Calydon Capital Has $1.18 Million Stock Holdings in Micron Technology, Inc. $MU

Calydon Capital decreased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 23.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 7,055 shares of the semiconductor manufacturer’s stock after selling 2,108 shares during the period. Calydon Capital’s holdings in Micron Technology were worth $1,180,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of MU. Cannell & Spears LLC lifted its stake in shares of Micron Technology by 13.8% in the 3rd quarter. Cannell & Spears LLC now owns 4,593 shares of the semiconductor manufacturer’s stock valued at $769,000 after purchasing an additional 556 shares during the last quarter. Cinctive Capital Management LP boosted its holdings in Micron Technology by 2,079.3% in the third quarter. Cinctive Capital Management LP now owns 61,108 shares of the semiconductor manufacturer’s stock worth $10,225,000 after purchasing an additional 58,304 shares in the last quarter. Clark Capital Management Group Inc. increased its position in Micron Technology by 13.5% during the third quarter. Clark Capital Management Group Inc. now owns 59,169 shares of the semiconductor manufacturer’s stock worth $9,900,000 after buying an additional 7,037 shares during the last quarter. Atreides Management LP increased its position in Micron Technology by 928.6% during the third quarter. Atreides Management LP now owns 724,957 shares of the semiconductor manufacturer’s stock worth $121,300,000 after buying an additional 654,479 shares during the last quarter. Finally, Ausdal Financial Partners Inc. raised its holdings in Micron Technology by 23.6% during the third quarter. Ausdal Financial Partners Inc. now owns 13,935 shares of the semiconductor manufacturer’s stock valued at $2,332,000 after buying an additional 2,661 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $426.13 on Friday. The stock has a market capitalization of $479.61 billion, a price-to-earnings ratio of 40.51 and a beta of 1.50. The firm’s 50-day moving average price is $391.35 and its two-hundred day moving average price is $272.75. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50.

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

Micron Technology Dividend Announcement

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

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

Insiders Place Their Bets

In other Micron Technology news, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction dated 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 owned 165,618 shares in the company, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the transaction, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several analysts have recently issued reports on the company. Barclays upped their price target on Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. Stifel Nicolaus boosted their price target on Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. William Blair started coverage on Micron Technology in a research report on Thursday, January 22nd. They issued an “outperform” rating for the company. Bank of America lifted their price objective on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Cantor Fitzgerald upped their target price on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $389.41.

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.