings and Broadcom has a market cap of about $1.5T. At some point it’s going to slow down but I’d expect very strong growth this year and very likely next year as well. If the hyperscalers pull back their spending on capex there could potentially be an oversupply of DRAM which would bring down prices and hurt Micron’s margins but I don’t expect that to happen this year or next. As far as a price target goes nobody really knows but I really won’t be surprised if it hits $800 sometime this year.