Maridea Wealth Management LLC Has $2.31 Million Holdings in Micron Technology, Inc. $MU

Maridea Wealth Management LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 702.2% during the third quarter, Holdings Channel reports. The fund owned 13,797 shares of the semiconductor manufacturer’s stock after purchasing an additional 12,077 shares during the period. Maridea Wealth Management LLC’s holdings in Micron Technology were worth $2,309,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the business. REAP Financial Group LLC acquired a new position in shares of Micron Technology during the third quarter worth approximately $25,000. First Command Advisory Services Inc. lifted its holdings 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 worth $27,000 after buying an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC bought a new position in Micron Technology in the 3rd quarter valued at $27,000. Howard Hughes Medical Institute bought a new position in Micron Technology in the 2nd quarter valued at $30,000. Finally, AlphaQuest LLC raised 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 acquiring an additional 265 shares during the last quarter. Institutional investors own 80.84% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on MU. Piper Sandler lifted their price target on shares of Micron Technology from $275.00 to $400.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 7th. Cantor Fitzgerald lifted their target price on shares of Micron Technology from $350.00 to $450.00 and gave the stock an “overweight” rating in a report on Wednesday, January 14th. HSBC increased their price target on Micron Technology from $350.00 to $500.00 and gave the company a “buy” rating in a research note on Friday, January 23rd. Wells Fargo & Company lifted their price objective on Micron Technology from $335.00 to $410.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. Finally, Bank of America upped their price objective on Micron Technology from $300.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Six equities research analysts have rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Micron Technology presently has an average rating of “Buy” and an average target price of $358.38.

More Micron Technology News

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

• Positive Sentiment: HBM4 stock sold out and early HBM4 ramp: Reports say Micron has sold out 2026 HBM4 capacity and is ramping HBM4 early, reinforcing immediate pricing power and AI memory scarcity that support higher revenue and margins. Micron Technology (MU) Is Up 10.3% After 2026 HBM4 Capacity Sells Out On AI Demand
• Positive Sentiment: Institutional conviction: Activist/hedge‑fund moves show buy interest — David Tepper’s Appaloosa reportedly increased its MU stake ~250%, signaling confidence from a major investor and supporting momentum. David Tepper’s Appaloosa Ups Micron Stake By 250%, Trims Nvidia And Amazon
• Positive Sentiment: Analyst upgrades / higher targets: Needham and other firms have raised price targets and kept Buy ratings (Needham to $450), which supports further upside expectations among discretionary buyers. Needham raises Micron price target to $450 (coverage roundup)
• Neutral Sentiment: Massive capex plan — long-term upside but execution risk: Coverage highlights Micron’s multiyear, large-scale manufacturing spend (reported ~$200B buildout) to close AI memory shortage; this is bullish for long‑term revenue but increases near‑term execution and capital allocation scrutiny. Micron Is Spending $200 Billion to Break the AI Memory Bottleneck
• Neutral Sentiment: Technical/ momentum bulls remain: Analysis from MarketBeat and others point to support near current levels and institutional accumulation, suggesting dips may attract buyers — but these are conditional on continued execution and guidance. Micron’s Run Isn’t Over—3 Signals Point to More Upside
• Negative Sentiment: Short‑term pullback/profit‑taking: Several market updates note MU is down today as investors trim gains after a large run, creating near‑term selling pressure despite positive fundamental updates. Micron (MU) Stock Declines While Market Improves: Some Information for Investors
• Negative Sentiment: Valuation and volatility warnings: Commentaries (Forbes, Blockonomi and others) caution that MU’s rapid multi‑hundred percent run raises the risk of sharp corrections and that the stock remains vulnerable if guidance or ramp timelines disappoint. Why The Micron Stock Meltdown Is Overdue

Micron Technology Stock Performance

NASDAQ MU opened at $399.78 on Wednesday. The firm has a market capitalization of $449.96 billion, a P/E ratio of 38.00 and a beta of 1.52. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19. The firm’s fifty day moving average price is $341.22 and its two-hundred day moving average price is $236.94. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $455.50.

Micron Technology (NASDAQ:MU) last announced its earnings results 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 business had revenue of $13.64 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.79 EPS. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Shareholders of record on Monday, December 29th were paid a dividend of $0.115 per share. The ex-dividend date of this dividend was Monday, December 29th. This represents a $0.46 annualized dividend and a yield of 0.1%. Micron Technology’s payout ratio is presently 4.37%.

Insider Transactions at Micron Technology

In related news, EVP Sumit Sadana sold 25,000 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $429.89, for a total value of $10,747,250.00. Following the sale, the executive vice president owned 248,021 shares of the company’s stock, valued at $106,621,747.69. The trade was a 9.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Teyin M. Liu acquired 11,600 shares of the stock in a transaction dated Tuesday, January 13th. The shares were bought at an average price of $337.07 per share, with a total value of $3,910,012.00. Following the completion of the transaction, the director directly owned 14,310 shares of the company’s stock, valued at $4,823,471.70. The trade was a 428.04% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 23,200 shares of company stock valued at $7,821,723 and have sold 73,623 shares valued at $27,307,408. 0.24% of the stock is owned by 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.