Inscription Capital LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor bought 1,999 shares of the semiconductor manufacturer’s stock, valued at approximately $334,000.
Several other hedge funds and other institutional investors have also added to or reduced their stakes in MU. First Command Advisory Services Inc. lifted its position in shares of Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology during the third quarter worth $27,000. Howard Hughes Medical Institute purchased a new position in Micron Technology in the second quarter worth $30,000. AlphaQuest LLC grew its stake in Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the period. Finally, WealthCollab LLC increased its position in shares of Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
- Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
- Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi?year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
- Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
- Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
- Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
- Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
- Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
Insider Activity
Wall Street Analyst Weigh In
A number of analysts recently issued reports on the stock. New Street Research restated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. KeyCorp raised their price target on shares of Micron Technology from $325.00 to $450.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. The Goldman Sachs Group upped their price objective on Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a research note on Thursday, December 18th. Royal Bank Of Canada initiated coverage on shares of Micron Technology in a research note on Thursday, January 15th. They issued an “outperform” rating and a $425.00 target price for the company. Finally, Wedbush set a $320.00 target price on Micron Technology in a report on Thursday, December 18th. Four analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and an average target price of $340.79.
Get Our Latest Research Report on Micron Technology
Micron Technology Stock Up 2.2%
Shares of NASDAQ:MU opened at $397.58 on Friday. The firm has a market capitalization of $447.48 billion, a PE ratio of 37.79 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $397.78. The firm has a fifty day moving average of $278.66 and a 200 day moving average of $198.93.
Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.
Micron Technology Dividend Announcement
The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a dividend of $0.115 per share. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.
Micron Technology Profile
Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.
Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.
See Also
- Five stocks we like better than Micron Technology
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- How a Family Trust May Be Able To Help Preserve Your Wealth
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- Executive Order 14330: Trump’s Biggest Yet
Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
