Integrated Advisors Network LLC Purchases 2,294 Shares of Micron Technology, Inc. $MU

Integrated Advisors Network LLC raised its position in Micron Technology, Inc. (NASDAQ:MU) by 8.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 28,929 shares of the semiconductor manufacturer’s stock after buying an additional 2,294 shares during the quarter. Integrated Advisors Network LLC’s holdings in Micron Technology were worth $4,840,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. American Capital Advisory LLC increased its position in Micron Technology by 20.4% during the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after acquiring an additional 46 shares during the period. Teamwork Financial Advisors LLC boosted its holdings in Micron Technology by 0.4% in the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after purchasing an additional 53 shares during the period. Blue Trust Inc. grew its position in shares of Micron Technology by 0.5% during the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after purchasing an additional 53 shares in the last quarter. Lodestone Wealth Management LLC increased its holdings in shares of Micron Technology by 3.2% during the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after purchasing an additional 53 shares during the period. Finally, Allen Capital Group LLC increased its holdings in shares of Micron Technology by 1.2% during the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after purchasing an additional 54 shares during the period. Institutional investors 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: S&P upgraded Micron to BBB, citing stronger margins and cash flow tied to AI-driven memory demand — a credit boost that reduces financial risk and supports capacity spending. Micron Technology Upgraded to BBB by S&P on AI-Driven Growth
• Positive Sentiment: Micron outlined an aggressive U.S. capacity build (up to US$200B through 2030) and says next‑gen HBM4 shipments are ahead of schedule with 2026 HBM output already allocated — evidence demand for AI memory remains strong and supports future revenue. Micron’s US$200b AI Memory Bet Puts Growth And Cycles In Focus
• Positive Sentiment: Several analyst and feature pieces argue Micron remains underweighted versus its AI-driven fundamentals despite a 250–300% rally, highlighting structural HBM/DRAM tightness and continued upside potential. Why Micron (MU) Remains Undervalued Despite a 300% Rally
• Neutral Sentiment: Comparisons with peers (SanDisk, others) and analyst coverage are intensifying — competition and product mix (NAND vs HBM/DRAM) will shape relative upside. SanDisk vs. Micron: Which AI Memory Stock Offers More Upside?
• Neutral Sentiment: Social‑media chatter (WallStreetBets) and general market noise are mixed/soft, which can amplify short‑term swings but doesn’t change fundamentals. Social Buzz: Wallstreetbets Stocks Mostly Lower Pre-bell Friday; Netflix to Advance, Duolingo to Decline
• Negative Sentiment: Technical and valuation risks: several commentators flag that MU is overextended after its run and a short-term pause/pullback is possible — investors may be locking in gains. Micron Technology (MU) Price Forecast: Rally Stalls Near Record Highs
• Negative Sentiment: Some cautionary pieces question whether Wall Street optimism is fully justified, highlighting the risk of crowded positioning and valuation compression if memory cycles normalize. Is It Worth Investing in Micron (MU) Based on Wall Street’s Bullish Views?

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on MU shares. Stifel Nicolaus boosted their price target on Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Rosenblatt Securities reissued a “buy” rating and set a $500.00 target price on shares of Micron Technology in a report on Tuesday, January 20th. Royal Bank Of Canada started coverage on Micron Technology in a research report on Thursday, January 15th. They issued an “outperform” rating and a $425.00 price target on the stock. Wedbush set a $320.00 price objective on shares of Micron Technology in a research note on Thursday, December 18th. Finally, Sanford C. Bernstein raised their target price on shares of Micron Technology from $270.00 to $330.00 and gave the company an “outperform” rating in a report on Friday, January 2nd. Six analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus target price of $358.38.

Insider Buying and Selling

In other Micron Technology news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the completion of the transaction, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction dated Thursday, January 22nd. The shares were 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety 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 currently owned by insiders.

Micron Technology Stock Down 0.8%

MU stock opened at $412.37 on Friday. The stock has a market capitalization of $464.13 billion, a P/E ratio of 39.20 and a beta of 1.52. 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 12 month low of $61.54 and a 12 month high of $455.50. The firm has a 50-day moving average price of $369.00 and a 200-day moving average price of $252.27.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the firm posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal 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 is 4.37%.

About Micron Technology

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.