Alps Advisors Inc. Invests $485,000 in Micron Technology, Inc. $MU

Alps Advisors Inc. bought a new stake in Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to its most recent filing with the SEC. The firm bought 2,900 shares of the semiconductor manufacturer’s stock, valued at approximately $485,000.

Several other institutional investors have also recently bought and sold shares of MU. First Command Advisory Services Inc. lifted its position in shares of 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 purchasing an additional 153 shares during the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter worth approximately $27,000. Howard Hughes Medical Institute acquired a new position in shares of Micron Technology during the second quarter worth approximately $30,000. AlphaQuest LLC boosted its position in shares of Micron Technology by 13,250.0% in the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after acquiring an additional 265 shares during the period. Finally, Cullen Frost Bankers Inc. grew its stake in shares of Micron Technology by 79.3% in the third quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer’s stock worth $33,000 after acquiring an additional 88 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

More Micron Technology News

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

• Positive Sentiment: Analyst upgrades and bullish notes lifted investor enthusiasm; several upgrades and price-target raises prompted gap-ups and heavy buying earlier in the week. Micron Technology (NASDAQ:MU) Trading 9.9% Higher Following Analyst Upgrade
• Positive Sentiment: Management/CFO messaging that demand significantly outpaces supply — and that tightness could persist beyond 2026 — bolstered the bull case for DRAM/HBM pricing power and AI revenue visibility. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook
• Positive Sentiment: Company momentum tied to accelerated HBM4 and NAND updates — reports of faster HBM4 timelines and facility progress lifted expectations for near-term product competitiveness and AI revenue mix. Micron (MU) Stock Surges 10% on Accelerated HBM4 Chip Timeline
• Neutral Sentiment: Retail and social-media sentiment has flipped bullish (Reddit/X), amplifying momentum but increasing volatility risk as retail participation can accelerate both rallies and pullbacks. Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
• Neutral Sentiment: “Is Micron the next Nvidia?” pieces and bull-case writeups drive narrative momentum but are largely speculative — useful for sentiment but not proof of sustainable fundamentals. 2 AI Stocks Soaring Over 400% That Could Be The Next NVIDIA
• Negative Sentiment: Samsung’s announcement that it’s mass-producing HBM4 raises competitive risk and prompts investors to re-evaluate Micron’s premium valuation and near-term share gains. Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron.
• Negative Sentiment: Valuation concerns and at least one downgrade/dissenting view argue Micron may be “priced to perfection,” increasing pullback risk if execution or end-market strength softens. Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade)
• Negative Sentiment: Notable insider selling activity (multiple executive sales) is being watched by some investors as a potential caution, even as institutional holdings remain large and mixed. Micron Technology Stock (MU) Opinions on CFO Supply-Demand Outlook

Micron Technology Trading Down 0.6%

Shares of MU opened at $411.66 on Friday. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The company has a market cap of $463.33 billion, a price-to-earnings ratio of 39.13 and a beta of 1.52. The stock has a fifty day moving average price of $334.97 and a two-hundred day moving average price of $231.07. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $455.50.

Micron Technology (NASDAQ:MU) last announced its 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 during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.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 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts predict that Micron Technology, Inc. will post 6.08 EPS 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 paid a dividend of $0.115 per share. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is 4.37%.

Insiders Place Their Bets

In other Micron Technology news, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction dated Monday, December 22nd. The stock was sold at an average price of $277.09, for a total transaction of $4,156,350.00. Following the completion of the sale, the executive vice president directly owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Manish H. Bhatia sold 26,623 shares of the stock in a transaction that occurred on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares in the company, valued at $126,495,965.44. This represents a 7.60% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have acquired 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

MU has been the subject of several research analyst reports. Phillip Securities upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Monday, February 2nd. Royal Bank Of Canada initiated coverage on shares of Micron Technology in a research report on Thursday, January 15th. They set an “outperform” rating and a $425.00 price objective for the company. William Blair assumed coverage on Micron Technology in a research note on Thursday, January 22nd. They set an “outperform” rating on the stock. KeyCorp upped their price target on Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Finally, Raymond James Financial raised their price objective on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Buy” and a consensus price target of $353.21.

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.