Clearstead Advisors LLC Increases Stock Position in Micron Technology, Inc. $MU

Clearstead Advisors LLC raised its stake in Micron Technology, Inc. (NASDAQ:MU) by 12.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,843 shares of the semiconductor manufacturer’s stock after acquiring an additional 5,931 shares during the period. Clearstead Advisors LLC’s holdings in Micron Technology were worth $9,009,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in MU. Orleans Capital Management Corp LA purchased a new position in shares of Micron Technology in the 2nd quarter valued at approximately $256,000. iA Global Asset Management Inc. raised its stake in shares of Micron Technology by 18.7% during the third quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer’s stock worth $24,578,000 after purchasing an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC lifted its holdings in shares of Micron Technology by 25.0% during the second quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock worth $3,221,000 after purchasing an additional 5,233 shares during the period. Wealthspire Advisors LLC grew its position in 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 buying an additional 3,208 shares during the last quarter. Finally, Wealthfront Advisers LLC grew its position in Micron Technology by 9.8% in the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer’s stock valued at $15,962,000 after buying an additional 8,489 shares during the last quarter. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron reported a blowout quarter (EPS and revenue well above estimates) and management says HBM supply is largely committed through 2026, supporting near‑term pricing and revenue visibility. MU earnings
• Positive Sentiment: Major sell‑side upgrades and target hikes signal continued analyst confidence (Deutsche Bank to $500; Needham to $450), which can underpin further upside if demand holds. Deutsche Bank Raises Micron Price Target to $500
• Positive Sentiment: Multiple industry pieces highlight Micron as a key beneficiary of the AI-driven memory squeeze (HBM and DRAM structural tightness), reinforcing revenue and margin upside if shortages persist. These 5 Stocks Are at the Center of the AI Supply Squeeze
• Neutral Sentiment: Coverage and stock‑idea lists (buy & hold and ‘high growth’ themes) are raising visibility and flows into MU, which supports liquidity but also can amplify volatility on rotation. 3 High-Growth Stocks To By In February
• Negative Sentiment: Micron’s plan to spend up to ~$200 billion on U.S. fabrication through 2030 raises concerns about execution risk, capital intensity, and dilution of near‑term returns — a worry for some investors despite the strategic logic. Micron’s AI Memory Pivot Tests Valuation
• Negative Sentiment: Competitor capacity plans (e.g., SK Hynix signaling output increases) could ease the current memory bottleneck over time and pressure pricing — a potential headwind to margins if supply growth outpaces demand. SK Hynix Boss Pledges to Boost Output
• Negative Sentiment: After a rapid multi‑quarter rally, some coverage warns that the memory cycle could turn and that the rally already prices in a lot of good news — creating scope for short‑term profit‑taking and volatility. Micron and Its Memory-Chip Peers Are Riding the AI Surge

Insiders Place Their Bets

In other Micron Technology news, Director Teyin M. Liu acquired 7,820 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was acquired at an average cost of $337.50 per share, with a total value of $2,639,250.00. Following the purchase, the director directly owned 25,910 shares in the company, valued at approximately $8,744,625. This trade represents a 43.23% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, EVP April S. Arnzen sold 15,000 shares of Micron Technology stock in a transaction that occurred on Monday, December 22nd. The stock was sold at an average price of $277.09, for a total value of $4,156,350.00. Following the transaction, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This represents a 8.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders acquired 23,200 shares of company stock valued at $7,821,723 and sold 73,623 shares valued at $27,307,408. Company insiders own 0.24% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have commented on MU shares. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. The Goldman Sachs Group increased their price target on shares of Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a report on Thursday, December 18th. TD Cowen raised their price objective on shares of Micron Technology from $300.00 to $450.00 and gave the company a “buy” rating in a research report on Tuesday, January 20th. Rosenblatt Securities reiterated a “buy” rating and set a $500.00 target price on shares of Micron Technology in a research report on Tuesday, January 20th. Finally, Needham & Company LLC increased their target price on Micron Technology from $380.00 to $450.00 and gave the stock a “buy” rating in a research note on Tuesday, February 17th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $358.38.

Micron Technology Stock Performance

NASDAQ MU opened at $420.97 on Tuesday. The business has a 50 day moving average price of $354.95 and a 200 day moving average price of $245.74. The company has a market capitalization of $473.81 billion, a P/E ratio of 40.02 and a beta of 1.51. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $455.50. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78.

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 the consensus estimate of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The company had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the prior year, the company earned $1.79 earnings per share. Micron Technology’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 expect that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared 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 annualized dividend and a dividend yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend 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.