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Jonah Lupton: Memory makers could see multiple rerating as industry shifts to secular growth

Jonah Lupton: Memory makers could see multiple rerating as industry shifts to secular growth
Memory sector may move to secular growth

Jonah Lupton, investor and market commentator at Social Media / FinTwit, highlights a notable shift in the global memory sector. According to Lupton, two of the three largest memory makers globally claim that the industry is moving from a traditional cyclical pattern toward secular growth. He adds that these two companies, along with Micron, are currently trading at average next-twelve-month price-to-earnings multiples below 8x, despite strong figures of 80-85%.

Lupton has previously focused on company-specific performance in his commentary. In June, he noted that TMDX maintained over 36 daily flights, a level projected to support $200 million in second-quarter revenue. Earlier reports from Lupton showed that TMDX's average daily flights rose 22.6% since April.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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