G&S Capital LLC Buys Shares of 9,912 Micron Technology, Inc. $MU

G&S Capital LLC purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 9,912 shares of the semiconductor manufacturer’s stock, valued at approximately $1,658,000.

A number of other institutional investors have also modified their holdings of the company. First Command Advisory Services Inc. grew its position in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after buying an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new position in Micron Technology in the third quarter worth approximately $27,000. Howard Hughes Medical Institute purchased a new position in Micron Technology in the second quarter worth approximately $30,000. AlphaQuest LLC lifted its stake in Micron Technology by 13,250.0% in the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 265 shares during the last quarter. Finally, WealthCollab LLC grew its holdings in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after acquiring an additional 270 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: UBS raised its price target to $400 and maintained a buy rating, citing sustained AI memory demand and limited supply that supports higher ASPs. UBS Group Boosts Micron Technology (NASDAQ:MU) Price Target to $400.00
• Positive Sentiment: Piper Sandler also lifted its target to $400, highlighting a memory supply squeeze (HBM/DRAM) and signaling upside to MU shares as Micron remains supply-constrained. Micron Technology (NASDAQ:MU) Stock Price Expected to Rise, Piper Sandler Analyst Says
• Positive Sentiment: Analysts and outlets point to persistent AI-driven demand and pricing power (especially for HBM), which supports revenue/gross-margin upside and underpins multiple price-target increases. Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
• Positive Sentiment: Coverage pieces (Forbes, The Motley Fool, Seeking Alpha) argue Micron has shifted from commodity DRAM competition to strategic AI memory, pointing to strong recent results, raised FY26/FY27 forecasts, and potential for further upside. Up 3x In 2025, What’s Next For Micron Stock?
• Positive Sentiment: Micron announced a megafab groundbreaking in New York, signaling long-term capacity expansion to address the memory shortage and support future revenue growth. Micron Announces Groundbreaking for Historic New York Megafab
• Neutral Sentiment: High-profile endorsements (e.g., Jim Cramer) and momentum/screening recognition (Zacks Rank #1, coverage pieces) increase retail/institutional interest but may already be priced in. Jim Cramer Calls Micron a “Favorite of the Show”
• Neutral Sentiment: Industry peers (e.g., Samsung) reporting record profits from rising memory prices reinforce the thematic tailwind for Micron but also reflect sector-wide cyclicality. Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
• Negative Sentiment: An insider (Micron’s CAO) sold shares recently, a small but visible insider disposition that can be highlighted by short-term traders. SEC Filing: Insider Sale by Scott R. Allen
• Negative Sentiment: The stock is experiencing profit-taking and a market-wide pullback after a rapid run-up; some technical/overbought calls suggest near-term selling pressure could persist. Micron (MU) Stock Drops In Market Pullback, But AI Memory Demand Stays Hot
• Negative Sentiment: Coverage noting the stock is overbought and elevated valuations increases risk of short-term reversals despite bullish fundamentals. Stock Of The Day: Will Micron Technology Reverse?

Insider Activity at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of Micron Technology stock in a transaction on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the transaction, the director owned 19,139 shares of the company’s stock, valued at $5,045,614.57. The trade was a 20.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 318,800 shares of company stock valued at $72,333,387 in the last 90 days. 0.24% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Susquehanna boosted their target price on shares of Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a research note on Monday, December 8th. HSBC started coverage on Micron Technology in a report on Tuesday, December 9th. They set a “buy” rating and a $330.00 price target for the company. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a report on Sunday, November 23rd. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 target price on the stock in a research report on Monday, October 13th. Finally, New Street Research restated a “neutral” rating on shares of Micron Technology in a research note on Tuesday, October 14th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Buy” and an average target price of $292.00.

Micron Technology Price Performance

Micron Technology stock opened at $327.02 on Friday. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The business has a 50 day simple moving average of $254.46 and a 200-day simple moving average of $182.69. Micron Technology, Inc. has a 12 month low of $61.54 and a 12 month high of $346.30. The stock has a market capitalization of $368.06 billion, a PE ratio of 31.09, a price-to-earnings-growth ratio of 0.21 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $12.62 billion. During the same period in the previous year, the business posted $1.79 earnings per share. The business’s revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be issued a dividend of $0.115 per share. The ex-dividend date of this dividend is Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is currently 4.37%.

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.