Avanda Investment Management Pte. Ltd. Takes Position in Micron Technology, Inc. $MU

Avanda Investment Management Pte. Ltd. purchased a new position in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 2,500 shares of the semiconductor manufacturer’s stock, valued at approximately $418,000. Micron Technology accounts for about 0.3% of Avanda Investment Management Pte. Ltd.’s investment portfolio, making the stock its 25th biggest position.

Several other large investors also recently added to or reduced their stakes in the business. REAP Financial Group LLC purchased a new stake in shares of Micron Technology in the 3rd quarter valued at about $25,000. First Command Advisory Services Inc. increased its position in shares of Micron Technology by 225.0% in the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares during the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology in the third quarter valued at approximately $27,000. Howard Hughes Medical Institute purchased a new stake in Micron Technology in the second quarter valued at approximately $30,000. Finally, AlphaQuest LLC lifted its position in Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Insider Buying and Selling at Micron Technology

In related news, CAO Scott R. Allen sold 2,000 shares of the company’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $337.50, for a total value of $675,000.00. Following the transaction, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at approximately $12,904,987.50. This represents a 4.97% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of the business’s stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This represents a 7.60% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders purchased 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on the stock. Sanford C. Bernstein increased their price target on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. Mizuho raised their price target on Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a research report on Tuesday, January 27th. JPMorgan Chase & Co. lifted their price target on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a research note on Thursday, December 18th. UBS Group increased their price objective on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Wednesday, January 7th. Finally, Needham & Company LLC boosted their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “buy” rating in a research report on Tuesday, December 16th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and a consensus target price of $353.21.

Micron Technology Stock Performance

Shares of MU stock opened at $411.66 on Friday. The company has a market capitalization of $463.33 billion, a P/E ratio of 39.13 and a beta of 1.52. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The stock has a 50 day moving average price of $334.97 and a two-hundred day moving average price of $231.90. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $455.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The firm had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period last year, the company earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Micron Technology Company 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.