1,631 Shares in Micron Technology, Inc. $MU Bought by Ariadne Wealth Management LP

Ariadne Wealth Management LP acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 1,631 shares of the semiconductor manufacturer’s stock, valued at approximately $273,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in MU. Vanguard Group Inc. boosted its position in Micron Technology by 0.7% during the third quarter. Vanguard Group Inc. now owns 104,653,450 shares of the semiconductor manufacturer’s stock worth $17,510,615,000 after acquiring an additional 773,788 shares during the last quarter. State Street Corp lifted its position in shares of Micron Technology by 0.6% during the third quarter. State Street Corp now owns 51,659,173 shares of the semiconductor manufacturer’s stock worth $8,643,613,000 after purchasing an additional 285,582 shares in the last quarter. Capital International Investors grew its stake in Micron Technology by 0.7% during the 3rd quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer’s stock worth $3,910,198,000 after purchasing an additional 155,860 shares in the last quarter. Norges Bank acquired a new position in Micron Technology during the 2nd quarter worth approximately $1,980,700,000. Finally, Invesco Ltd. increased its holdings in Micron Technology by 8.0% in the third quarter. Invesco Ltd. now owns 9,622,166 shares of the semiconductor manufacturer’s stock valued at $1,609,981,000 after buying an additional 708,716 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on MU. 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. Needham & Company LLC boosted their target price on Micron Technology from $380.00 to $450.00 and gave the company a “buy” rating in a report on Tuesday, February 17th. Bank of America upped their target price on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Barclays boosted their price objective on Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, William Blair assumed coverage on Micron Technology in a report on Thursday, January 22nd. They issued an “outperform” rating for the company. Six investment analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $394.59.

Micron Technology Trading Up 4.5%

Shares of Micron Technology stock opened at $461.69 on Wednesday. The firm has a market cap of $519.64 billion, a price-to-earnings ratio of 43.89 and a beta of 1.50. Micron Technology, Inc. has a 52-week low of $61.54 and a 52-week high of $462.73. The company’s 50-day simple moving average is $396.30 and its 200-day simple moving average is $278.51. The company has a quick ratio of 1.78, a current ratio of 2.46 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The firm had revenue of $13.64 billion during 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 firm’s revenue was up 56.7% compared to the same quarter last year. During the same quarter last year, the firm earned $1.79 earnings per share. As a group, equities research analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

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 shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This trade represents a 7.60% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total value of $10,747,250.00. Following the sale, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. This trade represents a 9.16% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders bought 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 currently owned by corporate insiders.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Micron said HBM4, PCIe Gen6 SSD and SOCAMM2 products are in high‑volume production — a direct revenue lever for AI datacenter customers (NVIDIA Vera Rubin mention) that validates demand and supports margins. Micron in High-Volume Production of HBM4
• Positive Sentiment: Micron completed acquisition of a Taiwan site and plans a second fab there to expand DRAM/HBM capacity, a strategic move tied to multi‑year AI memory tightness and future revenue (impact expected from FY2028 shipments). Micron plans second chip facility at newly acquired Taiwan site
• Positive Sentiment: Multiple brokers (RBC, TD Cowen, Baird, Rosenblatt and others) have raised price targets and reiterated Buy/Outperform calls on MU, signaling continued analyst confidence that AI memory pricing and DRAM tightness justify a higher valuation. Why Is Micron Technology Stock Gaining Tuesday?
• Neutral Sentiment: Micron reports Q2 earnings after the close on March 18 — the report is the near‑term catalyst that could confirm outsized revenue and margin guidance or introduce volatility if guidance falls short of elevated expectations. Micron’s stock rises as enthusiasm builds ahead of earnings
• Neutral Sentiment: Macro events this week (Fed rate decision and February PPI) could amplify market moves and change risk appetite into earnings, so broad market direction may affect MU’s post‑earnings reaction. Fed decision, inflation data, Micron earnings: What to Watch
• Negative Sentiment: Options markets show very high implied volatility and heavy call positioning into earnings; some analysts warn this positioning and gamma could “pin” the stock or produce a disappointed reaction even after strong results. That raises short‑term downside risk. Micron’s Stock May Plunge Following Earnings Results
• Negative Sentiment: There are cautionary takes arguing the memory cycle could roll over sooner than bullish forecasts assume and that MU’s rapid rerating leaves it exposed if supply/demand dynamics shift. Micron: Memory Downcycle Sooner Than Expected

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.