BIP Wealth LLC Takes $353,000 Position in Micron Technology, Inc. $MU

BIP Wealth LLC acquired a new position in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, HoldingsChannel reports. The fund acquired 2,112 shares of the semiconductor manufacturer’s stock, valued at approximately $353,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Micron Technology by 18.3% during the fourth quarter. Brighton Jones LLC now owns 6,318 shares of the semiconductor manufacturer’s stock worth $532,000 after acquiring an additional 976 shares during the last quarter. Sivia Capital Partners LLC increased its position in Micron Technology by 21.7% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,528 shares of the semiconductor manufacturer’s stock valued at $435,000 after purchasing an additional 628 shares during the period. U.S. Capital Wealth Advisors LLC increased its position in Micron Technology by 9.0% during the 2nd quarter. U.S. Capital Wealth Advisors LLC now owns 9,440 shares of the semiconductor manufacturer’s stock valued at $1,163,000 after purchasing an additional 783 shares during the period. Accurate Wealth Management LLC bought a new position in Micron Technology during the 2nd quarter worth approximately $288,000. Finally, Norden Group LLC lifted its position in shares of Micron Technology by 26.7% in the 2nd quarter. Norden Group LLC now owns 5,648 shares of the semiconductor manufacturer’s stock worth $696,000 after purchasing an additional 1,190 shares during the period. 80.84% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
• Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi‑year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
• Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
• Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
• Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
• Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest

Insider Transactions at Micron Technology

In other Micron Technology news, Director Teyin M. Liu purchased 11,600 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were acquired at an average price of $337.22 per share, with a total value of $3,911,752.00. Following the transaction, the director owned 25,910 shares in the company, valued at $8,737,370.20. The trade was a 81.06% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Mark J. Murphy sold 126,000 shares of Micron Technology stock in a transaction dated Thursday, October 30th. The shares were sold at an average price of $225.31, for a total value of $28,389,060.00. Following the transaction, the chief financial officer owned 219,693 shares of the company’s stock, valued at $49,499,029.83. This trade represents a 36.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 287,500 shares of company stock valued at $65,892,908. Corporate insiders own 0.24% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on MU shares. Wall Street Zen upgraded shares of Micron Technology from a “buy” rating to a “strong-buy” rating in a research report on Sunday, November 23rd. Wolfe Research increased their price target on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Thursday, December 18th. Wedbush set a $320.00 price objective on Micron Technology in a research note on Thursday, December 18th. Royal Bank Of Canada started coverage on Micron Technology in a research report on Thursday, January 15th. They set an “outperform” rating and a $425.00 target price on the stock. Finally, New Street Research reiterated a “neutral” rating on shares of Micron Technology in a report on Tuesday, October 14th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $340.79.

Micron Technology Stock Up 2.2%

MU stock opened at $397.58 on Friday. The stock’s 50 day simple moving average is $278.66 and its 200 day simple moving average is $198.93. The company has a market cap of $447.48 billion, a P/E ratio of 37.79 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. Micron Technology, Inc. has a fifty-two week low of $61.54 and a fifty-two week high of $397.78.

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. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The firm had revenue of $13.64 billion during the quarter, compared to analysts’ expectations of $12.62 billion. During the same quarter last year, the firm posted $1.79 earnings per share. The company’s revenue for the quarter was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. On average, research analysts expect that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were issued a dividend of $0.115 per share. The ex-dividend date was 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%.

Micron Technology Company 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.