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
0
Funds holding %
of 7,372 funds
0
Analysts bullish %
of 17 analysts
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
Low target
$91
11%
downside
Avg. target
$130
28%
upside
High target
$250
146%
upside
17 analyst ratings
15 positive
88%
2 neutral
12%
0 negative
0%
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
Neutral
The Motley Fool
2 hours ago
Prediction: This Nasdaq Stock Could Start Soaring After March 20
The past few weeks have been rough for technology stocks. The sector has been hammered by the tariff-induced trade war, which has led investors to book profits and enter a risk-off mode amid concerns regarding a potential economic slowdown.
Positive
Seeking Alpha
6 hours ago
Micron Stock: Despite The Rating Downgrade, It's Still A Buy
Micron Technology's recent guidance was disappointing, leading me to downgrade my rating from a strong buy to a buy. Despite the guidance miss, Micron's long-term growth prospects remain strong, with potential EPS reaching $11-13 in fiscal 2026. Analysts remain bullish, with price targets suggesting 30-50% upside by year-end 2025, and potential for $300-350 by 2030 in a bullish scenario.
Positive
The Motley Fool
11 hours ago
Prediction: 2 Companies That Will Be Worth More Than AT&T 2 Years From Now
Three catalysts drove AT&T's (T 1.05%) stock price nearly 50% higher over the past two years.
Positive
Investopedia
23 hours ago
What Analysts Think of Micron Stock Ahead of Earnings
Micron Technology (MU) is scheduled to report fiscal second-quarter results after the market closes Thursday, with analysts largely bullish on the Nvidia (NVDA) partner's stock.
Negative
Proactive Investors
1 day ago
Micron faces near-term margin pressures and tariff risks, analysts warn ahead of earnings
Micron Technology Inc (NASDAQ:MU) is expected to report fiscal second quarter financial results in line with its guidance, with analysts at Wedbush expecting “modest deviations” from the company's projections. They see potential revenue upside but some margin risk due to softer pricing in Q1 and changes in product mix.
Positive
Zacks Investment Research
1 day ago
Ahead of Micron (MU) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Besides Wall Street's top -and-bottom-line estimates for Micron (MU), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended February 2025.
Negative
The Motley Fool
1 day ago
Stock Market in Chaos: Should You Buy Micron Stock Amid the Volatility?
The stock market correction is making investors uneasy, but there could be opportunities due to the chaos.
Positive
Barrons
1 day ago
Micron Stock's ‘Upside Is Coming.' Why It's a Buy Ahead of Earnings.
Micron stock has room to grow, even as one analyst expects the company to post a guidance miss later this week.
Positive
Seeking Alpha
1 day ago
Micron Q2 Earnings Preview: Get In Now Before Sentiment Erupts
Micron's AI-driven data center growth, HBM3E ramp-up, and stabilizing memory prices position it for strong cyclical gains amid rising DRAM/NAND demand. Potential rate cuts in H2 2025 and easing tariffs could drive a market rally, benefiting Micron's valuation and accelerating its earnings recovery. Trading below its peak, Micron has 25% upside based on my conservative fair-value price target. Sentiment-driven momentum could push it even higher, making it a Strong Buy ahead of Q3.
Neutral
Barrons
2 days ago
Nike, Carnival, Micron Technology, Fed Interest Rate, and More to Watch This Week
The Fed announcement will be in the spotlight amid market corrections and slumping consumer confidence. Also, earnings from Fed Ex, General Mills, and Darden.
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