507 Micron Technology, Inc. $MU Shares Sold by Tactive Advisors LLC

Tactive Advisors LLC decreased its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 18.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,286 shares of the semiconductor manufacturer’s stock after selling 507 shares during the period. Tactive Advisors LLC’s holdings in Micron Technology were worth $2,435,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bullseye Investment Management LLC acquired a new stake in shares of Micron Technology in the second quarter valued at $27,000. Steph & Co. bought a new position in shares of Micron Technology during the 3rd quarter valued at about $31,000. Montgomery Financial Services LLC acquired a new position in shares of Micron Technology in the 2nd quarter worth approximately $38,000. JNBA Financial Advisors raised its holdings in shares of Micron Technology by 77.3% in the 2nd quarter. JNBA Financial Advisors now owns 39 shares of the semiconductor manufacturer’s stock worth $45,000 after purchasing an additional 17 shares in the last quarter. Finally, Ramsey Quantitative Systems bought a new stake in Micron Technology during the second quarter worth approximately $46,000. 80.84% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research firms have issued reports on MU. Raymond James Financial reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, October 1st. CLSA restated an “outperform” rating and issued a $1,700.00 target price on shares of Micron Technology in a report on Friday, October 2nd. Bank of America upped their target price on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Susquehanna reissued a “positive” rating on shares of Micron Technology in a research note on Thursday, October 1st. Finally, Needham & Company LLC reaffirmed a “buy” rating and set a $1,650.00 price objective on shares of Micron Technology in a research note on Thursday, October 1st. One research analyst has rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,407.88.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron’s DRAM revenue reached a record $39.8 billion in fiscal fourth-quarter 2026, representing 73% of total revenue. Analysts view DRAM and high-bandwidth memory as major beneficiaries of continued AI infrastructure spending. Micron’s DRAM Sales Reach $40B: Can AI Demand Drive Growth?
• Positive Sentiment: More than 75% of Micron’s fiscal 2027 output is reportedly committed, while customers are already discussing 2028 allocations. That improves demand visibility and supports the argument that the current memory cycle could last longer than traditional cycles. Micron: This Memory Cycle Could End Differently
• Positive Sentiment: DA Davidson raised its price target from $2,100 to a Street-high $3,000 and maintained a Buy rating, citing AI-driven demand that could keep memory supply constrained through 2028. Zacks Research also upgraded MU to Strong Buy. Why Is Micron Stock Rising?
• Neutral Sentiment: Micron will pay $600 million to settle its patent dispute with Netlist, securing a five-year license. The agreement removes litigation uncertainty but creates a substantial one-time cash cost. Micron Technology and Netlist Settle Patent Dispute
• Negative Sentiment: A union representing workers at Micron’s Taoyuan facility in Taiwan—one of the company’s largest production hubs—authorized a strike over bonus negotiations. No walkout has been announced, but a disruption could threaten output and raise costs. Micron’s Taoyuan Union Secures Authorization to Strike
• Negative Sentiment: Samsung’s preliminary results disappointed investors despite strong profit growth, cooling the broader memory trade. The news has renewed concerns about peak margins, future supply increases and the historically cyclical nature of memory chips. The Memory Trade Cools After Samsung’s Preliminary Results Disappoint

Micron Technology Stock Down 4.6%

NASDAQ MU traded down $49.79 during trading on Thursday, reaching $1,038.21. 16,045,289 shares of the company’s stock were exchanged, compared to its average volume of 41,457,176. The company has a current ratio of 3.31, a quick ratio of 2.94 and a debt-to-equity ratio of 0.03. Micron Technology, Inc. has a fifty-two week low of $179.61 and a fifty-two week high of $1,255.00. The company’s fifty day simple moving average is $972.71 and its 200-day simple moving average is $836.22. The firm has a market capitalization of $1.17 trillion, a PE ratio of 14.02, a P/E/G ratio of 0.18 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 (EPS) 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 firm’s revenue was up 379.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $3.03 earnings per share. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 175.82 EPS for the current year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, October 29th. Stockholders of record on Wednesday, October 14th 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 Wednesday, October 14th. Micron Technology’s payout ratio is currently 0.81%.

Insider Transactions at Micron Technology

In related news, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction on Friday, August 21st. The stock was sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the sale, the chief executive officer owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $178,469,010.09. The trade was a 7.28% 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 have sold 95,879 shares of company stock valued at $90,939,466. 0.24% of the stock is owned by insiders.

Micron Technology Company Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.