Silverleafe Capital Partners LLC Acquires 3,499 Shares of Micron Technology, Inc. $MU

Silverleafe Capital Partners LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 193.5% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,307 shares of the semiconductor manufacturer’s stock after purchasing an additional 3,499 shares during the quarter. Micron Technology accounts for 1.7% of Silverleafe Capital Partners LLC’s holdings, making the stock its 17th biggest position. Silverleafe Capital Partners LLC’s holdings in Micron Technology were worth $6,126,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in shares of Micron Technology by 1.9% in the fourth quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer’s stock valued at $30,427,016,000 after buying an additional 1,954,644 shares during the period. State Street Corp raised its holdings in shares of Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock worth $15,061,310,000 after acquiring an additional 1,090,644 shares during the period. Norges Bank bought a new stake in Micron Technology in the 4th quarter valued at $6,433,456,000. Morgan Stanley lifted its position in Micron Technology by 5.1% in the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock valued at $4,679,771,000 after acquiring an additional 794,289 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in Micron Technology by 1.9% in the 4th quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock worth $3,040,858,000 after purchasing an additional 194,550 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

MU has been the subject of a number of research reports. Royal Bank Of Canada increased their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the stock an “outperform” rating in a report on Thursday, June 25th. Weiss Ratings restated a “buy (b)” rating on shares of Micron Technology in a report on Tuesday, May 12th. Citigroup upped their price objective on Micron Technology from $1,200.00 to $1,400.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Wells Fargo & Company increased their price objective on Micron Technology from $1,220.00 to $1,525.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Finally, Cantor Fitzgerald reissued an “overweight” rating and issued a $1,500.00 target price on shares of Micron Technology in a research report on Thursday, June 25th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Buy” and an average price target of $1,268.93.

Micron Technology Stock Up 0.8%

Shares of MU stock opened at $829.95 on Tuesday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 1 year low of $105.46 and a 1 year high of $1,255.00. The firm’s fifty day moving average price is $978.49 and its two-hundred day moving average price is $645.50. The firm has a market capitalization of $937.33 billion, a P/E ratio of 18.79 and a beta of 2.19.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company’s quarterly revenue was up 345.8% on a year-over-year basis. During the same period in the prior year, the business posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is 1.36%.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Analysts remain bullish after Micron’s recent earnings beat, citing sharply higher revenue and earnings, strong AI-driven demand for high-bandwidth memory, and long-term customer contracts reportedly worth more than $100 billion. Some estimates suggest Micron could use its projected free cash flow for substantial share repurchases, potentially retiring 8% to 19% of its outstanding shares over two years. Micron: The Math Makes No Sense (Rating Upgrade)
• Positive Sentiment: Several market commentators describe MU as attractively valued following its selloff, while Citi analyst Atif Malik reportedly expects the stock to reach a new record high within 12 months. Jim Cramer also identified Micron as his top memory-stock pick, supporting investor sentiment. Wall Street sets Micron stock price for the next 12 months
• Neutral Sentiment: The broader semiconductor and AI trade is undergoing a pullback after a powerful rally. Analysts generally view Micron’s long-term AI demand outlook as intact, but investors are taking profits and reassessing whether elevated memory prices and AI infrastructure spending can continue. Micron Technology Stock Is Falling Monday: What’s Going On?
• Negative Sentiment: Investor concerns intensified after reports that CXMT is considering a second Beijing DRAM plant. A capacity expansion could eventually increase global supply, pressure memory prices, and threaten Micron’s share in standard DRAM products, although the competitive impact may remain several years away. Micron Stock Falls as Chinese Memory Threat Intensifies
• Negative Sentiment: Technical weakness and a decline of roughly one-third from Micron’s 52-week high have added to selling pressure. Investors also remain concerned that historically cyclical memory markets could reverse if high prices curb AI customers’ usage or if the broader AI spending boom slows. What’s Wrong With Micron Technology Stock?

Insider Activity

In other Micron Technology news, Director Steven J. Gomo sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the completion of the transaction, the director directly owned 17,139 shares in the company, valued at $13,488,907.17. This trade represents a 10.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP April S. Arnzen sold 40,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares in the company, valued at approximately $92,933,763.78. This represents a 31.81% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 164,179 shares of company stock valued at $169,385,921. Corporate insiders own 0.24% of the company’s stock.

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.