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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
108% more first-time investments, than exits
New positions opened: 296 | Existing positions closed: 142
45% more capital invested
Capital invested by funds: $74.7B [Q1] → $109B (+$33.9B) [Q2]
12% more funds holding in top 10
Funds holding in top 10: 49 [Q1] → 55 (+6) [Q2]
7% more funds holding
Funds holding: 1,703 [Q1] → 1,814 (+111) [Q2]
1.83% more ownership
Funds ownership: 76.93% [Q1] → 78.77% (+1.83%) [Q2]
8% less repeat investments, than reductions
Existing positions increased: 632 | Existing positions reduced: 689
17% less call options, than puts
Call options by funds: $6.83B | Put options by funds: $8.22B
Research analyst outlook
21 Wall Street Analysts provided 1 year price targets over the past 3 months
21 analyst ratings
JP Morgan Harlan Sur | 59%upside $185 | Overweight Maintained | 12 Aug 2025 |
Needham N. Quinn Bolton | 29%upside $150 | Buy Reiterated | 11 Aug 2025 |
Rosenblatt Kevin Cassidy | 72%upside $200 | Buy Maintained | 11 Aug 2025 |
Deutsche Bank Melissa Weathers | 29%upside $150 | Buy Initiated | 10 Jul 2025 |
Goldman Sachs James Sheehan | 12%upside $130 | Neutral Initiated | 10 Jul 2025 |
Financial journalist opinion
Based on 73 articles about MU published over the past 30 days
