GK Wealth Management LLC Buys New Shares in Micron Technology, Inc. $MU

GK Wealth Management LLC purchased a new position in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 2,661 shares of the semiconductor manufacturer’s stock, valued at approximately $445,000.

A number of other large investors have also made changes to their positions in MU. Brighton Jones LLC lifted its stake in Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after buying an additional 628 shares in the last quarter. Johnson Investment Counsel Inc. lifted its position in shares of Micron Technology by 4.3% during the 2nd quarter. Johnson Investment Counsel Inc. now owns 9,404 shares of the semiconductor manufacturer’s stock worth $1,159,000 after buying an additional 387 shares during the period. Concurrent Investment Advisors LLC boosted its stake in Micron Technology by 39.4% in the 2nd quarter. Concurrent Investment Advisors LLC now owns 17,968 shares of the semiconductor manufacturer’s stock valued at $2,215,000 after buying an additional 5,077 shares in the last quarter. Finally, CWM LLC grew its position in Micron Technology by 233.5% in the second quarter. CWM LLC now owns 111,233 shares of the semiconductor manufacturer’s stock valued at $13,709,000 after acquiring an additional 77,881 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Stock Performance

NASDAQ:MU opened at $373.05 on Wednesday. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The stock’s 50-day moving average is $324.22 and its 200-day moving average is $226.41. The stock has a market cap of $419.87 billion, a P/E ratio of 35.46 and a beta of 1.51.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. Micron Technology’s revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities research analysts anticipate 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. Shareholders 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 yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Micron Technology News Summary

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

• Positive Sentiment: Top TD Cowen analyst Krish Sankar raised a bull-side price target to $600, arguing prolonged DRAM market tightness could drive outsized upside for MU. MU Stock at $600 (Up 56%)? Top Analyst Cites Prolonged DRAM Market Tightness
• Positive Sentiment: UBS bumped its price target to $450, adding institutional support for higher targets and signaling continued analyst conviction behind Micron’s AI/DRAM positioning. UBS Raises Micron Technology (MU) Price Target to $450
• Positive Sentiment: Micron’s US$24 billion Singapore fab plan was highlighted as a major capacity and AI-memory growth catalyst that deepens its long-term AI memory story. Large-capex expansion supports revenue/market-share outlook. Micron’s US$24b Singapore Fab Deepens AI Memory Growth Story
• Positive Sentiment: Technical and momentum signals are bullish: a key trading signal around ~$370.40 coincided with intraday strength and attracted momentum traders. Micron Technology Shares Climb 3% Following Key Trading Signal
• Neutral Sentiment: Analyst commentary and coverage pieces (Zacks, Barrons, Motley Fool themes) emphasize Micron’s strong earnings growth, HBM demand, and AI exposure — factors that justify attention but also note valuation and cyclicality risks. Micron Is Quietly Outperforming NVIDIA – Don’t Ignore It
• Negative Sentiment: Competitive headwinds: Samsung announced mass production of next‑gen HBM4 chips and indicated shipments to Nvidia sooner than Micron’s planned rollout, raising near-term share and pricing risk for Micron’s HBM business. Samsung Stock Rises on Report of Next-Gen Chip Rollout. Why It Matters for Micron.
• Negative Sentiment: Market reactions to Samsung’s lead and Nvidia-related uncertainty have already pressured MU in recent sessions; some outlets flag short-term downside risk if Micron’s HBM4 timing or Nvidia content share disappoints. Micron stock falls after Samsung’s next-gen chip production news
• Negative Sentiment: Longer-term caution pieces ask whether Micron can avoid cyclical downturns after strong demand spikes — a reminder that high earnings and price momentum carry collapse risk if demand reverts. Can Micron Technology Stock Avoid a Future Collapse?

Insider Transactions at Micron Technology

In other news, Director Teyin M. Liu acquired 11,600 shares of Micron Technology stock in a transaction dated Tuesday, January 13th. The shares were bought at an average cost of $337.07 per share, with a total value of $3,910,012.00. Following the purchase, the director owned 14,310 shares in the company, valued at $4,823,471.70. This trade represents a 428.04% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the transaction, the executive vice president directly owned 323,486 shares of the company’s stock, valued at $126,495,965.44. This represents a 7.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Company insiders own 0.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MU. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. 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 report on Thursday, January 15th. Raymond James Financial upped their price objective on shares of Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Wells Fargo & Company raised their price target on Micron Technology from $335.00 to $410.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Finally, Stifel Nicolaus boosted their price objective on Micron Technology from $300.00 to $360.00 and gave the stock a “buy” rating in a research note on Tuesday, January 20th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, Micron Technology has a consensus rating of “Buy” and an average target price of $349.76.

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.