Micron Technology (NASDAQ:MU) Trading 7.8% Higher After Insider Buying Activity

Micron Technology, Inc. (NASDAQ:MU)’s stock price traded up 7.8% during mid-day trading on Friday after an insider bought additional shares in the company. The stock traded as high as $365.81 and last traded at $362.75. 46,961,074 shares traded hands during trading, an increase of 41% from the average session volume of 33,218,750 shares. The stock had previously closed at $336.63.

Specifically, Director Teyin M. Liu acquired 11,600 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were acquired at an average cost of $337.22 per share, with a total value of $3,911,752.00. Following the completion of the acquisition, the director owned 25,910 shares of the company’s stock, valued at approximately $8,737,370.20. This trade represents a 81.06% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Summit Insights upgraded Micron Technology to a “strong-buy” rating in a research report on Tuesday, September 23rd. Cowen restated a “buy” rating on shares of Micron Technology in a research note on Thursday, December 11th. JPMorgan Chase & Co. upped their price objective on shares of Micron Technology from $220.00 to $350.00 and gave the company an “overweight” rating in a report on Thursday, December 18th. Wolfe Research raised their target price on shares of Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Finally, Susquehanna boosted their target price on shares of Micron Technology from $200.00 to $300.00 and gave the company a “positive” rating in a research report on Monday, December 8th. Five equities research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $326.66.

Micron Technology News Roundup

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

• Positive Sentiment: Insiders bought shares: a Micron director (Teyin M. Liu) and a former TSMC co‑CEO (Mark Liu) disclosed multi‑million dollar purchases, a classic vote of confidence that institutional and retail investors treat as bullish. Read More.
• Positive Sentiment: Analysts are lifting targets and initiating coverage: Cantor Fitzgerald, Barclays, Wells Fargo, Citigroup and RBC among others have raised targets or started coverage with “overweight/outperform” calls, increasing upside estimates and supporting fund flows. Read More.
• Positive Sentiment: Strong AI demand for memory: CEO comments and multiple reports point to tight HBM/DRAM supply for AI data centers, with Micron selling out significant capacity and raising pricing power — a near‑term revenue/margin tailwind. Read More.
• Positive Sentiment: Capacity ramp and long‑term projects: Micron’s HBM ramp, new packaging lines and a groundbreaking for a New York “megafab” underpin medium/long‑term supply expansion that supports 2026–2027 growth visibility. Read More.
• Neutral Sentiment: Wider market/sector attention: MU is a high‑beta, widely owned AI/memory trade — that attracts momentum flows but also staggers exposure to sector rotation; coverage pieces note both opportunity and crowding. Read More.
• Negative Sentiment: Volatility and profit‑taking risk: several commentaries warn MU has a history of sharp drawdowns and that some investors are booking gains after the rapid rerating, which can lead to short‑term pullbacks. Read More.
• Negative Sentiment: Competition/rotation risk: analysts note other AI chip names (e.g., Nvidia) may capture more investor attention, potentially reallocating flows away from memory names if sentiment shifts. Read More.

Micron Technology Stock Up 7.8%

The business’s fifty day simple moving average is $265.40 and its two-hundred day simple moving average is $190.13. The company has a market cap of $408.28 billion, a PE ratio of 34.48, a PEG ratio of 0.21 and a beta of 1.50. 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 (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 business had revenue of $13.64 billion for the quarter, compared to analyst estimates of $12.62 billion. During the same period in the prior year, the company posted $1.79 EPS. The company’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. On average, analysts predict that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Announces Dividend

The firm also recently disclosed 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 yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio (DPR) is presently 4.37%.

Institutional Trading of Micron Technology

Institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC increased its holdings in Micron Technology by 18.3% in the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares in the last quarter. Breakwater Capital Group acquired a new stake in shares of Micron Technology in the second quarter valued at about $246,000. Aaron Wealth Advisors LLC grew its position in shares of Micron Technology by 5.6% in the second quarter. Aaron Wealth Advisors LLC now owns 7,850 shares of the semiconductor manufacturer’s stock valued at $968,000 after purchasing an additional 414 shares during the period. Sapient Capital LLC increased its stake in shares of Micron Technology by 39.3% during the second quarter. Sapient Capital LLC now owns 6,143 shares of the semiconductor manufacturer’s stock worth $757,000 after purchasing an additional 1,734 shares in the last quarter. Finally, Sivia Capital Partners LLC raised its position in shares of Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock worth $435,000 after purchasing an additional 628 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors.

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.