Advyzon Investment Management LLC Invests $373,000 in Micron Technology, Inc. $MU

Advyzon Investment Management LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,228 shares of the semiconductor manufacturer’s stock, valued at approximately $373,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in MU. Norges Bank purchased a new stake in Micron Technology during the 2nd quarter worth $1,980,700,000. Slate Path Capital LP purchased a new position in shares of Micron Technology during the 2nd quarter valued at approximately $317,751,000. Vanguard Group Inc. increased its position in shares of Micron Technology by 1.9% in the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after purchasing an additional 1,973,294 shares during the last quarter. State Street Corp lifted its holdings in Micron Technology by 2.7% during the 2nd quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares during the last quarter. Finally, Orbis Allan Gray Ltd increased its stake in Micron Technology by 50.2% during the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after purchasing an additional 1,156,086 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Key Micron Technology News

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

• Positive Sentiment: Analysts and media point to surging AI/data‑center memory demand and near-term supply constraints that support higher DRAM/HBM pricing and revenue upside for Micron. What’s Going On With Micron Stock Friday?
• Positive Sentiment: Recent analyst activity: Needham raised its price target to $450, and at least one upgrade was reported this week, boosting near‑term sentiment and trading interest. Needham & Company LLC Raises Micron Technology (NASDAQ:MU) Price Target to $450.00
• Positive Sentiment: Management reassured investors at a recent conference that HBM4 development is on track (no delays), reducing a key execution risk for high‑margin AI memory products. Micron Shareholders Received Amazing News at a Recent Investor Conference
• Positive Sentiment: Coverage and screen attention (Zacks, Yahoo trending stories) have elevated flows and retail/institutional interest, amplifying momentum. Here is What to Know Beyond Why Micron Technology, Inc. (MU) is a Trending Stock
• Neutral Sentiment: Barron’s notes increased retail accumulation in several high‑profile tech names, including Micron—this can fuel rallies but also raise volatility. Tesla Stock Falls. Why Retail Investors Keep Buying Alongside Micron, Microsoft, Others.
• Neutral Sentiment: Valuation checks: commentary notes strong share‑price momentum and lofty multiples tied to AI expectations—important context but not an immediate driver. Micron Technology (MU) Valuation Check After Strong Share Price Momentum And AI Memory Expectations
• Negative Sentiment: Some analysts and market commentators warn the rally resembles a late‑cycle “melt‑up” and caution against chasing the move; that raises downside risk if memory pricing or sentiment reverses. Micron: Melt-Up Looks Late Cycle; Don’t Chase This Rally Any Further
• Negative Sentiment: Micron remains a cyclical semiconductor play; long‑term gains depend on sustained AI infrastructure build‑out and memory pricing—cyclical downturns could erase gains. Is Micron Technology a Buy?

Wall Street Analyst Weigh In

Several research analysts have commented on the stock. UBS Group upped their target price on shares of Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research report on Wednesday, January 7th. Barclays lifted their price objective on shares of Micron Technology from $275.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Sanford C. Bernstein upped their price objective on shares of Micron Technology from $270.00 to $330.00 and gave the stock an “outperform” rating in a report on Friday, January 2nd. HSBC raised their price objective on shares of Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $500.00 price target on shares of Micron Technology in a research report on Tuesday, January 20th. Six research 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. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $358.38.

Insider Transactions at Micron Technology

In other Micron Technology news, EVP Manish H. Bhatia sold 26,623 shares of the 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 transaction, the executive vice president directly owned 323,486 shares in the company, valued at approximately $126,495,965.44. This represents a 7.60% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Steven J. Gomo sold 5,000 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the sale, the director directly owned 19,139 shares of the company’s stock, valued at approximately $5,045,614.57. This trade represents a 20.71% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders acquired 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.

Micron Technology Price Performance

Shares of NASDAQ:MU opened at $428.17 on Monday. The firm’s fifty day moving average is $351.28 and its 200-day moving average is $243.56. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. The firm has a market cap of $481.91 billion, a PE ratio of 40.70 and a beta of 1.51. Micron Technology, Inc. has a 52 week low of $61.54 and a 52 week high of $455.50.

Micron Technology (NASDAQ:MU) last released its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping the consensus estimate 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 last year, the business earned $1.79 EPS. The company’s 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. Sell-side analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

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

Micron Technology 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.