3,402 Shares in Micron Technology, Inc. $MU Purchased by Semanteon Capital Management LP

Semanteon Capital Management LP acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 3,402 shares of the semiconductor manufacturer’s stock, valued at approximately $569,000. Micron Technology makes up 0.7% of Semanteon Capital Management LP’s holdings, making the stock its 29th largest position.

Several other hedge funds and other institutional investors have also made changes to their positions in MU. Brighton Jones LLC boosted its stake in Micron Technology by 18.3% during the 4th quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after purchasing an additional 976 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in Micron Technology by 21.7% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after acquiring an additional 628 shares during the last quarter. United Bank purchased a new position in Micron Technology in the 2nd quarter worth approximately $236,000. Schnieders Capital Management LLC. lifted its stake in Micron Technology by 67.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 16,984 shares of the semiconductor manufacturer’s stock worth $2,093,000 after purchasing an additional 6,867 shares in the last quarter. Finally, Carnegie Investment Counsel acquired a new stake in shares of Micron Technology in the second quarter valued at approximately $326,000. Hedge funds and other institutional investors own 80.84% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the company. UBS Group raised their target price on Micron Technology from $300.00 to $400.00 and gave the stock a “buy” rating in a research note on Wednesday, January 7th. Cantor Fitzgerald raised their price target on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. Wedbush set a $320.00 target price on Micron Technology in a research note on Thursday, December 18th. Rosenblatt Securities reissued a “buy” rating and set a $500.00 price objective on shares of Micron Technology in a research report on Tuesday, January 20th. Finally, The Goldman Sachs Group boosted their price objective on shares of Micron Technology from $205.00 to $235.00 and gave the company a “neutral” rating in a report on Thursday, December 18th. 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 company’s stock. According to data from MarketBeat, Micron Technology presently has an average rating of “Buy” and a consensus target price of $358.38.

Micron Technology Trading Up 2.6%

NASDAQ:MU opened at $428.17 on Friday. The firm has a market cap of $481.91 billion, a PE ratio of 40.70 and a beta of 1.52. The stock has a fifty day moving average price of $351.28 and a 200 day moving average price of $242.62. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $455.50. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share for the quarter, topping the consensus estimate of $3.77 by $1.01. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.Micron Technology’s revenue was up 56.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Sell-side analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share 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 paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

Insider Activity at Micron Technology

In related news, Director Teyin M. Liu acquired 7,820 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were bought at an average price of $337.50 per share, with a total value of $2,639,250.00. Following the completion of the acquisition, the director owned 25,910 shares in the company, valued at $8,744,625. This trade represents a 43.23% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Manish H. Bhatia sold 26,623 shares of the company’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $391.04, for a total transaction of $10,410,657.92. Following the completion of the transaction, the executive vice president owned 323,486 shares of the company’s stock, valued at approximately $126,495,965.44. The trade was a 7.60% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders bought 23,200 shares of company stock worth $7,821,723 and sold 73,623 shares worth $27,307,408. Corporate insiders own 0.24% of the company’s stock.

Micron Technology News Roundup

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?

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.