Vise Technologies Inc. Takes Position in Micron Technology, Inc. $MU

Vise Technologies Inc. bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, Holdings Channel.com reports. The fund bought 57,298 shares of the semiconductor manufacturer’s stock, valued at approximately $66,138,000. Micron Technology accounts for about 0.7% of Vise Technologies Inc.’s holdings, making the stock its 19th biggest position.

Several other large investors have also recently added to or reduced their stakes in the business. Andar Capital Management HK Ltd boosted its position in shares of Micron Technology by 856,960.3% in the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock worth $39,571,847,000 after acquiring an additional 34,278,413 shares during the last quarter. Norges Bank acquired a new position in Micron Technology during the fourth quarter worth approximately $6,433,456,000. AQR Capital Management LLC raised its stake in Micron Technology by 411.9% during the third quarter. AQR Capital Management LLC now owns 3,627,022 shares of the semiconductor manufacturer’s stock worth $606,873,000 after purchasing an additional 2,918,535 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in Micron Technology by 1,340.6% during the fourth quarter. Arrowstreet Capital Limited Partnership now owns 2,820,986 shares of the semiconductor manufacturer’s stock worth $805,148,000 after purchasing an additional 2,625,169 shares during the period. Finally, Amundi boosted its holdings in shares of Micron Technology by 65.0% in the 4th quarter. Amundi now owns 4,989,400 shares of the semiconductor manufacturer’s stock valued at $1,424,025,000 after purchasing an additional 1,965,319 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

More Micron Technology News

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

• Positive Sentiment: Investor optimism is being driven by expectations that hyperscalers are committing billions of dollars through supply and capacity agreements, potentially giving Micron more predictable cash flow and reducing the historical cyclicality of its memory business. AI-related demand for high-bandwidth memory (HBM) and next-generation “agentic AI” infrastructure is viewed as a major growth catalyst. Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales
• Positive Sentiment: Several reports characterize MU as attractive after its pullback from the June peak. Technical analysts point to long-term trend support, while bullish investors cite a low forward earnings multiple relative to projected revenue growth and rising memory prices. A break above roughly $971 could improve momentum and open the possibility of a move toward $1,057. Micron Stock Flashing Intriguing Buy the Dip Signal
• Positive Sentiment: Government and industry attention is also supportive: President Trump called Micron one of the world’s “hottest” companies and highlighted its planned $10 billion research investment, reinforcing expectations for U.S. semiconductor support and long-term AI infrastructure spending. Trump Praises Nvidia CEO Jensen Huang, Calls Micron One of the World’s Hottest Companies
• Neutral Sentiment: Momentum has weakened below the $971 breakout level, leaving the stock vulnerable to another failed breakout even though it remains above longer-term support. Investors are also awaiting fiscal fourth-quarter results on September 30 for confirmation that elevated memory pricing and AI demand are translating into sustainable earnings. Micron Is Stuck Below $971
• Negative Sentiment: China’s CXMT has reportedly begun producing small quantities of HBM3E and is advancing in smartphone memory, raising concerns about future pricing pressure, market-share losses and supply shocks. Potential semiconductor tariffs could likewise increase costs for AI customers and complicate Micron’s expansion plans. Micron Under Threat as China’s CXMT Delivers Cutting-Edge Chip
• Negative Sentiment: Risks include heavy capital spending, elevated insider selling and the possibility that memory deflation, technological substitution or stronger competition after 2027 could compress margins and reduce MU’s valuation multiple.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on MU. Barclays boosted their price objective on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. UBS Group reiterated a “buy” rating on shares of Micron Technology in a report on Monday, August 10th. Raymond James Financial boosted their price target on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Morgan Stanley upped their price target on Micron Technology from $1,050.00 to $1,200.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, ThinkEquity restated a “buy” rating on shares of Micron Technology in a report on Monday, August 3rd. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average target price of $1,295.63.

Insider Buying and Selling at Micron Technology

In other Micron Technology news, EVP April S. Arnzen sold 40,000 shares of the stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Sumit Sadana sold 15,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the sale, the executive vice president owned 191,021 shares in the company, valued at $178,469,010.09. This represents a 7.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 177,204 shares of company stock worth $182,156,264. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Up 2.8%

Shares of Micron Technology stock opened at $958.73 on Tuesday. Micron Technology, Inc. has a twelve month low of $114.25 and a twelve month high of $1,255.00. The stock has a market cap of $1.08 trillion, a price-to-earnings ratio of 21.71 and a beta of 2.19. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. The company has a fifty day moving average price of $946.58 and a 200 day moving average price of $721.17.

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

Micron Technology Dividend Announcement

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

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.