Micron Technology, Inc. $MU Stock Holdings Lifted by Cibc World Market Inc.

Cibc World Market Inc. grew its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 21.2% in the third quarter, Holdings Channel.com reports. The fund owned 308,523 shares of the semiconductor manufacturer’s stock after buying an additional 53,973 shares during the quarter. Cibc World Market Inc.’s holdings in Micron Technology were worth $51,622,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. raised its position in shares of Micron Technology by 1.9% during the second quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares during the period. State Street Corp increased its stake in Micron Technology by 2.7% in the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after purchasing an additional 1,349,713 shares in the last quarter. Geode Capital Management LLC increased its stake in Micron Technology by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 25,690,491 shares of the semiconductor manufacturer’s stock worth $3,152,974,000 after purchasing an additional 314,489 shares in the last quarter. Norges Bank acquired a new stake in Micron Technology during the 2nd quarter worth about $1,980,700,000. Finally, Invesco Ltd. lifted its stake in Micron Technology by 3.2% during the second quarter. Invesco Ltd. now owns 8,913,450 shares of the semiconductor manufacturer’s stock valued at $1,098,583,000 after buying an additional 277,507 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

MU has been the subject of several recent analyst reports. Sanford C. Bernstein raised their target price 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. Morgan Stanley upped their price target on shares of Micron Technology from $338.00 to $350.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Tuesday, January 20th. Cantor Fitzgerald boosted their target price on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research note on Wednesday, January 14th. Finally, Piper Sandler increased their target price on Micron Technology from $275.00 to $400.00 and gave the company an “overweight” rating in a report on Wednesday, January 7th. Six research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $349.76.

Key Micron Technology News

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

• Positive Sentiment: Top TD Cowen analyst Krish Sankar raised a bull-side price target to $600, arguing prolonged DRAM market tightness could drive outsized upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
• Positive Sentiment: UBS bumped its price target to $450, adding institutional support for higher targets and signaling continued analyst conviction behind Micron’s AI/DRAM positioning. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron’s US$24 billion Singapore fab plan was highlighted as a major capacity and AI-memory growth catalyst that deepens its long-term AI memory story. Large-capex expansion supports revenue/market-share outlook. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Technical and momentum signals are bullish: a key trading signal around ~$370.40 coincided with intraday strength and attracted momentum traders. Micron Technology Shares Climb 3% Following Key Trading Signal
• Neutral Sentiment: Analyst commentary and coverage pieces (Zacks, Barrons, Motley Fool themes) emphasize Micron’s strong earnings growth, HBM demand, and AI exposure — factors that justify attention but also note valuation and cyclicality risks. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
• Negative Sentiment: Competitive headwinds: Samsung announced mass production of next‑gen HBM4 chips and indicated shipments to Nvidia sooner than Micron’s planned rollout, raising near-term share and pricing risk for Micron’s HBM business. Samsung Stock Rises on Report of Next-Gen Chip Rollout. Why It Matters for Micron.
• Negative Sentiment: Market reactions to Samsung’s lead and Nvidia-related uncertainty have already pressured MU in recent sessions; some outlets flag short-term downside risk if Micron’s HBM4 timing or Nvidia content share disappoints. Micron stock falls after Samsung’s next-gen chip production news
• Negative Sentiment: Longer-term caution pieces ask whether Micron can avoid cyclical downturns after strong demand spikes — a reminder that high earnings and price momentum carry collapse risk if demand reverts. Can Micron Technology Stock Avoid a Future Collapse?

Micron Technology Stock Down 2.7%

MU stock opened at $373.05 on Wednesday. The company has a 50 day moving average of $324.22 and a two-hundred day moving average of $226.41. The company has a market cap of $419.87 billion, a price-to-earnings ratio of 35.46 and a beta of 1.51. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

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

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is presently 4.37%.

Insider Activity at Micron Technology

In related news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares in the company, valued at approximately $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Scott R. Allen sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total transaction 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 disclosure for this sale is available in the SEC filing. Over the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

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.