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 7,296 funds
0
Analysts bullish %
of 12 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]
35% more repeat investments, than reductions
Existing positions increased: 723 | Existing positions reduced: 537
26% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 181
1% more funds holding
Funds holding: 1,672 [Q4 2024] → 1,681 (+9) [Q1 2025]
1% less capital invested
Capital invested by funds: $75B [Q4 2024] → $74.4B (-$597M) [Q1 2025]
1.74% less ownership
Funds ownership: 78.33% [Q4 2024] → 76.59% (-1.74%) [Q1 2025]
13% less call options, than puts
Call options by funds: $6.22B | Put options by funds: $7.17B
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
27%
downside
Avg. target
$125
8%
upside
High target
$200
73%
upside
12 analyst ratings
9 positive
75%
3 neutral
25%
0 negative
0%
Citigroup Christopher Danely | 12%upside $130 | Buy Maintained | 9 Jun 2025 |
Mizuho Vijay Rakesh | 12%upside $130 | Outperform Maintained | 5 Jun 2025 |
UBS Timothy Arcuri | 4%upside $120 | Buy Maintained | 5 Jun 2025 |
Morgan Stanley Joseph Moore | 15%downside $98 | Equal-Weight Maintained | 7 May 2025 |
Barclays Tom O'Malley | 18%downside $95 | Overweight Maintained | 22 Apr 2025 |
Financial journalist opinion
Based on 45 articles about MU published over the past 30 days
Positive
Seeking Alpha
5 hours ago
Micron Q3 Preview: I Predicted This Surge, And It's Not Too Late
Micron's AI-aligned HBM strategy may extend the cycle, but structural optimism must be balanced against NAND softness and rising capex risk. Watch for pricing language, capex tone, and 2026 visibility in the Q3 earnings call to guide tactical exit timing. Long-term upside exists, but this is a sentiment-led trade in a cyclical wrapper. Discipline matters more than conviction here.
Positive
Seeking Alpha
1 day ago
Generational Buying Opportunity: Dividend Growth Machines For The AI Boom
The AI boom is likely going to be the dominant macro theme for the coming decade. However, most of the AI opportunities are already richly valued by Mr. Market. That said, there are a few stocks that Mr. Market is still overlooking, giving investors a generational buying opportunity.
Positive
Zacks Investment Research
2 days ago
Is Most-Watched Stock Micron Technology, Inc. (MU) Worth Betting on Now?
Recently, Zacks.com users have been paying close attention to Micron (MU). This makes it worthwhile to examine what the stock has in store.
Positive
Yahoo Finance
2 days ago
Coinbase CEO talks digital assets, Micron to invest more than $200B in US chip manufacturing
Coinbase CEO spoke with Yahoo Finance executive editor Brian Armstrong about the future of digital assets and why he believes bitcoin could become the world's reserve currency because of the ballooning US debt situation. Micron announced its plans to invest more than $200 billion in US semiconductor manufacturing.
Positive
Market Watch
2 days ago
Micron's stock is on a hot streak. Can it continue?
Investors are bullish on memory stocks like Micron as the ramp of Nvidia's Blackwell AI chips helps demand for high-bandwidth memory chips, one analyst says
Neutral
GlobeNewsWire
2 days ago
Micron HBM Designed into Leading AMD AI Platform
Micron high bandwidth memory (HBM3E 36GB 12-high) and the AMD Instinct™ MI350 Series GPUs and platforms support the pace of AI data center innovation and growth Micron high bandwidth memory (HBM3E 36GB 12-high) and the AMD Instinct™ MI350 Series GPUs and platforms support the pace of AI data center innovation and growth
Positive
Proactive Investors
3 days ago
Micron to invest $200B to boost US memory chip manufacturing capabilities
Micron Technology Inc (NASDAQ:MU) announced plans to expand its US semiconductor manufacturing and research and development (R&D) capabilities, with investments totalling $200 billion. The company plans to invest $150 billion in domestic memory manufacturing and $50 billion in R&D, Micron announced on Thursday.
Positive
Reuters
3 days ago
Micron to expand US investments to about $200 billion
Micron Technology said on Thursday it was planning to expand its U.S. investments in domestic memory manufacturing to about $150 billion and in R&D to $50 billion.
Neutral
GlobeNewsWire
3 days ago
Micron and Trump Administration Announce Expanded U.S. Investments in Leading-Edge DRAM Manufacturing and R&D
Micron Plans to Invest Approximately $200 Billion in Semiconductor Manufacturing and R&D in Idaho, New York and Virginia, Enhancing Domestic Memory Supply and Technology Leadership Micron to Build Second Leading-Edge Memory Manufacturing Fab in Idaho, Modernize and Expand Virginia Fab and Bring End-to-End High Bandwidth Memory (HBM) Manufacturing Capabilities to U.S. to Meet Anticipated AI-Driven Demand BOISE, Idaho, June 12, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) and the Trump Administration today announced Micron's plans to expand its U.S. investments to approximately $150 billion in domestic memory manufacturing and $50 billion in R&D, creating an estimated 90,000 direct and indirect jobs. As part of today's announcement, Micron plans to invest an additional $30 billion beyond prior plans which includes building a second leading-edge memory fab in Boise, Idaho; expanding and modernizing its existing manufacturing facility in Manassas, Virginia; and bringing advanced packaging capabilities to the U.S. to enable long-term growth in High Bandwidth Memory (HBM), which is essential to the AI market.
Neutral
Investors Business Daily
4 days ago
Micron Stock Up On New Memory Chip For AI Data Centers
Micron Technology stock has risen on prospects for its latest memory chip for data centers running artificial intelligence applications.
Charts implemented using Lightweight Charts™