Mason & Associates Inc Buys Shares of 746 Micron Technology, Inc. $MU

Mason & Associates Inc bought a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the 2nd quarter, HoldingsChannel.com reports. The fund bought 746 shares of the semiconductor manufacturer’s stock, valued at approximately $862,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. High Note Wealth LLC increased its position in Micron Technology by 65.4% during the 4th quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in Micron Technology in the first quarter valued at approximately $27,000. Bayban bought a new stake in shares of Micron Technology during the fourth quarter worth $29,000. WealthCollab LLC grew its stake in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares during the last quarter. Finally, Financial Life Planners acquired a new position in shares of Micron Technology during the first quarter worth $36,000. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

MU has been the subject of a number of research reports. Morgan Stanley increased their price target on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. The Goldman Sachs Group boosted their price objective on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. New Street Research upgraded Micron Technology from a “neutral” rating to a “buy” rating and set a $1,250.00 target price for the company in a research report on Friday, August 14th. Bank of America increased their target price on Micron Technology from $950.00 to $1,500.00 and gave the company a “buy” rating in a research report on Tuesday, June 23rd. Finally, Stifel Nicolaus lifted their price target on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. Four research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and a consensus target price of $1,295.63.

Micron Technology Stock Performance

NASDAQ MU opened at $977.41 on Friday. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.13, a PEG ratio of 0.65 and a beta of 2.22. Micron Technology, Inc. has a twelve month low of $147.61 and a twelve month high of $1,255.00. The stock has a fifty day simple moving average of $929.44 and a 200 day simple moving average of $753.37. The company has a quick ratio of 2.98, a current ratio of 3.42 and a debt-to-equity ratio of 0.05.

Micron Technology (NASDAQ:MU) last announced its earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The business’s quarterly revenue was up 345.8% compared to the same quarter last year. During the same period in the previous year, the business earned $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Sell-side analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, July 21st. Stockholders of record on Monday, July 6th were given a dividend of $0.15 per share. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Insider Buying and Selling

In other Micron Technology news, CEO Sanjay Mehrotra sold 40,000 shares of the firm’s stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the completion of the transaction, the chief executive officer owned 264,503 shares in the company, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Sumit Sadana sold 15,000 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president owned 191,021 shares in the company, valued at $178,469,010.09. This trade represents a 7.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 177,204 shares of company stock valued at $182,156,264 over the last 90 days. 0.24% of the stock is currently owned by corporate insiders.

Micron Technology News Roundup

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

• Positive Sentiment: Micron has reportedly signed multiyear strategic customer agreements covering approximately $22 billion in memory supply through 2030, including guaranteed floor prices. The contracts could improve revenue visibility and reduce the impact of the traditional memory-chip cycle. Micron: The Show Goes On
• Positive Sentiment: AI data-center demand continues to strain DRAM and high-bandwidth memory supplies. Micron is reportedly only 1.6 percentage points behind the No. 2 DRAM supplier after narrowing a 6.4-point gap in one quarter, suggesting potential market-share gains. Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM
• Positive Sentiment: Recent results were exceptionally strong: quarterly revenue rose 345.8% year over year to $41.46 billion, while earnings exceeded analyst estimates. Analysts remain focused on whether elevated memory pricing and AI demand can support another leg higher. Micron’s Earnings Could Be a Catalyst for AI
• Neutral Sentiment: Investors are looking ahead to Micron’s September 30 earnings report for evidence that margins, memory prices and demand remain durable after the stock’s major AI-driven rally. A bullish outlook points to multiyear supply shortages, while historical memory cycles remain a concern. Micron’s Boom-and-Bust Risk
• Negative Sentiment: Thursday’s decline reflected a wider memory-stock selloff as rising oil prices increased inflation and interest-rate concerns, pressuring high-beta technology shares. Why Memory Stocks Are Falling
• Negative Sentiment: Valuation concerns have intensified after MU’s 662% one-year rally. Critics argue much of the AI upside is already reflected in the stock, while dependence on a major customer and the possibility of renewed memory oversupply create downside risk. Micron’s Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Intel-backed startup Kepler Computing is targeting the memory-chip market, raising longer-term competitive concerns. Investors are also questioning whether China’s AI-chip development could eventually weaken Micron’s pricing power. Intel-Backed Startup Takes Aim at Memory

About Micron Technology

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.