Micron Technology, Inc. $MU Shares Purchased by D.A. Davidson & CO.

D.A. Davidson & CO. raised its stake in Micron Technology, Inc. (NASDAQ:MU) by 4.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 58,256 shares of the semiconductor manufacturer’s stock after buying an additional 2,463 shares during the quarter. D.A. Davidson & CO.’s holdings in Micron Technology were worth $9,747,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. First Command Advisory Services Inc. boosted its stake in Micron Technology by 225.0% during the 2nd quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 153 shares during the period. Howard Hughes Medical Institute bought a new stake in shares of Micron Technology during the second quarter valued at approximately $30,000. AlphaQuest LLC boosted its position in shares of Micron Technology by 13,250.0% during the second quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock worth $33,000 after buying an additional 265 shares during the period. WealthCollab LLC grew its holdings in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after buying an additional 270 shares in the last quarter. Finally, Hilltop National Bank acquired a new stake in Micron Technology in the 2nd quarter valued at approximately $37,000. Institutional investors own 80.84% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on MU. Rosenblatt Securities reiterated a “buy” rating and set a $300.00 price target on shares of Micron Technology in a research report on Monday, December 15th. Summit Insights upgraded shares of Micron Technology to a “strong-buy” rating in a research note on Tuesday, September 23rd. BNP Paribas Exane upgraded shares of Micron Technology from an “underperform” rating to an “outperform” rating and set a $270.00 target price for the company in a research report on Monday, October 13th. Itau BBA Securities reissued an “outperform” rating on shares of Micron Technology in a research note on Thursday, December 18th. Finally, 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. Five 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 company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $284.24.

Micron Technology News Roundup

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

• Positive Sentiment: Multiple analyst upgrades and higher price targets (Sanford C. Bernstein to $330) have pushed optimism around MU’s outlook and helped fuel the recent rally. Sanford C. Bernstein Boosts Micron Price Target
• Positive Sentiment: A Seeking Alpha piece upgraded Micron to Buy, citing a generational DRAM cycle, ~4x DRAM price surge and strong bit shipment growth — a thesis that supports more upside if shortages persist. Micron: It’s Like 1993 All Over Again (Rating Upgrade)
• Positive Sentiment: Quarterly results and guidance momentum underpin bullish estimates; coverage notes record revenue, big EPS beats and revised consensus forecasts that materially lift forward earnings expectations. Micron stock: here’s why it is still a buy despite mixed guidance
• Positive Sentiment: Structural tightness in memory (HBM demand for AI, constrained capacity) is repeatedly cited as a multi-quarter tailwind that should support price and margin expansion. Micron Technology Picks Up Right Where It Left Off
• Neutral Sentiment: Technical momentum: analysts and market write-ups note MU hit all-time highs and closed above key levels (~$315), which attracts momentum buyers but can also concentrate positioning. Micron Soars to All-Time High
• Neutral Sentiment: MarketBeat and other outlets profile MU as a top AI/memory play and “discount” relative to other hyper-growth AI names, supporting longer-term investor demand even after the rally. The S&P 500’s Top-Performing Sectors
• Negative Sentiment: Valuation and positioning risk: MU’s run has pushed valuation and positioning to levels that can trigger profit-taking; several pieces warn the market may be “front-running” upgraded consensus and a pullback is possible if sentiment cools. 5 Stocks Wall Street Repriced Higher Heading Into 2026

Micron Technology Trading Down 1.0%

Shares of NASDAQ:MU opened at $312.15 on Tuesday. 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 stock has a market capitalization of $351.33 billion, a price-to-earnings ratio of 29.67, a PEG ratio of 0.20 and a beta of 1.50. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $325.53. The company has a 50 day moving average price of $247.71 and a 200 day moving average price of $179.02.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, beating analysts’ consensus estimates of $3.77 by $1.01. The company had revenue of $13.64 billion during 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%.The company’s quarterly revenue was up 56.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current fiscal year.

Micron Technology Announces Dividend

The business 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. The ex-dividend date of this dividend is 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

In other Micron Technology news, CFO Mark J. Murphy sold 126,000 shares of the company’s stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total transaction of $28,389,060.00. Following the completion of the sale, the chief financial officer directly owned 219,693 shares of the company’s stock, valued at approximately $49,499,029.83. This represents a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Scott J. Deboer sold 82,000 shares of the firm’s 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 completion of the transaction, the executive vice president owned 154,145 shares of the company’s stock, valued at approximately $34,345,047.45. The trade was a 34.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 316,800 shares of company stock worth $71,658,387. 0.24% of the stock is owned by company insiders.

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.