Ewa LLC Has $1.39 Million Position in Micron Technology, Inc. $MU

Ewa LLC boosted its position in Micron Technology, Inc. (NASDAQ:MU) by 18.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,124 shares of the semiconductor manufacturer’s stock after purchasing an additional 635 shares during the quarter. Ewa LLC’s holdings in Micron Technology were worth $1,393,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. High Note Wealth LLC lifted its holdings in shares of Micron Technology by 65.4% during the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after buying an additional 34 shares in the last quarter. Elevation Wealth Partners LLC grew its stake in shares of Micron Technology by 295.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 95 shares of the semiconductor manufacturer’s stock valued at $27,000 after acquiring an additional 71 shares in the last quarter. Steigerwald Gordon & Koch Inc. increased its position in Micron Technology by 4,800.0% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 96 shares during the period. Bayban acquired a new stake in Micron Technology in the 4th quarter worth about $29,000. Finally, GHP Investment Advisors Inc. raised its stake in Micron Technology by 91.2% in the 4th quarter. GHP Investment Advisors Inc. now owns 109 shares of the semiconductor manufacturer’s stock worth $31,000 after purchasing an additional 52 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

MU has been the topic of a number of analyst reports. DA Davidson increased their target price on shares of Micron Technology from $1,500.00 to $2,000.00 and gave the stock a “buy” rating in a research report on Thursday. 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 note on Thursday. Wolfe Research set a $1,500.00 price objective on Micron Technology in a research note on Thursday. Barclays raised their price objective on Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, Rosenblatt Securities upped their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 25th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, Micron Technology currently has a consensus rating of “Buy” and a consensus price target of $1,263.76.

Micron Technology Stock Performance

Shares of Micron Technology stock opened at $1,145.28 on Tuesday. The company has a 50 day moving average of $830.98 and a 200-day moving average of $532.90. Micron Technology, Inc. has a 1-year low of $103.38 and a 1-year high of $1,255.00. 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 market cap of $1.29 trillion, a PE ratio of 25.93 and a beta of 2.15.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $21.39 by $3.72. The business had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The firm’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same period last year, the firm posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, equities research analysts forecast that Micron Technology, Inc. will post 61.55 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th will be issued a $0.15 dividend. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date of this dividend is Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is currently 1.36%.

Insiders Place Their Bets

In other news, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the transaction, the executive vice president owned 125,737 shares in the company, valued at approximately $43,679,776.43. This trade represents a 24.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Steven J. Gomo sold 2,000 shares of the business’s stock in a transaction on Monday, May 11th. The stock was sold at an average price of $787.03, for a total value of $1,574,060.00. Following the transaction, the director directly owned 17,139 shares of the company’s stock, valued at $13,488,907.17. This trade represents a 10.45% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 146,000 shares of company stock worth $85,486,715. 0.24% of the stock is currently owned by company insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron’s latest results and guidance continue to highlight strong AI memory demand, with analysts pointing to pricing strength, tight supply, and multi-year customer contracts that improve visibility. Article Title
• Positive Sentiment: Several firms have lifted price targets on MU after the earnings beat, reflecting expectations for continued earnings growth and a prolonged memory supercycle. Article Title
• Positive Sentiment: Commentary comparing Micron to “the new Nvidia” and calling it a top AI infrastructure stock is adding to bullish sentiment around the name. Article Title
• Neutral Sentiment: Micron is also being mentioned as part of broader AI leadership rotation and sector momentum, which keeps the stock in focus even as traders reassess where the next leg of the AI trade goes. Article Title
• Negative Sentiment: Shares are facing pressure from reports that OpenAI may delay its public debut, while a separate class-action lawsuit accusing Micron and peers of price gouging has also weighed on sentiment. Article Title
• Negative Sentiment: New semiconductor spending plans in South Korea from Samsung and SK Hynix are being viewed as a longer-term competitive threat, adding a reason for investors to question how durable Micron’s pricing power will be. Article Title

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.