Bridgefront Capital LLC Sells 5,089 Shares of Micron Technology, Inc. $MU

Bridgefront Capital LLC lowered its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 53.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,403 shares of the semiconductor manufacturer’s stock after selling 5,089 shares during the period. Bridgefront Capital LLC’s holdings in Micron Technology were worth $737,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. REAP Financial Group LLC purchased a new position in Micron Technology in the third quarter valued at approximately $25,000. Barnes Dennig Private Wealth Management LLC purchased a new stake in Micron Technology in the third quarter worth $27,000. Cullen Frost Bankers Inc. raised 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 valued at $33,000 after buying an additional 88 shares during the period. Osterweis Capital Management Inc. raised its stake in shares of Micron Technology by 205.5% in the third quarter. Osterweis Capital Management Inc. now owns 223 shares of the semiconductor manufacturer’s stock valued at $37,000 after buying an additional 150 shares during the period. Finally, Howard Hughes Medical Institute purchased a new position in shares of Micron Technology during the 2nd quarter valued at $30,000. Institutional investors own 80.84% of the company’s stock.

Insider Buying and Selling at Micron Technology

In other news, Director Teyin M. Liu purchased 7,820 shares of Micron Technology stock in a transaction dated Wednesday, January 14th. The stock was purchased at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the transaction, the director directly owned 25,910 shares of the company’s stock, valued at approximately $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction on 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 transaction, the executive vice president directly owned 165,618 shares in the company, valued at approximately $45,891,091.62. The trade was a 8.30% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have purchased 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. Insiders own 0.24% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Wedbush raised its price target to $500 and reiterated an Outperform rating, citing stronger-than-expected memory pricing as the driver behind the upgrade. Micron Technology price target boosted on stronger-than-expected memory pricing
• Positive Sentiment: Analysts and reports say HBM capacity is effectively sold out for 2026 and DRAM/NAND pricing remains on a strong trajectory, supporting margin upside and near-term revenue visibility. Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing
• Positive Sentiment: Street previews expect a “monster” Q2: consensus models show very large YoY revenue and EPS growth driven by AI memory demand and operating leverage, so investors are positioned for another beat. Micron Q2 Earnings Preview: Expect Another Monster Quarter
• Positive Sentiment: Multiple firms (Wolfe, Susquehanna and others) have raised targets (some as high as $500–$525), reinforcing momentum and giving investors fresh upside scenarios ahead of earnings. Micron (MU) Stock Surges as Wolfe Research Sets $500 Price Target Analysts Remain Positive on Micron Technology, Here’s Why?
• Neutral Sentiment: Several bullish write-ups highlight Micron’s valuation vs. peers (forward P/E and PEG), arguing the stock still looks cheap relative to growth — but those points are debateable and depend on how long pricing strength lasts. Micron: Dirt Cheap Before Earnings
• Neutral Sentiment: Market commentary stresses that Q3 guidance will be the key catalyst — strong quarter now is expected, but the company’s outlook and durability of pricing trends will determine whether the rally continues. Micron’s stock is rising. Here’s the big question heading into earnings.
• Negative Sentiment: Risks remain: memory is cyclical and investors warn of potential overinvestment by suppliers that could erode prices; recent short-term volatility and a pullback earlier this week show sentiment can reverse quickly if guidance disappoints. Micron (MU) Falls More Steeply Than Broader Market

Micron Technology Stock Up 5.1%

Shares of NASDAQ MU opened at $426.13 on Monday. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50. The business has a 50-day simple moving average of $391.35 and a two-hundred day simple moving average of $273.84. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19. The company has a market cap of $479.61 billion, a P/E ratio of 40.51 and a beta of 1.50.

Micron Technology (NASDAQ:MU) last posted 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. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business 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 firm earned $1.79 EPS. The company’s quarterly revenue was up 56.7% compared to the same quarter last year. 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 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were paid a dividend of $0.115 per share. 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 payout ratio is currently 4.37%.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. HSBC lifted their price objective on Micron Technology from $350.00 to $500.00 and gave the stock a “buy” rating in a report on Friday, January 23rd. UBS Group upped their price objective on shares of Micron Technology to $475.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Susquehanna increased their target price on shares of Micron Technology from $345.00 to $525.00 and gave the stock a “positive” rating in a research report on Monday, March 9th. Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 target price on shares of Micron Technology in a research note on Tuesday, January 20th. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Micron Technology from $200.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Six investment 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 company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and an average target price of $389.41.

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.