Micron Technology’s (MU) “Buy” Rating Reiterated at Rosenblatt Securities

Micron Technology (NASDAQ:MU)‘s stock had its “buy” rating reaffirmed by equities research analysts at Rosenblatt Securities in a research note issued on Tuesday,Benzinga reports. They currently have a $500.00 price target on the semiconductor manufacturer’s stock. Rosenblatt Securities’ price target points to a potential upside of 37.84% from the stock’s current price.

Several other analysts have also recently commented on the company. Wolfe Research raised their price target on Micron Technology from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Thursday, December 18th. Cowen restated a “buy” rating on shares of Micron Technology in a research report on Thursday, December 11th. The Goldman Sachs Group upped their price target on shares of Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research note on Sunday, November 23rd. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Buy” and a consensus target price of $333.55.

Micron Technology Stock Performance

Shares of MU opened at $362.75 on Tuesday. The stock has a market capitalization of $408.28 billion, a P/E ratio of 34.48 and a beta of 1.50. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.78 and a current ratio of 2.46. Micron Technology has a 1 year low of $61.54 and a 1 year high of $365.81. The company’s fifty day moving average is $270.08 and its two-hundred day moving average is $194.48.

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, beating the consensus estimate of $3.77 by $1.01. The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The business’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.79 earnings per share. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, sell-side analysts predict that Micron Technology will post 6.08 earnings per share for the current year.

Insider Activity at Micron Technology

In other Micron Technology news, CEO Sanjay Mehrotra sold 22,500 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $220.72, for a total value of $4,966,200.00. Following the transaction, the chief executive officer directly owned 446,578 shares in the company, valued at approximately $98,568,696.16. This represents a 4.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Scott J. Deboer sold 82,000 shares of Micron Technology stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $222.81, for a total transaction of $18,270,420.00. Following the sale, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. This trade represents a 34.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 287,500 shares of company stock valued at $65,892,908 in the last ninety days. 0.24% of the stock is owned by insiders.

Institutional Trading of Micron Technology

Hedge funds have recently bought and sold shares of the company. Orleans Capital Management Corp LA acquired a new position in Micron Technology during the 2nd quarter valued at $256,000. Cary Street Partners Financial LLC increased its stake in 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 valued at $3,221,000 after acquiring an additional 5,233 shares during the period. Wealthspire Advisors LLC raised its holdings 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 acquiring an additional 3,208 shares in the last quarter. KLP Kapitalforvaltning AS lifted its position in shares of Micron Technology by 6.2% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock worth $49,683,000 after acquiring an additional 23,600 shares during the period. Finally, WealthBridge Capital Management LLC acquired a new stake in shares of Micron Technology during the 2nd quarter worth approximately $210,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Summary

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

• Positive Sentiment: Micron hit a new 52‑week high as investors price in continued AI memory demand and capacity expansion. Micron Stock (MU) Hits a New 52-Week High – Will the Rally Continue?
• Positive Sentiment: Micron agreed to acquire a Powerchip/Taiwan fabrication site for ~$1.8B to boost DRAM capacity — a strategic move to alleviate supply tightness and secure HBM/AI chip supply for key customers. Micron to Buy Taiwan Plant for $1.8 Billion
• Positive Sentiment: Management warns the DRAM shortage is “unprecedented” and will extend beyond 2026 — a signal that demand will likely outpace supply, supporting pricing power, margins and near‑term revenue upside. Micron (MU) Warns DRAM Shortage Is Unprecedented as AI Data Center Demand Surges
• Positive Sentiment: Multiple outlets note Micron is sold out of AI memory (HBM) through 2026 and saw huge sales/earnings growth last quarter — reinforcing upside to consensus and the stock’s momentum. Why Micron Stock Skyrocketed 239.1% Last Year and Has Kept Rallying in 2026
• Neutral Sentiment: Analysts and screeners are adding Micron to AI stock lists and comparing its AI memory growth to peers (some argue MU may outpace or complement NVDA), which boosts investor interest but does not guarantee outperformance. Top AI Stocks to Boost Returns and Reignite Portfolio Growth
• Neutral Sentiment: Mentions in broader hedge‑fund and insider activity roundups increase visibility but are not a direct catalyst; treat as informational. Hedge Fund and Insider Trading News… Micron Technology Inc (MU), and More
• Negative Sentiment: Some coverage (Barron’s) flags market concerns about execution risk, potential overpayment or integration challenges from rapid capacity deals — a reminder acquisition risk and capital deployment could weigh on sentiment if results miss expectations. Micron to Buy Chip Plant for $1.8 Billion. Why That Raises Market Concerns.

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.