SMH ETF Update: Fund Flow Data – November 14, 2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 14 2025
0mins
Source: TipRanks
SMH ETF Performance: The VanEck Semiconductor ETF (SMH) has lost 2.8% over the last five trading sessions but has gained approximately 42% year-to-date, with significant net inflows of $563 million in the past week and $4 billion over the last three months.
Analyst Consensus and Price Target: SMH is rated as a Moderate Buy by analysts, with an average price target of $408.85, suggesting a potential upside of nearly 19%.
Top Holdings: The ETF's top five holdings with the highest upside potential include Universal Display, Synopsys, STMicroelectronics, Microchip Technology, and Nvidia, while those with the greatest downside risk are Micron, Intel, Applied Materials, Lam Research, and Marvell Technology.
Market Outlook: SMH’s ETF Smart Score is rated at Eight, indicating a strong likelihood of outperforming the market, and investors are encouraged to explore high upside potential equity ETFs through TipRanks.
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Analyst Views on MU
Wall Street analysts forecast MU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MU is 336.12 USD with a low forecast of 235.00 USD and a high forecast of 500.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
24 Buy
2 Hold
0 Sell
Strong Buy
Current: 435.280
Low
235.00
Averages
336.12
High
500.00
Current: 435.280
Low
235.00
Averages
336.12
High
500.00
About MU
Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company's products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). CNBU segment includes memory products and solutions sold into the data center, PC, graphics, and networking markets. MBU segment includes memory and storage products sold into the smartphone and other mobile-device markets. EBU segment includes memory and storage products and solutions sold into the intelligent edge through the automotive, industrial, and consumer embedded markets. SBU segment includes SSDs and component-level storage solutions sold into the data center, PC, and consumer markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Micron Technology's Performance Boosted by AI Demand
- Significant Revenue Growth: Micron Technology reported $13.6 billion in revenue for the quarter ending November 27, 2025, marking a 57% year-over-year increase, reflecting strong market demand and support from enterprise customers.
- Dramatic Profit Increase: The company's operating profit nearly tripled from $2.2 billion to $6.1 billion, indicating that its bottom-line growth is outpacing revenue growth, which boosts investor confidence.
- Successful Strategic Shift: Micron's decision to exit the consumer memory products market and focus on the enterprise sector is expected to further enhance margins in response to robust demand projected to last until 2027.
- Attractive Valuation: Although the current P/E ratio stands at 38 times earnings, analysts project a forward P/E of only 13, significantly lower than the S&P 500's average of 22, highlighting its potential as a growth investment.
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AI Infrastructure Investment Set to Reach $500 Billion
- AI Infrastructure Investment: According to FactSet Research, AI developers are set to spend $500 billion on infrastructure this year, indicating a sustained acceleration in data center construction and chip procurement expected to continue through 2026.
- Broadcom's Key Role: Broadcom (AVGO) plays a crucial role in AI infrastructure by providing networking equipment and switches, and despite being overshadowed by competitors, analysts widely regard it as a strong buy opportunity due to its essential function in AI workload management.
- TSMC's Market Position: Taiwan Semiconductor Manufacturing (TSM) is the largest chip manufacturer globally, holding approximately 70% market share, with its services in high demand due to the rise of AI, which is expected to drive accelerated revenue and profitability growth.
- Future Growth Potential: As AI applications continue to proliferate, TSMC's management anticipates ongoing growth in the coming years, highlighting its critical position in meeting the chip demands of major tech companies, potentially making it the most underrated AI chip stock of the decade.
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