Micron Technology (NASDAQ:MU) Stock Price Expected to Rise, HSBC Analyst Says

Micron Technology (NASDAQ:MU) had its target price boosted by analysts at HSBC from $350.00 to $500.00 in a note issued to investors on Friday, MarketBeat reports. The firm currently has a “buy” rating on the semiconductor manufacturer’s stock. HSBC’s target price suggests a potential upside of 25.11% from the company’s current price.

Other equities analysts have also issued research reports about the company. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective for the company in a research report on Monday, October 13th. Wedbush set a $320.00 price target on shares of Micron Technology in a research note on Thursday, December 18th. Citigroup lifted their price target on shares of Micron Technology from $330.00 to $385.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. Rosenblatt Securities reissued a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research note on Tuesday, January 20th. Finally, UBS Group raised their target price on shares of Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research note on Wednesday, January 7th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Micron Technology presently has an average rating of “Buy” and an average price target of $346.66.

Micron Technology Stock Performance

Shares of MU opened at $399.65 on Friday. The company has a 50-day simple moving average of $281.71 and a two-hundred day simple moving average of $201.41. 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 firm has a market capitalization of $449.81 billion, a PE ratio of 37.99 and a beta of 1.50. Micron Technology has a one year low of $61.54 and a one year high of $412.43.

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

Insider Buying and Selling

In other Micron Technology news, Director Teyin M. Liu purchased 11,600 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The stock was purchased at an average price of $337.22 per share, for a total transaction of $3,911,752.00. Following the completion of the purchase, the director directly owned 25,910 shares of the company’s stock, valued at $8,737,370.20. This trade represents a 81.06% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction on Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the transaction, the chief financial officer directly owned 219,693 shares in the company, valued at approximately $49,499,029.83. The trade was a 36.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 287,500 shares of company stock worth $65,892,908 over the last 90 days. 0.24% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Micron Technology

Several hedge funds and other institutional investors have recently modified their holdings of the company. Omnia Family Wealth LLC increased its position in Micron Technology by 2.1% during the fourth quarter. Omnia Family Wealth LLC now owns 1,464 shares of the semiconductor manufacturer’s stock valued at $418,000 after acquiring an additional 30 shares during the last quarter. Capital Advisors Ltd. LLC grew its stake in shares of Micron Technology by 16.7% during the 4th quarter. Capital Advisors Ltd. LLC now owns 224 shares of the semiconductor manufacturer’s stock valued at $64,000 after purchasing an additional 32 shares during the period. Sunflower Bank N.A. grew its stake in shares of Micron Technology by 2.1% during the 4th quarter. Sunflower Bank N.A. now owns 1,668 shares of the semiconductor manufacturer’s stock valued at $476,000 after purchasing an additional 34 shares during the period. 1900 Wealth Management LLC increased its position in shares of Micron Technology by 2.1% during the 4th quarter. 1900 Wealth Management LLC now owns 1,698 shares of the semiconductor manufacturer’s stock valued at $485,000 after purchasing an additional 35 shares during the last quarter. Finally, Rialto Wealth Management LLC lifted its stake in shares of Micron Technology by 3.5% in the 4th quarter. Rialto Wealth Management LLC now owns 1,061 shares of the semiconductor manufacturer’s stock worth $303,000 after purchasing an additional 36 shares during the period. 80.84% of the stock is owned by institutional investors.

Micron Technology News Roundup

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

• Positive Sentiment: HSBC raised its price target to $500 and kept a Buy rating — the firm sees meaningful upside to MU shares versus current levels and joins other shops increasing targets, amplifying buying interest.
• Positive Sentiment: Stifel bumped its price target to $360 while maintaining a Buy, citing AI cloud demand and strategic fab moves as margin and supply levers. Stifel Raises Micron Technology (MU) Price Target to $360, Keeps Buy Rating
• Positive Sentiment: TD Cowen raised its price target to $450 — another large upward revision that reinforces the consensus of improving fundamentals driven by AI-related memory demand. TD Cowen Increases Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Rosenblatt, William Blair and other shops initiated/maintained bullish ratings (Outperform/Buy), increasing institutional attention and demand for shares ahead of results.
• Positive Sentiment: Recent coverage highlights a structural AI memory supercycle and calls Micron a key AI enabler — research pieces and commentary argue DRAM/HBM shortages should sustain elevated pricing and margins. Micron: This Party Is Just Getting Started
• Positive Sentiment: Insider buying: a reported $7.8M purchase by Micron insider Teyin Liu supports management confidence in the business outlook. Micron insider Teyin Liu just bought $7.8 million in MU stock. Should you buy shares too?
• Neutral Sentiment: Company commentary and CEO remarks emphasize a memory shortage and long lead times — bullish for pricing but also a reminder Micron is investing to expand capacity, which entails heavy capex. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Micron is spending on new fabs (reported $1.8B for a site) — strategic for long-term share but increases near-term capex and execution risk. As Micron spends $1.8 billion on a new chip fab site, should you buy MU stock?
• Neutral Sentiment: Analysts and preview pieces expect another very strong quarter; upcoming results will be a near-term catalyst and could amplify the move either way. Here’s What to Expect From Micron Technology’s Next Earnings Report

Micron Technology Company 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.