Micron Technology, Inc. $MU Stake Boosted by MWA Asset Management

MWA Asset Management boosted its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 105.1% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,487 shares of the semiconductor manufacturer’s stock after buying an additional 762 shares during the period. MWA Asset Management’s holdings in Micron Technology were worth $502,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. High Note Wealth LLC increased its position in shares of Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after acquiring an additional 34 shares in the last quarter. Elevation Wealth Partners LLC lifted its position in shares of Micron Technology by 295.8% in the 4th quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 71 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology in the 1st quarter valued at approximately $27,000. Steigerwald Gordon & Koch Inc. boosted its stake in Micron Technology by 4,800.0% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after purchasing an additional 96 shares during the period. Finally, Bayban acquired a new position in Micron Technology in the 4th quarter worth approximately $29,000. 80.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

MU has been the topic of several recent analyst reports. Melius Research began coverage on shares of Micron Technology in a research note on Monday, April 27th. They set a “buy” rating and a $700.00 target price on the stock. Royal Bank Of Canada raised their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 price target on Micron Technology in a report on Monday, June 22nd. Bank of America upped their price target on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Finally, Wells Fargo & Company increased their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and a consensus target price of $1,268.93.

Insider Transactions at Micron Technology

In other Micron Technology news, Director Steven J. Gomo sold 2,000 shares of Micron Technology stock in a transaction that occurred on Monday, May 11th. The shares were sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the sale, the director directly owned 17,139 shares in the company, valued at $13,488,907.17. The trade was a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lynn A. Dugle sold 1,300 shares of the business’s stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the sale, the director directly owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 163,300 shares of company stock valued at $152,667,204 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron is being highlighted as a strong AI chip and memory beneficiary, with several bullish articles pointing to durable demand, strong profitability, and attractive valuation after the recent pullback. NVIDIA & Micron: 2 Profitable AI Stocks With Strong Growth Potential
• Positive Sentiment: Morgan Stanley and other analysts said the selloff in memory stocks created a strong buying opportunity, arguing that data-center memory shortages are still intensifying. The Memory Stock Sell-Off Created a ‘Strong Entry Point,’ Says Morgan Stanley. Investors Are Buying In.
• Positive Sentiment: Shares of Micron, SanDisk, and Western Digital rebounded as investors rotated back into semiconductor names after last week’s sharp drop in AI-related stocks. Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips
• Positive Sentiment: A Seeking Alpha upgrade argued Micron’s business model and large backlog could drive EPS accretion and multiple expansion through FY2027. Micron: Berkshire-ification Against The Possible Greenfield Margin Squeeze (Upgrade)
• Neutral Sentiment: Some coverage noted large institutional call buying and speculative dip-buying in Micron, which can support short-term trading sentiment but does not change the company’s fundamentals. The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence (MU)
• Neutral Sentiment: Several articles focused on Micron’s broader role in the AI trade and memory shortage, reinforcing that the stock remains highly sensitive to swings in semiconductor sentiment. Micron, Lumentum, Sweetgreen, AMC, Domino’s, and More Stocks That Explain Today’s Market
• Negative Sentiment: Michael Burry’s short position and warning that Micron is “cyclical like no other” added caution around the stock’s valuation and the risk of a deeper AI-chip correction. Claude AI Says Michael Burry’s Micron (MU) Warning “Deserves Respect”
• Negative Sentiment: Bearish commentary also warned that semiconductor and technology stocks could still face another leg down if the recent AI trade unwind continues. Expect a 75% technology stocks wipeout, warns strategist
• Negative Sentiment: Micron has also been under pressure recently after SK Hynix’s memory-price warning sparked debate over how long tight supply can last, contributing to the prior selloff. Micron Stock Set to Snap Losing Streak After SK Hynix Memory Price Warning

Micron Technology Trading Up 1.9%

Micron Technology stock opened at $865.46 on Tuesday. The company’s fifty day simple moving average is $950.86 and its 200-day simple moving average is $606.14. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12 month low of $103.38 and a 12 month high of $1,255.00. The stock has a market cap of $977.44 billion, a P/E ratio of 19.59 and a beta of 2.14.

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

Micron Technology Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be issued a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Monday, July 6th. Micron Technology’s payout ratio is currently 1.36%.

Micron Technology Company 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.