Maridea Wealth Management LLC Grows Stock Holdings in Micron Technology, Inc. $MU

Maridea Wealth Management LLC grew its stake in Micron Technology, Inc. (NASDAQ:MU) by 702.2% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 13,797 shares of the semiconductor manufacturer’s stock after purchasing an additional 12,077 shares during the period. Maridea Wealth Management LLC’s holdings in Micron Technology were worth $2,309,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in MU. American Capital Advisory LLC grew its stake in shares of Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer’s stock worth $46,000 after purchasing an additional 46 shares during the period. Teamwork Financial Advisors LLC boosted its holdings in Micron Technology by 0.4% during the third 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. grew its position in Micron Technology by 0.5% during the third 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 period. Lodestone Wealth Management LLC increased its holdings in Micron Technology by 3.2% in the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer’s stock valued at $283,000 after buying an additional 53 shares in the last quarter. Finally, Allen Capital Group LLC increased its holdings in Micron Technology by 1.2% in the third 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. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling

In other news, EVP Manish H. Bhatia sold 26,623 shares of Micron Technology stock in a transaction that occurred 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 sale, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP April S. Arnzen sold 15,000 shares of the firm’s stock in a transaction on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the transaction, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders purchased 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

MU has been the subject of several research reports. Raymond James Financial lifted their price target on Micron Technology from $190.00 to $310.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Needham & Company LLC upped their price target on shares of Micron Technology from $380.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday. Stifel Nicolaus increased their price target on shares of Micron Technology from $300.00 to $360.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Piper Sandler lifted their price objective on Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Finally, Morgan Stanley increased their target price on Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a report on Wednesday, February 11th. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Buy” and a consensus target price of $358.38.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: HBM4 stock sold out and early HBM4 ramp: Reports say Micron has sold out 2026 HBM4 capacity and is ramping HBM4 early, reinforcing immediate pricing power and AI memory scarcity that support higher revenue and margins. Micron Technology (MU) Is Up 10.3% After 2026 HBM4 Capacity Sells Out On AI Demand
• Positive Sentiment: Institutional conviction: Activist/hedge‑fund moves show buy interest — David Tepper’s Appaloosa reportedly increased its MU stake ~250%, signaling confidence from a major investor and supporting momentum. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon
• Positive Sentiment: Analyst upgrades / higher targets: Needham and other firms have raised price targets and kept Buy ratings (Needham to $450), which supports further upside expectations among discretionary buyers. Needham raises Micron price target to $450 (coverage roundup)
• Neutral Sentiment: Massive capex plan — long-term upside but execution risk: Coverage highlights Micron’s multiyear, large-scale manufacturing spend (reported ~$200B buildout) to close AI memory shortage; this is bullish for long‑term revenue but increases near‑term execution and capital allocation scrutiny. Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
• Neutral Sentiment: Technical/ momentum bulls remain: Analysis from MarketBeat and others point to support near current levels and institutional accumulation, suggesting dips may attract buyers — but these are conditional on continued execution and guidance. Micron’s Run Isn’t Over—3 Signals Point to More Upside
• Negative Sentiment: Short‑term pullback/profit‑taking: Several market updates note MU is down today as investors trim gains after a large run, creating near‑term selling pressure despite positive fundamental updates. Micron (MU) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Valuation and volatility warnings: Commentaries (Forbes, Blockonomi and others) caution that MU’s rapid multi‑hundred percent run raises the risk of sharp corrections and that the stock remains vulnerable if guidance or ramp timelines disappoint. Why The Micron Stock Meltdown Is Overdue

Micron Technology Stock Down 2.9%

Shares of NASDAQ MU opened at $399.78 on Wednesday. The stock has a fifty day moving average price of $341.22 and a 200 day moving average price of $236.94. 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 12-month low of $61.54 and a 12-month high of $455.50. The company has a market cap of $449.96 billion, a P/E ratio of 38.00 and a beta of 1.52.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data 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 analysts’ expectations of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm’s revenue for the quarter was up 56.7% on a year-over-year basis. During the same period in the prior year, the company posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were given a $0.115 dividend. The ex-dividend date of this dividend 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 currently 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.