Micron Technology, Inc. $MU Stock Sold by Tactive Advisors LLC

Tactive Advisors LLC lowered its position in Micron Technology, Inc. (NASDAQ:MU) by 18.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,286 shares of the semiconductor manufacturer’s stock after selling 507 shares during the quarter. Tactive Advisors LLC’s holdings in Micron Technology were worth $2,435,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in MU. Kohmann Bosshard Financial Services LLC purchased a new position in Micron Technology in the first quarter valued at about $27,000. Bullseye Investment Management LLC acquired a new position in Micron Technology during the 2nd quarter worth approximately $27,000. Bayban purchased a new position in Micron Technology in the 4th quarter worth approximately $29,000. Steph & Co. acquired a new stake in Micron Technology in the third quarter valued at approximately $31,000. Finally, Financial Life Planners purchased a new stake in shares of Micron Technology during the first quarter valued at approximately $36,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on MU. KeyCorp reaffirmed an “overweight” rating on shares of Micron Technology in a report on Thursday, October 1st. Wells Fargo & Company dropped their target price on Micron Technology from $1,525.00 to $1,400.00 and set an “overweight” rating on the stock in a research report on Wednesday, September 23rd. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating on shares of Micron Technology in a research report on Thursday, October 1st. Barclays lifted their price target on shares of Micron Technology from $1,175.00 to $2,000.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, Phillip Securities raised their price objective on shares of Micron Technology from $530.00 to $1,870.00 and gave the stock a “buy” rating in a report on Monday, June 29th. One investment analyst has rated the stock with a Strong Buy rating, forty-one have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $1,407.88.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron’s DRAM revenue reached a record $39.8 billion in fiscal fourth-quarter 2026, representing 73% of total revenue. Analysts view DRAM and high-bandwidth memory as major beneficiaries of continued AI infrastructure spending. Micron’s DRAM Sales Reach $40B: Can AI Demand Drive Growth?
• Positive Sentiment: More than 75% of Micron’s fiscal 2027 output is reportedly committed, while customers are already discussing 2028 allocations. That improves demand visibility and supports the argument that the current memory cycle could last longer than traditional cycles. Micron: This Memory Cycle Could End Differently
• Positive Sentiment: DA Davidson raised its price target from $2,100 to a Street-high $3,000 and maintained a Buy rating, citing AI-driven demand that could keep memory supply constrained through 2028. Zacks Research also upgraded MU to Strong Buy. Why Is Micron Stock Rising?
• Neutral Sentiment: Micron will pay $600 million to settle its patent dispute with Netlist, securing a five-year license. The agreement removes litigation uncertainty but creates a substantial one-time cash cost. Micron Technology and Netlist Settle Patent Dispute
• Negative Sentiment: A union representing workers at Micron’s Taoyuan facility in Taiwan—one of the company’s largest production hubs—authorized a strike over bonus negotiations. No walkout has been announced, but a disruption could threaten output and raise costs. Micron’s Taoyuan Union Secures Authorization to Strike
• Negative Sentiment: Samsung’s preliminary results disappointed investors despite strong profit growth, cooling the broader memory trade. The news has renewed concerns about peak margins, future supply increases and the historically cyclical nature of memory chips. The Memory Trade Cools After Samsung’s Preliminary Results Disappoint

Insider Buying and Selling at Micron Technology

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 value of $38,756,000.00. Following the sale, 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 ownership of the stock. The sale 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 stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $934.29, for a total value of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at $178,469,010.09. This trade represents a 7.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 95,879 shares of company stock worth $90,939,466. 0.24% of the stock is owned by insiders.

Micron Technology Stock Performance

Shares of NASDAQ MU traded down $49.79 during midday trading on Thursday, hitting $1,038.21. The company’s stock had a trading volume of 16,045,289 shares, compared to its average volume of 41,457,176. The company has a debt-to-equity ratio of 0.03, a quick ratio of 2.94 and a current ratio of 3.31. Micron Technology, Inc. has a 1-year low of $179.61 and a 1-year high of $1,255.00. The firm’s fifty day moving average price is $972.71 and its 200-day moving average price is $836.22. The firm has a market cap of $1.17 trillion, a P/E ratio of 14.02, a P/E/G ratio of 0.18 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last issued its earnings results on Wednesday, September 30th. The semiconductor manufacturer reported $33.42 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $31.77 by $1.65. The firm had revenue of $54.23 billion for the quarter, compared to analysts’ expectations of $51.33 billion. Micron Technology had a net margin of 63.80% and a return on equity of 92.62%. Micron Technology’s revenue was up 379.1% on a year-over-year basis. During the same quarter last year, the company posted $3.03 earnings per share. Micron Technology has set its Q1 2027 guidance at 37.150-39.150 EPS. On average, sell-side analysts forecast that Micron Technology, Inc. will post 175.82 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, October 29th. Shareholders of record on Wednesday, October 14th will be given a $0.15 dividend. The ex-dividend date of this dividend is Wednesday, October 14th. This represents a $0.60 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 0.81%.

Micron Technology Profile

Micron Technology, Inc is a semiconductor company that develops and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, three-dimensional XPoint-related technologies, solid-state drives, and high-bandwidth memory products designed for demanding computing applications.

The company serves customers across the data center, artificial intelligence, networking, automotive, industrial, mobile, consumer electronics, and embedded markets.