Micron Technology (NASDAQ:MU) Price Target Raised to $330.00

Micron Technology (NASDAQ:MU) had its price target upped by Sanford C. Bernstein from $270.00 to $330.00 in a research report report published on Friday, MarketBeat.com reports. They currently have an outperform rating on the semiconductor manufacturer’s stock.

Other equities research analysts have also issued reports about the stock. Cowen reissued a “buy” rating on shares of Micron Technology in a report on Thursday, December 11th. Bank of America raised Micron Technology from a “neutral” rating to a “buy” rating and lifted their price target for the stock from $250.00 to $300.00 in a research report on Thursday, December 18th. New Street Research reissued a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Weiss Ratings upgraded Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Saturday, November 1st. Finally, KGI Securities upgraded Micron Technology from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 24th. Five equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Micron Technology currently has a consensus rating of “Buy” and an average price target of $284.24.

Micron Technology Stock Performance

MU stock opened at $315.42 on Friday. Micron Technology has a one year low of $61.54 and a one year high of $315.60. The firm has a market cap of $355.01 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 0.20 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. The firm has a 50-day simple moving average of $245.87 and a two-hundred day simple moving average of $177.68.

Micron Technology (NASDAQ:MU) last posted its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping the consensus estimate of $3.77 by $1.01. The firm had revenue of $13.64 billion during the quarter, compared to analyst estimates of $12.62 billion. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. Micron Technology’s revenue was up 56.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, equities analysts forecast that Micron Technology will post 6.08 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 14th. Investors of record on Monday, December 29th will be paid a $0.115 dividend. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. The ex-dividend date is Monday, December 29th. Micron Technology’s payout ratio is currently 4.37%.

Insider Buying and Selling

In other Micron Technology news, CFO Mark J. Murphy sold 126,000 shares of the firm’s stock in a transaction that occurred on Thursday, October 30th. The stock was sold at an average price of $225.31, for a total value of $28,389,060.00. Following the sale, the chief financial officer directly owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This trade represents a 36.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP April S. Arnzen sold 15,000 shares of the business’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $277.09, for a total value of $4,156,350.00. Following the completion of the sale, the executive vice president owned 165,618 shares of the company’s stock, valued at $45,891,091.62. This trade represents a 8.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 338,363 shares of company stock worth $75,722,366 in the last ninety days. 0.24% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Micron Technology

Hedge funds and other institutional investors have recently modified their holdings of the business. Triumph Capital Management increased its holdings in shares of Micron Technology by 21.4% in the third quarter. Triumph Capital Management now owns 3,267 shares of the semiconductor manufacturer’s stock valued at $547,000 after purchasing an additional 576 shares during the last quarter. AIA Group Ltd boosted its stake in Micron Technology by 82.9% during the third quarter. AIA Group Ltd now owns 113,646 shares of the semiconductor manufacturer’s stock worth $19,015,000 after buying an additional 51,494 shares during the last quarter. Painted Porch Advisors LLC purchased a new stake in Micron Technology in the 3rd quarter valued at $77,000. Strategic Investment Solutions Inc. IL increased its stake in shares of Micron Technology by 77.3% in the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 484 shares of the semiconductor manufacturer’s stock worth $81,000 after acquiring an additional 211 shares during the last quarter. Finally, Severin Investments LLC purchased a new position in shares of Micron Technology during the 3rd quarter worth $475,000. 80.84% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Micron Technology

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

• Positive Sentiment: Wall Street / media narratives highlight a re-rating tied to AI demand and supply scarcity — analysts and journalists say Micron now has pricing power and margin expansion potential, which is a primary driver of the rally. Micron stock skyrockets nearly 10%: what’s driving AI memory re-rating
• Positive Sentiment: Analyst upgrade / price-target lift: Sanford C. Bernstein raised its price target to $330 with an outperform rating, reinforcing buy-side momentum and giving investors a higher nearby valuation anchor. Micron Technology (MU) PT Raised to $330 at Bernstein
• Positive Sentiment: Confirmed leadership in the memory supercycle: end‑of‑year wrapups and sector reports list Micron among the biggest 2025 winners (HBM shortages and hyperscaler demand), supporting continued momentum and analyst bullishness. The 3 Stocks That Crushed the S&P 500 in 2025
• Positive Sentiment: Large bullish flows / unusual market activity — data and reports point to rare “big money” inflows and notable options activity, which amplifies short-term upside as speculators and institutions add exposure. See How Micron Shares Rise on Rare Bullish Inflows Micron Technology Unusual Options Activity
• Neutral Sentiment: Market thematic tailwinds (January effect / AI rotation) are lifting multiple AI‑exposed names — Micron benefits from the theme, but gains may be linked to broader sector flows rather than idiosyncratic news alone. 3 AI Stocks Poised to Surge on the January Effect
• Neutral Sentiment: Media pieces and screeners are flagging MU as a thematic pick or “undervalued” AI play — helpful for flows but not a guarantee of sustained outperformance absent execution and macro support. Find the Next NVIDIA With This Semiconductor ETF (MU)
• Negative Sentiment: Some analysts and notes warn on timing and valuation risks — at least one downgrade/critical take argues the rally could be vulnerable to a reset if supply/demand dynamics or macro factors shift. That creates downside risk for traders buying at elevated levels. Micron – Timing Might Be Everything (Ratings Downgrade)
• Negative Sentiment: Short-term liquidity caveat: some holiday‑period reports noted thinner volumes and occasional holiday/slippage dynamics that can exaggerate moves and increase volatility. Micron (MU) Stock; Slips on Thin Holiday Volume as AI Memory Tailwinds Dominate Outlook

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.