Micron Technology (NASDAQ:MU) Price Target Raised to $525.00 at Susquehanna

Micron Technology (NASDAQ:MU) had its price objective upped by Susquehanna from $345.00 to $525.00 in a report published on Monday,Benzinga reports. The firm currently has a positive rating on the semiconductor manufacturer’s stock.

Several other brokerages have also recently issued reports on MU. Stifel Nicolaus boosted their price target on Micron Technology from $360.00 to $550.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Wall Street Zen upgraded Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Mizuho lifted their price objective on Micron Technology from $390.00 to $480.00 and gave the company an “outperform” rating in a report on Tuesday, January 27th. Raymond James Financial upped their target price on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, JPMorgan Chase & Co. increased their target price on Micron Technology from $220.00 to $350.00 and gave the stock an “overweight” rating in a report on Thursday, December 18th. Six investment 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. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and a consensus price target of $381.14.

Micron Technology Price Performance

Shares of Micron Technology stock opened at $389.32 on Monday. 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 stock has a market capitalization of $438.18 billion, a price-to-earnings ratio of 37.01 and a beta of 1.50. Micron Technology has a twelve month low of $61.54 and a twelve month high of $455.50. The company has a 50-day simple moving average of $381.87 and a two-hundred day simple moving average of $265.50.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) 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 for the quarter, compared to analyst estimates of $12.62 billion. During the same quarter in the prior year, the business posted $1.79 EPS. The business’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. Analysts forecast that Micron Technology will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

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

Insider Transactions at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the company’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $429.89, for a total transaction of $10,747,250.00. Following the completion of the sale, the executive vice president directly owned 248,021 shares in the company, valued at $106,621,747.69. This represents a 9.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Teyin M. Liu acquired 7,820 shares of Micron Technology stock in a transaction that occurred on Wednesday, January 14th. The stock was acquired at an average cost of $337.50 per share, for a total transaction of $2,639,250.00. Following the completion of the purchase, the director directly owned 25,910 shares of the company’s stock, valued at $8,744,625. This represents a 43.23% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have acquired 23,200 shares of company stock worth $7,821,723 and have sold 73,623 shares worth $27,307,408. 0.24% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Manning & Napier Advisors LLC increased its position in Micron Technology by 2.4% during the 4th quarter. Manning & Napier Advisors LLC now owns 1,030 shares of the semiconductor manufacturer’s stock worth $301,000 after purchasing an additional 24 shares in the last quarter. SWAN Capital LLC boosted its position in Micron Technology by 9.7% in the fourth quarter. SWAN Capital LLC now owns 271 shares of the semiconductor manufacturer’s stock valued at $77,000 after buying an additional 24 shares in the last quarter. Vivaldi Capital Management LP boosted its position in Micron Technology by 1.2% in the fourth quarter. Vivaldi Capital Management LP now owns 1,964 shares of the semiconductor manufacturer’s stock valued at $561,000 after buying an additional 24 shares in the last quarter. Round Rock Advisors LLC grew its stake in shares of Micron Technology by 0.6% during the fourth quarter. Round Rock Advisors LLC now owns 4,333 shares of the semiconductor manufacturer’s stock worth $1,237,000 after buying an additional 25 shares during the last quarter. Finally, Arlington Trust Co LLC grew its stake in shares of Micron Technology by 26.3% during the fourth quarter. Arlington Trust Co LLC now owns 120 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 25 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Key Headlines Impacting Micron Technology

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

• Positive Sentiment: Multiple analyst price-target raises and buy/positive ratings (Stifel, Susquehanna, Citi, UBS, Aletheia) are lifting sentiment and providing fresh upside estimates that support buying ahead of earnings. Server DDR5 Is A Promising Opportunity For Micron Technology, Inc. (MU), Says Stifel Aletheia Lifts PT on Micron to $650
• Positive Sentiment: Product and supply wins: Micron began shipping samples of a 256GB SOCAMM2 LPDRAM (co‑designed with NVIDIA) and opened a new India assembly/test facility — moves that strengthen its AI-memory roadmap and broaden manufacturing footprint. These developments underpin demand narrative and potential margin leverage. Micron’s AI Memory Milestone And India Expansion Raise Valuation Questions
• Positive Sentiment: Supply-tightness checks and locked HBM commitments are supporting pricing power; several pieces (UBS, Seeking Alpha previews) argue DRAM/HBM pricing and prepayments de‑risk near-term revenue and could drive another earnings beat/guidance lift. Micron Is Likely To Beat Earnings Again And Rise (Preview) UBS Sees Prolonged Supply Tightness Supporting Micron
• Neutral Sentiment: Index/ETF flows: Micron’s addition to the S&P 100 and large weightings in value/low‑vol ETFs (e.g., VLUE) can boost passive demand, but also concentrates exposure for funds — a mixed effect on short-term liquidity. Micron’s S&P 100 Debut Highlights Expanding Role In AI Memory Worried About Volatility? These 3 ETFs Have You Covered (MU)
• Negative Sentiment: Nvidia reportedly selected Samsung and SK Hynix for HBM4 supply — a potential competitive setback if Nvidia shifts more high‑end HBM demand away from Micron. That news tempers the otherwise bullish AI-memory narrative. Nvidia Selects HBM4 Memory Suppliers
• Negative Sentiment: Valuation and rotation risks: several commentaries warn Micron’s rally has been large and fast — some strategists flag vulnerability to a pullback or that parts of the market (including hot AI names) are overbought. These critique the upside and increase volatility risk around earnings. 2 AI Stocks to Sell Before They Fall (includes Micron) Micron Investors Just Got Terrible News From Nvidia

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.