Brand Asset Management Group Inc. Invests $208,000 in Micron Technology, Inc. $MU

Brand Asset Management Group Inc. bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, Holdings Channel.com reports. The fund bought 1,243 shares of the semiconductor manufacturer’s stock, valued at approximately $208,000.

Other hedge funds have also bought and sold shares of the company. REAP Financial Group LLC purchased a new stake in shares of Micron Technology during the 3rd quarter valued at $25,000. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the third quarter valued at $27,000. Howard Hughes Medical Institute bought a new position in Micron Technology in the second quarter valued at $30,000. AlphaQuest LLC raised 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 purchasing an additional 265 shares in the last quarter. Finally, Cullen Frost Bankers Inc. lifted its stake in Micron Technology by 79.3% during the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after purchasing an additional 88 shares during the last quarter. 80.84% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Scott R. Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The shares were 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. This represents a 4.97% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders bought 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

MU has been the subject of a number of research reports. Piper Sandler upped their price objective on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a report on Wednesday, January 7th. Citigroup boosted their target price on Micron Technology from $330.00 to $385.00 and gave the stock a “buy” rating in a research report on Thursday, January 15th. KeyCorp increased their price target on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a research report on Tuesday, January 13th. The Goldman Sachs Group lifted their price target on shares of Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Finally, TD Cowen upped their price objective on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $358.38.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: S&P upgraded Micron to BBB, citing stronger margins and cash flow tied to AI-driven memory demand — a credit boost that reduces financial risk and supports capacity spending. Micron Technology Upgraded to BBB by S&P on AI-Driven Growth
• Positive Sentiment: Micron outlined an aggressive U.S. capacity build (up to US$200B through 2030) and says next‑gen HBM4 shipments are ahead of schedule with 2026 HBM output already allocated — evidence demand for AI memory remains strong and supports future revenue. Micron’s US$200b AI Memory Bet Puts Growth And Cycles In Focus
• Positive Sentiment: Several analyst and feature pieces argue Micron remains underweighted versus its AI-driven fundamentals despite a 250–300% rally, highlighting structural HBM/DRAM tightness and continued upside potential. Why Micron (MU) Remains Undervalued Despite a 300% Rally
• Neutral Sentiment: Comparisons with peers (SanDisk, others) and analyst coverage are intensifying — competition and product mix (NAND vs HBM/DRAM) will shape relative upside. SanDisk vs. Micron: Which AI Memory Stock Offers More Upside?
• Neutral Sentiment: Social‑media chatter (WallStreetBets) and general market noise are mixed/soft, which can amplify short‑term swings but doesn’t change fundamentals. Social Buzz: Wallstreetbets Stocks Mostly Lower Pre-bell Friday; Netflix to Advance, Duolingo to Decline
• Negative Sentiment: Technical and valuation risks: several commentators flag that MU is overextended after its run and a short-term pause/pullback is possible — investors may be locking in gains. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Some cautionary pieces question whether Wall Street optimism is fully justified, highlighting the risk of crowded positioning and valuation compression if memory cycles normalize. Is It Worth Investing in Micron (MU) Based on Wall Street’s Bullish Views?

Micron Technology Stock Performance

Shares of MU stock opened at $412.37 on Friday. The stock has a fifty day moving average of $369.00 and a 200 day moving average of $253.14. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50. The firm has a market capitalization of $464.13 billion, a price-to-earnings ratio of 39.20 and a beta of 1.52. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating 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 business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the firm earned $1.79 EPS. The company’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. As a group, research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 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.