Strategic Investment Solutions Inc. IL Has $1.53 Million Stock Holdings in Micron Technology, Inc. $MU

Strategic Investment Solutions Inc. IL increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 435.1% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,327 shares of the semiconductor manufacturer’s stock after buying an additional 1,079 shares during the quarter. Strategic Investment Solutions Inc. IL’s holdings in Micron Technology were worth $1,532,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently bought and sold shares of the company. White Wing Wealth Management purchased a new stake in Micron Technology in the 2nd quarter worth about $300,000. Teamwork Financial Advisors LLC grew its stake in Micron Technology by 50.5% during the 2nd quarter. Teamwork Financial Advisors LLC now owns 5,506 shares of the semiconductor manufacturer’s stock valued at $6,356,000 after acquiring an additional 1,848 shares in the last quarter. TrueWealth Advisors LLC increased its holdings in shares of Micron Technology by 9.5% in the 2nd quarter. TrueWealth Advisors LLC now owns 1,310 shares of the semiconductor manufacturer’s stock valued at $1,512,000 after purchasing an additional 114 shares during the period. Puff Wealth Management LLC acquired a new position in shares of Micron Technology in the 2nd quarter valued at about $728,000. Finally, FNY Investment Advisers LLC lifted its position in shares of Micron Technology by 3,298.0% in the second quarter. FNY Investment Advisers LLC now owns 1,699 shares of the semiconductor manufacturer’s stock worth $1,961,000 after purchasing an additional 1,649 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Key Micron Technology News

Here are the key news stories impacting Micron Technology this week:

• Positive Sentiment: Citigroup lowered its price target to $1,150 from $1,400 but maintained a Buy rating, implying roughly 31% upside from the referenced price. The target cut reflects a more cautious outlook, but the continued Buy rating signals confidence in Micron’s earnings potential. Benzinga price target report
• Positive Sentiment: Micron’s latest quarterly results remain a major fundamental support: revenue rose 345.8% year over year to $41.46 billion, adjusted EPS reached $25.11, and fourth-quarter guidance calls for approximately $50 billion in revenue and about $31 in adjusted EPS. The company also disclosed 16 strategic customer agreements extending through 2030, several with pricing floors or bands that could provide more stable revenue and margins. Micron long-term AI memory contracts
• Positive Sentiment: Ongoing AI data-center expansion is supporting demand for high-bandwidth memory, while higher memory costs are contributing to increased capital spending by major cloud customers. This reinforces the view that Micron’s premium AI-memory products remain supply constrained. Amazon memory costs and capital spending
• Neutral Sentiment: SK Hynix approved approximately $38 billion for two new South Korean memory fabs. The investment highlights strong industry demand, but investors are concerned that additional supply could eventually pressure pricing and reduce Micron’s exceptional margins. SK Hynix new memory fabs
• Negative Sentiment: Fresh commentary from Citi points to a more cautious memory-pricing outlook, while weaker-than-expected outlooks from SanDisk and Western Digital have triggered a broader memory-stock selloff. Investors are increasingly focused on whether today’s AI-related shortage will lead to oversupply in future years. Why Micron stock is falling
• Negative Sentiment: Reports that Nvidia is considering lower-memory versions of future Rubin Ultra GPUs raise concerns that customers could reduce high-bandwidth memory content per system, potentially limiting long-term HBM growth. Nvidia Rubin Ultra memory report

Insider Buying and Selling at Micron Technology

In other Micron Technology news, CAO Scott R. Allen sold 879 shares of the business’s stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the completion of the transaction, the chief accounting officer owned 34,958 shares of the company’s stock, valued at $34,958,000. The trade was a 2.45% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the sale, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 164,179 shares of company stock worth $169,385,921 in the last quarter. 0.24% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. DA Davidson raised their price target on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. UBS Group increased their price objective on Micron Technology from $535.00 to $1,625.00 and gave the stock a “buy” rating in a report on Tuesday, May 26th. Royal Bank Of Canada lifted their price objective on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Cantor Fitzgerald reissued an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a research note on Thursday, June 25th. Finally, The Goldman Sachs Group increased their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $1,260.31.

Micron Technology Trading Down 0.4%

Micron Technology stock opened at $877.57 on Friday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The company has a market capitalization of $991.12 billion, a price-to-earnings ratio of 19.87 and a beta of 2.18. Micron Technology, Inc. has a one year low of $111.67 and a one year high of $1,255.00. The company’s fifty day moving average price is $975.03 and its two-hundred day moving average price is $658.56.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

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.