Micron Technology, Inc. (MU) – What Are Investment Firms Saying About This Stock?

Shares of Micron Technology, Inc. (NASDAQ:MU) have received a consensus rating of “Moderate Buy” from the forty-six brokerages that are presently covering the company, MarketBeat Ratings reports. Four research analysts have rated the stock with a hold rating, forty-one have assigned a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $1,407.88.

MU has been the subject of several research reports. Robert W. Baird raised their price objective on shares of Micron Technology from $1,280.00 to $1,520.00 and gave the stock an “outperform” rating in a research report on Monday, September 28th. Cantor Fitzgerald reiterated an “overweight” rating and set a $2,000.00 target price on shares of Micron Technology in a research note on Thursday, October 1st. Arete Research increased their target price on Micron Technology from $852.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Tuesday, July 21st. Wedbush reissued an “outperform” rating and set a $1,400.00 price target on shares of Micron Technology in a report on Monday, September 28th. Finally, Weiss Ratings downgraded Micron Technology from a “buy (b)” rating to a “buy (b-)” rating in a research note on Wednesday.

Micron Technology Price Performance

Shares of MU opened at $811.30 on Friday. The firm has a market capitalization of $917.92 billion, a PE ratio of 10.93, a PEG ratio of 0.13 and a beta of 2.36. The company’s 50-day moving average is $950.48 and its 200-day moving average is $760.41. Micron Technology has a fifty-two week low of $192.59 and a fifty-two week high of $1,255.00. The company has a debt-to-equity ratio of 0.03, a current ratio of 3.31 and a quick ratio of 2.94.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 EPS for the quarter, topping the consensus estimate of $31.77 by $1.65. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The business had revenue of $54.23 billion during the quarter, compared to the consensus estimate of $51.33 billion. During the same quarter in the previous year, the firm posted $3.03 EPS. Micron Technology’s revenue was up 379.1% compared to the same quarter last year. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. Equities analysts forecast that Micron Technology will post 175.22 EPS for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th were given a dividend of $0.15 per share. The ex-dividend date was Wednesday, October 14th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 0.81%.

Insider Activity

In related news, EVP Sumit Sadana sold 15,000 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total value of $14,014,350.00. Following the transaction, the executive vice president directly owned 191,021 shares in the company, valued at approximately $178,469,010.09. This represents a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Scott Deboer sold 28,545 shares of the firm’s stock in a transaction dated Friday, October 16th. The stock was sold at an average price of $900.00, for a total transaction of $25,690,500.00. Following the transaction, the insider directly owned 147,430 shares in the company, valued at approximately $132,687,000. This represents a 16.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 83,545 shares of company stock valued at $78,460,850. 0.24% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the business. Mayflower Financial Advisors LLC raised its holdings in Micron Technology by 7.1% in the 3rd quarter. Mayflower Financial Advisors LLC now owns 3,255 shares of the semiconductor manufacturer’s stock valued at $3,467,000 after buying an additional 217 shares during the last quarter. Advisors Asset Management Inc. bought a new stake in Micron Technology during the 3rd quarter worth approximately $82,458,000. Edmond DE Rothschild Holding S.A. grew its holdings in Micron Technology by 137.6% during the 3rd quarter. Edmond DE Rothschild Holding S.A. now owns 26,760 shares of the semiconductor manufacturer’s stock worth $28,502,000 after acquiring an additional 15,499 shares during the last quarter. GW&K Investment Management LLC grew its holdings in Micron Technology by 3.5% during the 3rd quarter. GW&K Investment Management LLC now owns 21,829 shares of the semiconductor manufacturer’s stock worth $23,250,000 after acquiring an additional 730 shares during the last quarter. Finally, Alteri Wealth LLC increased its position in Micron Technology by 17.5% in the 3rd quarter. Alteri Wealth LLC now owns 3,203 shares of the semiconductor manufacturer’s stock valued at $3,411,000 after acquiring an additional 477 shares during the period. 80.84% of the stock is owned by institutional investors.

Key Headlines Impacting Micron Technology

Here are a few of the latest headlines about MU:

• Positive Sentiment: CoreWeave strengthened the AI-demand outlook. The data-center company beat expectations and raised its 2026 revenue outlook; its CEO said demand for AI infrastructure exceeds available capacity. Because CoreWeave buys Micron’s memory chips, the news eased fears of slowing customer demand. Article: Micron Stock Jumps as CoreWeave Outlook Eases AI Spending Fears
• Positive Sentiment: AI-related business ties drew attention. Micron is among suppliers participating in Anthropic’s private placement, a development that may deepen its relationship with a major AI customer. Article: Micron Stocks Jump as Memory Rebound Meets Anthropic Placement
• Negative Sentiment: Cyclical and spending concerns remain. MU’s steep recent sell-off reflects investor worry that AI data-center investment could cool and that memory pricing and profits may eventually turn down. Those risks could limit the rebound if demand expectations weaken. Article: Is the Micron Sell-Off a Buying Opportunity or a Falling Knife?

About Micron Technology

Micron Technology is a semiconductor company that designs and manufactures memory and storage products. Its portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, and other memory solutions used in computing and electronic devices. Micron’s products serve a range of markets, including data centers, personal computers, smartphones, automotive systems, and industrial applications. The company sells its products and solutions to customers around the world.