Wealthfront Advisers LLC boosted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 9.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 95,396 shares of the semiconductor manufacturer’s stock after acquiring an additional 8,489 shares during the quarter. Wealthfront Advisers LLC’s holdings in Micron Technology were worth $15,962,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently made changes to their positions in the company. REAP Financial Group LLC acquired a new position in shares of Micron Technology during the 3rd quarter worth approximately $25,000. First Command Advisory Services Inc. boosted its position 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 purchasing an additional 153 shares during the period. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter valued at $27,000. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology in the second quarter valued at $30,000. Finally, AlphaQuest LLC raised its position in shares of Micron Technology by 13,250.0% in the second 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. 80.84% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Micron Technology
Here are the key news stories impacting Micron Technology this week:
- Positive Sentiment: TD Cowen’s top analyst raised a bull-case price target to $600, arguing DRAM tightness could persist and justify much higher upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
- Positive Sentiment: UBS raised its price target to $450, supporting the bullish narrative that Micron’s AI-related memory exposure and recent results justify higher valuations. UBS Raises Micron Technology (MU) Price Target to $450
- Positive Sentiment: A technical/trading signal was cited that preceded a ~3% intraday bounce, indicating momentum traders remain active in MU. Micron Technology Shares Climb 3% Following Key Trading Signal
- Positive Sentiment: Featured analysis argues Micron is a “hidden winner” in AI hardware due to its HBM and server memory positioning versus peers — a fundamental bullish case for long-term AI-driven demand. Micron Vs. Peers: The Hidden Winner In AI Hardware
- Positive Sentiment: Analysts note Micron has quietly outperformed NVIDIA over the past year on surging HBM demand, reinforcing the stock’s AI-growth thesis. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
- Neutral Sentiment: Macro analysis reminds investors that memory is highly cyclical: historical supercycles can create big gains but also sharp reversals — a reminder of volatility risk even if demand is strong now. How High Can Micron Go In the Memory Supercycle? Here’s What History Says
- Neutral Sentiment: Zacks and other screens highlight MU’s earnings growth, price strength, and momentum as reasons to watch the stock, but these pieces are more descriptive than catalytic. Earnings Growth & Price Strength Make Micron (MU) a Stock to Watch
- Negative Sentiment: Competitive timing risk: Samsung announced mass production of HBM4 and will supply Nvidia sooner, which undercuts Micron’s planned HBM4 rollout and could pressure share gains or ASPs for near-term HBM demand. Samsung Stock Surges as Chipmaker Beats Micron in HBM4 Race
- Negative Sentiment: Several headlines cite short-term selling tied to worries about Nvidia’s new chips and other supplier developments; a “why MU is down today” write-up summarizes these near-term catalysts driving the pullback. Why Micron Technology Stock Is Down Today
Analysts Set New Price Targets
View Our Latest Research Report on MU
Insider Buying and Selling at Micron Technology
In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the sale, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Teyin M. Liu bought 7,820 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was purchased at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the acquisition, the director owned 25,910 shares in the company, valued at approximately $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by company insiders.
Micron Technology Stock Down 2.7%
NASDAQ MU opened at $373.05 on Wednesday. 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 company has a market cap of $419.87 billion, a price-to-earnings ratio of 35.46 and a beta of 1.51. The company has a 50 day moving average of $324.22 and a 200-day moving average of $226.41. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The firm had revenue of $13.64 billion for 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% on a year-over-year basis. During the same quarter last year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.
Micron Technology Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s payout ratio is 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.
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