Tranquility Partners LLC Invests $265,000 in Micron Technology, Inc. $MU

Tranquility Partners LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, HoldingsChannel reports. The firm acquired 1,585 shares of the semiconductor manufacturer’s stock, valued at approximately $265,000.

A number of other large investors have also bought and sold shares of MU. Avidian Wealth Enterprises LLC bought a new position in shares of Micron Technology during the 3rd quarter worth $362,000. Rakuten Investment Management Inc. bought a new stake in shares of Micron Technology in the third quarter valued at approximately $14,102,000. Cornerstone Wealth Group LLC boosted its holdings in Micron Technology by 25.4% in the 3rd quarter. Cornerstone Wealth Group LLC now owns 2,990 shares of the semiconductor manufacturer’s stock worth $500,000 after buying an additional 606 shares during the period. Next Level Wealth Planning LLC grew its stake in Micron Technology by 2.1% in the 3rd quarter. Next Level Wealth Planning LLC now owns 4,957 shares of the semiconductor manufacturer’s stock valued at $829,000 after buying an additional 104 shares in the last quarter. Finally, Chicago Partners Investment Group LLC raised its holdings in Micron Technology by 8.3% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 19,664 shares of the semiconductor manufacturer’s stock valued at $3,290,000 after acquiring an additional 1,512 shares during the period. 80.84% of the stock is 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: Multiple major analysts raised ratings/targets (TD Cowen to $450, Stifel to $360, Rosenblatt buy with $500 target), boosting buy-side conviction and arguing more upside based on AI memory demand and recent results. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Micron’s strong quarterly results and guidance (big revenue and EPS beats; robust gross margins) reinforce the narrative of an AI-driven memory supercycle and justify higher valuations. Micron (MU) Stock: Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Micron agreed to buy a $1.8B chip fab in Taiwan (Powerchip P5 site), a tactical move to lock in capacity and shorten lead time — seen as securing supply and pricing power for AI customers. That M&A action has been a key reason investors are bullish. Why is Micron stock surging nearly 7% on Wednesday?
• Positive Sentiment: Company executives publicly flagged an “unprecedented” memory shortage and 100% sell-through to AI leaders, supporting near-term pricing and revenue visibility for DRAM/NAND. CEO Sanjay Mehrotra emphasized memory as a key enabler for AI and long lead times to expand capacity. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Shareholders approved leadership and governance changes at the annual meeting — procedural impact only, but removes a governance overhang. Micron Shareholders Back Leadership, Governance Changes at Meeting
• Neutral Sentiment: Technical/trading signals (Power Inflow alerts) and heavy media coverage are amplifying short-term momentum; these are trader-driven flows rather than fundamental changes. Micron Technology Shares Up Over 2% Following Key Trading Signal
• Negative Sentiment: Short interest has grown materially, indicating some investors expect a pullback or are hedging — higher shorts can amplify volatility on any negative news. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest
• Negative Sentiment: Extensive insider selling has been reported (many executives sold large blocks), which some investors view as a red flag even as a few insiders bought — watch insider activity for sentiment signals. Micron Technology Stock (MU) Opinions on AI Memory Demand and Taiwan Acquisition
• Negative Sentiment: Analysis pieces flag “capex risk” — aggressive spending to expand fabs could pressure free cash flow and margins if demand normals sooner than expected. This is a longer-term risk investors are debating. Micron: Peak Cycle Margins And Unprecedented Capex Risk

Insiders Place Their Bets

In other news, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This trade represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Sanjay Mehrotra sold 3,743 shares of the business’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $233.39, for a total value of $873,578.77. Following the completion of the sale, the chief executive officer directly owned 396,578 shares of the company’s stock, valued at approximately $92,557,339.42. This trade represents a 0.93% decrease in their position. 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 over the last three months. 0.24% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

MU has been the subject of a number of analyst reports. Barclays raised their price target on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a report on Friday, January 16th. BNP Paribas Exane upgraded Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 target price for the company in a research note on Monday, October 13th. Bank of America lifted their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Piper Sandler raised their price objective on shares of Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Finally, TD Cowen upped their target price on shares of Micron Technology from $300.00 to $450.00 and gave the stock a “buy” rating in a report on Tuesday. Four analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $340.79.

Micron Technology Price Performance

MU opened at $389.11 on Thursday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The stock has a market capitalization of $437.95 billion, a P/E ratio of 36.99 and a beta of 1.50. The stock has a 50-day moving average price of $275.45 and a 200-day moving average price of $197.54. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $394.20.

Micron Technology (NASDAQ:MU) last released 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 return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the previous year, the company posted $1.79 EPS. Micron Technology’s quarterly 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. Equities analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were given a $0.115 dividend. 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%.

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.