Axxcess Wealth Management LLC Buys 2,533 Shares of Micron Technology, Inc. $MU

Axxcess Wealth Management LLC boosted its position in shares of Micron Technology, Inc. (NASDAQ:MU) by 25.0% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,680 shares of the semiconductor manufacturer’s stock after buying an additional 2,533 shares during the quarter. Axxcess Wealth Management LLC’s holdings in Micron Technology were worth $2,122,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. American Capital Advisory LLC grew its holdings in Micron Technology by 20.4% during the 3rd 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 during the last quarter. Teamwork Financial Advisors LLC boosted its position in shares of Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer’s stock valued at $2,505,000 after buying an additional 53 shares during the period. Blue Trust Inc. grew its stake in shares of Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer’s stock valued at $1,779,000 after buying an additional 53 shares during the last quarter. Lodestone Wealth Management LLC grew its stake in shares of Micron Technology by 3.2% during 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 during the last quarter. Finally, Allen Capital Group LLC raised its holdings in shares of Micron Technology by 1.2% in the third quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer’s stock worth $762,000 after buying an additional 54 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Analyst lift — Needham raised its price target to $450, reinforcing bullish analyst sentiment that supports higher share valuations on Micron’s stronger-than-expected results and guidance. Needham Raises MU Target
• Positive Sentiment: AI-driven demand & product wins — Coverage highlights surging AI data-center demand, tight high-bandwidth memory (HBM) supply and early mass production of new NAND SSDs (9650), supporting revenue and margin upside. These factors are key drivers for MU’s recent earnings beat and guidance lift. Micron SSDs Gamechangers
• Positive Sentiment: Institutional/whale interest — Reports show bullish 13F activity (e.g., David Tepper adding to MU) and large additions from some asset managers, which can underpin further price support as funds position for AI hardware exposure. Tepper Goes Big on MU
• Neutral Sentiment: Positive write-ups but cyclical risk noted — Multiple retail/broker pieces and bullish “could-make-you-a-millionaire” style takes highlight upside potential, yet also remind readers MU is cyclical; these stories attract retail flows but don’t change fundamentals. Fool: Could $10k in MU Make You a Millionaire?
• Neutral Sentiment: Valuation check — Coverage examines strong share gains and re-rating expectations; valuation is high versus historical norms, leaving the stock sensitive to execution and macro shifts. MU Valuation Check
• Negative Sentiment: Insider and institutional selling — Public summaries show heavy insider sales and large institutional trimming by some firms (e.g., UBS cut a very large stake), which can sap near-term momentum and fuel profit-taking. QuiverQuant MU Discussion
• Negative Sentiment: “Melt-up” and downside scenario warnings — Some analysts and commentators warn the rally looks late-cycle and highlight scenarios where MU could correct substantially (articles debating $280 downside), increasing volatility risk. Melt-Up Warning
• Negative Sentiment: Short-term underperformance signal — MarketWatch notes MU underperformed peers on a recent session, suggesting profit-taking or rotation pressures can push shares lower even amid good headlines. MW: MU Underperforms

Insider Buying and Selling

In other news, Director Teyin M. Liu bought 11,600 shares of Micron Technology stock in a transaction on Tuesday, January 13th. The stock was acquired at an average cost of $337.07 per share, for a total transaction of $3,910,012.00. Following the completion of the acquisition, the director owned 14,310 shares of the company’s stock, valued at $4,823,471.70. This trade represents a 428.04% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the completion of the sale, the director owned 19,139 shares in the company, valued at $5,045,614.57. This represents a 20.71% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have bought 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 Analyst Weigh In

A number of research firms recently issued reports on MU. Barclays boosted their price objective on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Wedbush set a $320.00 target price on shares of Micron Technology in a research note on Thursday, December 18th. William Blair started coverage on shares of Micron Technology in a research note on Thursday, January 22nd. They issued an “outperform” rating on the stock. KeyCorp lifted their price objective on shares of Micron Technology from $325.00 to $450.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Finally, Mizuho upped their target price on shares of Micron Technology from $390.00 to $480.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 27th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Micron Technology presently has a consensus rating of “Buy” and an average price target of $358.38.

Micron Technology Trading Down 0.9%

NASDAQ:MU opened at $417.35 on Friday. The firm has a 50-day simple moving average of $347.54 and a 200-day simple moving average of $239.47. Micron Technology, Inc. has a one year low of $61.54 and a one year high of $455.50. The firm has a market cap of $469.73 billion, a P/E ratio of 39.67 and a beta of 1.52. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46.

Micron Technology (NASDAQ:MU) last released its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, beating 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 net margin of 28.15% and a return on equity of 22.71%. The company’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period last year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Equities analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date was Monday, December 29th. Micron Technology’s payout ratio is 4.37%.

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.