10,170 Micron Technology, Inc. $MU Shares Purchased by Vise Technologies Inc.

Vise Technologies Inc. grew its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 17.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 67,468 shares of the semiconductor manufacturer’s stock after purchasing an additional 10,170 shares during the quarter. Vise Technologies Inc.’s holdings in Micron Technology were worth $71,861,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also added to or reduced their stakes in MU. Investment Partners LTD. raised its position in shares of Micron Technology by 97.7% during the 3rd quarter. Investment Partners LTD. now owns 8,793 shares of the semiconductor manufacturer’s stock worth $9,366,000 after purchasing an additional 4,346 shares during the last quarter. Blue Fin Capital Inc. grew its stake in shares of Micron Technology by 24.1% in the third quarter. Blue Fin Capital Inc. now owns 2,022 shares of the semiconductor manufacturer’s stock worth $2,153,000 after purchasing an additional 393 shares in the last quarter. Summit Global Investments lifted its stake in Micron Technology by 64.5% during the third quarter. Summit Global Investments now owns 11,820 shares of the semiconductor manufacturer’s stock valued at $12,590,000 after purchasing an additional 4,634 shares during the last quarter. Gilliland Jeter Wealth Management LLC grew its holdings in shares of Micron Technology by 0.5% during the third quarter. Gilliland Jeter Wealth Management LLC now owns 2,853 shares of the semiconductor manufacturer’s stock valued at $3,039,000 after buying an additional 15 shares in the last quarter. Finally, Americana Partners LLC raised its position in Micron Technology by 200.1% during the third quarter. Americana Partners LLC now owns 21,691 shares of the semiconductor manufacturer’s stock valued at $23,103,000 after acquiring an additional 14,464 shares in the last quarter. Institutional investors own 80.84% of the company’s stock.

Insider Transactions at Micron Technology

In other news, EVP Sumit Sadana sold 15,000 shares of the firm’s 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 completion of the sale, the executive vice president owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This trade represents a 7.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the sale, the chief executive officer directly owned 264,503 shares in the company, valued at approximately $256,276,956.70. This represents a 13.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 83,545 shares of company stock worth $78,460,850. Corporate insiders own 0.24% of the company’s stock.

Micron Technology Stock Down 5.3%

Shares of NASDAQ:MU opened at $884.74 on Friday. Micron Technology, Inc. has a 1-year low of $192.59 and a 1-year high of $1,255.00. The firm has a fifty day moving average price of $978.68 and a 200 day moving average price of $744.52. The stock has a market cap of $1.00 trillion, a P/E ratio of 11.92, a P/E/G ratio of 0.15 and a beta of 2.22. 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 posted its earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. The firm had revenue of $54.23 billion during the quarter, compared to the consensus estimate of $51.33 billion. During the same quarter in the prior year, the company earned $3.03 EPS. The company’s revenue was up 379.1% on a year-over-year basis. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. Sell-side analysts predict that Micron Technology, Inc. will post 177.03 EPS for the current year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, October 29th. Investors of record on Wednesday, October 14th were paid a $0.15 dividend. The ex-dividend date of this dividend was Wednesday, October 14th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is currently 0.81%.

Analysts Set New Price Targets

MU has been the subject of several recent analyst reports. CLSA reaffirmed an “outperform” rating and set a $1,700.00 price objective on shares of Micron Technology in a report on Friday, October 2nd. Morgan Stanley restated an “overweight” rating and issued a $1,200.00 price target on shares of Micron Technology in a research note on Thursday, October 1st. Daiwa Securities Group upped their price objective on shares of Micron Technology from $1,600.00 to $1,700.00 and gave the company a “buy” rating in a report on Friday, July 17th. Arete Research upped their price objective on shares of Micron Technology from $852.00 to $1,500.00 and gave the company a “buy” rating in a report on Tuesday, July 21st. Finally, KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a research note on Thursday, October 1st. One equities research analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $1,407.88.

Micron Technology News Summary

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

• Positive Sentiment: Memory demand remains exceptionally strong. SK Hynix said its available memory capacity is effectively sold out through 2029, supporting expectations for sustained pricing power in DRAM, NAND and high-bandwidth memory (HBM)—markets in which Micron is a major supplier. SK Hynix Just Delivered Fantastic News for Micron
• Positive Sentiment: Several analysts remain bullish, arguing that Micron’s supply is unlikely to catch up with demand before fiscal 2028 and that HBM prices could rise significantly in 2027. Reports also cite customer agreements that have locked in much of next year’s shipments, potentially supporting record earnings and visibility. Micron Stock: Why I’m Buying, Not Panicking
• Positive Sentiment: Attractive projected earnings growth and a low forward valuation are encouraging some investors to view the recent weakness as a buying opportunity. Micron is also receiving attention as an AI beneficiary, while its inclusion among major S&P 500 ETF holdings can support recurring institutional demand. Think You Missed Out on Micron’s Run? Think Again.
• Neutral Sentiment: Micron’s investment case remains highly dependent on continued AI infrastructure spending. Articles present the company as potentially resilient if AI budgets slow, but also warn that memory stocks could be among the more exposed semiconductor businesses if customers reduce or delay data-center investment. If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
• Negative Sentiment: The immediate pressure came from a wider technology and semiconductor selloff following disappointing results from Amazon and Intel. Weakness in Alphabet and Samsung also reduced risk appetite and caused investors to reassess elevated expectations for memory stocks. Why are Micron, SK Hynix and SanDisk stocks falling on Friday?
• Negative Sentiment: SanDisk’s strong earnings and raised outlook failed to prevent a sharp decline in memory shares, highlighting profit-taking and valuation concerns. Meanwhile, China’s CXMT reported a 613% revenue increase, signaling a growing competitive threat to established suppliers such as Micron over time. CXMT posts 613% jump in revenue as Micron, SanDisk shares tumble

About Micron Technology

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage products. Its portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules, and other semiconductor solutions used in data centers, personal computers, smartphones, automotive systems, industrial equipment, and consumer electronics.

The company also provides high-bandwidth memory and other advanced memory technologies designed to support artificial intelligence, high-performance computing, networking, and graphics applications.