1,546 Shares in Micron Technology, Inc. $MU Bought by Williams & Novak LLC

Williams & Novak LLC acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU) in the third quarter, Holdings Channel.com reports. The firm acquired 1,546 shares of the semiconductor manufacturer’s stock, valued at approximately $259,000.

Other institutional investors have also modified their holdings of the company. First Command Advisory Services Inc. increased its stake in shares of Micron Technology by 225.0% during the second quarter. First Command Advisory Services Inc. now owns 221 shares of the semiconductor manufacturer’s stock worth $27,000 after purchasing an additional 153 shares in the last quarter. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology in the third quarter valued at approximately $27,000. Howard Hughes Medical Institute purchased a new stake in shares of Micron Technology during the second quarter worth approximately $30,000. AlphaQuest LLC raised its stake in Micron Technology by 13,250.0% in the 2nd quarter. AlphaQuest LLC now owns 267 shares of the semiconductor manufacturer’s stock valued at $33,000 after purchasing an additional 265 shares during the last quarter. Finally, WealthCollab LLC boosted its stake in Micron Technology by 4,500.0% during the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the last quarter. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology News Roundup

Here are the key news stories impacting Micron Technology this week:

• Positive Sentiment: Multiple firms raised ratings and targets (TD Cowen, Rosenblatt, Barclays, Wells Fargo and others), lifting upside expectations and validating the AI/memory thesis. Wall Street Eyes $450 Target After Record Quarter
• Positive Sentiment: Company execs confirm “unprecedented” memory shortages and near‑term 100% sell‑through to major AI customers, implying sustained pricing power and better margins. Micron Confirms 100% Sell‑Through to AI Leaders
• Positive Sentiment: Micron agreed to buy a Taiwanese fab (Powerchip’s P5) for ~$1.8B to expand DRAM capacity — a direct response to AI demand that supports growth but increases near‑term capex. Micron To Buy Taiwanese Chip Fab For $1.8B
• Positive Sentiment: Groundbreaking on Micron’s New York megafab and related commentary are reinforcing a narrative of long‑term capacity expansion and strategic investment. How Micron’s New York Megafab Groundbreaking Changed Its Investment Story
• Positive Sentiment: Technical/trading signals (Power Inflow alerts) and bullish media endorsements (Jim Cramer, multiple AI stock roundups) are drawing momentum traders and retail attention. Jim Cramer: Micron Can Go Even Higher
• Neutral Sentiment: CEO comments from Davos emphasize efforts to increase supply — important operational color but execution and timing remain to be proven. Micron CEO on Navigating a Tight Memory Market
• Neutral Sentiment: Numerous media pieces name MU as an AI/semiconductor pick; useful for flows and sentiment but largely reiterative. 3 Stocks That Could Double In 2026
• Negative Sentiment: Short interest has grown sharply, signaling some investors are positioning for downside or a pullback — this can amplify volatility. Micron Sees Large Growth in Short Interest
• Negative Sentiment: High insider selling activity (many executive-level sales) and a Seeking Alpha analysis flag capex risk and “peak cycle” margin concerns — risks to watch if demand or pricing softens. QuiverQuant Insider & Institutional Activity Seeking Alpha: Peak Cycle Margins and Capex Risk

Wall Street Analyst Weigh In

MU has been the topic of a number of recent research reports. BNP Paribas upgraded shares of Micron Technology from a “strong sell” rating to a “strong-buy” rating in a research report on Monday, October 13th. Susquehanna boosted their target price on Micron Technology from $200.00 to $300.00 and gave the stock a “positive” rating in a report on Monday, December 8th. Raymond James Financial upped their price target on Micron Technology from $190.00 to $310.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Wedbush set a $320.00 price target on Micron Technology in a report on Thursday, December 18th. Finally, Wolfe Research increased their price objective on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Five research analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Buy” and an average target price of $340.79.

Micron Technology Price Performance

MU stock opened at $377.25 on Wednesday. The business’s 50-day moving average is $272.56 and its two-hundred day moving average is $196.19. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.46 and a quick ratio of 1.78. The firm has a market capitalization of $424.60 billion, a P/E ratio of 35.66 and a beta of 1.50. Micron Technology, Inc. has a 1 year low of $61.54 and a 1 year high of $381.56.

Micron Technology (NASDAQ:MU) last announced its quarterly earnings data on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion during the quarter, compared to the consensus estimate of $12.62 billion. During the same period in the previous year, the company posted $1.79 earnings per share. The business’s revenue for the quarter was up 56.7% on a year-over-year basis. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. Analysts anticipate that Micron Technology, Inc. will post 6.08 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Investors of record on Monday, December 29th were issued a $0.115 dividend. This represents a $0.46 annualized dividend and a yield of 0.1%. The ex-dividend date of this dividend was Monday, December 29th. Micron Technology’s dividend payout ratio is 4.37%.

Insider Activity at Micron Technology

In related news, CAO Scott R. Allen sold 2,000 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $337.50, for a total value of $675,000.00. Following the completion of the sale, the chief accounting officer directly owned 38,237 shares of the company’s stock, valued at $12,904,987.50. The trade was a 4.97% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Teyin M. Liu purchased 11,600 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average cost of $337.22 per share, with a total value of $3,911,752.00. Following the completion of the acquisition, the director owned 25,910 shares of the company’s stock, valued at approximately $8,737,370.20. This trade represents a 81.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 287,500 shares of company stock valued at $65,892,908 in the last quarter. Company insiders own 0.24% of the company’s stock.

Micron Technology Profile

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.