MU icon

Micron Technology
MU

Overview Fund Activity
158.02 USD
-0.80
0.5%
At close Updated Sep 17, 1:14 PM EDT
1 day
-0.5%
5 days
6.97%
1 month
27.9%
3 months
31.31%
6 months
53.25%
Year to date
80.95%
1 year
78.09%
5 years
209.96%
10 years
862.95%
 

About: Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.

Employees: 48,000

Technology Semiconductors
0
Funds holding %
of 7,463 funds
0
Analysts bullish %
of 24 analysts

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

110% more first-time investments, than exits

New positions opened: 300 | Existing positions closed: 143

46% more capital invested

Capital invested by funds: $74.7B [Q1] → $109B (+$34.6B) [Q2]

12% more funds holding in top 10

Funds holding in top 10: 49 [Q1] → 55 (+6) [Q2]

7% more funds holding

Funds holding: 1,705 [Q1] → 1,830 (+125) [Q2]

2.34% more ownership

Funds ownership: 76.94% [Q1] → 79.28% (+2.34%) [Q2]

8% less repeat investments, than reductions

Existing positions increased: 637 | Existing positions reduced: 696

17% less call options, than puts

Call options by funds: $8.22B | Put options by funds: $9.85B

See Fund Rankings

Research analyst outlook

24 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$130
18% downside
Avg. target
$166
5% upside
High target
$200
27% upside

24 analyst ratings

21  positive
88%
3  neutral
13%
0  negative
0%
Susquehanna
Mehdi Hosseini
$200
Positive
Maintained
17 Sep 2025
Wolfe Research
Chris Caso
$180
Outperform
Maintained
17 Sep 2025
Mizuho
Vijay Rakesh
$182
Outperform
Maintained
16 Sep 2025
Deutsche Bank
Melissa Weathers
$175
Buy
Maintained
15 Sep 2025
UBS
Timothy Arcuri
$185
Buy
Maintained
15 Sep 2025
See Analyst Rankings

Financial journalist opinion

Based on 99 articles about MU published over the past 30 days

Neutral
CNBC Television
2 hours ago
Cramer's Stop Trading: Micron
Jim Cramer breaks down why he's keeping an eye on shares of Micron.
Cramer's Stop Trading: Micron
Positive
Zacks Investment Research
2 hours ago
Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic?
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
Is Micron (MU) a Buy as Wall Street Analysts Look Optimistic?
Positive
Seeking Alpha
8 hours ago
Top 6 Tech Stocks For Q4
The S&P 500 technology sector is heading into Q4 with solid momentum—the second-highest performing sector year-to-date—and is up about 50% since the market bottomed on April 8. The tech sector offers huge earnings upside potential due to major trends such as booming AI-fueled capital spending, adoption of smart technologies, and expanding connectivity and satellite communications. Tech stocks have also benefitted from rising interest rate cut expectations, cooling inflation, steady economic growth, and solid Q2 earnings results.
Top 6 Tech Stocks For Q4
Neutral
Seeking Alpha
22 hours ago
Why I Am Trimming My Micron Position (Rating Downgrade)
Micron Technology, Inc. has delivered strong returns using a disciplined, deep cyclical investment strategy, outperforming the S&P 500 over multiple cycles. I am trimming my MU position by half, following my historical approach of selling after significant recoveries to manage risk in cyclical stocks. Despite trimming, I am holding half of MU due to AI tailwinds, potential rate cuts, inflation dynamics, and a strong cash position.
Why I Am Trimming My Micron Position (Rating Downgrade)
Positive
Seeking Alpha
yesterday
Is It Time To Sell The Rip In Micron?
Micron Technology has surged by 55% since my last bullish call, driven by strong AI memory demand and raised guidance for Q4 earnings. MU consistently beats earnings estimates, and I expect another double beat with EPS potentially exceeding $2.86 and robust guidance for fiscal 2026. Despite a significant run-up, MU remains attractively valued at a forward P/E of about 11. My one-year price target is now $215.
Is It Time To Sell The Rip In Micron?
Positive
Seeking Alpha
yesterday
Why I'm Betting 14% Of My Portfolio On Micron (The Memory Wall Thesis)
Micron Technology (MU) is poised for explosive growth, driven by surging AI demand and its dominant position in high-bandwidth memory (HBM) for leading GPUs. MU's HBM products are sold out through 2025, with major customers like Nvidia and AMD, and the upcoming inference wave will further accelerate memory demand. Despite all-time highs, MU trades at deep discounts to sector multiples, with strong revenue, EBITDA growth, and margin expansion supporting a $250 price target by FY26.
Why I'm Betting 14% Of My Portfolio On Micron (The Memory Wall Thesis)
Positive
Market Watch
yesterday
Micron's stock is heading for its best winning streak since 2019. Here's why.
Ahead of Micron's earnings, analysts are upbeat about the pricing environment for memory chips and the company's ability to maintain its market share as AI demand swells.
Micron's stock is heading for its best winning streak since 2019. Here's why.
Neutral
The Motley Fool
yesterday
Why Micron Technology Stock Jumped Nearly 30% in the Last 30 Days
In today's video, I discuss recent updates affecting Micron Technology (MU 0.74%). To learn more, check out the short video, consider subscribing, and click the special offer link below.
Why Micron Technology Stock Jumped Nearly 30% in the Last 30 Days
Positive
Barrons
yesterday
Micron Stock Heads for Record High. This Is Driving the Chip Maker's 10-Day Winning Run.
Shares were climbing as excitement builds about quarterly earnings.
Micron Stock Heads for Record High. This Is Driving the Chip Maker's 10-Day Winning Run.
Positive
The Motley Fool
yesterday
Should You Buy Micron Technology Stock Before Sept. 23?
Nvidia (NVDA -0.10%) CEO Jensen Huang recently predicted that data center operators will spend a whopping $4 trillion upgrading their infrastructure over the next five years to meet growing demand from artificial intelligence (AI) developers. Since Nvidia's graphics processing units (GPUs) are the world's hottest data center chips for AI workloads, they will likely capture a sizable chunk of that spending.
Should You Buy Micron Technology Stock Before Sept. 23?
See News Rankings
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