Strategic Blueprint LLC Sells 3,472 Shares of Micron Technology, Inc. $MU

Strategic Blueprint LLC lowered its holdings in Micron Technology, Inc. (NASDAQ:MU) by 55.8% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 2,748 shares of the semiconductor manufacturer’s stock after selling 3,472 shares during the quarter. Strategic Blueprint LLC’s holdings in Micron Technology were worth $460,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of MU. Orleans Capital Management Corp LA purchased a new position in Micron Technology in the 2nd quarter worth approximately $256,000. Cary Street Partners Financial LLC raised its position in shares of Micron Technology by 25.0% during the 2nd quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after buying an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC lifted its holdings in shares of Micron Technology by 27.8% during the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock worth $1,818,000 after acquiring an additional 3,208 shares during the last quarter. KLP Kapitalforvaltning AS grew its position in Micron Technology by 6.2% in the second quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock worth $49,683,000 after acquiring an additional 23,600 shares in the last quarter. Finally, WealthBridge Capital Management LLC bought a new position in Micron Technology in the second quarter valued at $210,000. Institutional investors own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Several sell‑side firms raised targets (Mizuho to $390; UBS and Piper Sandler to ~$400), citing a sustained AI-driven memory squeeze and upside to ASPs and earnings — a direct catalyst for the rally. UBS Group Boosts Micron Technology (NASDAQ:MU) Price Target to $400.00
• Positive Sentiment: Analysts and trade press point to persistent AI demand (higher memory content, tight supply for HBM/DRAM) that supports pricing power, margin expansion and raised FY26/FY27 EPS estimates. Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
• Positive Sentiment: Coverage from Forbes, The Motley Fool and others highlights Micron’s shift toward higher‑value AI memory and stronger top‑line momentum after recent results — reinforcing the bullish narrative. Up 3x In 2025, What’s Next For Micron Stock?
• Positive Sentiment: Micron announced a major megafab groundbreaking (New York), signaling longer‑term capacity expansion to monetize the structural memory shortage. Micron Announces Groundbreaking for Historic New York Megafab
• Neutral Sentiment: High‑profile media endorsements and screener momentum (Jim Cramer mentions, Zacks Rank #1 additions) are increasing retail and institutional interest but may already be reflected in the stock’s run. Jim Cramer Reveals Why Micron (MU)’s Shares Performed Well
• Neutral Sentiment: Sector peers (e.g., Samsung) reporting record profitability from rising memory prices reinforce the thematic tailwind for Micron but also remind investors that the industry remains cyclical. Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
• Negative Sentiment: An insider (Micron’s CAO) sold 2,000 shares recently; while small in the context of total holdings, such sales can be highlighted by short‑term traders. SEC Filing: Insider Sale by Scott R. Allen
• Negative Sentiment: After a steep run, the stock has seen profit‑taking and a market pullback; notes about overbought technicals and elevated valuation raise the risk of near‑term volatility despite strong fundamentals. Micron (MU) Stock Drops In Market Pullback, But AI Memory Demand Stays Hot

Insider Activity

In related news, CEO Sanjay Mehrotra sold 22,500 shares of the business’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $220.72, for a total transaction of $4,966,200.00. Following the transaction, the chief executive officer owned 446,578 shares in the company, valued at $98,568,696.16. The trade was a 4.80% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CAO Scott R. Allen sold 8,800 shares of the stock in a transaction that occurred on Monday, October 20th. The stock was sold at an average price of $210.02, for a total value of $1,848,176.00. Following the completion of the sale, the chief accounting officer owned 40,237 shares of the company’s stock, valued at approximately $8,450,574.74. This trade represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 318,800 shares of company stock valued at $72,333,387. 0.24% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on MU shares. Wells Fargo & Company raised their price target on Micron Technology from $300.00 to $335.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Raymond James Financial raised their price objective on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. KeyCorp set a $350.00 target price on Micron Technology in a research report on Thursday, December 18th. BNP Paribas upgraded shares of Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research report on Monday, October 13th. Finally, HSBC started coverage on shares of Micron Technology in a research note on Tuesday, December 9th. They set a “buy” rating and a $330.00 price target on the stock. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $295.45.

Micron Technology Stock Performance

NASDAQ:MU opened at $345.09 on Friday. The firm has a market cap of $388.40 billion, a PE ratio of 32.80, a price-to-earnings-growth ratio of 0.22 and a beta of 1.50. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $346.30. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The business has a 50 day moving average price of $256.89 and a 200-day moving average price of $184.64.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $13.64 billion for the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter last year, the business earned $1.79 earnings per share. The business’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. Equities research 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. Shareholders of record on Monday, December 29th will be given a $0.115 dividend. The ex-dividend date is Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is presently 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.