HighPoint Advisor Group LLC Acquires 1,440 Shares of Micron Technology, Inc. $MU

HighPoint Advisor Group LLC lifted its stake in Micron Technology, Inc. (NASDAQ:MU) by 6.9% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 22,431 shares of the semiconductor manufacturer’s stock after buying an additional 1,440 shares during the quarter. HighPoint Advisor Group LLC’s holdings in Micron Technology were worth $3,753,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MU. American Capital Advisory LLC grew its holdings in shares of Micron Technology by 20.4% in the third quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock valued at $46,000 after purchasing an additional 46 shares in the last quarter. Teamwork Financial Advisors LLC grew its stake in shares of Micron Technology by 0.4% in the 3rd quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock worth $2,505,000 after buying an additional 53 shares in the last quarter. Blue Trust Inc. increased its holdings in shares of Micron Technology by 0.5% in the 3rd quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock worth $1,779,000 after buying an additional 53 shares during the last quarter. Lodestone Wealth Management LLC increased its holdings in shares of Micron Technology by 3.2% in the 3rd quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock worth $283,000 after buying an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC raised its position in shares of Micron Technology by 1.2% during the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock valued at $762,000 after buying an additional 54 shares in the last quarter. 80.84% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

MU has been the topic of several analyst reports. BNP Paribas Exane raised Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 price objective on the stock in a research note on Monday, October 13th. Susquehanna boosted their target price on Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research report on Monday, December 8th. Wedbush set a $320.00 price target on Micron Technology in a research report on Thursday, December 18th. TD Cowen boosted their price objective on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Finally, Needham & Company LLC increased their target price on shares of Micron Technology from $200.00 to $300.00 and gave the company a “buy” rating in a research note on Tuesday, December 16th. Six investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, Micron Technology presently has a consensus rating of “Buy” and a consensus target price of $349.76.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Mizuho raised its price target to $480 and kept an Outperform rating, reinforcing bullish expectations around memory demand and Micron’s positioning in AI/dram/HBM markets. Mizuho Lifts Micron Technology, Inc. (MU)’s Price Target To $480
• Positive Sentiment: Phillip Securities set a $500 price target and issued a strong‑buy view citing strong HBM (high‑bandwidth memory) demand — a bullish signal for multi‑year upside tied to AI infrastructure spending. Micron (MU) Stock: Phillip Securities Sets $500 Price Target on HBM Demand
• Positive Sentiment: Micron announced a $24 billion Singapore NAND “megafab” project, signaling long‑term capacity build for NAND demand (supports revenue growth but increases near‑term capex expectations). Micron Technology (MU) Is Up 6.7% After Launching $24 Billion Singapore NAND Megafab Project
• Neutral Sentiment: Several valuation and bull‑case pieces review whether AI tailwinds and recent gains are already priced in — useful for investors reassessing entry points but not immediate catalysts. Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations
• Neutral Sentiment: Analysis pieces argue Micron’s AI memory tailwinds are strong but warn some of those positives may already be reflected in the stock — weigh conviction versus stretched multiples. Micron: Tailwinds Priced In
• Negative Sentiment: Profit‑taking and unusual options activity pushed the stock lower after a sharp rally; commentators point to classic post‑run pullback dynamics and investor caution on very large capex commitments. Micron stock sinks after big rally: why profit-taking is hitting now
• Negative Sentiment: EVP Sumit Sadana sold 25,000 shares (~$10.7M at ~$429.89), reducing his stake ~9.2% — an insider sale that can stoke short‑term investor concern about near‑term sentiment. SEC Filing: Insider Sale

Insider Buying and Selling at Micron Technology

In other news, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $263.63, for a total value of $1,318,150.00. Following the completion of the transaction, the director directly owned 19,139 shares in the company, valued at $5,045,614.57. This trade represents a 20.71% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Sumit Sadana sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the transaction, the executive vice president directly owned 248,021 shares of the company’s stock, valued at $106,621,747.69. This represents a 9.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 77,366 shares worth $28,180,987. 0.24% of the stock is owned by company insiders.

Micron Technology Trading Down 9.5%

Shares of NASDAQ MU opened at $379.66 on Thursday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The stock has a market capitalization of $427.31 billion, a P/E ratio of 36.09 and a beta of 1.52. 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 business has a fifty day moving average price of $312.48 and a 200 day moving average price of $217.98.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 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 during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the previous year, the business posted $1.79 EPS. Micron Technology’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 expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently disclosed 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%.

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.