Micron Technology
MU
Market cap $140B

125.29 USD

+1.02

0.82%

At close Aug 14, 4:00 PM EDT

After hours

125.15

-0.14

0.11%

1 day

0.82%

5 days

11.70%

1 month

5.63%

3 months

31.44%

6 months

25.89%

Year to date

43.47%

1 year

24.78%

5 years

174.76%

10 years

639.17%

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 7,345 funds

0

Analysts bullish %

of 21 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

69% more funds holding in top 10

Funds holding in top 10: 29 [Q4 2024] → 49 (+20) [Q1 2025]

33% more repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 546

29% more first-time investments, than exits

New positions opened: 233 | Existing positions closed: 181

1% more funds holding

Funds holding: 1,678 [Q4 2024] → 1,698 (+20) [Q1 2025]

0% less capital invested

Capital invested by funds: $75B [Q4 2024] → $74.7B (-$281M) [Q1 2025]

1.43% less ownership

Funds ownership: 78.35% [Q4 2024] → 76.93% (-1.43%) [Q1 2025]

13% less call options, than puts

Call options by funds: $6.22B | Put options by funds: $7.17B

See Fund Rankings

Research analyst outlook

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

Low target

$130

4%

upside

Avg. target

$156

25%

upside

High target

$200

60%

upside

21 analyst ratings

18 positive

86%

3 neutral

14%

0 negative

0%

JP Morgan Harlan Sur	48%upside $185	Overweight Maintained	12 Aug 2025
Needham N. Quinn Bolton	20%upside $150	Buy Reiterated	11 Aug 2025
Deutsche Bank Melissa Weathers	20%upside $150	Buy Initiated	10 Jul 2025
Goldman Sachs James Sheehan	4%upside $130	Neutral Initiated	10 Jul 2025
Baird Tristan Gerra	60%upside $200	Outperform Maintained	27 Jun 2025

See Analyst Rankings

Financial journalist opinion

Based on 60 articles about MU published over the past 30 days

Deeply Undervalued, Micron Technologies Stock Isn't Pricing in AI

Micron Technologies' NASDAQ: MU stock is in rebound mode as of mid-August and will likely continue higher because its market has yet to price in the long-term impact of AI. AI is a memory-intensive technology, and its needs are expected to grow exponentially with each upcoming generation.

Deeply Undervalued, Micron Technologies Stock Isn't Pricing in AI

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Chip stocks trend as profit-taking meets massive AI spending plans, led by $250B+ investments from Meta, Microsoft, and Google.

Semiconductor Stocks Stay In Focus As Massive AI Spending, and China Deal Fuel Growth Hopes

Investors Business Daily

Micron Stock: Insatiable Demand For AI Data Centers — And Space — Fuels Buy Zone

As AI drives demand for Nvidia and Palantir, Micron stock targets a breakout, fueled by data centers and now space.

Micron Stock: Insatiable Demand For AI Data Centers — And Space — Fuels Buy Zone

3 Companies That Will Profit From Trump's Semiconductor Tariffs

The tech sector is no stranger to market-leading gains. Over the past eight years, it's finished first or second among the S&P 500's 11 sectors five times.

3 Companies That Will Profit From Trump's Semiconductor Tariffs

The Motley Fool

Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)

Over the last few weeks, several big tech companies have reported earnings for the second calendar quarter of 2025. One of the biggest takeaways from behemoth artificial intelligence (AI) developers like Alphabet, Meta Platforms, Microsoft, and Amazon is that investment in infrastructure continues to surge.

Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Soar in September (Hint: It's Not Nvidia)

Zacks Investment Research

Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?

MU projects high-teen DRAM demand growth in 2025, fueled by AI-driven applications and record data center sales.

Micron Eyes High-Teen DRAM Demand Growth: Is It Sustainable?

The Motley Fool

Big Tech Is on Track to Spend Over $1 Trillion on AI Infrastructure by 2028. These 3 Semiconductor Stocks Could Be the Biggest Winners (Hint: Not Nvidia)

Every month it seems like one company or another announces it is increasing its budget for artificial intelligence (AI) data centers. Last month, Alphabet released plans for $85 billion in capital expenditures (capex) this year, up from its original 2025 outlook of $75 billion.

Big Tech Is on Track to Spend Over $1 Trillion on AI Infrastructure by 2028. These 3 Semiconductor Stocks Could Be the Biggest Winners (Hint: Not Nvidia)

Micron Rides AI Wave With Upgraded Outlook, Analysts See More Gains Ahead

Micron Technology MU extended gains Tuesday after boosting its August-quarter outlook, fueled by surging demand and pricing for AI-focused memory chips, signaling continued momentum in the DRAM market through 2026.

Micron Rides AI Wave With Upgraded Outlook, Analysts See More Gains Ahead

Micron and BigBear Stocks Diverge After Results. What It Says About the AI Trade.

BigBear.ai is the latest software stock to stumble but Micron Technology is a reminder that the hardware side of the AI boom is still robust.

Micron and BigBear Stocks Diverge After Results. What It Says About the AI Trade.

Zacks Investment Research

MU vs. FORM: Which Semiconductor Stock Has More Potential Right Now?

Micron's AI-driven memory growth and strong profitability give it the edge over FormFactor's slower, margin-pressured recovery.

MU vs. FORM: Which Semiconductor Stock Has More Potential Right Now?

See News Rankings

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