10,170 Micron Technology, Inc. $MU Shares Bought by Vise Technologies Inc.

Vise Technologies Inc. increased its holdings in Micron Technology, Inc. (NASDAQ:MU) by 17.7% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 67,468 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,170 shares during the quarter. Vise Technologies Inc.’s holdings in Micron Technology were worth $71,861,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently modified their holdings of the business. Andar Capital Management HK Ltd raised its position in shares of Micron Technology by 856,960.3% in the 2nd quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock worth $39,571,847,000 after acquiring an additional 34,278,413 shares in the last quarter. Primecap Management Co. CA purchased a new stake in Micron Technology in the 2nd quarter worth $22,182,263,000. Legal & General Group Plc purchased a new position in Micron Technology in the second quarter worth about $8,402,393,000. Situational Awareness LP grew its holdings in shares of Micron Technology by 1,149.0% in the second quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock worth $5,573,819,000 after purchasing an additional 5,289,124 shares during the last quarter. Finally, Canada Pension Plan Investment Board bought a new stake in Micron Technology during the 2nd quarter valued at $3,761,237,000. 80.84% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on MU shares. Seaport Research Partners reissued a “buy” rating on shares of Micron Technology in a research note on Friday, August 14th. Needham & Company LLC restated a “buy” rating and set a $1,650.00 target price on shares of Micron Technology in a research report on Thursday, October 22nd. President Capital upped their price objective on Micron Technology to $1,500.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Rosenblatt Securities reaffirmed a “buy” rating and set a $1,900.00 target price on shares of Micron Technology in a report on Thursday, October 22nd. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating on shares of Micron Technology in a research note on Thursday, October 1st. One analyst has rated the stock with a Strong Buy rating, forty-one have issued a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,407.88.

More Micron Technology News

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

• Positive Sentiment: Memory demand remains exceptionally strong. SK Hynix said its available memory capacity is effectively sold out through 2029, supporting expectations for sustained pricing power in DRAM, NAND and high-bandwidth memory (HBM)—markets in which Micron is a major supplier. SK Hynix Just Delivered Fantastic News for Micron
• Positive Sentiment: Several analysts remain bullish, arguing that Micron’s supply is unlikely to catch up with demand before fiscal 2028 and that HBM prices could rise significantly in 2027. Reports also cite customer agreements that have locked in much of next year’s shipments, potentially supporting record earnings and visibility. Micron Stock: Why I’m Buying, Not Panicking
• Positive Sentiment: Attractive projected earnings growth and a low forward valuation are encouraging some investors to view the recent weakness as a buying opportunity. Micron is also receiving attention as an AI beneficiary, while its inclusion among major S&P 500 ETF holdings can support recurring institutional demand. Think You Missed Out on Micron’s Run? Think Again.
• Neutral Sentiment: Micron’s investment case remains highly dependent on continued AI infrastructure spending. Articles present the company as potentially resilient if AI budgets slow, but also warn that memory stocks could be among the more exposed semiconductor businesses if customers reduce or delay data-center investment. If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
• Negative Sentiment: The immediate pressure came from a wider technology and semiconductor selloff following disappointing results from Amazon and Intel. Weakness in Alphabet and Samsung also reduced risk appetite and caused investors to reassess elevated expectations for memory stocks. Why are Micron, SK Hynix and SanDisk stocks falling on Friday?
• Negative Sentiment: SanDisk’s strong earnings and raised outlook failed to prevent a sharp decline in memory shares, highlighting profit-taking and valuation concerns. Meanwhile, China’s CXMT reported a 613% revenue increase, signaling a growing competitive threat to established suppliers such as Micron over time. CXMT posts 613% jump in revenue as Micron, SanDisk shares tumble

Micron Technology Stock Performance

Micron Technology stock opened at $884.74 on Friday. Micron Technology, Inc. has a twelve month low of $192.59 and a twelve month high of $1,255.00. The stock’s 50 day moving average is $978.68 and its 200 day moving average is $744.52. The company has a quick ratio of 2.94, a current ratio of 3.31 and a debt-to-equity ratio of 0.03. The company has a market capitalization of $1.00 trillion, a P/E ratio of 11.92, a PEG ratio of 0.15 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. The business had revenue of $54.23 billion during the quarter, compared to analyst estimates of $51.33 billion. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The company’s revenue was up 379.1% on a year-over-year basis. During the same period in the prior year, the business posted $3.03 earnings per share. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. On average, equities research analysts predict that Micron Technology, Inc. will post 177.03 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th were given a $0.15 dividend. The ex-dividend date was Wednesday, October 14th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 0.81%.

Insider Buying and Selling

In other Micron Technology news, insider Scott Deboer sold 28,545 shares of the firm’s stock in a transaction that occurred on Friday, October 16th. The stock was sold at an average price of $900.00, for a total value of $25,690,500.00. Following the sale, the insider owned 147,430 shares of the company’s stock, valued at $132,687,000. This trade represents a 16.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Sumit Sadana sold 15,000 shares of the stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. The trade was a 7.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 83,545 shares of company stock worth $78,460,850. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Company Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage products. Its portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules, and other semiconductor solutions used in data centers, personal computers, smartphones, automotive systems, industrial equipment, and consumer electronics.

The company also provides high-bandwidth memory and other advanced memory technologies designed to support artificial intelligence, high-performance computing, networking, and graphics applications.