Y.D. More Investments Ltd Boosts Stock Position in Micron Technology, Inc. $MU

Y.D. More Investments Ltd lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 86.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 19,527 shares of the semiconductor manufacturer’s stock after purchasing an additional 9,032 shares during the period. Y.D. More Investments Ltd’s holdings in Micron Technology were worth $3,266,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in MU. Orleans Capital Management Corp LA purchased a new position in shares of Micron Technology during the 2nd quarter worth $256,000. iA Global Asset Management Inc. lifted its position in Micron Technology by 18.7% in the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock valued at $24,578,000 after buying an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC boosted its stake in Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after buying an additional 5,233 shares during the period. Wealthspire Advisors LLC increased its position in shares of Micron Technology by 27.8% during the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after acquiring an additional 3,208 shares during the last quarter. Finally, Wealthfront Advisers LLC raised its stake in shares of Micron Technology by 9.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after acquiring an additional 8,489 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on MU. Itau BBA Securities reiterated an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. The Goldman Sachs Group raised their price target on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft boosted their price objective on Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. Wedbush set a $320.00 target price on Micron Technology in a report on Thursday, December 18th. Finally, Susquehanna lifted their target price on Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research report on Monday, December 8th. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, Micron Technology currently has an average rating of “Buy” and an average price target of $358.38.

Insider Buying and Selling at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at $45,891,091.62. The trade was a 8.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $12,904,987.50. The trade was a 4.97% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have bought 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by corporate insiders.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Analyst upgrade lifted trading momentum — coverage noted an upgrade that pushed MU higher intraday, signaling renewed sell‑side enthusiasm. Micron Technology (NASDAQ:MU) Trading Up 5.3% After Analyst Upgrade
• Positive Sentiment: Needham raised its price target to $450, reinforcing the buy-side narrative and giving investors a higher earnings/valuation anchor. Needham & Company LLC Raises Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Management says HBM4 is on schedule (no delays), easing supply‑concern fears for high‑bandwidth memory used in AI datacenters. That supports near‑term revenue visibility. Micron Shareholders Received Amazing News at a Recent Investor Conference
• Neutral Sentiment: Valuation and momentum check: analysts and commentators are reassessing MU after a strong run, weighing stretched multiples against continued AI memory tightness. Useful context for buyers deciding entry points. Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations
• Neutral Sentiment: Wall‑street/investor interest: David Tepper and other funds increased exposure to AI winners, highlighting institutional demand for MU as an AI‑infrastructure play. Billionaire David Tepper Goes Big on Micron, Meta, and Alphabet in AI All‑In
• Negative Sentiment: “Melt‑up” caution: at least one analyst warns the rally looks late‑cycle and that chasing momentum could be risky — a note that can trigger profit‑taking. Micron: Melt‑Up Looks Late Cycle; Don’t Chase This Rally Any Further
• Negative Sentiment: Heavy insider selling highlighted in data summaries (multiple executive sell transactions), which some investors view as a red flag for near‑term sentiment. Micron Technology Stock (MU) Opinions on AI Memory Demand Surge
• Negative Sentiment: Bear scenarios remain in the headlines (pieces modeling deeper pullbacks to levels like ~$280), keeping downside scenarios in traders’ minds amid rapid multiple expansion. Could Micron Stock Fall To $280?

Micron Technology Stock Up 0.8%

Shares of Micron Technology stock traded up $3.24 during trading on Friday, hitting $420.59. 8,098,651 shares of the stock were exchanged, compared to its average volume of 36,694,930. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The firm’s 50-day moving average price is $347.54 and its 200 day moving average price is $239.47. The stock has a market cap of $473.38 billion, a price-to-earnings ratio of 40.02 and a beta of 1.52. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50.

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

Micron Technology Dividend Announcement

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

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.