Pinnacle Wealth Management Advisory Group LLC lessened its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 10.1% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,989 shares of the semiconductor manufacturer’s stock after selling 900 shares during the period. Pinnacle Wealth Management Advisory Group LLC’s holdings in Micron Technology were worth $9,222,000 as of its most recent SEC filing.
Other hedge funds also recently made changes to their positions in the company. Community Bank N.A. raised its holdings in shares of Micron Technology by 36.8% during the second quarter. Community Bank N.A. now owns 468 shares of the semiconductor manufacturer’s stock worth $540,000 after purchasing an additional 126 shares during the period. NewEdge Advisors LLC lifted its position in shares of Micron Technology by 14.4% in the 2nd quarter. NewEdge Advisors LLC now owns 214,739 shares of the semiconductor manufacturer’s stock worth $247,873,000 after buying an additional 27,033 shares during the last quarter. IFP Advisors Inc boosted its holdings in shares of Micron Technology by 31.1% in the 2nd quarter. IFP Advisors Inc now owns 16,479 shares of the semiconductor manufacturer’s stock valued at $19,022,000 after buying an additional 3,908 shares during the period. Sterling Investment Advisors Ltd. acquired a new position in shares of Micron Technology in the 2nd quarter valued at about $752,000. Finally, One Charles Private Wealth Services LLC bought a new stake in shares of Micron Technology during the 2nd quarter valued at about $246,000. Institutional investors and hedge funds own 80.84% of the company’s stock.
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: Micron’s long-term outlook remains supported by tight DRAM supply, strong HBM demand, and planned expansion of DRAM and HBM manufacturing capacity. Long-term customer agreements could support pricing and growth through 2027 and beyond. Micron Has More Firepower Left in Its Cylinder for the Long Term Positive Sentiment: Investors are looking ahead to Micron’s September 30 earnings report, with expectations for continued record DRAM and NAND pricing, strong results, and optimistic forward guidance. Prediction: Micron’s Sept. 30 Earnings Will Confirm the Memory Shortage Isn’t Over Neutral Sentiment: Technical analysts are monitoring a closely watched support level after the stock’s decline. A break below that level could signal additional near-term weakness, while stabilization could allow investors to refocus on Micron’s earnings and HBM expansion plans. Micron Stock Sends Urgent Signal as Shares Slide Negative Sentiment: Shares declined with other AI-related semiconductor stocks after Anthropic and OpenAI executives called for a slower pace of AI development. Investors fear that a moderation in AI spending could reduce demand expectations for memory chips and weaken the premium valuation assigned to HBM suppliers. Memory Stocks Lead AI Selloff Negative Sentiment: Additional risks include the possibility that Nvidia develops chips requiring less expensive memory, while Samsung and SK Hynix gain HBM market share. A report that DeepSeek materially reduced its HBM and SSD requirements has also challenged the assumption that AI usage will translate directly into proportional memory demand. DeepSeek Cut Its KV-Cache HBM Need Negative Sentiment: Potentially higher interest rates are adding pressure to high-growth technology stocks and amplifying the sector-wide selloff. Dow Jones Futures: Nvidia, Micron, Sandisk Dive on AI Fears Analysts Set New Price Targets Several equities research analysts recently weighed in on MU shares. Erste Group Bank upgraded shares of Micron Technology from a “hold” rating to a “buy” rating in a research note on Thursday, June 25th. Susquehanna upped their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft increased their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. KeyCorp reissued an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. Finally, Zacks Research downgraded Micron Technology from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 19th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $1,295.63. Get Our Latest Research Report on Micron Technology
Micron Technology Trading Down 5.3% Micron Technology stock opened at $924.03 on Tuesday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The firm has a 50-day moving average price of $928.22 and a two-hundred day moving average price of $760.84. The firm has a market capitalization of $1.04 trillion, a price-to-earnings ratio of 20.92, a PEG ratio of 0.62 and a beta of 2.22. Micron Technology, Inc. has a 52-week low of $154.65 and a 52-week high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion during 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. Sell-side analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year.
Micron Technology Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is 1.36%.
Insider Transactions at Micron Technology In other news, Director Lynn A. Dugle sold 1,300 shares of the stock in a transaction on Tuesday, June 30th. The stock was 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. This represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the transaction, the chief executive officer directly owned 264,503 shares in the company, valued at $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 177,204 shares of company stock worth $182,156,264 over the last quarter. Insiders own 0.24% of the company’s stock.
Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
See Also Five stocks we like better than Micron Technology Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down
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Waverly Advisors LLC reduced its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 14.7% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 102,693 shares of the semiconductor manufacturer’s stock after selling 17,722 shares during the period. Waverly Advisors LLC’s holdings in Micron Technology were worth $118,537,000 as of its most recent SEC filing.
A number of other large investors have also made changes to their positions in the company. Empirical Finance LLC boosted its position in shares of Micron Technology by 3.4% in the second quarter. Empirical Finance LLC now owns 38,219 shares of the semiconductor manufacturer’s stock worth $44,116,000 after buying an additional 1,249 shares during the period. Nykredit A S acquired a new position in Micron Technology during the second quarter valued at $350,886,000. Parkside Financial Bank & Trust raised its position in Micron Technology by 7.2% during the second quarter. Parkside Financial Bank & Trust now owns 3,916 shares of the semiconductor manufacturer’s stock valued at $4,520,000 after buying an additional 262 shares during the period. MLG Wealth Management DBA Pine Grove Financial Group purchased a new stake in Micron Technology in the 2nd quarter worth about $806,000. Finally, Range Advisory LLC lifted its stake in Micron Technology by 80.2% in the 2nd quarter. Range Advisory LLC now owns 3,504 shares of the semiconductor manufacturer’s stock worth $4,044,000 after acquiring an additional 1,559 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Analyst Ratings Changes MU has been the topic of several research analyst reports. Susquehanna lifted their target price on Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a research note on Thursday, June 25th. Raymond James Financial increased their price target on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. The Goldman Sachs Group raised their price target on shares of Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a report on Thursday, June 25th. Citigroup lowered their price objective on shares of Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating on the stock in a research report on Friday, August 7th. Finally, Deutsche Bank Aktiengesellschaft upped their price objective on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and an average price target of $1,295.63.
Check Out Our Latest Research Report on Micron Technology Micron Technology Price Performance Shares of MU opened at $924.03 on Tuesday. 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 firm has a market cap of $1.04 trillion, a PE ratio of 20.92, a PEG ratio of 0.62 and a beta of 2.22. The firm’s 50 day moving average price is $928.22 and its 200 day moving average price is $760.84. Micron Technology, Inc. has a twelve month low of $154.65 and a twelve month high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the previous year, the firm posted $1.91 earnings per share. The company’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, research analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.
Micron Technology Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were issued a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is currently 1.36%.
Key Stories Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: Micron’s long-term outlook remains supported by tight DRAM supply, strong HBM demand, and planned expansion of DRAM and HBM manufacturing capacity. Long-term customer agreements could support pricing and growth through 2027 and beyond. Micron Has More Firepower Left in Its Cylinder for the Long Term Positive Sentiment: Investors are looking ahead to Micron’s September 30 earnings report, with expectations for continued record DRAM and NAND pricing, strong results, and optimistic forward guidance. Prediction: Micron’s Sept. 30 Earnings Will Confirm the Memory Shortage Isn’t Over Neutral Sentiment: Technical analysts are monitoring a closely watched support level after the stock’s decline. A break below that level could signal additional near-term weakness, while stabilization could allow investors to refocus on Micron’s earnings and HBM expansion plans. Micron Stock Sends Urgent Signal as Shares Slide Negative Sentiment: Shares declined with other AI-related semiconductor stocks after Anthropic and OpenAI executives called for a slower pace of AI development. Investors fear that a moderation in AI spending could reduce demand expectations for memory chips and weaken the premium valuation assigned to HBM suppliers. Memory Stocks Lead AI Selloff Negative Sentiment: Additional risks include the possibility that Nvidia develops chips requiring less expensive memory, while Samsung and SK Hynix gain HBM market share. A report that DeepSeek materially reduced its HBM and SSD requirements has also challenged the assumption that AI usage will translate directly into proportional memory demand. DeepSeek Cut Its KV-Cache HBM Need Negative Sentiment: Potentially higher interest rates are adding pressure to high-growth technology stocks and amplifying the sector-wide selloff. Dow Jones Futures: Nvidia, Micron, Sandisk Dive on AI Fears Insider Transactions at Micron Technology In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $968.90, for a total value 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 $256,276,956.70. The trade was a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the sale, the director owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 in the last three months. 0.24% of the stock is currently owned by company insiders.
Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
See Also Five stocks we like better than Micron Technology Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down
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Corient Private Wealth LP decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 41.5% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 185,140 shares of the semiconductor manufacturer’s stock after selling 131,176 shares during the quarter. Corient Private Wealth LP’s holdings in Micron Technology were worth $213,695,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other large investors have also recently made changes to their positions in the stock. Formuepleje A S purchased a new position in shares of Micron Technology in the second quarter valued at $58,876,000. Tucker Asset Management LLC raised its stake in shares of Micron Technology by 28.7% during the 2nd quarter. Tucker Asset Management LLC now owns 1,430 shares of the semiconductor manufacturer’s stock valued at $1,651,000 after purchasing an additional 319 shares during the period. HORAN Wealth LLC purchased a new stake in Micron Technology during the 2nd quarter worth about $568,000. Wellington Grp LLC lifted its holdings in Micron Technology by 11.4% during the 2nd quarter. Wellington Grp LLC now owns 5,734 shares of the semiconductor manufacturer’s stock worth $6,619,000 after purchasing an additional 587 shares in the last quarter. Finally, Advus Financial Partners LLC boosted its stake in Micron Technology by 6.9% in the 2nd quarter. Advus Financial Partners LLC now owns 2,513 shares of the semiconductor manufacturer’s stock worth $2,900,000 after purchasing an additional 163 shares during the period. 80.84% of the stock is owned by institutional investors.
Insider Transactions at Micron Technology In other news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the sale, the chief executive officer owned 264,503 shares in the company, valued at $256,276,956.70. This represents a 13.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the transaction, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This represents a 31.81% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is currently owned by corporate insiders.
Key Micron Technology News Here are the key news stories impacting Micron Technology this week: Positive Sentiment: Micron’s long-term outlook remains supported by tight DRAM supply, strong HBM demand, and planned expansion of DRAM and HBM manufacturing capacity. Long-term customer agreements could support pricing and growth through 2027 and beyond. Micron Has More Firepower Left in Its Cylinder for the Long Term Positive Sentiment: Investors are looking ahead to Micron’s September 30 earnings report, with expectations for continued record DRAM and NAND pricing, strong results, and optimistic forward guidance. Prediction: Micron’s Sept. 30 Earnings Will Confirm the Memory Shortage Isn’t Over Neutral Sentiment: Technical analysts are monitoring a closely watched support level after the stock’s decline. A break below that level could signal additional near-term weakness, while stabilization could allow investors to refocus on Micron’s earnings and HBM expansion plans. Micron Stock Sends Urgent Signal as Shares Slide Negative Sentiment: Shares declined with other AI-related semiconductor stocks after Anthropic and OpenAI executives called for a slower pace of AI development. Investors fear that a moderation in AI spending could reduce demand expectations for memory chips and weaken the premium valuation assigned to HBM suppliers. Memory Stocks Lead AI Selloff Negative Sentiment: Additional risks include the possibility that Nvidia develops chips requiring less expensive memory, while Samsung and SK Hynix gain HBM market share. A report that DeepSeek materially reduced its HBM and SSD requirements has also challenged the assumption that AI usage will translate directly into proportional memory demand. DeepSeek Cut Its KV-Cache HBM Need Negative Sentiment: Potentially higher interest rates are adding pressure to high-growth technology stocks and amplifying the sector-wide selloff. Dow Jones Futures: Nvidia, Micron, Sandisk Dive on AI Fears Micron Technology Stock Performance NASDAQ:MU opened at $924.03 on Tuesday. The business has a 50 day moving average of $928.22 and a 200 day moving average of $760.84. The company has a market capitalization of $1.04 trillion, a price-to-earnings ratio of 20.92, a PEG ratio of 0.62 and a beta of 2.22. Micron Technology, Inc. has a 1-year low of $154.65 and a 1-year high of $1,255.00. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98.
Micron Technology (NASDAQ:MU – Get Free Report) last issued its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm’s revenue was up 345.8% compared to the same quarter last year. During the same quarter last year, the company earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, sell-side analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.
Micron Technology Announces Dividend The business also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s payout ratio is 1.36%.
Analyst Ratings Changes A number of research analysts have weighed in on the company. Morgan Stanley lifted their target price on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. BMO Capital Markets assumed coverage on shares of Micron Technology in a research report on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 price objective for the company. Wolfe Research set a $1,500.00 price objective on shares of Micron Technology in a research note on Thursday, June 25th. Raymond James Financial boosted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research note on Thursday, June 25th. Finally, Stifel Nicolaus upped their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 18th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $1,295.63.
Read Our Latest Stock Analysis on Micron Technology
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Featured Stories Five stocks we like better than Micron Technology Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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While it can be exciting when a stock you own declares a dividend raise, the hard truth is that many hikes are unspectacular. The raises tend to be fairly modest, rising by a low- to mid-single-digit percentage. Every once in a while, however, a company's management will be confident enough, sufficiently flush, or both, to enact a dividend raise worth getting excited about.
For shareholders of the three companies featured here, the payout raises made this year were surprising and substantial, jumping at least 30%. Here's the skinny on the increases from artificial intelligence (AI) hardware makers Nvidia (NVDA +0.95%) and Micron Technology (MU +1.70%), as well as specialized financial services provider OTC Markets Group (OTCM +0.54%).
Image source: Getty Images.
1. Nvidia Nvidia issued the biggest raise among the three, boosting its per-share dividend by 2,400%. To be fair, the raise comes from a low base, going from $0.01 per (split-adjusted) share to $0.25.
The AI revolution is in full swing, and it wouldn't be as durable and sustained as it is without the involvement of Nvidia. Enthusiasm for its state-of-the-art AI processors has helped its fundamentals really balloon of late. In its second-quarter fiscal 2027, Nvidia more than doubled its revenue year over year to $96 billion (sequential improvement was also considerable at 18%). Adjusted net income motored even higher, rising 118% to almost $54 billion.
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With that kind of growth and bottom-line margin, which is now typical for Nvidia, it has too much cash available. Such gains may not be sustainable forever, but the company's success appears set to continue, pointing to further payout increases.
Because the stock price continues to outperform, Nvidia's dividend yield remains underwhelming at 0.47%.
2. Micron Technology Micron concentrates on memory and storage solutions for the AI industry. And while it's not posting triple-digit gains in key line items, its business is clocking some impressive growth. That growth gave the company enough reason to declare a 30% dividend increase in March, raising the payout to $0.15 per share from just under $0.12.
AI requires not only considerably more processing power than preceding technologies, but also the memory and storage capacity to support it. Since all four of the company's customer segments are busy building their AI capabilities, these revenue streams continue to grow.
For example, the cloud memory business segment's revenue more than quadrupled year over year to nearly $13.8 billion in its fiscal third quarter. And the core data center segment's revenue of $11.5 billion rose sevenfold. Revenue overall leaped to more than $41 billion from $9 billion a year ago. Better, adjusted net income zoomed to $28.9 billion from $2.2 billion.
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Even more than Nvidia, whose stock has stumbled at times, Micron's shares have raced well higher this year, more than tripling in value. Even with that, however, the stock's valuation remains reasonable.
Again, a rising stock pushes down yield -- significantly, in this case. Micron's raised dividend currently yields under 0.1%.
3. OTC Markets OTC Markets is an all-in-one provider of trading and information services for over-the-counter stocks (although it works with larger exchanges like the Nasdaq Composite, too). It's been doing well lately, as the areas where it operates tend to be lucrative when managed effectively, and securities markets of all types are frothy these days.
OTC Markets is doing so well that management was comfortable declaring a meaty dividend raise of 67% to $0.30 per share in Q1. In both the first and second quarters, OTC Markets posted year-over-year growth of 14% for gross revenue and 17% for net income. The company's top line in Q2 was just under $35 million, while net income was $8.6 million.
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These days, OTC Markets is reaping the rewards of being a known operator in a thriving market. Its business is growing thanks to sharply rising volume. In Q2, for instance, average daily trades through its alternative trading systems during regular business hours bounced more than 50% higher to 95,000.
For investors who believe equity trading will remain robust, OTC Markets is an intriguing, somewhat under-the-radar play on that dynamic. On a pure share-price basis, it's also less expensive than other stocks in its niche, and its valuations are comparable.
Its yield is also above average (1.1%) and currently sits just under 2%.
Sales and profits are booming for Nvidia (NVDA +1.09%) and Micron (MU +1.05%), but in this video, I will answer which is the better investment.
*Stock prices used were the afternoon prices of Sept. 11, 2026. The video was published on Sept. 13, 2026.
Parkev Tatevosian, CFA has positions in Nvidia. The Motley Fool has positions in and recommends Micron Technology and Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
BOISE, Idaho, Sept. 15, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced a major milestone in memory innovation with the successful demonstration of the world's first 512GB DDR5 module on multiple server platforms. The achievement reinforces Micron's leadership in high-performance, high-capacity server memory and provides enterprise data center and cloud customers with a path to support large and demanding AI, analytics, in-memory database and simulation-heavy workloads with greater efficiency. Leading semiconductor enablers, AMD and Intel, are both actively validating the module, which will deliver speeds up to 9,200 MT/s.
The module’s high capacity is possible due to Micron’s advanced vertical interconnect packaging innovations. This product vertically stacks DRAM dies interconnected by through-silicon vias (TSVs) to maximize density within individual DRAM packages while preserving the performance modern data center architectures demand. The module enables up to 12TB of DDR5 DRAM in a single 24-slot dual-socket server.
“Micron continues to set the pace for memory technology, delivering a new class of ultra-dense, high-performance server memory that helps customers keep larger datasets closer to the compute engines that need them,” said Raj Narasimhan, senior vice president and general manager of the Cloud Memory Business Unit at Micron. “A 512GB RDIMM enables multi-terabyte servers, supporting larger AI and database workloads, greater virtualization density and improved power efficiency, all within existing server footprints.”
Ecosystem partner validation
Micron is collaborating closely with leading ecosystem enablers to validate the 512GB DDR5 RDIMM across next-generation server platforms, ensuring broad compatibility and a smooth path to deployment.
“AMD solutions continue to advance data center performance, scalability and efficiency as AI and data-intensive workloads reshape infrastructure requirements,” said Amit Goel, corporate vice president, Compute and Enterprise AI Platform Solutions Engineering, AMD. “Our close engineering collaboration with Micron brings compute and memory innovation together to help customers realize the full value of AMD-powered platforms. Together, we’re enabling balanced, high-performance infrastructure for the growing scale and complexity of modern workloads.”
"The growth of AI and other data-intensive workloads is placing new demands on server infrastructure, making memory capacity and bandwidth increasingly important to overall system performance," said Karin Eibschitz Segal, general manager of platform and system engineering in Intel’s Data Center Group. “Intel is working closely with Micron to validate its 512GB DDR5 RDIMM and help enable future server platforms designed to meet the growing demands of next-generation data center workloads.”
Meeting the memory demands of data-intensive workloads
The rapid proliferation of large language models (LLMs), agentic AI, real-time inference and high-core-count CPU workloads is driving demand for greater server memory capacity, higher bandwidth and improved power efficiency. Micron 512GB RDIMMs address these demands by enabling larger datasets to remain resident in main memory, reducing reliance on slower storage tiers and minimizing costly data movement. The new 512GB RDIMM also improves efficiency, reducing operating power by more than 60% compared with four 128GB RDIMMs.1
For memory-bound workloads such as Spark Support Vector Machines (SVM)-based data analytics, Micron 512GB RDIMMs can deliver up to 1.4 times higher performance compared to 256GB DDR5 configurations. The 512GB module also provides significant advantages for memory-intensive databases and caching platforms, including RocksDB and Redis, improving throughput, increasing concurrency and helping scale datasets more efficiently.
What the industry has to say about this future memory solution
“As data center workloads continue to grow, we are increasingly focused on how we can optimize the balance between compute, memory and efficiency across the stack," said Darrin Alves, chief information officer for Infrastructure Platforms at JPMorganChase. "Higher-capacity memory technologies like Micron’s 512GB RDIMMs will help enterprises support larger in-memory workloads, improve resource utilization and enhance the flexibility needed to scale modern computing environments."
Micron expects 512GB RDIMMs to be in volume production sometime in the second half of 2027 aligned to customer needs. For more information on Micron’s currently available data center solutions, visit the Micron data center memory webpage.
About Micron Technology, Inc.
Micron Technology, Inc., is a global leader in semiconductor memory and storage, powering AI and compute-intensive applications from cloud to edge. With a relentless focus on our customers, technology and product leadership, and manufacturing and operational excellence, Micron’s comprehensive portfolio of high-performance DRAM, NAND and NOR solutions deliver the speed, efficiency and scale today’s workloads demand, accelerating intelligence to enrich life for all. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com.
Forward-Looking Statements
This press release contains forward-looking statements, including statements regarding Micron's 512GB DDR5 RDIMM, its expected performance, capabilities, benefits, validation and deployment, and the timing of volume production. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results to differ materially. Please refer to the documents Micron files with the Securities and Exchange Commission, specifically its most recent Form 10-K and Form 10-Q. These documents contain and identify important factors that could cause actual results to differ materially from those contained in these forward-looking statements. These factors can be found at https://investors.micron.com/risk-factor. Although Micron believes that the expectations reflected in the forward-looking statements are reasonable, Micron cannot guarantee future results, levels of activity, or achievements. Micron is under no duty to update any of the forward-looking statements after the date of this press release to conform these statements to actual results.
Over the long haul, stock market investing is a wealth-generating machine. And few companies exemplify this better than Micron Technology (MU -5.25%). If you bought $10,000 worth of the memory giant 10 years ago and held through the volatility, you would have roughly $550,790 today -- a life-changing return of over $5,410%.
Most of the gains would have accrued over the last 12 months as generative artificial intelligence (AI) drove demand for its high-bandwidth memory hardware to skyrocket. That said, markets are fickle. And this boom is not guaranteed to last forever. Let's look at Micron's history to get some clues about what the next 10 years might hold for the company.
Image source: Getty Images.
Why is Micron surging? Consumer-facing AI large language models (LLMs) like OpenAI's ChatGPT, Anthropic's Claude, and xAI's Grok rely on massive data centers for training and inference (the process of sifting through learned data to answer queries). And while these facilities are powered by a variety of computer hardware, high-bandwidth memory (HBM) has emerged as one of the biggest bottlenecks because global production has struggled to keep up with demand.
Micron is one of only three companies capable of manufacturing HBM at the commercial scale required for AI data centers. And demand is so high that it is lifting prices across all its business segments, as manufacturing capacity that would otherwise have gone to other types of memory products is being redirected to HBM, leading to shortages.
Micron's third-quarter revenue surged 346% year over year to $41.5 billion, driven mostly by its core data center and cloud memory units, which serve generative AI-related workloads. But unrelated segments like mobile and automotive also soared because the AI boom has tightened supply in the entire memory market, pushing up prices across the board.
The company's gross margin now stands at an eye-popping 84.6%, which is a level typically only seen in software companies that don't sell physical products. And earnings per share more than doubled to $24.67.
A history of booms and busts While the AI boom has sparked Micron's biggest rally, it isn't the first time the company has seen its memory business explode. A similar situation occurred during the Windows and PC boom in the early 1990s, when rising PC adoption caused memory demand to outstrip supply. The same story played out during the late-2000s and early 2010s smartphone boom.
All these events led to a temporary spike in Micron's revenue and margins. But they ultimately revealed the memory industry's greatest long-term weakness: cyclicality. In general, computer memory chips are commoditized and not well differentiated from each other. So when prices rise, producers tend to expand manufacturing capacity, which eventually leads to a glut in the market and causes prices to collapse in response.
Micron itself is contributing to a potential future supply glut by committing a whopping $200 billion to expanding its memory production capacity in the U.S. But the biggest long-term threat may come from new Chinese rivals like CXMT, which aims to mass-produce memory chips with the ambitious goal of capturing 30% of the DRAM market by 2030.
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Micron bulls hope the current AI boom becomes a new normal of high profits and growth. But that would require the memory industry to behave differently than it has throughout its history. And this seems unlikely considering the huge amount of new production capacity expected to enter the market over the next decade and beyond.
Micron stock probably won't regain the explosive growth it enjoyed over the previous few years. But with a forward price-to-earnings (P/E) of just 6.3, it also looks too cheap to fall much from its current price.
More than three decades ago, the advent and proliferation of the internet changed the corporate growth landscape. For decades, investors waited, often impatiently, for the next game-changing technology to meaningfully lift growth trajectories. Artificial intelligence (AI) has answered the call.
The AI infrastructure build-out is a multitrillion-dollar opportunity that's piquing the attention of retail investors and Wall Street professionals alike. But for two foundational trillion-dollar AI hardware stocks, the party may be just getting started. According to select Wall Street analysts, Nvidia (NVDA -3.36%) and Micron Technology (MU -5.25%) may offer up to 136% upside from their Sept. 11 close.
Image source: Getty Images.
Nvidia: Implied upside of 136%There's arguably no AI stock that Wall Street analysts like more than Nvidia. As of this writing, 58 of the 61 covering analysts have a buy- or strong buy-equivalent rating on the stock. But in terms of bullishness, no one tops analyst Simon Leopold at Raymond James (RJF -1.53%), who expects Nvidia to reach $515 per share. If accurate, Nvidia still offers 136% upside for its shareholders.
Like most investors, analysts are in awe of Nvidia's triple-digit Data Center sales growth. This growth reflects the superior compute capabilities of the company's graphics processing units (GPUs), as well as the veritable monopoly its GPUs hold in enterprise AI-accelerated data centers.
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But Leopold is particularly intrigued by the potential for Nvidia to translate the insatiable demand for AI hardware into sales once supply issues are remedied. Despite the best efforts of contract manufacturers to expand their production capacity, supply shortages of key hardware components persist on several levels. If Nvidia secures additional manufacturing capacity, its sales should continue to soar.
Leopold also believes that sales growth from non-hyperscalers can outpace sales growth from hyperscalers, leading to sustained demand and exceptional pricing power for Nvidia's GPUs.
Image source: Getty Images.
Micron Technology: Implied upside of 126%But Nvidia isn't the only trillion-dollar AI infrastructure provider with triple-digit upside potential. Melius Research's Ben Reitzes believes memory and storage solutions titan Micron can soar to $2,200 per share, representing upside of 126% from where shares closed on Sept. 11.
Similar to Nvidia, Micron has locked down a critical role as a hardware supplier for AI-accelerated data centers. The company's high-bandwidth memory (HBM) is packaged with GPUs to facilitate high-speed data transfers and train large language models. Demand for HBM is off the charts (just as it is with GPUs), leading to otherworldly pricing power and a parabolic climb for Micron's gross margin.
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Reitzes has increased his firm's price target twice since late April, with the most recent increase following Micron's announcement that it had secured at least $100 billion in strategic customer agreements (SCAs) through 2030 for its memory solutions.
Locking in long-term supply deals at known prices is a big deal for Micron. Historically, memory has been a commoditized product, with the underlying companies struggling not long after they gain premium pricing power. Locking in its SCAs up to four calendar years in advance, coupled with persistent supply shortages for HBM, DRAM, and NAND flash, should help Micron sustain its pricing power and historically elevated margins.
Investors are beginning to question the durability of the stock market’s AI-led rally after prominent industry figures called for a slower pace of artificial intelligence development, raising concerns over whether the enormous spending boom behind the sector can continue at its current pace.
The latest debate follows increasingly dire warnings about the potential risks of advanced AI and calls from industry leaders, including Anthropic CEO Dario Amodei, for more time to manage those risks.
While the comments do not necessarily imply an immediate reduction in investment, they have introduced a new uncertainty for markets that have become heavily dependent on continued growth in AI infrastructure spending.
The S&P 500 has more than doubled since the bull market began in October 2022, with massive investments by technology companies in AI data centres benefiting chipmakers, equipment suppliers, construction companies and a broad range of other businesses.
Wall Street, however, has been increasingly alert to the possibility that the spending boom could eventually lose momentum.
AI-related capital expenditure is expected to approach $800 billion in 2026, making any meaningful slowdown potentially significant for both corporate earnings and the broader economy.
"This becomes a problem if in fact you see orders being cancelled, you see data centers, construction deals being cancelled," said Chuck Carlson, chief executive officer at Horizon Investment Services in Hammond, Indiana to Reuters.
"I need to see something concrete that, in fact, there is a slowdown versus just talk."
The first clear market reaction came in semiconductor stocks, which have become one of the most popular ways for investors to gain exposure to the AI boom.
Shares of the iShares Semiconductor ETF tumbled nearly 6% on Monday as investors reacted to concerns that a slowdown in AI development could eventually translate into weaker demand for the chips and memory products powering the industry.
Major semiconductor companies including Nvidia, Micron and AMD fell between 3% and 5% on Monday.
The stocks were largely flat in premarket trading on Tuesday, while the semiconductor ETF was down more than 0.2%.
Despite the selloff, the Philadelphia SE Semiconductor Index remains up more than 55% in 2026, underscoring how far the sector has run during the AI boom.
The sharp reaction may partly reflect the crowded nature of the trade.
"Markets are punishing the picks-and-shovels layer harder than the hyperscalers because it's the layer most exposed to a slowdown in the rate of capability improvement," said Erik Kratz, chief investment officer and co-head of wealth at Arena Private Wealth in Chicago in the Reuters report.
Jake Behan, head of capital markets at ETF provider Direxion, said heavily traded areas of the market can experience particularly sharp moves when investors react to new developments.
"It's not surprising to see some air come out of them in a quick way," Behan said regarding semiconductor stocks.
"There's a lot of reasons for traders to take risk off the table," Behan said, with investors wondering if they "still want to be in a crowded chip space with this slowdown question overhanging right now."
AI spending plans remain largely intactFor now, there is little evidence in the comments provided that major technology companies are preparing to abandon their AI investment plans.
AllianceBernstein Holding LP fixed-income specialists said calls to slow artificial intelligence development were unlikely to derail fundraising and capital spending by technology companies and data-centre operators.
"These are long-term fundraising plans," said Thierry Taglione, a senior investment strategist in fixed income at the firm, referring to financing moves by hyperscalers and data-center operators, Bloomberg reported.
"It's a fair concern, but we're talking 10-year tenors and beyond," he added.
"That's not going to be derailed by news over the weekend."
AllianceBernstein still expects leading AI hyperscalers to increase nominal capital expenditure in the near term, forecasting spending of more than $1 trillion next year.
The firm does, however, expect spending to slow over the following years and eventually fade, potentially becoming a drag on overall US economic growth.
Bernstein semiconductor analyst Stacy Rasgon similarly argued that a slower pace of AI development would not necessarily translate into an immediate reduction in infrastructure spending.
"Recent AI revenue targets from our companies should already be representative of spending plans, and we would be very surprised to see those plans changing materially," he said in a MarketWatch report.
Rasgon also argued that even if companies reduce the pace of AI training and advancement, that does not automatically mean spending will decline.
The debate is also expanding beyond the question of corporate spending to the possibility of increased government regulation.
Investors are now weighing whether attempts to impose safeguards on AI development could affect the companies that have benefited most from the infrastructure boom.
The regulatory debate comes despite President Donald Trump's comments on Monday dismissing AI safety threats as a "hoax" and downplaying the need for regulation.
For investors, the uncertainty lies in how any future rules might affect the pace of AI development, chip demand and the economics of building increasingly expensive data centres.
Semiconductor and memory companies could be among the first areas to feel the impact if regulation ultimately slows the development or deployment of advanced AI systems.
But some investors believe regulation and guardrails could ultimately strengthen the industry by making the technology more sustainable and addressing risks that could otherwise undermine adoption.
The bigger concern for investors may be that the AI trade is entering a different phase.
The initial wave of AI investment was supported heavily by corporate cash flows and the expectation of enormous future demand.
As the infrastructure buildout becomes larger, however, companies and data-centre operators are increasingly relying on debt and long-term financing to fund their expansion.
That could make the sector more sensitive to interest rates and broader economic conditions.
Beyond the regulatory debate, investors should therefore watch whether the economics of AI infrastructure can justify the enormous capital being committed to it.
Charles Rinehart, chief investment officer of Johnson Investment Counsel, said volatility was increasing as the AI trade moved toward a model that relies more heavily on debt rather than free cash flow, according to MarketWatch.
That means macroeconomic pressures such as higher interest rates could become a more important factor in determining the long-term success of the AI trade.
Rinehart also warned that the AI boom has altered the structure of the stock market itself.
Investors who rely on ETFs and passive strategies for diversification may have greater exposure to AI infrastructure and megacap technology stocks than they realise because of the growing concentration of major indexes.
"More equal-weight approaches or active management might be better complements for investors looking for diversification," Rinehart said.
Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, sees the recent weakness as "more likely to be a hiccup" than the end of the AI trade, according to MarketWatch.
"The AI genie is out of the bottle," Tengler wrote in a Monday note, pointing to AI adoption across industries outside technology and the productivity improvements it could generate.
Tengler acknowledged that chipmakers and memory providers could initially lose from increased regulation, but argued that investors are still assessing the implications of a potential slowdown.
She believes investors should allow the short-term volatility to settle "and then step in and buy the high-quality names."
Tengler is using the weakness in AI infrastructure stocks to add to positions including Amazon, Micron and GE Vernova.
The latest volatility is a reminder for both AI optimists and skeptics that diversification across technology holdings may become increasingly important.
Rinehart said the huge investment in AI infrastructure will ultimately need to translate into broader economic gains and profits beyond the companies supplying the equipment.
"If all the spending that we're seeing on AI infrastructure is going to bear fruit and be productive, it's going to have to generate profits outside of just the manufacturers of the equipment," Rinehart said.
The immediate question is therefore not whether AI development will stop.
It is whether a slower, more regulated and increasingly debt-funded AI buildout can continue to justify the valuations and capital spending that have powered the market rally.
For now, analysts remain broadly confident that the largest AI spending programmes will continue.
But the sharp reaction in semiconductor stocks shows that investors are becoming less willing to treat uninterrupted AI expansion as a certainty.
The Finbold AI Agent is projecting that Micron Technology (NASDAQ: MU) stock is likely to see a modest decline by October 1.
Using predictions from multiple artificial intelligence models, the agent forecasts that MU will trade at an average price of $915.31 by October 1, 2026, representing a 0.93% decline from its current price of $923.88.
MU stock price prediction. Source: Finbold Overall, the projection suggests that AI models expect the memory-chip maker to remain largely range-bound over the next two weeks despite continued strength in the AI semiconductor market.
Among the individual models, GPT-5.7 Luna delivered the most bullish outlook, projecting Micron stock at $955, representing a 3.37% gain from current levels.
DeepSeek Chat was the most bearish, forecasting a price of $895.42, while Gemini 3.5 Flash predicted $895.50, both implying declines of just over 3%.
MU stock price prediction. Source: Finbold MU stock fundamentals The relatively stable forecast comes as Micron remains one of the biggest beneficiaries of the artificial intelligence infrastructure boom.
The company recently reported record fiscal third-quarter results, with revenue surging to $41.46 billion, while management guided for approximately $50 billion in fourth-quarter revenue. Micron also disclosed $22 billion in strategic customer agreements designed to secure memory-chip supply amid strong demand from AI data centers.
Demand for high-bandwidth memory (HBM), a key component used in Nvidia’s AI accelerators, continues to exceed industry supply.
Micron stated that its HBM4 products are already in high-volume shipments and that supply constraints across the memory market could persist beyond 2027.
Industry analysts also expect memory chips to remain one of the fastest-growing segments of the semiconductor market as AI workloads drive higher demand for DRAM and NAND products. Supply shortages and rising memory prices have further strengthened Micron’s earnings outlook.
Investors are also watching Micron’s upcoming quarterly earnings report, scheduled for September 30, as the company seeks to extend its AI-driven growth streak. Analyst expectations remain elevated due to ongoing memory shortages and robust pricing trends across the industry.
While Micron shares have recently faced volatility alongside other semiconductor stocks amid broader concerns about the pace of AI investment, the company’s exposure to high-bandwidth memory and data-center demand continues to support its long-term growth outlook.
Featured image via Shutterstock.
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Micron's stock has already sprinted hundreds of percent, yet Wall Street's consensus target is even higher while one valuation model tells a very different story about where the price actually belongs.
Micron Technology (NASDAQ:MU | MU Price Prediction) traded at $933.44 in the Sept. 15 pre-market session, against a Wall Street consensus analyst target of $1,513.11. The market cap has already climbed above $1.1 trillion. The gap between price and target is unusually wide for a name whose earnings are printing at record levels.
Why This Price-Target Gap Breaks the Pattern Most price-target-gap stories start with a stock that has collapsed and left analyst targets stranded above it. Micron ran up into this gap. The stock is up 223.8% year to date and 487.7% over the trailing year, off a 52-week low of $154.65. Consensus stands above a stock that has already sprinted. The past week has been softer, with shares down 9.1%, and while chip stocks broadly slipped after tech leaders publicly called for an AI slowdown, no specific catalyst for the Micron move is confirmed.
Valuation Split That Explains Everything The core disagreement lives inside Micron’s own price-to-earnings ratio (P/E). On trailing earnings, our valuation model produces a price of $924.03, essentially where the stock trades. On a forward-P/E basis, the model produces $408.64. That is an enormous spread. Trailing EPS is $44.28, and Wall Street expects $73.44 for fiscal 2026 and $156.07 for fiscal 2027. Forward P/E of 6 looks cheap only if those numbers hold. The memory is deeply cyclical, and a low forward multiple layered on peak earnings is the classic memory-cycle trap.
High bandwidth memory, or HBM, is the stacked-DRAM product bolted onto AI accelerators. Training and inference are memory-bandwidth-bound, so every accelerator sold pulls Micron content with it. That is the demand story sitting under the earnings ramp.
All that HBM demand traces back to the broader AI infrastructure buildout, and the memory suppliers are only one slice of it. (We pulled together seven companies solving AI’s biggest bottlenecks in a free report you can grab here.)
Analyst Wall That Is Almost Uncontested Coverage is one-sided, with a consensus that reads 92% bullish and 0% bearish. Estimate revisions keep drifting higher: the fiscal 2027 EPS average has climbed from $112.17 ninety days ago to $156.07. When a rating wall is this uniform, that uniformity is itself a signal to weigh. The CEO framed the case on the fiscal Q3 call: “AI is still in very, very early innings” and described memory as elevated “to a strategic asset.” Analyst targets remain just one data point to weigh, especially when sentiment is fully committed to a single thesis.
Where Our Model Parts Ways With Wall Street Our model returns a one-year base case of $963.62, a bull case of $1,345.57, and a bear case of $716.22, at high confidence, with a Hold recommendation. Base-case upside from the model’s input price is 4.28%. That is a direct disagreement with the $1,513.11 consensus target. Even the model’s bull case falls short of the Street’s average. The base case sits just above the live quote, so the model reads the stock as near fair value while the sell side reads it as substantially undervalued. For context, Micron has run so hard that the S&P 500’s year-to-date move looks minor next to the 223.8% gain here.
Verdict on a Stock Priced for Perfection The bull thesis rests on memory pricing extending the current up-cycle, HBM4 ramping at the pace management described (over $1 billion in HBM4 revenue already shipped, with 12-high tracking “twice as fast as HBM3E 12-high”), and the 16 Strategic Customer Agreements converting into the roughly $100 billion of cumulative minimum-price revenue that management laid out. The bear thesis argues that the forward P/E of 6 is masking peak-cycle EPS. In that case, prices roll over, forward estimates reset, and the trailing-versus-forward spread closes the wrong way.
There is reason to lean with the model rather than the target. The business is in the best cycle of its history, but consensus is priced for it to keep working, and a one-sided rating wall tends to underweight cycle risk. The next earnings report, the date of which the company has not formally confirmed, is the checkpoint. If gross margin holds near the ~86% guide and SCA volume keeps building, the bull case becomes harder to dismiss.
Contact [email protected] for any questions or corrections.
A Taiwanese union representing workers at Micron Technology (MU.O) warned on Tuesday it could move towards a strike unless the U.S. memory chipmaker agrees to a permanent profit-sharing system, escalating a labour dispute at its largest manufacturing hub.
Taiwan is a crucial production centre for Micron's DRAM and high-bandwidth memory (HBM) chips, key components in AI servers. While no strike has been called and there has been no impact on production, any labour action could amplify supply concerns in an already tight memory chip market.
The dispute underscores growing pressure on memory chipmakers to share the windfall from the AI boom. Micron's Taiwan unions have pointed to South Korean rivals Samsung Electronics (005930.KS) and SK Hynix (000660.KS), which have profit-sharing schemes for employees, in pressing their demands.
The union said it was seeking a long-term, transparent and verifiable profit-sharing system rather than one-off rewards, reiterating its demand that 15% of Micron's operating profit be allocated to employees globally.
"If there is no concrete proposal on September 18 and 21 and employees feel the company is simply dragging out the process, we will declare the negotiations have broken down and move towards a strike vote," said Jerry Lin, chairman of a union representing workers at Micron's operations in the northwestern city of Taoyuan.
Micron last week announced fiscal 2026 rewards for more than 60,000 employees globally following what it described as an "extraordinary year" for the company. Under the scheme, employees in Taiwan who joined before August 29, 2025 will receive a T$1 million ($31,498) cash bonus, while those who joined later will receive a prorated amount.
The union said the new rewards did not address its demand for a permanent profit-sharing mechanism and criticised Micron for announcing them while labour mediation was under way without first reaching an agreement with the union.
Micron, which has not linked the fiscal 2026 rewards to the labour dispute in Taiwan, did not directly address the strike threat in an emailed response to Reuters.
"We will continue listening to our team members’ perspectives and remain committed to engaging in the mediation process in good faith," the company said.
Further labour mediation sessions have been scheduled between the company and the Taoyuan union, as well as another representing workers in the central Taiwanese city of Taichung. Together, the unions represent more than 80% of Micron's roughly 15,000 employees in Taiwan, according to the Taoyuan union.
The Taoyuan union also plans to hold an event for workers on Thursday near Micron's facility at the Hwa Ya Technology Park.
A growing chorus of whistleblowers is alerting the world to the potentially catastrophic risks posed by unchecked advances in artificial intelligence (AI).
Many AI-related stocks declined in response, as investors chose to pare back risk.
Here's how some of the top AI chip stocks fared on Monday:
Advanced Micro Devices (AMD -4.40%), down 4.4% Micron (MU -5.25%), down 5.3% Intel (INTC -5.59%), down 5.6%
Image source: Getty Images.
Tech leaders recommend slowing the pace of AI improvement Anthropic CEO Dario Amodei believes AI holds tremendous potential for good, such as curing diseases and creating economic abundance, but also poses dangerous risks, including cyberattacks and bioterrorism.
In turn, Amodei is calling for the AI industry, regulators, and government leaders to work together to establish universal safety standards.
"I have become convinced that fully addressing the risks requires even more prudence -- not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up," Amodei said. "We must slow the pace at which we improve the capabilities of AI models."
Leaders of other AI giants, including SpaceX and Tesla CEO Elon Musk and OpenAI CEO Sam Altman, have signaled their support for enacting more safeguards on AI advances.
A slowdown in AI development could weigh on these companies' growth The AI race has created severe shortages in the memory chips needed for model training and inference. That's given Micron the ability to command sharply higher prices for its industry-leading memory products. A slowdown could help ease its rivals' supply chain bottlenecks, lessening Micron's pricing power.
AMD has emerged as a formidable challenger to Nvidia in the AI accelerator arena. AMD's high-margin GPU sales are growing rapidly, a trend investors expect to continue. Any sign to the contrary would likely spark a steep sell-off in the chipmaker's shares.
Intel's CPUs are seeing renewed life as orchestrators of AI agents. That's led to accelerating growth for the tech titan, which also seeks to become a leading domestic manufacturing partner for other semiconductor designers. A slowdown in chip demand would hurt Intel on both accounts.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Intel, Micron Technology, Nvidia, and Tesla. The Motley Fool has a disclosure policy.
Micron (MU -5.25%) has been a top stock to own in 2026, but 2026 is far from over. I think after its next earnings results on Sept. 30, there will be a significant rally in Micron's stock that will allow it to achieve fresh all-time highs. Its 52-week high is around $1,250, so that rally would allow it to set a new all-time high shortly after earnings.
Why do I think this will happen? It's all because the artificial intelligence (AI) build-out isn't slowing down; it's speeding up.
Image source: The Motley Fool.
Micron is perfectly positioned to make a fortune Micron manufactures memory chips, including DRAM and NAND memory. Those are the two primary types of memory used in data centers, with DRAM used inside computing units and NAND used for longer-term storage in devices like solid-state drives (SSDs). The demand from the AI industry for these products to build out a massive computing footprint has far exceeded supply, pushing chip prices higher. Nothing has changed on the input side for Micron, so it makes a fortune for each chip sold.
This shows up in Micron's margins, and its gross and profit margins have never been higher.
MU Gross Profit Margin (Quarterly) data by YCharts
With Micron making record-high profits, investors may be worried that a fall-off could be coming. They're right to worry, as Micron's cyclical nature has led to declines in the past. However, what's different this time is the build-out's longevity. The AI buildout is expected to intensify next year. One of Micron's biggest clients, Nvidia, projects that the big five AI hyperscalers will spend nearly $800 billion on capital expenditures this year, rising to $1.3 trillion next year. That's a massive ramp, but Nvidia has also provided guidance for global AI capital expenditure to reach $3 trillion to $4 trillion by 2030.
That means demand for memory chips will remain elevated for some time, but an increase in supply could balance it out.
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Micron is working to build out additional production capacity, but those facilities won't be online until mid-2027 to 2028. Its peers are also working to increase supply, which could push prices down to more reasonable levels, but Micron will remain highly profitable during that period because most of its capacity will still be used. Micron's management team has told investors that tightness in the memory chip market won't ease until 2028, so there are still several quarters of elevated profits ahead for Micron.
The environment is fantastic for Micron going forward, but how will that lead to a price spike after its earnings on Sept. 30?
Micron's stock is dirt cheap The main problem with Micron's stock is that the market views everything stated above with skepticism. This is reflected by Micron's incredibly cheap price tag, which is only 6.2 times forward earnings at the time of this writing.
MU PE Ratio (Forward) data by YCharts
That low price tag reflects the market's skepticism, but with AI demand looking likely to be long-lived, I think this is an amazing buying opportunity. Investors shouldn't worry about Micron's peak margins declining, as it will still be a fantastic investment even if its margins fall into the 50% range.
This discrepancy is your chance to buy one of the biggest beneficiaries of the AI buildout over the next few years at a huge discount, and investors shouldn't pass it up. I think the market could come to its senses after its next earnings report, and with it coming out on Sept. 30, the clock is ticking before Micron's stock heads higher.
In the latest close session, Micron (MU - Free Report) was down 5.26% at $923.97. The stock fell short of the S&P 500, which registered a loss of 0.48% for the day. On the other hand, the Dow registered a loss of 0.29%, and the technology-centric Nasdaq decreased by 0.56%.
Shares of the chipmaker witnessed a gain of 0.37% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 1.49%, and outperforming the S&P 500's loss of 0.82%.
Investors will be eagerly watching for the performance of Micron in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on September 30, 2026. On that day, Micron is projected to report earnings of $31.39 per share, which would represent year-over-year growth of 935.97%. Meanwhile, our latest consensus estimate is calling for revenue of $50.76 billion, up 348.58% from the prior-year quarter.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $73.86 per share and revenue of $129.63 billion. These totals would mark changes of +790.95% and +246.8%, respectively, from last year.
Investors should also pay attention to any latest changes in analyst estimates for Micron. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection has moved 0.01% higher. Micron is currently a Zacks Rank #2 (Buy).
Investors should also note Micron's current valuation metrics, including its Forward P/E ratio of 6.18. This expresses a discount compared to the average Forward P/E of 21.37 of its industry.
Meanwhile, MU's PEG ratio is currently 0.62. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. The Computer - Integrated Systems industry had an average PEG ratio of 0.62 as trading concluded yesterday.
The Computer - Integrated Systems industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 33, this industry ranks in the top 14% of all industries, numbering over 250.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
As of 11:38 AM ET, the S&P 500 (^GSPC -0.31%) is down 0.44% to 7,623, the Nasdaq Composite (^IXIC -0.20%) has fallen 0.44% to 26,217 as cooling artificial intelligence sentiment weighs on growth stocks, and the Dow Jones Industrial Average (^DJI -0.23%) is trading 0.36% lower to 52,422.
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Gold is down 1.88% to $4,325.10, and the 10-Year Treasury yield has slipped 0.02% to 4.96%, after reaching 5% for the first time since 2023. Communication stocks and healthcare are leading sector gains, while basic materials and industrials are underperforming.
Today's biggest movesMeta Platforms is climbing today after Goldman Sachs maintained a Buy rating, stressing the potential upside from its Muse AI agent. Micron Technology tumbled over 5% following warnings about the risks of rapid AI development. Those same concerns drove gains in cybersecurity stocks -- CrowdStrike Holdings soared 15%.
What this means for investorsTech leaders have issued dire warnings about the risks of rapid artificial intelligence (AI) development in recent days, prompting an industrywide pullback. Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman both highlighted the dangers that advanced systems could quickly move beyond human control and called for a slower pace of development.
Investors fear any slowdown could impact demand for AI infrastructure, pressuring some of this year's outperformers, such as Marvell Technology, CoreWeave, and Intel. Those worries are understandable, but it is important think about how any controls on AI development might impact long-term growth. Near-term sentiment may slip, but AI isn't going to disappear, and there is a chance that a slower build-out could actually strengthen the industry in the long term.
Emma Newbery has positions in CrowdStrike and Marvell Technology. The Motley Fool has positions in and recommends CrowdStrike, Goldman Sachs Group, Intel, Lam Research, Marvell Technology, Meta Platforms, Micron Technology, and Vertiv. The Motley Fool has a disclosure policy.
Extraordinary margins magnify the earnings stakes if memory pricing loses momentum. Summary
Micron’s next-quarter forecast requires another 20.6% revenue increase.
Micron Technology MU, the memory-chip manufacturer, fell approximately 5.9% to $918.36 Monday as investors questioned whether AI infrastructure spending could lose momentum. According to Barron's, concerns about a potential investment slowdown weighed on memory stocks. The valuation picture leaves little room for disappointment: shares sit 44.92% above the displayed GF Value™ estimate of $633.68.
The business now has a big number to deliver: roughly $50 billion in quarterly revenue. Management's forecast implies 20.6% growth from the $41.456 billion reported in its latest quarter, when GAAP gross margin reached 84.6%. Multiyear customer agreements could make future earnings more predictable. But the investment case still depends on how those contracts translate into shipments, prices and profits.
Volume alone will not settle the debate. At $50 billion in sales, each percentage point of gross margin equals $500 million in gross profit—a powerful earnings boost if pricing holds, and a painful hit if it slips. Investors need to watch delivery commitments and contract economics alongside demand. A booming memory market can support enormous earnings, but a premium share price keeps the pressure on execution.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Micron Technology Inc. (MU - Free Report) witnessed a meteoric rise in its stock price in the first half of 2026, rallying nearly 340%. However, the stock price has been witnessing softness in the past two and a half months. This has opened a tremendous opportunity for both short- and long-term investors.
MU is set to continue its blockbuster performance at least through 2027 on extremely tight supply of DRAM, soaring demand for high-bandwidth memory (HBM), new Strategic Customer Agreements (SCAs) to reduce earnings and cash flow volatility and effective strategic investment.
The chart below shows the price performance of MU year to date.
Image Source: Zacks Investment Research
Excellent Business Opportunity Micron has been benefiting tremendously from the enormous application of artificial intelligence (AI) in day-to-day life, which has pushed up the demand for memory chips. The four major hyperscalers are likely to raise their AI capital expenditure budget to more than $1 trillion next year and further beyond 2027.
This has resulted in more AI semiconductor sales, implying the need for multiple AI memory chips to operate. Flash memory technologies like DRAM and NAND are used in AI chips, enabling them to perform optimally.
The demand for AI-enabled memory chips is also robust. In their last earnings reports, all four major hyperscalers highlighted a shortage of memory and storage chips, resulting in soaring prices of these products. This situation is set to persist in 2027 and can improve slowly but steadily only in 2028.
MU’s gross margin climbed to 84.9% in the third quarter of fiscal 2026 from 74.9% in the prior quarter and 39% in the year-ago period. This proves how the HBM shortage is helping high-end memory developers increase prices in a world of AI-powered data center boom.
New Tech Trends to Drive ProspectsThe performance of any AI model depends on memory performance and capacity. MU’s HBM is a highly sought-after product for NVIDIA Corp. (NVDA - Free Report) , Advanced Micro Devices Inc. (AMD - Free Report) and Alphabet Inc. (GOOGL - Free Report) to name a few, for their AI-enabled chipsets.
Micron has meaningful exposure to AI, cloud data centers, industrial IoT and autonomous vehicles, all of which require increasingly advanced memory solutions. As AI adoption accelerates, demand for DRAM and NAND products continues to rise.
NVIDIA identified Micron as a key HBM supplier for its GeForce RTX 50 Blackwell GPUs, reinforcing its importance within the AI supply chain. Demand for HBM4 is also benefiting from next-generation AI infrastructure deployments, including NVIDIA’s Vera Rubin platform.
Long-Term SCA DealsMicron has signed 16 SCAs covering customers across data centers, consumer markets and automotive. Most agreements run for five years through 2030, while automotive deals generally run for three years. Together, the contracts represent about 20% of MU’s DRAM volume and one-third of its NAND volume.
These new SCAs could provide more predictable demand and pricing while helping the company manage future memory cycles. Its rivals, such as SK hynix Inc. (SKHY - Free Report) and Sandisk Corp. (SNDK - Free Report) are pursuing strategies similar to MU by building stronger customer commitments.
Strong Estimate RevisionsMicron has an expected revenue and earnings growth rate of 91.5% and more than 100%, respectively, for the current year (ending August 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 0.01% over the last 30 days.
Image Source: Zacks Investment Research
Attractive Valuation Micron has rallied nearly 242% year to date. However, the stock price is currently trading at a 22% discount from its 52-week high posted on June 25. As a result, the stock still looks very attractive.
MU trades at a forward 12-month price-to-earnings (P/E) multiple of 6.18X, which is significantly lower than the industry average of 21.37X and the S&P 500’s 18.03X. This discount adds to the appeal for long-term investors.
Huge Price Upside PotentialThe current Zacks Consensus average price for Micron is based on short-term price targets offered by 42 analysts. The short-term average price target of brokerage firms represents an increase of 52.6% from the last closing price of $975.26.
The brokerage target price is currently in the range of $852-$2,000. This indicates a maximum upside of 105% and a maximum downside of 12.5%. The risk/reward ratio is highly favorable at 1:8.4.
Image Source: Zacks Investment Research
Northward Journey to ContinueMicron currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Micron Technologies has invested heavily in next-generation memory technologies, positioning itself to meet the growing performance and efficiency requirements of AI ecosystems. At this stage, it will be prudent to buy MU on every dip. Hold this stock for the long term as the astonishing growth potential of the global AI-powered data centers and MU’s strong business visibility are likely to generate more value.
Micron Technology (MU -5.70%) has been one of the hottest stocks to own this year, with its value rising by more than 240% heading into trading this week. At over $1 trillion in market cap, it has joined the illustrious trillion-dollar club this year and become one of the most valuable companies in the world.
And yet, investors remain bullish that it can continue to soar higher due to the impressive growth it's been generating, as tech giants continue to invest heavily in artificial intelligence (AI).
Micron recently announced plans to increase production of high-bandwidth memory (HBM), which could result in even better financial results. Here's why.
Image source: Getty Images.
Demand is strong for HBM and margins are highMicron has been thriving this year as demand for its memory and storage products remains through the roof. Due to a shortage, it's been able to raise prices, which has given its financials a boost from both rising prices and skyrocketing demand. It has gone from generating gross margins of around 40% to now more than 70%. A stronger gross margin enables more of the incremental revenue it generates to flow through to the bottom line and increases profits. Thus, as revenue is rising at a fast rate, earnings are also climbing fast.
According to reports, Micron could further bolster its margins in the future as it's planning to significantly increase HBM production this year. By the end of 2026, it is aiming to be able to produce 100,000 wafers per month, up from around 40,000 to 50,000 that it's been averaging over the past year.
HBM is more efficient and suitable for AI purposes, and it's not only in high demand, but companies can charge more for it as well. For Micron, ramping up production of HBM can enable its financial results, as strong as they already are, to look even better in the near future.
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Micron's stock could be heading even higherOn Sept. 30, Micron is set to release its fourth-quarter results, which will likely be a huge day for the stock. Not only will the results highlight how much growth the business has generated over the past three months, but because it's also the fiscal year-end, there may be valuable insights into Micron's guidance for the year ahead -- which should factor in its outlook for HBM.
Strong guidance will be essential for Micron's stock to continue rising. And with the company ramping up production of HBM, it looks highly likely that the guidance will indeed be strong, which is why I think Micron's stock will reach new heights before the end of 2026.
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Stock to Watch: Micron (MU - Free Report) Micron Technology, headquartered in Idaho, has established itself as one of the leading worldwide providers of semiconductor memory solutions.
MU is a #2 (Buy) on the Zacks Rank, with a VGM Score of A.
Momentum investors should take note of this Computer and Technology stock. MU has a Momentum Style Score of B, and shares are up 0.4% over the past four weeks.
One analyst revised their earnings estimate higher in the last 60 days for fiscal 2026, while the Zacks Consensus Estimate has increased $0.68 to $73.86 per share. MU also boasts an average earnings surprise of +21.1%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, MU should be on investors' short list.
Key Takeaways Micron is investing in manufacturing to expand DRAM production and HBM packaging capacity.MU's Q3'26 revenues surged 346% as Cloud Memory and Core Data Center unit sales jumped on AI demand.New Idaho and Singapore capacity is due in 2027, while rapid expansion could pressure memory pricing. Micron Technology, Inc. (MU - Free Report) is making aggressive investments to expand memory production as artificial intelligence (AI) drives demand for high-performance DRAM, high-bandwidth memory (HBM) and storage. The manufacturing push could help Micron capture more of this growth, provided the company can add capacity without creating excess supply.
Micron invested $7.1 billion in capital expenditures in the third quarter of fiscal 2026 and expects capital spending of about $27 billion for the full fiscal year. The company is expanding leading-edge DRAM production in Idaho and New York while also increasing its advanced packaging capacity in Singapore.
These investments come as Micron's business is growing rapidly. Its third-quarter revenues surged 346% year over year to $41.46 billion, while non-GAAP earnings reached $25.11 per share, up sharply from $1.91 a year ago. Its Cloud Memory Business Unit and Core Data Center Business Unit’s revenues jumped 307% and 653%, respectively, showing how quickly AI-related demand is rising.
The timing of capacity expansion is important. Micron expects its first Idaho fab to begin wafer output in mid-2027, with the second targeted for late 2028. The first New York fab is expected to supply memory from 2030 onward. Singapore is also anticipated to add meaningful HBM packaging capacity in the first half of 2027.
These investments should give Micron more capacity to serve AI customers as memory demand rises. However, the company must balance expansion with market conditions because adding capacity too quickly could pressure pricing. For now, strong AI demand and supply constraints provide a favorable backdrop. If Micron executes its manufacturing plans well, the expansion could help MU capture a larger share of the AI memory opportunity.
SK Hynix and Sandisk: Micron’s Rivals in the AI Memory RaceMicron faces strong competition from SK hynix Inc. (SKHY - Free Report) and Sandisk Corporation (SNDK - Free Report) .
SK hynix is a major threat in HBM, a key component of AI accelerators. In the second quarter of 2026, SK hynix’s revenues surged 257% year over year to 79.32 trillion Korean won, and operating profit jumped 557% to 60.54 trillion won. Operating margin reached 76%, up from 41% in the year-ago quarter. In its second-quarter results, SK hynix revealed that it has begun mass shipments of HBM4 and plans to expand production capacity to meet AI-driven demand.
The company is investing aggressively to enhance its manufacturing capacity. In early August 2026, SK hynix announced that it will invest roughly 54 trillion KRW ($38 billion) to expand its domestic memory chip manufacturing in South Korea alongside a new $4 billion packaging plant in the United States.
Sandisk is a more direct competitor to Micron in NAND and data center storage. Its fourth-quarter fiscal 2026 revenues jumped nearly 372% year over year to $8.97 billion, while data center revenues surged approximately 1,300% to $2.98 billion. In late August 2026, Sandisk and its manufacturing partner Kioxia announced a joint investment of more than $31 billion in Japan through 2032 to expand flash memory production for artificial intelligence and data centers.
Aggressive investment plans of SK hynix and Sandisk show that Micron must keep investing in both AI memory and storage to strengthen its position.
Micron’s Price Performance, Valuation and EstimatesShares of Micron have surged around 241.7% year to date compared with the Zacks Computer and Technology sector’s return of 18.5%.
From a valuation standpoint, MU trades at a forward price-to-earnings ratio of 6.13, significantly lower than the sector’s average of 20.59.
Micron Technology 12-Month Forward P/E Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Micron’s fiscal 2026 and 2027 earnings implies a year-over-year increase of 791% and 113.7%, respectively. Bottom-line estimates for fiscal 2026 have been revised upward over the past 60 days, while for fiscal 2027, estimates have been revised upward over the past 30 days.
Image Source: Zacks Investment Research
Micron currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Kintra Wealth LLC increased its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 161.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,096 shares of the semiconductor manufacturer’s stock after purchasing an additional 1,293 shares during the period. Kintra Wealth LLC’s holdings in Micron Technology were worth $2,419,000 at the end of the most recent quarter.
Several other hedge funds have also bought and sold shares of MU. Andar Capital Management HK Ltd increased its holdings in Micron Technology by 856,960.3% during 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 purchasing an additional 34,278,413 shares in the last quarter. Norges Bank bought a new position in shares of Micron Technology in the fourth quarter valued at approximately $6,433,456,000. Primecap Management Co. CA purchased a new position in shares of Micron Technology during the second quarter valued at approximately $22,182,263,000. Legal & General Group Plc purchased a new position in shares of Micron Technology during the second quarter valued at approximately $8,402,393,000. Finally, Situational Awareness LP grew its holdings in Micron Technology by 1,149.0% during the second quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock worth $5,573,819,000 after buying an additional 5,289,124 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Wall Street Analyst Weigh In A number of equities research analysts recently commented on the company. Wedbush increased their price target on Micron Technology from $1,300.00 to $1,400.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. UBS Group reaffirmed a “buy” rating on shares of Micron Technology in a report on Monday, August 10th. TD Cowen reiterated a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. Seaport Research Partners reissued a “buy” rating on shares of Micron Technology in a research report on Friday, August 14th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $1,295.63.
Get Our Latest Research Report on Micron Technology Trending Headlines about Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Price Performance MU stock opened at $975.26 on Monday. The stock has a market cap of $1.10 trillion, a P/E ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The stock’s fifty day simple moving average is $929.44 and its two-hundred day simple moving average is $757.27. Micron Technology, Inc. has a 1-year low of $153.21 and a 1-year high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The firm 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%.The business’s revenue was up 345.8% compared to the same quarter last year. During the same period last year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current 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 issued 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 1.36%.
Insiders Place Their Bets In other news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares in the company, valued at $178,469,010.09. This trade represents a 7.28% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 177,204 shares of company stock valued at $182,156,264. Company insiders own 0.24% of the company’s stock.
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
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Varenne Capital Partners cut its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 66.4% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,305 shares of the semiconductor manufacturer’s stock after selling 10,474 shares during the quarter. Micron Technology comprises 1.0% of Varenne Capital Partners’ investment portfolio, making the stock its 18th biggest holding. Varenne Capital Partners’ holdings in Micron Technology were worth $6,119,000 at the end of the most recent reporting period.
Several other hedge funds have also bought and sold shares of MU. Montgomery Financial Services LLC bought a new position in Micron Technology in the 2nd quarter worth about $38,000. JNBA Financial Advisors grew its position in 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 during the period. Ramsey Quantitative Systems bought a new stake in shares of Micron Technology in the second quarter worth $46,000. RHL Group LLC bought a new stake in shares of Micron Technology during the 2nd quarter valued at about $47,000. Finally, Philadelphia Investment Partners LLC purchased a new stake in Micron Technology during the second quarter valued at approximately $54,000. Institutional investors own 80.84% of the company’s stock.
Analyst Ratings Changes A number of research firms have commented on MU. New Street Research upgraded shares of Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 target price on the stock in a research note on Friday, August 14th. Stifel Nicolaus increased their price target on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. Erste Group Bank raised shares of Micron Technology from a “hold” rating to a “buy” rating in a research note on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on Micron Technology in a report on Monday, June 22nd. Finally, Rosenblatt Securities increased their price objective on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average price target of $1,295.63.
View Our Latest Stock Report on Micron Technology Micron Technology Price Performance Shares of MU opened at $975.26 on Monday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The company has a market cap of $1.10 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22. Micron Technology, Inc. has a twelve month low of $153.21 and a twelve month high of $1,255.00. The company has a 50 day moving average of $929.44 and a two-hundred day moving average of $757.27.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter last year, the company posted $1.91 earnings per share. The business’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. As a group, analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.
Micron Technology Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a $0.15 dividend. This represents a $0.60 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.
Insider Buying and Selling In related news, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the sale, the executive vice president directly owned 191,021 shares in the company, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the sale, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. This represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 177,204 shares of company stock worth $182,156,264 in the last 90 days. 0.24% of the stock is owned by insiders.
Micron Technology News Summary Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits
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Alan B Lancz and Associates Inc. lowered its holdings in Micron Technology, Inc. (NASDAQ: MU) by 26.9% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,900 shares of the semiconductor manufacturer's stock after selling 700 shares during the period.
Guardian Wealth Advisors LLC NC boosted its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 14.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,784 shares of the semiconductor manufacturer’s stock after buying an additional 608 shares during the quarter. Guardian Wealth Advisors LLC NC’s holdings in Micron Technology were worth $5,522,000 at the end of the most recent reporting period.
Other institutional investors have also recently bought and sold shares of the company. Henrickson Nauta Wealth Advisors Inc. acquired a new position in Micron Technology during the 2nd quarter worth $407,000. Kintra Wealth LLC boosted its holdings in Micron Technology by 161.0% during the second quarter. Kintra Wealth LLC now owns 2,096 shares of the semiconductor manufacturer’s stock valued at $2,419,000 after acquiring an additional 1,293 shares during the period. Styrax Capital LP acquired a new stake in shares of Micron Technology in the second quarter valued at about $11,543,000. PCG Wealth Advisors LLC acquired a new stake in shares of Micron Technology in the second quarter valued at about $253,000. Finally, Aspire Capital Advisors LLC increased its stake in shares of Micron Technology by 2.3% in the second quarter. Aspire Capital Advisors LLC now owns 1,470 shares of the semiconductor manufacturer’s stock worth $1,697,000 after purchasing an additional 33 shares during the period. Institutional investors own 80.84% of the company’s stock.
Analyst Ratings Changes Several equities analysts recently weighed in on MU shares. The Goldman Sachs Group boosted their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. DA Davidson raised their target price on Micron Technology from $1,500.00 to $2,000.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Mizuho cut their price target on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating for the company in a report on Tuesday, August 25th. Finally, Stifel Nicolaus increased their price objective 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. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Buy” and a consensus price target of $1,295.63.
Read Our Latest Stock Analysis on MU Micron Technology Price Performance Shares of MU stock opened at $975.26 on Monday. The stock has a 50 day moving average of $929.44 and a two-hundred day moving average of $757.27. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12 month low of $153.21 and a 12 month high of $1,255.00. The company has a market capitalization of $1.10 trillion, a P/E ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. The company had revenue of $41.46 billion for 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 revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter last year, the firm earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a dividend of $0.15 per share. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.
Insider Activity In other Micron Technology news, EVP April Arnzen sold 40,000 shares of the business’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. The trade was a 31.81% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the transaction, the chief executive officer owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by insiders.
Key Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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Greenland Capital Management LP lowered its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 87.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 558 shares of the semiconductor manufacturer’s stock after selling 3,815 shares during the quarter. Greenland Capital Management LP’s holdings in Micron Technology were worth $644,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. M.E. Allison & CO. Inc. grew its stake in shares of Micron Technology by 0.8% in the 2nd quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock valued at $1,528,000 after purchasing an additional 11 shares during the period. Cherrydale Wealth Management LLC lifted its position in shares of Micron Technology by 1.4% during the 2nd quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock worth $1,122,000 after buying an additional 13 shares during the period. Bellevue Asset Management LLC lifted its position in shares of Micron Technology by 25.5% during the 2nd quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock worth $74,000 after buying an additional 13 shares during the period. Mowery & Schoenfeld Wealth Management LLC boosted its stake in Micron Technology by 8.8% in the 2nd quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock valued at $186,000 after buying an additional 13 shares in the last quarter. Finally, Red Door Wealth Management LLC boosted its stake in Micron Technology by 0.7% in the 2nd quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock valued at $2,209,000 after buying an additional 14 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Micron Technology Price Performance NASDAQ MU opened at $975.26 on Monday. The firm has a market cap of $1.10 trillion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22. Micron Technology, Inc. has a one year low of $153.21 and a one year high of $1,255.00. The stock’s 50 day simple moving average is $929.44 and its 200 day simple moving average is $757.27. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98.
Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to the consensus estimate of $35.91 billion. During the same quarter in the previous year, the company posted $1.91 EPS. The business’s revenue for the quarter was up 345.8% compared to the same quarter last year. 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 earnings per share for the current fiscal year. Micron Technology Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is 1.36%.
Analysts Set New Price Targets MU has been the topic of a number of analyst reports. Wolfe Research set a $1,500.00 price target on Micron Technology in a research report on Thursday, June 25th. Morgan Stanley lifted their price objective on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Rosenblatt Securities boosted their target price on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Susquehanna upped their target price on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a report on Thursday, June 25th. Finally, Wedbush increased their target price on shares of Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, Micron Technology currently has an average rating of “Buy” and an average target price of $1,295.63.
View Our Latest Analysis on Micron Technology
Micron Technology News Summary Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insider Buying and Selling In related news, Director Lynn Dugle sold 1,300 shares of Micron Technology stock in a transaction dated Tuesday, June 30th. The stock was 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 directly owned 17,728 shares of the company’s stock, valued at $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction dated 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 transaction, the chief executive officer owned 264,503 shares in the company, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 in the last 90 days. 0.24% of the stock is owned by corporate insiders.
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Styrax Capital LP purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund purchased 10,000 shares of the semiconductor manufacturer’s stock, valued at approximately $11,543,000. Micron Technology accounts for approximately 0.8% of Styrax Capital LP’s holdings, making the stock its 17th biggest holding.
A number of other large investors have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the period. Sivia Capital Partners LLC raised its holdings in Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after buying an additional 628 shares during the period. United Bank acquired a new position in Micron Technology in the second quarter valued at about $236,000. Schnieders Capital Management LLC. lifted its position in Micron Technology by 67.9% in the second quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock valued at $2,093,000 after buying an additional 6,867 shares during the last quarter. Finally, Sei Investments Co. boosted its stake in Micron Technology by 5.6% during the second quarter. Sei Investments Co. now owns 405,545 shares of the semiconductor manufacturer’s stock worth $49,987,000 after buying an additional 21,619 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.
Key Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Analyst Upgrades and Downgrades MU has been the topic of a number of research analyst reports. Susquehanna boosted their price target on shares of Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a research note on Thursday, June 25th. DA Davidson upped their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Zacks Research cut Micron Technology from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 19th. Erste Group Bank raised Micron Technology from a “hold” rating to a “buy” rating in a research note on Thursday, June 25th. Finally, Needham & Company LLC raised their target price on Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus price target of $1,295.63. View Our Latest Analysis on Micron Technology
Insider Activity at Micron Technology In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the sale, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Lynn Dugle sold 1,300 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were 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 owned 17,728 shares in the company, valued at $20,394,823.04. The trade was 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 a total of 177,204 shares of company stock worth $182,156,264 over the last ninety days. 0.24% of the stock is currently owned by insiders.
Micron Technology Price Performance Shares of NASDAQ MU opened at $975.26 on Monday. The stock’s 50-day moving average is $929.44 and its two-hundred day moving average is $757.27. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a 1-year low of $153.21 and a 1-year high of $1,255.00. The company has a market cap of $1.10 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter last year, the business posted $1.91 EPS. The business’s quarterly revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. 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 was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 268,589 shares of the semiconductor manufacturer’s stock, valued at approximately $310,030,000. Micron Technology comprises approximately 1.9% of VIRGINIA RETIREMENT SYSTEMS ET Al’s portfolio, making the stock its 7th biggest holding.
Other institutional investors have also modified their holdings of the company. High Note Wealth LLC grew its stake in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new position in shares of Micron Technology during the 1st quarter valued at approximately $27,000. Bayban purchased a new position in shares of Micron Technology during the 4th quarter valued at approximately $29,000. WealthCollab LLC grew its position in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares in the last quarter. Finally, Financial Life Planners bought a new stake in shares of Micron Technology in the first quarter worth $36,000. Institutional investors and hedge funds own 80.84% of the company’s stock.
Insider Activity In related news, Director Lynn Dugle sold 1,300 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the sale, the director owned 17,728 shares in the company, valued at $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 264,503 shares in the company, valued at $256,276,956.70. This represents a 13.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 177,204 shares of company stock valued at $182,156,264 over the last quarter. Corporate insiders own 0.24% of the company’s stock.
Micron Technology Stock Performance Shares of MU opened at $975.26 on Monday. The business’s fifty day moving average price is $929.44 and its 200 day moving average price is $757.27. Micron Technology, Inc. has a 12-month low of $153.21 and a 12-month high of $1,255.00. The stock has a market capitalization of $1.10 trillion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm’s revenue for the quarter was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities research analysts forecast that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Dividend Announcement The firm 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 dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is currently 1.36%.
Key Headlines Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Wall Street Analysts Forecast Growth Several analysts recently issued reports on MU shares. Morgan Stanley upped their price target on shares of Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Stifel Nicolaus boosted their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Thursday, June 18th. UBS Group reissued a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. KeyCorp restated an “overweight” rating on shares of Micron Technology in a research note on Monday, July 20th. Finally, Cantor Fitzgerald reaffirmed an “overweight” rating and set a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $1,295.63.
Check Out Our Latest Analysis on Micron Technology
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Read More Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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Trans Canada Capital Inc. purchased a new position in Micron Technology, Inc. (NASDAQ:MU – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 31,560 shares of the semiconductor manufacturer’s stock, valued at approximately $36,429,000. Micron Technology accounts for 2.0% of Trans Canada Capital Inc.’s investment portfolio, making the stock its 4th biggest position.
Several other institutional investors and hedge funds have also recently modified their holdings of MU. State Street Corp raised its holdings in Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after acquiring an additional 1,090,644 shares during the period. Andar Capital Management HK Ltd boosted its stake in shares of Micron Technology by 856,960.3% in the second 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 during the period. Norges Bank bought a new position in shares of Micron Technology in the fourth quarter worth about $6,433,456,000. Primecap Management Co. CA purchased a new stake in shares of Micron Technology during the second quarter worth about $22,182,263,000. Finally, Morgan Stanley raised its stake in Micron Technology by 5.1% during the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after purchasing an additional 794,289 shares during the period. 80.84% of the stock is currently owned by institutional investors.
Micron Technology Price Performance Shares of NASDAQ MU opened at $975.26 on Monday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 12-month low of $153.21 and a 12-month high of $1,255.00. The firm’s 50-day moving average price is $929.44 and its 200-day moving average price is $757.27. The stock has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The company had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same period in the previous year, the firm posted $1.91 earnings per share. The firm’s revenue for the quarter 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, equities research analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year. Micron Technology Dividend Announcement The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.
Key Headlines Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insider Buying and Selling In related news, CAO Scott R. Allen sold 879 shares of Micron Technology 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 directly owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. The trade was a 2.45% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Lynn A. Dugle sold 1,300 shares of the company’s stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the transaction, the director owned 17,728 shares in the company, valued at $20,394,823.04. The trade was a 6.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 177,204 shares of company stock valued at $182,156,264 over the last 90 days. 0.24% of the stock is currently owned by insiders.
Wall Street Analysts Forecast Growth A number of equities research analysts have issued reports on MU shares. Bank of America increased their price objective on shares of Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Rosenblatt Securities raised their target price on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Mizuho decreased their price target on shares of Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 25th. Barclays raised their price objective on Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft boosted their target price on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and a consensus price target of $1,295.63.
Read Our Latest Stock Analysis on MU
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Groupe la Francaise increased its stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 45.4% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 91,842 shares of the semiconductor manufacturer’s stock after purchasing an additional 28,668 shares during the period. Micron Technology accounts for about 1.2% of Groupe la Francaise’s holdings, making the stock its 17th biggest position. Groupe la Francaise’s holdings in Micron Technology were worth $104,415,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. High Note Wealth LLC increased its position in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology during the first quarter worth about $27,000. Bayban purchased a new stake in shares of Micron Technology during the fourth quarter worth about $29,000. WealthCollab LLC raised its position in shares of Micron Technology by 4,500.0% in the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock valued at $34,000 after buying an additional 270 shares during the last quarter. Finally, Financial Life Planners acquired a new position in shares of Micron Technology in the first quarter valued at approximately $36,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Wall Street Analysts Forecast Growth MU has been the subject of several analyst reports. Wells Fargo & Company boosted their price target on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. New Street Research raised Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price objective for the company in a research report on Friday, August 14th. BMO Capital Markets assumed coverage on Micron Technology in a research note on Friday, August 21st. They issued an “outperform” rating and a $1,300.00 target price for the company. Erste Group Bank upgraded Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Finally, UBS Group reiterated a “buy” rating on shares of Micron Technology in a research report on Monday, August 10th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology has a consensus rating of “Buy” and a consensus target price of $1,295.63.
View Our Latest Report on MU Micron Technology Price Performance Shares of NASDAQ MU opened at $975.26 on Monday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a 1-year low of $153.21 and a 1-year high of $1,255.00. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22. The business has a 50-day moving average of $929.44 and a 200-day moving average of $757.27.
Micron Technology (NASDAQ:MU – Get Free Report) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion for 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 revenue for the quarter was up 345.8% on a year-over-year basis. During the same period in the previous year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.
Micron Technology Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a $0.15 dividend. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.
Insiders Place Their Bets In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the transaction, the chief executive officer owned 264,503 shares in the company, valued at $256,276,956.70. The trade was a 13.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the sale, the executive vice president owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 177,204 shares of company stock valued at $182,156,264. Corporate insiders own 0.24% of the company’s stock.
Key Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Read More Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Wellington Grp LLC raised its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 11.4% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,734 shares of the semiconductor manufacturer’s stock after acquiring an additional 587 shares during the quarter. Micron Technology makes up approximately 1.7% of Wellington Grp LLC’s portfolio, making the stock its 13th biggest position. Wellington Grp LLC’s holdings in Micron Technology were worth $6,619,000 at the end of the most recent quarter.
Other large investors have also recently made changes to their positions in the company. Advus Financial Partners LLC lifted its position in shares of Micron Technology by 6.9% during the 2nd quarter. Advus Financial Partners LLC now owns 2,513 shares of the semiconductor manufacturer’s stock worth $2,900,000 after purchasing an additional 163 shares during the last quarter. January Capital Advisors LLC acquired a new position in shares of Micron Technology in the 2nd quarter valued at $279,000. Tobias Financial Advisors Inc. acquired a new position in shares of Micron Technology in the 2nd quarter valued at $349,000. Groupe la Francaise grew its holdings in shares of Micron Technology by 45.4% during the second quarter. Groupe la Francaise now owns 91,842 shares of the semiconductor manufacturer’s stock worth $104,415,000 after purchasing an additional 28,668 shares during the last quarter. Finally, Kingsbury Capital Investment Advisors LLC purchased a new position in Micron Technology during the 2nd quarter worth approximately $566,000. 80.84% of the stock is currently owned by hedge funds and other institutional investors.
Micron Technology Price Performance MU opened at $975.26 on Monday. Micron Technology, Inc. has a 12 month low of $153.21 and a 12 month high of $1,255.00. The business has a 50-day moving average of $929.44 and a two-hundred day moving average of $757.27. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The stock has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same period in the prior year, the firm posted $1.91 EPS. The company’s 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, research analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year. Micron Technology Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a dividend of $0.15 per share. The ex-dividend date was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is currently 1.36%.
Insider Transactions at Micron Technology In related news, EVP April Arnzen sold 40,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction 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. This represents a 7.28% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 177,204 shares of company stock valued at $182,156,264 in the last three months. 0.24% of the stock is owned by company insiders.
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Wall Street Analyst Weigh In Several research analysts have issued reports on MU shares. Needham & Company LLC raised their price objective on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Bank of America upped their price objective on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Stifel Nicolaus increased their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a report on Thursday, June 18th. Mizuho dropped their price target on Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating for the company in a research report on Tuesday, August 25th. Finally, Raymond James Financial raised their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Buy” and an average target price of $1,295.63.
Read Our Latest Research Report on Micron Technology
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Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
See Also Five stocks we like better than Micron Technology Why Bitcoin ETFs May Be Worth Another Look as Inflows Rebound 3 Small-Cap Biotechs With Binary Catalysts on the Calendar Planet Labs Has Fallen Back to Earth, But Wall Street Still Sees a Rebound As Homeowners’ Premiums Surge, This Insurer Is Posting Record Profits Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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Micron, SanDisk and SK Hynix are sitting at the sharp end of Monday’s AI sell-off as investors question one of the assumptions that made memory stocks the biggest winners of the infrastructure boom.
Micron and SanDisk fell more than 5% in US premarket trading, while SK Hynix plunged 7.4%.
The declines followed weekend calls from Anthropic CEO Dario Amodei and other AI leaders to slow frontier-model development over safety concerns.
Training and running advanced AI models requires far more than GPUs.
HBM feeds accelerators, conventional DRAM supports servers and enterprise NAND provides the storage needed for large inference workloads.
That demand transformed memory from a cyclical commodity business into one of AI infrastructure’s most valuable bottlenecks.
Susquehanna analyst Mehdi Hosseini told MarketWatch that memory has become the “king” of the semiconductor industry and argued that “its reign is here to stay”.
He estimates memory now represents roughly 50% to 55% of semiconductor-industry revenue, compared with a historical range of 20% to 30%.
AI data-centre investment has been a reason the industry is approaching $1.5 trillion in annual revenue.
That explains Monday’s reaction, as the stocks that became concentrated bets on relentless AI infrastructure spending are naturally among the first to be repriced when investors question that spending trajectory.
No major hyperscaler has announced a material reduction in AI capital expenditure, and frontier laboratories have not said they plan to stop buying compute.
Investors are instead pricing a new risk to future growth.
“Fundamentally, the question that would come up is whether increased AI safety means slower and lower capex spending,” Barclays strategist Emmanuel Cau told the Financial Times.
The issue matters particularly for Micron and SK Hynix because HBM demand is tied closely to accelerator deployments.
SanDisk has a similar sensitivity through NAND. At Goldman Sachs’ technology conference last week, management said data-centre demand had grown to more than half of the NAND market, calling the shift a watershed moment for the industry.
The bearish argument runs into an uncomfortable reality that the memory market remains severely constrained.
KB Securities estimates finished memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply.
“As of the third quarter, memory inventories at Samsung Electronics and SK hynix have fallen to less than 10 days,” research head Kim Dong-won told Seoul Economic Daily, warning that sellable volumes could become “absolutely insufficient”.
KB expects 2027 DRAM and NAND bit-demand growth to exceed supply growth by more than 10 percentage points as HBM4, server DDR5 and enterprise SSD demand rise together.
Bernstein also reiterated Buy ratings on Micron and SanDisk this month, forecasting conventional DRAM and NAND contract prices could rise nearly 20% quarter-on-quarter in the third quarter.
That leaves memory stocks caught between two realities.
AI safety concerns have introduced a genuine risk to future infrastructure spending, but current supplies remain tight, prices are still rising and inventories are unusually low.
When the CEOs of Anthropic and OpenAI called for slower AI development over the weekend, memory stocks took the sharpest hit in the market Monday morning, and the reason behind that specific reaction reveals exactly how fragile the AI-infrastructure trade…
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Memory stocks are leading an AI-infrastructure selloff early Monday. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is down 6% to $916.03, SanDisk (NASDAQ:SNDK) stock is falling 6% to $1,531, and SK Hynix (NASDAQ:SKHY) stock is declining 7% to $175.98.
The move follows weekend commentary from the chief executives of Anthropic and OpenAI calling for a deliberate slowdown in the pace of AI capability advancement. Memory names carry some of the richest AI-infrastructure expectations in the market, which is why the reaction is concentrated inside the group rather than spread evenly across large-cap technology.
The Roundhill Memory ETF (CBOE:DRAM) is down 7%, while the Invesco QQQ Trust (NASDAQ:QQQ) is down 2%. The memory fund is falling several times as hard as the broader NASDAQ 100, which places the selling inside the memory complex rather than across the market.
AI Slowdown Call Rattles the Memory Trade Anthropic CEO Dario Amodei published an essay on Saturday stating, “We must slow the pace at which we improve the capabilities of AI models.” OpenAI CEO Sam Altman said he agreed, and posted early Monday that pacing does “not mean ‘stopping.'” Anthropic and OpenAI are privately held, and neither company has signaled a change to capital plans or model-training budgets.
Bernstein analyst Madison Rezaei framed the memory reaction directly, writing, “At this point, it’s not a call for a lowering of capex or stopping model training. However, many investors have started to question what happens if training slows.” That note captures why the selling in memory names is theme-level. The essays change sentiment immediately and change hyperscaler orders only if anyone acts on them.
Why Memory Sits at the Epicenter SK Hynix is the most direct memory read on AI training demand, serving as the primary HBM supplier for NVIDIA AI accelerators, and its 7% drop is the deepest of the three names. The Roundhill fund’s construction reinforces the point, since Samsung Electronics, SK hynix and Micron Technology each carry roughly a quarter of the portfolio, so any theme-level rerating of memory hits the ETF disproportionately.
Micron and SanDisk are falling by nearly the same amount despite very different businesses. Micron plays the high-bandwidth memory (HBM) and DRAM side of the AI trade, and SanDisk sells NAND and enterprise SSDs into the same data-center customers. That symmetry says the selling is theme-level rather than company-specific.
Micron stock is up 221% year to date (YTD), and that gain is the context for the size of Monday’s decline. A name that has more than tripled this year carries the most embedded profit for holders to protect on any credible threat to the AI-memory thesis. Micron’s fiscal Q3 2026 report on June 24 showed revenue of $41.46 billion, and CEO Sanjay Mehrotra described memory as “a strategic asset” in the AI era.
SanDisk’s own August 5 fiscal Q4 2026 report showed revenue of $8.965 billion and a board authorization for an additional $14 billion buyback, with CEO David Goeckeler describing datacenter as a key growth pillar. The bear case for the group is that a slower training frontier eventually compresses memory content per AI server, the part of the thesis carrying the richest expectations. The bull case is that no hyperscaler has cut capital spending, and the Bernstein read positions the essays as a safety framework rather than a spending signal.
What to Watch Investors can watch for whether any hyperscaler capital-spending commentary shifts in response to the Amodei and Altman essays over the coming days. Micron’s next earnings release is the cleanest near-term test of whether the multi-year Strategic Customer Agreements management has emphasized are absorbing any of Monday’s sentiment shock. The answer sits somewhere between the essays and the order books.
Traders should size their exposure to memory names with the profit cushion in mind, since a group that has run this hard leaves room for a longer unwind if the training-pace debate widens (we wrote a free handbook on riding an AI mania and spotting the exit, here: The Bubble Survivor’s Handbook). SK Hynix carries the most direct HBM leverage, Micron carries the largest embedded YTD gain, and SanDisk carries the newest datacenter story of the three. Each name deserves its own risk framework rather than a single sector-wide call.
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Micron Technology (MU -0.22%) is set to report earnings at the end of the month, and it should be another strong indicator that the memory chip shortage is far from over, especially for DRAM. With demand surging and supply constrained, the memory market has been booming, with companies in the industry seeing revenues and gross margins expand.
The memory market is broken down into two types: DRAM and NAND (flash). DRAM is a type of fast-volatile memory that loses all its data when the power is turned off. It's historically been used as a fast, temporary workspace for central processing units (CPUs) in computers and smartphones. However, the driving force behind DRAM's resurgence has been a variant called high-bandwidth memory (HBM) that gets packaged with graphics processing units (GPUs) and other artificial intelligence (AI) chips to reduce latency and optimize performance.
Image source: The Motley Fool
The other type of memory is NAND, or flash memory. This is a non-volatile form of memory used to store data long-term. It's also used in computers, smartphones, electronic devices, and memory cards. NAND has also seen demand surge, driven by AI data centers needing massive solid-state drives (SSDs) to store training data.
Pricing drives growth Micron is one of the big three DRAM makers, along with Korean companies SK Hynix and Samsung. Last quarter, it derived 76% of its revenue from DRAM and most of the rest from NAND. Revenue for both types of memory skyrocketed in its fiscal Q3. DRAM revenue went from $7.1 billion a year ago and $18.8 billion in fiscal Q2 to $31.3 billion, while NAND revenue climbed from $2.2 billion a year earlier and $5 billion the prior quarter to $9.9 billion.
The growth for both was largely driven by price due to industry shortages. Its DRAM volumes rose in the low single digits sequentially, while its average selling price (ASP) increased in the low 60% range quarter over quarter. NAND volumes rose in the mid-single-digit range, while prices rose in the mid-80% range.
All signs continue to point to a similar dynamic when Micron reports its fiscal Q4 results on Sept. 30. TrendForce recently estimated that Micron's calendar Q2 DRAM revenue soared 65.5% sequentially to $36 billion. That number doesn't fully align with its fiscal Q4, which ended in August, but it shows the incredible price increases the industry and the company are seeing. Ironically, Micron is benefiting from having a smaller mix of HBM, as ASP growth for this high-end memory has actually been more modest.
Meanwhile, both DRAM and NAND prices hit record highs in August. According to DRAMeXchange, which is owned by Trendforce, the average price for ordinary DRAM used in PCs climbed more than 4% month over month to $25 in August. Meanwhile, ordinary NAND prices used in memory cards increased by 1.4% month over month to $30.10 in August. Trendforce expects PC DRAM prices to climb between 18% and 23% sequentially in Q3 and for NAND prices to also continue to climb.
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All eyes on Micron's guidance Micron has been one of the best-performing AI stocks this year, and it assuredly will once again turn in a blockbuster quarterly earnings report. However, all eyes are going to be more on its guidance and commentary about the future than its actual results. Memory prices can't continue to rise at the breakneck pace they have been forever, but they are likely to remain elevated.
Rival SK Hynix has said the supply-demand imbalance for DRAM is only going to get worse in 2027, and it doesn't expect the market to become balanced until 2030 at the earliest. The spending on AI infrastructure and factors limiting DRAM supply -- like competition with chip companies for new EUV machines and HBM requiring three times the wafer capacity of ordinary DRAM -- back this up. Meanwhile, flash memory player Sandisk said last month at its analyst day that it expects modest sequential NAND price increases throughout the year in fiscal 2027.
As such, I'd expect pretty bullish commentary from Micron about next fiscal year, and given this and its low valuation (forward P/E of 6 times fiscal 2027 estimates), the stock looks attractive ahead of its report.
Micron Technology (MU -0.22%) has gained more than 500% over the past year and trades at $975 at this writing. When a stock does that, the useful question stops being whether the business is good. It becomes: What would have to change for the story to break, and who gets to decide?
That decision sits with Nvidia (NVDA -0.03%). Most of the discussion centers on a table in Nvidia's second-quarter commentary, where Chief Financial Officer Colette Kress disclosed that supply commitments jumped from $119 billion to $279 billion, tied to memory buying. That is a large number, and spending drops to almost nothing after fiscal 2029, according to The Wall Street Journal.
Fair enough. But a purchase commitment is a plan, and plans get revised. In other words, Nvidia is betting heavily on future memory demand, but that spending isn't guaranteed to happen if its plans change.
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The Nvidia signal that matters more for Micron What I find harder to dismiss is what Nvidia is doing with its designs, because design choices lock in years ahead of purchase orders.
Consider the Rubin CPX, a chip built for the first stage of answering an AI prompt, when the system reads everything you fed it before writing a word. Nvidia's original plan used GDDR7, the same memory category used in gaming graphics cards. It costs about one-fifth as much per gigabyte as the premium stacked memory that drives Micron's profits, and it skips the expensive packaging step.
Analyst Ming-Chi Kuo reported in August that Nvidia revived the project with stacked memory instead, though at 168 gigabytes per chip rather than the 288 gigabytes per chip in the flagship part.
Image source: Getty Images.
That all sounded a bit technical, but read that sequence as a company testing how little premium memory it can get away with in the parts of the workload that do not need it. Nvidia has every reason to keep trying. In other words, the bigger thing to watch is how Nvidia designs its chips because those decisions can affect Micron for years (or even permanently).
Nvidia originally planned to use cheaper memory in Rubin CPX. Still, if it keeps choosing more expensive stacked memory, that's a good sign for Micron, as Nvidia would continue to need its high-end memory.
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Why Micron's own expansion adds to the risk Here is where it gets uncomfortable for Micron shareholders: The company plans to double its monthly output of stacked memory to roughly 100,000 wafers by the end of this year. Meanwhile, its share of that market slipped to 18% in the second quarter, while Samsung Electronics doubled to 33%, according to research firm Counterpoint Research. Samsung reached its first billion dollars of stacked memory revenue within four months of starting shipments.
So Micron is adding a great deal of capacity to a market where it might be losing its position. Nvidia CEO Jensen Huang confirmed in June 2026 that the company had approved all three major memory makers, Samsung Electronics, SK Hynix, and Micron Technology, to supply HBM4 memory for its next-generation Vera Rubin platform.
This is either good or bad, depending on your posture as an investor. It keeps Micron in the game and hands Nvidia three sellers to compete against each other.
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What does all this mean for Nvidia and Micron? For Nvidia, the direction is favorable. Three qualified suppliers competing for its business is a cost advantage, and its memory bill is enormous. In my opinion, Nvidia is in a stronger position because it can design its chips around whatever memory makes the most economic sense and use three (or more) qualified suppliers to keep costs and supply in check.
For Micron, the near term still looks strong. Management guided that tight supply conditions persist beyond calendar 2027, and SK Hynix CEO Kwak Noh-jung has said the shortage could run through 2030.
The risk is what happens when Micron's new capacity arrives at the same moment Nvidia's designs need less premium memory per chip, and its commitment schedule thins out. I would not short this. I would stop treating $1,000 as a floor.
If you hold Micron and it has become an outsize part of your portfolio, trimming back toward your intended weight is reasonable. Watch two things: Micron's share of stacked memory in each quarterly update and whether Nvidia extends commitments into fiscal 2030. It seems far away now, but keep your eyes peeled.
Micron Technology (MU -0.22%) is one of the world's top suppliers of high-bandwidth memory (HBM) for data centers, which is a critical part of the artificial intelligence (AI) hardware stack. There is a global shortage of memory right now, so the company can dictate prices, which has been fantastic for its financial results.
But Micron stock closed at $977.41 on Thursday, Sept. 10, a 19% discount to its June all-time high. Investors are increasingly concerned about the sustainability of the data center spending boom because costs are rising so fast that many large organizations are limiting their AI usage to prevent budget blowouts.
Micron can ease some of those concerns when it releases its financial results for its fiscal 2026 fourth quarter (ended Aug. 31) after the market closes on Sept. 30. According to management's guidance, the company's revenue and earnings likely continued to grow at an explosive rate.
Will Micron stock soar to a fresh high and potentially surpass the $1,500 milestone after the report?
Image source: Getty Images.
Memory is critical for AI workloads, but costs are piling up Graphics processing units (GPUs) are the primary data center chips used in AI training and inference workloads. High-bandwidth memory stores information in a ready state so it can flow seamlessly to each GPU; without it, there would be bottlenecks that cause AI agents, chatbots, and other software applications to deliver a laggy user experience.
Micron recently started shipping its HBM4 solution for the data center, which offers up to double the bandwidth of the company's previous generation, while consuming around 20% less energy. That is why Nvidia is using it in its new Vera Rubin GPU systems.
Although demand for HBM is outstripping supply by a wide margin right now, costs are rising so quickly that they're affecting the economics of deploying AI software. Nvidia says the five largest hyperscale companies (such as Microsoft and Amazon) will spend $800 billion on AI infrastructure this year, and then a further $1.3 trillion in 2027. They have to recoup that money somehow, otherwise the spending won't make sense.
As a result, Microsoft recently implemented price increases for some of its AI software products, like Copilot for Github. AI start-up Anthropic also adjusted how it calculates token consumption when customers are using its models and software tools, resulting in higher costs. Uber Technologies actually blew through its entire 2026 AI budget in just four months while using Anthropic's Claude Code product.
Companies like Uber, Amazon, Walmart, and AT&T have each imposed restrictions on AI usage for their employees to prevent cost blowouts. But they aren't alone, because a recent survey by UBS Group found that 60% of businesses are routing tasks to cheaper, more efficient AI models to save money. These models consume less computing power, which isn't great for GPU or HBM demand in the long run.
Micron could report a blockbuster set of results on Sept. 30 Fortunately for shareholders, the recent AI jitters have yet to show up in Micron's financial results. The company generated $41.4 billion in total revenue during its fiscal 2026 third quarter (ended May 28), a whopping 346% increase from the year-ago period. All four of its business units grew by a triple-digit percentage, thanks to AI-related sales.
Moreover, Micron's earnings exploded higher by 1,368% to $24.67 per share during the third quarter, as the supply-demand imbalance for memory significantly boosted the company's profit margins.
Management's guidance suggests Micron's revenue likely grew by 341% year over year to $50 billion during the fourth quarter, while its earnings are expected to have soared by 985% to $30.73 per share. Wall Street's average estimate (provided by Yahoo! Finance) also suggests Micron could issue a $56.6 billion sales forecast for the fiscal 2027 first quarter.
If the official results on Sept. 30 exceed those estimates, it would certainly be bullish for Micron stock. But if they come in lighter than expected, it could be an early sign that demand is starting to slow, which might result in a sell-off.
Based on Micron's trailing 12-month earnings of $44.23 per share, its stock trades at a price-to-earnings (P/E) ratio of just 22.1. Therefore, it's cheaper than both the S&P 500 and Nasdaq-100 indexes, which have P/E ratios of 23.6 and 34.2, respectively.
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Plus, Wall Street thinks the company will grow its earnings to $155.03 per share in fiscal 2027, placing its stock at a forward P/E ratio of 6.3. If that estimate proves to be accurate, Micron stock could triple over the next 12 months to around $2,900, and it would still be much cheaper than the broader market.
From that perspective, it appears Micron could easily reach $1,500 per share after Sept. 30, as long as its financial results come in as expected. But investors might be wondering why a company growing as fast as Micron is trading at such a steep discount to the market. It's because Wall Street knows the semiconductor bonanza won't last forever.
I mentioned some of the potential cracks in the demand landscape already, but since every chipmaker is frantically trying to build more manufacturing capacity, the supply shortage could also be resolved within the next couple of years. When that happens, Micron and its peers will lose most of their pricing power, making it very hard to continue matching their current level of earnings.
Therefore, Micron is very hard to value right now. While a stock price of $1,500 is certainly possible, there is no guarantee it will get there.
Top artificial intelligence (AI) stocks like Micron, Nvidia, AMD, and other firms like SanDisk and Western Digital will be in focus as concerns about the industry rose after Anthropic’s Dario Amodei urged a slowdown to AI model development.
Nvidia stock ended the week at $218, down from the month-to-date high of $234. Similarly, Micron dropped to $975 from the year-to-date high of $1,253, while AMD was trading at $516. Other top companies like SanDisk, Western Digital, and Oracle have also come under pressure.
In a long post, Dario Amodei, Anthropic’s CEO, urged that companies should slow down the rollout of AI models. Other top leaders, including OpenAI’s Sam Altman and Elon Musk have also supported the move.
Fears of the impact of the ongoing AI race have rose in the past few days after an Anthropic employee resigned, citing the dangers of the ongoing race to have the best models. In his statement, he warned that unchecked AI growth will likely lead to human extinction in the next few years.
In another major announcement, Anthropic said that it had identified Houthi members conduct research on biological weapons using its platform. At the same time, there are concerns that the AI growth will lead to more cyberattacks. Just recently, OpenAI said that a rogue agent had hacked Hugging Face.
Meanwhile, President Barrack Obama said that Democrats should increase their focus on the AI industry ahead of the election. He believes that Democrats will stand a better chance of winning if they highlight the dangers of AI. This is a sharp contrast to President Trump who has pressed the US to increase its data center rollout.
Top AI stocks will likely retreat as investors react to the warnings from these top AI companies.
However, in reality, chances are that the AI growth will likely continue because of its competitive nature. For one, in addition to American companies, top Chinese firms like DeepSeek and Moonshot are attempting to gain market share.
Therefore, GPU companies like Nvidia and AMD will likely continue seeing strong growth in the foreseeable future. The same is true with memory companies like Micron, SanDisk, and Western Digital.
Indeed, analysts expect that their revenue growth will continue growing. Analysts see Nvidia’s annual revenue surging to over $411 billion this year followed by $700 billion next year. In most cases, Nvidia normally does better than expected, meaning that its revenue will be higher than that.
AMD’s annual revenue growth is expected to be 46% this year to $46 billion followed by $61 billion next year. Micron’s annual figure is expected to be over $130 billion and $244 billion.
At the same time, these companies are trading at relatively low valuations. Nvidia has a forward price-to-earnings ratio of 23, while Micron has a multiple of less than 14. These are encouraging metrics considering that the S&P 500 Index has a multiple of 19. Therefore, any potential retreat will likely be brief as the companies have strong fundamentals.
Fortitude Advisory Group L.L.C. decreased its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 44.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,741 shares of the semiconductor manufacturer’s stock after selling 4,578 shares during the period. Micron Technology accounts for about 2.5% of Fortitude Advisory Group L.L.C.’s investment portfolio, making the stock its 6th biggest position. Fortitude Advisory Group L.L.C.’s holdings in Micron Technology were worth $6,627,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Heritage Trust Co raised its holdings in Micron Technology by 9.7% in the fourth quarter. Heritage Trust Co now owns 15,026 shares of the semiconductor manufacturer’s stock worth $4,289,000 after purchasing an additional 1,323 shares in the last quarter. Denali Advisors LLC bought a new stake in shares of Micron Technology in the 2nd quarter valued at about $7,364,000. Castleark Management LLC bought a new stake in shares of Micron Technology in the 1st quarter valued at about $3,709,000. Oppenheimer & Co. Inc. grew its position in shares of Micron Technology by 16.0% in the 2nd quarter. Oppenheimer & Co. Inc. now owns 48,520 shares of the semiconductor manufacturer’s stock worth $56,006,000 after buying an additional 6,702 shares during the last quarter. Finally, Legacy Wealth Management LLC MS grew its position in shares of Micron Technology by 73.3% in the 2nd quarter. Legacy Wealth Management LLC MS now owns 3,544 shares of the semiconductor manufacturer’s stock worth $4,091,000 after buying an additional 1,499 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.
Micron Technology Stock Down 0.2% NASDAQ:MU opened at $975.26 on Friday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a twelve month low of $153.21 and a twelve month high of $1,255.00. The company has a market cap of $1.10 trillion, a PE ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The company’s 50 day moving average is $929.44 and its two-hundred day moving average is $754.92.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. During the same quarter last year, the company posted $1.91 earnings per share. The business’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. Analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current year. Micron Technology Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were given a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.
Trending Headlines about Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insider Activity at Micron Technology In other news, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the transaction, the executive vice president directly owned 85,737 shares in the company, valued at $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction dated Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the sale, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at $34,958,000. This trade represents a 2.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 177,204 shares of company stock worth $182,156,264 in the last quarter. 0.24% of the stock is owned by insiders.
Analyst Ratings Changes A number of research firms recently commented on MU. Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a research report on Friday, August 7th. Needham & Company LLC lifted their price target on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Bank of America upped their price target on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. The Goldman Sachs Group increased their price objective on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Finally, Wells Fargo & Company raised their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average price target of $1,295.63.
Read Our Latest Analysis on Micron Technology
Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
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Outlook Capital Management LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 169,848 shares of the semiconductor manufacturer’s stock, valued at approximately $196,056,000. Micron Technology makes up approximately 63.3% of Outlook Capital Management LLC’s portfolio, making the stock its largest holding.
A number of other institutional investors have also recently bought and sold shares of the company. M.E. Allison & CO. Inc. raised its stake in shares of Micron Technology by 0.8% during the 2nd quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after purchasing an additional 11 shares in the last quarter. Cherrydale Wealth Management LLC grew its stake in shares of Micron Technology by 1.4% in the 2nd quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after buying an additional 13 shares in the last quarter. Bellevue Asset Management LLC grew its stake in shares of Micron Technology by 25.5% in the 2nd quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock valued at $74,000 after buying an additional 13 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC grew its stake in shares of Micron Technology by 8.8% in the 2nd quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock valued at $186,000 after buying an additional 13 shares in the last quarter. Finally, Red Door Wealth Management LLC increased its holdings in Micron Technology by 0.7% in the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock worth $2,209,000 after buying an additional 14 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Micron Technology Price Performance NASDAQ MU opened at $975.26 on Friday. Micron Technology, Inc. has a twelve month low of $153.21 and a twelve month 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 has a market capitalization of $1.10 trillion, a PE ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The stock has a 50-day simple moving average of $929.44 and a 200 day simple moving average of $754.92.
Micron Technology (NASDAQ:MU – Get Free Report) last released its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion for 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%.The company’s revenue was up 345.8% on a year-over-year basis. During the same quarter last year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current year. Micron Technology Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were given a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio is currently 1.36%.
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insiders Place Their Bets In related news, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction 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 $178,469,010.09. This represents a 7.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Scott R. Allen sold 879 shares of the stock in a transaction on 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 sale, the chief accounting officer directly owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 177,204 shares of company stock valued at $182,156,264 in the last 90 days. 0.24% of the stock is currently owned by corporate insiders.
Wall Street Analysts Forecast Growth Several equities analysts have weighed in on the company. Royal Bank Of Canada raised their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. TD Cowen reissued a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. ThinkEquity reissued a “buy” rating on shares of Micron Technology in a research note on Monday, August 3rd. The Goldman Sachs Group boosted their target price on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a report on Thursday, June 25th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Four research 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. Based on data from MarketBeat, Micron Technology has a consensus rating of “Buy” and a consensus price target of $1,295.63.
Check Out Our Latest Analysis on MU
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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NBH Bank bought a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 579 shares of the semiconductor manufacturer’s stock, valued at approximately $668,000.
Several other institutional investors and hedge funds have also recently bought and sold shares of the business. M.E. Allison & CO. Inc. grew its position in Micron Technology by 0.8% during the 2nd quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after purchasing an additional 11 shares during the last quarter. Cherrydale Wealth Management LLC raised its holdings in shares of Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after buying an additional 13 shares during the last quarter. Bellevue Asset Management LLC boosted its stake in shares of Micron Technology by 25.5% during the second quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock worth $74,000 after buying an additional 13 shares during the period. Mowery & Schoenfeld Wealth Management LLC boosted its stake in shares of Micron Technology by 8.8% during the second quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock worth $186,000 after buying an additional 13 shares during the period. Finally, Red Door Wealth Management LLC grew its holdings in shares of Micron Technology by 0.7% during the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock worth $2,209,000 after buying an additional 14 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Micron Technology Trading Down 0.2% Shares of MU opened at $975.26 on Friday. Micron Technology, Inc. has a twelve month low of $153.21 and a twelve month high of $1,255.00. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.10 trillion, a P/E ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22. The firm’s 50-day moving average is $929.44 and its two-hundred day moving average is $754.92.
Micron Technology (NASDAQ:MU – Get Free Report) last issued 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 firm had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.Micron Technology’s revenue was up 345.8% on a year-over-year basis. During the same period in the previous year, the firm posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, research analysts predict that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year. Micron Technology Announces Dividend The company also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid 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 of this dividend was Monday, July 6th. Micron Technology’s payout ratio is 1.36%.
Key Stories Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insiders Place Their Bets In other Micron Technology news, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction 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. This trade represents a 7.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction dated 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 transaction, the chief executive officer owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. The trade was a 13.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 177,204 shares of company stock worth $182,156,264. 0.24% of the stock is owned by company insiders.
Wall Street Analyst Weigh In Several brokerages recently issued reports on MU. Seaport Research Partners restated a “buy” rating on shares of Micron Technology in a research report on Friday, August 14th. Citigroup decreased their price objective on Micron Technology from $1,400.00 to $1,150.00 and set a “buy” rating for the company in a research report on Friday, August 7th. TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research note on Friday, July 10th. The Goldman Sachs Group boosted their target price on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a report on Thursday, June 25th. Finally, ThinkEquity restated a “buy” rating on shares of Micron Technology in a research note on Monday, August 3rd. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology has a consensus rating of “Buy” and a consensus target price of $1,295.63.
Get Our Latest Report on Micron Technology
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Markowski Investments purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor purchased 706 shares of the semiconductor manufacturer’s stock, valued at approximately $815,000.
Other hedge funds and other institutional investors have also made changes to their positions in the company. High Note Wealth LLC increased its position in shares of Micron Technology by 65.4% in the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock valued at $25,000 after acquiring an additional 34 shares during the period. Kohmann Bosshard Financial Services LLC acquired a new stake in Micron Technology during the 1st quarter worth about $27,000. Bayban acquired a new stake in Micron Technology during the 4th quarter worth about $29,000. WealthCollab LLC lifted its position in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after acquiring an additional 270 shares during the period. Finally, Financial Life Planners purchased a new stake in Micron Technology during the 1st quarter valued at about $36,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Insider Buying and Selling at Micron Technology In related news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the sale, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP April S. Arnzen sold 40,000 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 177,204 shares of company stock worth $182,156,264. 0.24% of the stock is currently owned by insiders.
Micron Technology Stock Performance Shares of MU stock opened at $975.26 on Friday. Micron Technology, Inc. has a 52-week low of $153.21 and a 52-week high of $1,255.00. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The stock has a market cap of $1.10 trillion, a PE ratio of 22.08, a price-to-earnings-growth ratio of 0.62 and a beta of 2.22. The business has a 50-day simple moving average of $929.44 and a 200-day simple moving average of $754.92. Micron Technology (NASDAQ:MU – Get Free Report) last posted its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion for 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 revenue for the quarter 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. On average, equities analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Announces Dividend The company also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.
Analyst Upgrades and Downgrades MU has been the topic of a number of research reports. KeyCorp reissued an “overweight” rating on shares of Micron Technology in a report on Monday, July 20th. The Goldman Sachs Group upped their target price on Micron Technology from $900.00 to $1,100.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Cantor Fitzgerald reiterated an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a report on Thursday, June 25th. New Street Research raised shares of Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 price target for the company in a research report on Friday, August 14th. Finally, Bank of America raised their price target on shares of Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research report on Tuesday, June 23rd. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $1,295.63.
Check Out Our Latest Report on MU
Micron Technology News Roundup Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
MW Advisory LLC purchased a new stake in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 1,243 shares of the semiconductor manufacturer’s stock, valued at approximately $1,435,000.
Several other institutional investors and hedge funds have also bought and sold shares of MU. Andar Capital Management HK Ltd increased its stake in shares of Micron Technology by 856,960.3% during the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock valued at $39,571,847,000 after buying an additional 34,278,413 shares during the period. Norges Bank bought a new position in shares of Micron Technology during the fourth quarter valued at approximately $6,433,456,000. Primecap Management Co. CA purchased a new stake in Micron Technology in the second quarter worth $22,182,263,000. Legal & General Group Plc purchased a new stake in Micron Technology in the second quarter worth $8,402,393,000. Finally, Situational Awareness LP boosted its holdings in 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 valued at $5,573,819,000 after acquiring an additional 5,289,124 shares in the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Micron Technology Stock Performance Shares of Micron Technology stock opened at $975.26 on Friday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The firm has a market capitalization of $1.10 trillion, a P/E ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The business has a fifty day simple moving average of $929.44 and a two-hundred day simple moving average of $754.92. Micron Technology, Inc. has a 12 month low of $153.21 and a 12 month high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) 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. The firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s quarterly revenue was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year. Micron Technology Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.
Micron Technology News Summary Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insiders Place Their Bets In other news, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction 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. This trade represents a 7.28% 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, 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 value of $1,495,559.00. Following the completion of the sale, the director directly owned 17,728 shares in the company, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 177,204 shares of company stock valued at $182,156,264. Insiders own 0.24% of the company’s stock.
Wall Street Analyst Weigh In A number of brokerages have issued reports on MU. Raymond James Financial boosted their price objective on shares of Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Cantor Fitzgerald reaffirmed an “overweight” rating and issued a $1,500.00 target price on shares of Micron Technology in a research report on Thursday, June 25th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Micron Technology in a research note on Friday, August 7th. Wells Fargo & Company boosted their price target on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research report on Thursday, June 25th. Finally, Zacks Research downgraded shares of Micron Technology from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, August 19th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $1,295.63.
Check Out Our Latest Report on Micron Technology
Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Riverview Capital Advisers LLC cut its holdings in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 8.2% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,250 shares of the semiconductor manufacturer’s stock after selling 1,902 shares during the period. Micron Technology comprises approximately 7.0% of Riverview Capital Advisers LLC’s portfolio, making the stock its 4th biggest holding. Riverview Capital Advisers LLC’s holdings in Micron Technology were worth $24,528,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently modified their holdings of MU. High Note Wealth LLC boosted its position in 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 purchasing an additional 34 shares during the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology during the 1st quarter valued at $27,000. Bayban purchased a new stake in shares of Micron Technology during the 4th quarter valued at $29,000. WealthCollab LLC increased its position 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. Finally, Financial Life Planners bought a new stake in shares of Micron Technology during the 1st quarter worth $36,000. 80.84% of the stock is owned by hedge funds and other institutional investors.
Key Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insider Activity In other Micron Technology news, CAO Scott Allen sold 879 shares of the stock in a transaction on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total transaction of $879,000.00. Following the sale, the chief accounting officer owned 34,958 shares in the company, valued at $34,958,000. This represents a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $968.90, for a total value of $38,756,000.00. Following the completion of the transaction, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at $256,276,956.70. The trade was a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is currently owned by corporate insiders. Wall Street Analysts Forecast Growth MU has been the topic of a number of research analyst reports. Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a report on Friday, August 7th. Bank of America raised their price objective on shares of Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Needham & Company LLC lifted their price objective on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a research note on Monday, June 22nd. Finally, Stifel Nicolaus increased their target price on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, Micron Technology currently has an average rating of “Buy” and an average target price of $1,295.63.
Check Out Our Latest Analysis on MU
Micron Technology Price Performance MU opened at $975.26 on Friday. The firm has a 50-day moving average price of $929.44 and a 200-day moving average price of $754.92. Micron Technology, Inc. has a twelve month low of $153.21 and a twelve month high of $1,255.00. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly 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. The company had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. Micron Technology’s revenue was up 345.8% compared to the same quarter last year. During the same period in the prior year, the company posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Equities analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were issued a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is presently 1.36%.
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Rose Capital Advisors LLC purchased a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm purchased 586 shares of the semiconductor manufacturer’s stock, valued at approximately $677,000.
Several other hedge funds and other institutional investors have also bought and sold shares of MU. NI Acquisitions Company LLC bought a new position in Micron Technology during the 2nd quarter worth approximately $113,000. NBH Bank bought a new stake in Micron Technology in the second quarter valued at approximately $668,000. AlphaGrep UK Ltd acquired a new stake in Micron Technology in the second quarter worth $2,284,000. William John Sempolinski acquired a new stake in Micron Technology in the second quarter worth $958,000. Finally, MW Advisory LLC bought a new position in shares of Micron Technology during the second quarter worth $1,435,000. Institutional investors own 80.84% of the company’s stock.
Analyst Upgrades and Downgrades Several equities analysts have recently issued reports on MU shares. Bank of America boosted their price target on shares of Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, June 23rd. Wedbush raised their price objective on Micron Technology from $1,300.00 to $1,400.00 and gave the stock an “outperform” rating in a research note on Thursday, June 25th. The Goldman Sachs Group lifted their target price on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a report on Thursday, June 25th. Wells Fargo & Company boosted their target price on Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, TD Cowen restated a “buy” rating on shares of Micron Technology in a report on Friday, July 10th. Four investment 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 stock. According to MarketBeat, the stock has an average rating of “Buy” and an average price target of $1,295.63.
View Our Latest Research Report on Micron Technology Insider Activity In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the transaction, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. The trade was a 31.81% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Sumit Sadana sold 15,000 shares of the company’s 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 sale, the executive vice president owned 191,021 shares in the company, valued at approximately $178,469,010.09. This represents a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 177,204 shares of company stock valued at $182,156,264. Corporate insiders own 0.24% of the company’s stock.
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Stock Down 0.2% Shares of MU stock opened at $975.26 on Friday. The firm’s fifty day moving average price is $929.44 and its two-hundred day moving average price is $754.92. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 1 year low of $153.21 and a 1 year high of $1,255.00. The firm has a market capitalization of $1.10 trillion, a P/E ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s quarterly revenue was up 345.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.
Micron Technology Announces Dividend The business also recently declared 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. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Further Reading Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Saudi Central Bank lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 8.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 487,488 shares of the semiconductor manufacturer’s stock after purchasing an additional 37,398 shares during the quarter. Micron Technology accounts for 7.2% of Saudi Central Bank’s portfolio, making the stock its largest position. Saudi Central Bank’s holdings in Micron Technology were worth $562,703,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds also recently made changes to their positions in the company. M.E. Allison & CO. Inc. lifted its holdings in Micron Technology by 0.8% during the second quarter. M.E. Allison & CO. Inc. now owns 1,324 shares of the semiconductor manufacturer’s stock worth $1,528,000 after acquiring an additional 11 shares in the last quarter. Cherrydale Wealth Management LLC grew its stake in Micron Technology by 1.4% in the second quarter. Cherrydale Wealth Management LLC now owns 972 shares of the semiconductor manufacturer’s stock valued at $1,122,000 after acquiring an additional 13 shares during the period. Bellevue Asset Management LLC increased its holdings in shares of Micron Technology by 25.5% in the second quarter. Bellevue Asset Management LLC now owns 64 shares of the semiconductor manufacturer’s stock worth $74,000 after acquiring an additional 13 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC increased its holdings in shares of Micron Technology by 8.8% in the second quarter. Mowery & Schoenfeld Wealth Management LLC now owns 161 shares of the semiconductor manufacturer’s stock worth $186,000 after acquiring an additional 13 shares in the last quarter. Finally, Red Door Wealth Management LLC raised its position in shares of Micron Technology by 0.7% during the second quarter. Red Door Wealth Management LLC now owns 1,914 shares of the semiconductor manufacturer’s stock worth $2,209,000 after purchasing an additional 14 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insider Activity at Micron Technology In related news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the completion of the transaction, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the completion of the transaction, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This trade represents a 6.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 177,204 shares of company stock worth $182,156,264. 0.24% of the stock is currently owned by corporate insiders. Micron Technology Stock Down 0.2% MU stock opened at $975.26 on Friday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. The stock has a market capitalization of $1.10 trillion, a P/E ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22. The business has a 50-day moving average of $929.44 and a 200-day moving average of $754.92. Micron Technology, Inc. has a fifty-two week low of $153.21 and a fifty-two week high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping 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 business had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. During the same period last year, the company earned $1.91 earnings per share. 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 anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.
Micron Technology Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid 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 of this dividend was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.
Analyst Ratings Changes MU has been the topic of several recent analyst reports. Susquehanna lifted their price objective on Micron Technology from $1,750.00 to $2,000.00 and gave the company a “positive” rating in a report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft increased their target price on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Rosenblatt Securities raised their target price on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research note on Monday, July 20th. Finally, Wells Fargo & Company upped their price target on shares of Micron Technology from $1,220.00 to $1,525.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Micron Technology has a consensus rating of “Buy” and a consensus target price of $1,295.63.
Get Our Latest Report on MU
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
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Turner Financial Group Inc. bought a new stake in Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 1,888 shares of the semiconductor manufacturer’s stock, valued at approximately $2,180,000. Micron Technology comprises 2.2% of Turner Financial Group Inc.’s portfolio, making the stock its 8th largest position.
Several other institutional investors have also recently bought and sold shares of MU. State Street Corp boosted its stake in shares of Micron Technology by 2.1% in the 4th quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after purchasing an additional 1,090,644 shares in the last quarter. Andar Capital Management HK Ltd increased its position in Micron Technology by 856,960.3% during 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 purchasing an additional 34,278,413 shares in the last quarter. Norges Bank acquired a new position in Micron Technology during the 4th quarter worth approximately $6,433,456,000. Primecap Management Co. CA bought a new position in Micron Technology in the 2nd quarter valued at approximately $22,182,263,000. Finally, Morgan Stanley boosted its position in Micron Technology by 5.1% in the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after buying an additional 794,289 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.
Micron Technology Price Performance MU stock opened at $975.26 on Friday. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05. The firm has a market cap of $1.10 trillion, a price-to-earnings ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22. The company’s fifty day simple moving average is $929.44 and its 200 day simple moving average is $754.92. Micron Technology, Inc. has a 12-month low of $153.21 and a 12-month high of $1,255.00.
Micron Technology (NASDAQ:MU – Get Free Report) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, topping 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 during the quarter, compared to the consensus estimate of $35.91 billion. During the same period last year, the business posted $1.91 EPS. The business’s revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, analysts expect that Micron Technology, Inc. will post 72.93 earnings per share for the current year. Micron Technology Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were paid a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.
Wall Street Analyst Weigh In A number of equities research analysts recently weighed in on MU shares. Susquehanna boosted their price objective on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a research report on Thursday, June 25th. Erste Group Bank upgraded Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft lifted their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a research note on Thursday, June 25th. Zacks Research cut Micron Technology from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 19th. Finally, Wolfe Research set a $1,500.00 price objective on Micron Technology in a research note on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus target price of $1,295.63.
Check Out Our Latest Research Report on Micron Technology
Key Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Insiders Place Their Bets In other Micron Technology news, EVP April Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Scott Allen sold 879 shares of the business’s stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the transaction, the chief accounting officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 in the last 90 days. Company insiders own 0.24% of the company’s stock.
Micron Technology Company Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity? Want to see what other hedge funds are holding MU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Micron Technology, Inc. (NASDAQ:MU – Free Report).
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
Nvest Financial LLC trimmed its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 13.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,886 shares of the semiconductor manufacturer’s stock after selling 594 shares during the period. Micron Technology accounts for 1.4% of Nvest Financial LLC’s investment portfolio, making the stock its 23rd biggest position. Nvest Financial LLC’s holdings in Micron Technology were worth $4,486,000 at the end of the most recent quarter.
A number of other hedge funds have also recently made changes to their positions in the company. Andar Capital Management HK Ltd increased its stake in shares of Micron Technology by 856,960.3% in the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock worth $39,571,847,000 after buying an additional 34,278,413 shares during the period. Norges Bank purchased a new stake in Micron Technology during the 4th quarter valued at $6,433,456,000. Primecap Management Co. CA bought a new stake in Micron Technology in the 2nd quarter worth $22,182,263,000. Legal & General Group Plc purchased a new position in shares of Micron Technology in the second quarter valued at about $8,402,393,000. Finally, Situational Awareness LP raised its stake in shares of Micron Technology by 1,149.0% during the second quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock valued at $5,573,819,000 after acquiring an additional 5,289,124 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.
Insider Activity at Micron Technology In related news, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction 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 sale, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This represents a 7.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of the company’s stock in a transaction on Friday, August 21st. The stock was sold at an average price of $968.90, for a total value of $38,756,000.00. Following the completion of the sale, the chief executive officer directly owned 264,503 shares in the company, valued at approximately $256,276,956.70. The trade was a 13.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 177,204 shares of company stock valued at $182,156,264 over the last ninety days. Insiders own 0.24% of the company’s stock.
Analyst Upgrades and Downgrades Several analysts recently issued reports on the company. Wells Fargo & Company raised their target price 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. Erste Group Bank upgraded Micron Technology from a “hold” rating to a “buy” rating in a research report on Thursday, June 25th. Bank of America boosted their target price on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research note on Tuesday, June 23rd. Royal Bank Of Canada upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Finally, Wolfe Research set a $1,500.00 target price on Micron Technology in a report on Thursday, June 25th. Four research 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 stock. According to data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $1,295.63. Check Out Our Latest Stock Report on Micron Technology
Micron Technology News Roundup Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Price Performance MU stock opened at $975.26 on Friday. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.42 and a quick ratio of 2.98. Micron Technology, Inc. has a 1 year low of $153.21 and a 1 year high of $1,255.00. The firm has a 50-day moving average of $929.44 and a 200 day moving average of $754.92. The company has a market cap of $1.10 trillion, a P/E ratio of 22.08, a PEG ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. During the same period in the previous year, the firm posted $1.91 EPS. The business’s 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 forecast that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were paid a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is presently 1.36%.
(Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
Recommended Stories Five stocks we like better than Micron Technology Rocket Lab Tackles a Supply Chain Bottleneck as the Stock Hunts for a Bottom. Time to Buy? Optical Cable Corporation Is Starting to Get the Market’s Attention Oil Above $100 Is Creating a New Opportunity Beyond the Major Producers Is Nike’s Index Demotion a Warning or a Buying Opportunity?
Receive News & Ratings for Micron Technology Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Micron Technology and related companies with MarketBeat.com's FREE daily email newsletter.
HB Wealth Management LLC lifted its position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) by 4.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 42,036 shares of the semiconductor manufacturer’s stock after acquiring an additional 1,919 shares during the quarter. HB Wealth Management LLC’s holdings in Micron Technology were worth $48,522,000 as of its most recent SEC filing.
Other institutional investors have also recently modified their holdings of the company. Andar Capital Management HK Ltd boosted its position in Micron Technology by 856,960.3% during the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock worth $39,571,847,000 after purchasing an additional 34,278,413 shares in the last quarter. Norges Bank purchased a new stake in shares of Micron Technology in the fourth quarter valued at approximately $6,433,456,000. Primecap Management Co. CA purchased a new stake in shares of Micron Technology in the second quarter valued at approximately $22,182,263,000. Legal & General Group Plc acquired a new position in shares of Micron Technology during the 2nd quarter worth approximately $8,402,393,000. Finally, Situational Awareness LP lifted its position in shares of Micron Technology by 1,149.0% during the 2nd quarter. Situational Awareness LP now owns 4,828,786 shares of the semiconductor manufacturer’s stock valued at $5,573,819,000 after buying an additional 5,289,124 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the business’s stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $968.90, for a total value of $38,756,000.00. Following the transaction, the chief executive officer directly owned 264,503 shares in the company, valued at $256,276,956.70. The trade was a 13.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president owned 191,021 shares in the company, valued at $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. In the last 90 days, insiders have sold 177,204 shares of company stock worth $182,156,264. Insiders own 0.24% of the company’s stock.
Wall Street Analysts Forecast Growth Several equities research analysts recently commented on the stock. Bank of America boosted their price target on shares of Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a report on Tuesday, June 23rd. Mizuho decreased their price objective on shares of Micron Technology from $1,375.00 to $1,300.00 and set an “outperform” rating on the stock in a report on Tuesday, August 25th. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a research report on Monday, June 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Micron Technology in a research note on Friday, August 7th. Finally, Rosenblatt Securities boosted their target price on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and a consensus price target of $1,295.63. Get Our Latest Stock Analysis on Micron Technology
More Micron Technology News Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: AI demand and supply constraints remain major tailwinds. Oracle’s strong cloud-infrastructure growth reinforced expectations for continued data-center AI spending, while limited DRAM and high-bandwidth memory supply could support Micron’s pricing and margins. Micron Stock Rises as This Key Number From Oracle Boosts AI Trade Positive Sentiment: Long-term customer agreements may reduce earnings volatility. Micron’s strategic contracts reportedly cover substantial memory volumes through 2030, with pricing protections that improve revenue visibility and could make the company less exposed to the traditional boom-and-bust memory cycle. Micron Bets on Long-Term SCA Deals Positive Sentiment: Analysts remain constructive ahead of fiscal fourth-quarter results. Bullish commentary points to persistent shortages, rising HBM4 demand and potentially strong revenue and gross-margin guidance at the September 30 earnings report. Micron’s Q4 Might Change the Game Neutral Sentiment: Employee rewards highlight both strong profitability and rising costs. Taiwan-based direct labor employees are slated to receive fiscal 2026 rewards equivalent to 35–68 months of pay. The payouts recognize exceptional results but may increase expense pressure, while unions representing about 10,000 workers continue to threaten industrial action. Micron’s Taiwan Workers to Get Rewards Worth Up to 68 Months of Pay Negative Sentiment: Valuation and execution expectations are unusually high. Despite record guidance and worsening shortages, investors appear concerned that much of the AI-memory upside is already reflected in MU’s valuation. Any moderation in memory pricing or results that merely meet expectations could trigger profit-taking. Micron’s 662% Rally Created a Problem Wall Street Cannot Ignore Negative Sentiment: Competitive and macroeconomic risks are weighing on sentiment. Intel-backed startup Kepler Computing is targeting the memory-chip market, raising concerns about future pricing power. Separately, higher oil prices, inflation worries and interest-rate pressure have hurt high-beta technology stocks. Micron Stock Slips as Intel-Backed Start-up Takes Aim at Memory-Chip Market Micron Technology Stock Down 0.2% NASDAQ MU opened at $975.26 on Friday. The business has a fifty day moving average price of $929.44 and a 200 day moving average price of $754.92. Micron Technology, Inc. has a one year low of $153.21 and a one 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 company has a market cap of $1.10 trillion, a P/E ratio of 22.08, a P/E/G ratio of 0.62 and a beta of 2.22.
Micron Technology (NASDAQ:MU – Get Free Report) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share 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 company had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter last year, the firm posted $1.91 EPS. The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts anticipate that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.
Micron Technology Announces Dividend The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were 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 was Monday, July 6th. Micron Technology’s payout ratio is currently 1.36%.
Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.
Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.
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