Volterra Technologies LP Purchases Shares of 19,962 Micron Technology, Inc. $MU

Volterra Technologies LP bought a new stake in Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent filing with the SEC. The fund bought 19,962 shares of the semiconductor manufacturer’s stock, valued at approximately $3,340,000. Micron Technology accounts for 0.3% of Volterra Technologies LP’s investment portfolio, making the stock its 15th largest holding.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MU. REAP Financial Group LLC acquired a new position in Micron Technology in the 3rd quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of Micron Technology in the third quarter valued at approximately $27,000. Cullen Frost Bankers Inc. increased its position in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock valued at $33,000 after buying an additional 88 shares in the last quarter. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology during the 2nd quarter worth approximately $30,000. Finally, Physician Wealth Advisors Inc. lifted its position in shares of Micron Technology by 248.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 261 shares of the semiconductor manufacturer’s stock valued at $44,000 after buying an additional 186 shares in the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

Insider Buying and Selling at Micron Technology

In other news, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the sale, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Teyin M. Liu acquired 7,820 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average price of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the acquisition, the director directly owned 25,910 shares of the company’s stock, valued at $8,744,625. The trade was a 43.23% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology Stock Up 5.1%

Shares of NASDAQ:MU opened at $426.13 on Friday. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50. The stock has a market cap of $479.61 billion, a P/E ratio of 40.51 and a beta of 1.50. The business has a fifty day moving average of $391.35 and a two-hundred day moving average of $271.66. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating 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 in the previous year, the company posted $1.79 EPS. The company’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. On average, research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio is 4.37%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on MU shares. Morgan Stanley boosted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, February 11th. Citigroup boosted their price objective on Micron Technology from $385.00 to $430.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. Royal Bank Of Canada began coverage on Micron Technology in a report on Thursday, January 15th. They set an “outperform” rating and a $425.00 target price for the company. Cantor Fitzgerald boosted their price target on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 14th. Finally, Susquehanna raised their price objective on Micron Technology from $345.00 to $525.00 and gave the company a “positive” rating in a report on Monday, March 9th. Six 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. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average target price of $389.41.

About Micron Technology

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.