Baader Bank Aktiengesellschaft Takes $370,000 Position in Micron Technology, Inc. $MU

Baader Bank Aktiengesellschaft purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU) during the third quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 2,213 shares of the semiconductor manufacturer’s stock, valued at approximately $370,000.

A number of other large investors have also recently made changes to their positions in the business. Orleans Capital Management Corp LA purchased a new stake in Micron Technology in the 2nd quarter worth about $256,000. iA Global Asset Management Inc. increased its holdings in Micron Technology by 18.7% during the 3rd quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock worth $24,578,000 after acquiring an additional 23,117 shares during the period. Cary Street Partners Financial LLC raised its position in shares of Micron Technology by 25.0% in the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after buying an additional 5,233 shares in the last quarter. Wealthspire Advisors LLC raised its holdings in shares of Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after acquiring an additional 3,208 shares in the last quarter. Finally, Wealthfront Advisers LLC boosted its position in shares of Micron Technology by 9.8% during the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after acquiring an additional 8,489 shares during the last quarter. 80.84% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on MU shares. Cantor Fitzgerald lifted their price objective on Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wedbush set a $320.00 price target on Micron Technology in a research note on Thursday, December 18th. Weiss Ratings restated a “buy (b-)” rating on shares of Micron Technology in a research note on Thursday, January 29th. Phillip Securities upgraded Micron Technology to a “strong-buy” rating in a report on Monday, February 2nd. Finally, The Goldman Sachs Group raised their target price on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research report on Thursday, December 18th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Buy” and a consensus price target of $353.21.

Micron Technology Stock Down 0.6%

Shares of MU opened at $411.66 on Friday. The company has a market capitalization of $463.33 billion, a PE ratio of 39.13 and a beta of 1.52. 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 business’s 50 day moving average is $334.97 and its 200 day moving average is $231.07.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the prior year, the business earned $1.79 earnings per share. Micron Technology’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently declared 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 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 4.37%.

Insider Activity

In related news, EVP April S. Arnzen sold 15,000 shares of the stock in a transaction dated 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 completion of the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at approximately $45,891,091.62. This trade represents a 8.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Teyin M. Liu acquired 7,820 shares of the stock in a transaction dated Wednesday, January 14th. The stock was bought at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the purchase, the director directly owned 25,910 shares in the company, valued at approximately $8,744,625. The trade was a 43.23% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by corporate insiders.

Key Stories Impacting Micron Technology

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 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.