Micron Technology
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
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 662 | Existing positions reduced: 560
3% more first-time investments, than exits
New positions opened: 239 | Existing positions closed: 233
0.16% less ownership
Funds ownership: 78.41% [Q3] → 78.25% (-0.16%) [Q4]
2% less funds holding
Funds holding: 1,689 [Q3] → 1,656 (-33) [Q4]
17% less capital invested
Capital invested by funds: $90.2B [Q3] → $74.9B (-$15.3B) [Q4]
27% less call options, than puts
Call options by funds: $4.97B | Put options by funds: $6.83B
55% less funds holding in top 10
Funds holding in top 10: 64 [Q3] → 29 (-35) [Q4]
Research analyst outlook
17 Wall Street Analysts provided 1 year price targets over the past 3 months
17 analyst ratings
UBS Timothy Arcuri 40% 1-year accuracy 12 / 30 met price target | 28%upside $130 | Buy Maintained | 17 Mar 2025 |
Wedbush Matt Bryson 23% 1-year accuracy 9 / 40 met price target | 23%upside $125 | Outperform Reiterated | 17 Mar 2025 |
Wells Fargo Aaron Rakers 36% 1-year accuracy 13 / 36 met price target | 28%upside $130 | Overweight Maintained | 13 Mar 2025 |
Morgan Stanley Joseph Moore 44% 1-year accuracy 28 / 63 met price target | 11%downside $91 | Equal-Weight Maintained | 28 Jan 2025 |
Barclays Tom O'Malley 33% 1-year accuracy 14 / 42 met price target | 8%upside $110 | Overweight Maintained | 20 Dec 2024 |
Financial journalist opinion
Based on 249 articles about MU published over the past 30 days









