Linden Rose Investment LLC Takes Position in Micron Technology, Inc. $MU

Linden Rose Investment LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 17,967 shares of the semiconductor manufacturer’s stock, valued at approximately $6,070,000. Micron Technology makes up 8.0% of Linden Rose Investment LLC’s portfolio, making the stock its 4th largest holding.

Several other large investors have also bought and sold shares of the company. Capital Advisors Ltd. LLC raised its position in Micron Technology by 10.3% in the first quarter. Capital Advisors Ltd. LLC now owns 247 shares of the semiconductor manufacturer’s stock worth $83,000 after acquiring an additional 23 shares in the last quarter. Manning & Napier Advisors LLC raised its holdings in shares of Micron Technology by 2.4% in the 4th quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock worth $301,000 after purchasing an additional 24 shares in the last quarter. Essex Bank raised its holdings in shares of Micron Technology by 2.0% in the 1st quarter. Essex Bank now owns 1,252 shares of the semiconductor manufacturer’s stock worth $423,000 after purchasing an additional 24 shares in the last quarter. SWAN Capital LLC lifted its stake in Micron Technology by 9.7% during the fourth quarter. SWAN Capital LLC now owns 271 shares of the semiconductor manufacturer’s stock valued at $77,000 after purchasing an additional 24 shares during the last quarter. Finally, Vivaldi Capital Management LP lifted its stake in Micron Technology by 1.2% during the fourth quarter. Vivaldi Capital Management LP now owns 1,964 shares of the semiconductor manufacturer’s stock valued at $561,000 after purchasing an additional 24 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

Several research firms have issued reports on MU. Cantor Fitzgerald restated an “overweight” rating and issued a $1,500.00 price target on shares of Micron Technology in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft increased their price objective on 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. Rosenblatt Securities lifted their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the stock a “buy” 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 stock an “overweight” rating in a research report on Thursday, June 25th. Finally, Needham & Company LLC upped 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. Five analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $1,268.93.

Micron Technology News Roundup

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

• Positive Sentiment: KeyBanc raised its price target on Micron and reiterated an overweight view, citing tight supply, rising memory prices, and strong demand for DRAM, NAND, and high-bandwidth memory. The Case for Micron Stock Rising Nearly 90%
• Positive Sentiment: Micron announced executives will participate in the KeyBanc Capital Markets Technology Leadership Forum in August, keeping the company visible to investors and analysts. Micron Announces Participation in Investor Event
• Positive Sentiment: Several articles reiterated that Micron remains a major AI infrastructure beneficiary, with strong earnings, expanding U.S. investment, and long-term customer contracts supporting revenue visibility. Why Micron Technology Stock Soared 304% in the First Half of 2026 and Why There Might Be More to Come
• Neutral Sentiment: Micron continues to trade as a highly watched AI-memory proxy, with commentary focused on valuation, technical levels, and whether the recent pullback is a buying opportunity.
• Negative Sentiment: Reports that CXMT is raising a much larger war chest than expected intensified concerns about fiercer Chinese memory-chip competition, which could pressure Micron’s market share and future pricing. $8.5 Billion Says This Micron Threat Is About to Get a Whole Lot Bigger
• Negative Sentiment: Broader semiconductor weakness and profit-taking hit AI hardware stocks, with traders questioning whether the sector’s rapid run can be sustained at current valuations. Dell, Micron, SanDisk tumble as AI hardware rally hits reversal
• Negative Sentiment: Additional coverage said Micron was sliding on China competition fears, and related bearish ETF moves reflected a wider selloff in memory and semiconductor stocks. Micron Stock Falls With Chinese Competition About to Get Fiercer

Insider Activity at Micron Technology

In related news, CEO Sanjay Mehrotra sold 40,000 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $536.26, for a total transaction of $21,450,400.00. Following the completion of the sale, the chief executive officer directly owned 424,503 shares in the company, valued at approximately $227,643,978.78. This trade represents a 8.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology 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 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 position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 163,300 shares of company stock valued at $152,667,204. 0.24% of the stock is owned by insiders.

Micron Technology Stock Performance

MU stock opened at $904.28 on Thursday. 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 cap of $1.02 trillion, a P/E ratio of 20.47 and a beta of 2.14. The firm has a 50 day simple moving average of $943.28 and a 200 day simple moving average of $594.19. Micron Technology, Inc. has a 52 week low of $103.38 and a 52 week high of $1,255.00.

Micron Technology (NASDAQ:MU) last released 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 net margin of 55.91% and a return on equity of 71.13%. The firm had revenue of $41.46 billion for the quarter, compared to analyst estimates of $35.91 billion. During the same quarter in the prior year, the business earned $1.91 EPS. 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. Research analysts anticipate that Micron Technology, Inc. will post 72.94 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th will be paid a $0.15 dividend. The ex-dividend date of this dividend is 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 is 1.36%.

Micron Technology Profile

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.