Strategic Blueprint LLC Sells 3,472 Shares of Micron Technology, Inc. $MU

Strategic Blueprint LLC lowered its stake in Micron Technology, Inc. (NASDAQ:MU) by 55.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,748 shares of the semiconductor manufacturer’s stock after selling 3,472 shares during the period. Strategic Blueprint LLC’s holdings in Micron Technology were worth $460,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Orleans Capital Management Corp LA acquired a new stake in Micron Technology in the second quarter valued at $256,000. Cary Street Partners Financial LLC grew its position in shares of Micron Technology by 25.0% in the 2nd quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer’s stock valued at $3,221,000 after buying an additional 5,233 shares during the last quarter. Wealthspire Advisors LLC increased its stake in shares of Micron Technology by 27.8% in the second quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer’s stock valued at $1,818,000 after buying an additional 3,208 shares during the period. KLP Kapitalforvaltning AS raised its position in shares of Micron Technology by 6.2% during the second quarter. KLP Kapitalforvaltning AS now owns 403,105 shares of the semiconductor manufacturer’s stock worth $49,683,000 after acquiring an additional 23,600 shares during the last quarter. Finally, WealthBridge Capital Management LLC acquired a new position in shares of Micron Technology in the second quarter worth approximately $210,000. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Key Micron Technology News

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

• Positive Sentiment: Several sell‑side firms raised targets (Mizuho to $390; UBS and Piper Sandler to ~$400), citing a sustained AI-driven memory squeeze and upside to ASPs and earnings — a direct catalyst for the rally. UBS Group Boosts Micron Technology (NASDAQ:MU) Price Target to $400.00
• Positive Sentiment: Analysts and trade press point to persistent AI demand (higher memory content, tight supply for HBM/DRAM) that supports pricing power, margin expansion and raised FY26/FY27 EPS estimates. Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
• Positive Sentiment: Coverage from Forbes, The Motley Fool and others highlights Micron’s shift toward higher‑value AI memory and stronger top‑line momentum after recent results — reinforcing the bullish narrative. Up 3x In 2025, What’s Next For Micron Stock?
• Positive Sentiment: Micron announced a major megafab groundbreaking (New York), signaling longer‑term capacity expansion to monetize the structural memory shortage. Micron Announces Groundbreaking for Historic New York Megafab
• Neutral Sentiment: High‑profile media endorsements and screener momentum (Jim Cramer mentions, Zacks Rank #1 additions) are increasing retail and institutional interest but may already be reflected in the stock’s run. Jim Cramer Reveals Why Micron (MU)’s Shares Performed Well
• Neutral Sentiment: Sector peers (e.g., Samsung) reporting record profitability from rising memory prices reinforce the thematic tailwind for Micron but also remind investors that the industry remains cyclical. Samsung Expects Record Profit as Memory Chip Prices Soar. What It Means for Micron Stock.
• Negative Sentiment: An insider (Micron’s CAO) sold 2,000 shares recently; while small in the context of total holdings, such sales can be highlighted by short‑term traders. SEC Filing: Insider Sale by Scott R. Allen
• Negative Sentiment: After a steep run, the stock has seen profit‑taking and a market pullback; notes about overbought technicals and elevated valuation raise the risk of near‑term volatility despite strong fundamentals. Micron (MU) Stock Drops In Market Pullback, But AI Memory Demand Stays Hot

Insider Buying and Selling at Micron Technology

In other Micron Technology news, CEO Sanjay Mehrotra sold 22,500 shares of the firm’s stock in a transaction on Monday, October 27th. The stock was sold at an average price of $220.72, for a total value of $4,966,200.00. Following the completion of the sale, the chief executive officer directly owned 446,578 shares of the company’s stock, valued at $98,568,696.16. This trade represents a 4.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP April S. Arnzen sold 15,000 shares of the company’s stock in a transaction 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 transaction, the executive vice president directly owned 165,618 shares in the company, valued at $45,891,091.62. This represents a 8.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 318,800 shares of company stock valued at $72,333,387 in the last quarter. Insiders own 0.24% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on MU. Wells Fargo & Company increased their target price on shares of Micron Technology from $300.00 to $335.00 and gave the company an “overweight” rating in a research report on Thursday, December 18th. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Micron Technology from $200.00 to $280.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. Mizuho boosted their target price on shares of Micron Technology from $290.00 to $390.00 and gave the company an “outperform” rating in a report on Friday. New Street Research reiterated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Finally, Weiss Ratings raised Micron Technology from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Saturday, November 1st. Five research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average target price of $295.45.

Micron Technology Stock Performance

MU stock opened at $345.09 on Friday. Micron Technology, Inc. has a 12-month low of $61.54 and a 12-month high of $346.30. The firm has a market cap of $388.40 billion, a PE ratio of 32.80, a P/E/G ratio of 0.22 and a beta of 1.50. The business has a 50 day moving average of $256.89 and a 200-day moving average of $184.64. The company has a quick ratio of 1.78, a current ratio of 2.46 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 analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a net margin of 28.15% and a return on equity of 22.71%. The company had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. The firm’s quarterly revenue was up 56.7% on a year-over-year basis. During the same period in the previous year, the firm earned $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, sell-side analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current year.

Micron Technology Dividend Announcement

The company also recently disclosed 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 is Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s dividend payout ratio is presently 4.37%.

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.