McAdam LLC Invests $254,000 in Micron Technology, Inc. $MU

McAdam LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,517 shares of the semiconductor manufacturer’s stock, valued at approximately $254,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in MU. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the 3rd quarter worth approximately $27,000. First Command Advisory Services Inc. raised its stake in Micron Technology by 225.0% during the second 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 during the last quarter. Howard Hughes Medical Institute acquired a new position in Micron Technology in the second quarter valued at $30,000. AlphaQuest LLC boosted its position in Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares during the last quarter. Finally, American Capital Advisory LLC boosted its position in Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after acquiring an additional 46 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on the company. Needham & Company LLC boosted their price objective on Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Susquehanna lifted their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a report on Monday, December 8th. Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. UBS Group lifted their price objective on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Finally, Mizuho boosted their target price on shares of Micron Technology from $290.00 to $390.00 and gave the company an “outperform” rating in a research report on Friday, January 9th. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Buy” and an average price target of $340.79.

Micron Technology Price Performance

Shares of MU opened at $397.58 on Friday. The business’s fifty day moving average is $278.66 and its 200 day moving average is $198.93. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $397.78. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock has a market cap of $447.48 billion, a P/E ratio of 37.79 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last posted its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the prior year, the business posted $1.79 EPS. The firm’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors 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 dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Insider Activity at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director directly owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the sale, the chief accounting officer owned 38,237 shares in the company, valued at $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 287,500 shares of company stock valued at $65,892,908 in the last ninety days. Insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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

About Micron Technology

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.