Volterra Technologies LP Invests $3.34 Million in Micron Technology, Inc. $MU

Volterra Technologies LP bought a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 19,962 shares of the semiconductor manufacturer’s stock, valued at approximately $3,340,000. Micron Technology accounts for approximately 0.3% of Volterra Technologies LP’s investment portfolio, making the stock its 15th biggest position.

Other large investors also recently added to or reduced their stakes in the company. REAP Financial Group LLC purchased a new position in shares of Micron Technology in the third quarter worth $25,000. Barnes Dennig Private Wealth Management LLC bought a new stake in Micron Technology in the 3rd quarter valued at $27,000. Howard Hughes Medical Institute purchased a new stake in Micron Technology in the 2nd quarter worth $30,000. Cullen Frost Bankers Inc. boosted its holdings in shares of Micron Technology by 79.3% during the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 88 shares during the last quarter. Finally, WealthCollab LLC boosted its holdings in shares of Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after purchasing an additional 270 shares during the last quarter. 80.84% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the sale, the chief accounting officer owned 38,237 shares of the company’s stock, valued at $12,904,987.50. This trade represents a 4.97% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction dated Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders acquired 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 insiders.

Micron Technology Trading Up 5.1%

Shares of MU opened at $426.13 on Friday. The firm has a market capitalization of $479.61 billion, a price-to-earnings ratio of 40.51 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The company has a 50-day moving average of $391.35 and a 200 day moving average of $271.66.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating the consensus estimate of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm 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 firm posted $1.79 earnings per share. The company’s revenue was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts expect that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is presently 4.37%.

Analyst Upgrades and Downgrades

A number of research firms recently commented on MU. William Blair began coverage on Micron Technology in a research report on Thursday, January 22nd. They issued an “outperform” rating on the stock. Piper Sandler increased their target price on Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a research report on Wednesday, January 7th. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. JPMorgan Chase & Co. raised their price objective on Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a research note on Thursday, December 18th. Finally, Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a research report on Monday, February 2nd. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus target price of $389.41.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

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.