BIP Wealth LLC Invests $353,000 in Micron Technology, Inc. $MU

BIP Wealth LLC bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 2,112 shares of the semiconductor manufacturer’s stock, valued at approximately $353,000.

Several other hedge funds have also added to or reduced their stakes in the company. First Command Advisory Services Inc. increased its position in Micron Technology by 225.0% during the 2nd 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 during the period. Barnes Dennig Private Wealth Management LLC acquired a new position in shares of Micron Technology in the third quarter valued at about $27,000. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology in the second quarter valued at about $30,000. AlphaQuest LLC increased its position in Micron Technology by 13,250.0% during 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 period. Finally, WealthCollab LLC raised its stake in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares in the last quarter. 80.84% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Mark J. Murphy sold 126,000 shares of the firm’s stock in a transaction on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the sale, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. This trade represents a 36.45% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Scott J. Deboer sold 82,000 shares of the business’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $222.81, for a total value of $18,270,420.00. Following the sale, the executive vice president owned 154,145 shares in the company, valued at $34,345,047.45. This represents a 34.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 287,500 shares of company stock worth $65,892,908 in the last ninety days. Insiders own 0.24% of the company’s stock.

Micron Technology Stock Performance

Micron Technology stock opened at $397.58 on Friday. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The stock has a market cap of $447.48 billion, a PE ratio of 37.79 and a beta of 1.50. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $397.78. The business’s 50-day moving average price is $278.66 and its two-hundred day moving average price is $198.93.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same period last year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date 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%.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on MU shares. Stifel Nicolaus increased their target price on shares of Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research report on Tuesday. The Goldman Sachs Group increased their price target on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Itau BBA Securities reaffirmed an “outperform” rating on shares of Micron Technology in a report on Thursday, December 18th. Rosenblatt Securities reissued a “buy” rating and set a $500.00 target price on shares of Micron Technology in a report on Tuesday. Finally, BNP Paribas Exane upgraded Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price target on the stock in a research report on Monday, October 13th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $340.79.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
• Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi‑year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
• Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
• Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
• Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
• Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest

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.