Vise Technologies Inc. Buys Shares of 57,298 Micron Technology, Inc. $MU

Vise Technologies Inc. bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund bought 57,298 shares of the semiconductor manufacturer’s stock, valued at approximately $66,138,000. Micron Technology makes up about 0.7% of Vise Technologies Inc.’s investment portfolio, making the stock its 19th largest position.

A number of other institutional investors and hedge funds have also made changes to their positions in MU. Ramsey Quantitative Systems acquired a new position in Micron Technology during the second quarter worth about $46,000. RHL Group LLC acquired a new stake in shares of Micron Technology during the 2nd quarter valued at approximately $47,000. Signature Resources Capital Management LLC boosted its stake in shares of Micron Technology by 1,125.0% during the 2nd quarter. Signature Resources Capital Management LLC now owns 49 shares of the semiconductor manufacturer’s stock worth $57,000 after acquiring an additional 45 shares in the last quarter. Davis Capital Management boosted its stake in shares of Micron Technology by 510.0% during the 2nd quarter. Davis Capital Management now owns 61 shares of the semiconductor manufacturer’s stock worth $70,000 after acquiring an additional 51 shares in the last quarter. Finally, Glynn Capital Management LLC grew its holdings in shares of Micron Technology by 40.9% in the 2nd quarter. Glynn Capital Management LLC now owns 62 shares of the semiconductor manufacturer’s stock worth $72,000 after acquiring an additional 18 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds.

Micron Technology Price Performance

MU stock opened at $958.73 on Tuesday. Micron Technology, Inc. has a 1 year low of $114.25 and a 1 year high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The stock’s 50 day moving average price is $946.58 and its 200 day moving average price is $721.17. The firm has a market cap of $1.08 trillion, a P/E ratio of 21.71 and a beta of 2.19.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter in the prior year, the firm earned $1.91 EPS. Micron Technology’s quarterly revenue was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research note on Friday, August 7th. Royal Bank Of Canada boosted 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. Citigroup lowered their target price on Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Stifel Nicolaus raised their price target on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. Finally, Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research note on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Buy” and an average target price of $1,295.63.

More Micron Technology News

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

• Positive Sentiment: Investor optimism is being driven by expectations that hyperscalers are committing billions of dollars through supply and capacity agreements, potentially giving Micron more predictable cash flow and reducing the historical cyclicality of its memory business. AI-related demand for high-bandwidth memory (HBM) and next-generation “agentic AI” infrastructure is viewed as a major growth catalyst. Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales
• Positive Sentiment: Several reports characterize MU as attractive after its pullback from the June peak. Technical analysts point to long-term trend support, while bullish investors cite a low forward earnings multiple relative to projected revenue growth and rising memory prices. A break above roughly $971 could improve momentum and open the possibility of a move toward $1,057. Micron Stock Flashing Intriguing Buy the Dip Signal
• Positive Sentiment: Government and industry attention is also supportive: President Trump called Micron one of the world’s “hottest” companies and highlighted its planned $10 billion research investment, reinforcing expectations for U.S. semiconductor support and long-term AI infrastructure spending. Trump Praises Nvidia CEO Jensen Huang, Calls Micron One of the World’s Hottest Companies
• Neutral Sentiment: Momentum has weakened below the $971 breakout level, leaving the stock vulnerable to another failed breakout even though it remains above longer-term support. Investors are also awaiting fiscal fourth-quarter results on September 30 for confirmation that elevated memory pricing and AI demand are translating into sustainable earnings. Micron Is Stuck Below $971
• Negative Sentiment: China’s CXMT has reportedly begun producing small quantities of HBM3E and is advancing in smartphone memory, raising concerns about future pricing pressure, market-share losses and supply shocks. Potential semiconductor tariffs could likewise increase costs for AI customers and complicate Micron’s expansion plans. Micron Under Threat as China’s CXMT Delivers Cutting-Edge Chip
• Negative Sentiment: Risks include heavy capital spending, elevated insider selling and the possibility that memory deflation, technological substitution or stronger competition after 2027 could compress margins and reduce MU’s valuation multiple.

Insider Activity

In related news, Director Lynn A. Dugle sold 1,300 shares of the business’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the completion of the transaction, the director owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. The trade was a 6.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Scott R. Allen sold 879 shares of the company’s stock in a transaction dated Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the completion of the transaction, the chief accounting officer owned 34,958 shares in the company, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 177,204 shares of company stock worth $182,156,264 in the last quarter. Corporate insiders own 0.24% of the company’s stock.

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.