Recent discussions on X about Micron Technology (MU) have been buzzing with reactions to the company's latest earnings report and guidance for the upcoming quarter. Many users are highlighting the strong demand for Micron's high-bandwidth memory (HBM) products, especially in relation to AI infrastructure, with some noting that the company has already sold out its HBM supply for 2025. There's also chatter about the stock's performance post-earnings, with a mix of surprise and frustration over the relatively muted price reaction despite beating expectations.
Additionally, posts on X reflect a keen interest in analyst upgrades, with several pointing to raised price targets and positive commentary on Micron's execution in the memory market. The connection to broader AI trends, including partnerships with major tech players, continues to fuel excitement among those following the stock. The overall tone suggests a dynamic conversation with high engagement around Micron's role in the evolving semiconductor landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Micron Technology Congressional Stock Trading
Members of Congress have traded $MU stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- SENATOR ASHLEY MOODY purchased up to $100,000 on 01/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Micron Technology Insider Trading Activity
Micron Technology insiders have traded $MU stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 2 sales selling 43,047 shares for an estimated $4,504,700.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 15 sales selling 22,500 shares for an estimated $2,522,804.
- APRIL S ARNZEN (EVP and Chief People Officer) sold 15,000 shares for an estimated $1,442,700
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 2 sales selling 13,050 shares for an estimated $1,305,000.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 5,000 shares for an estimated $508,800
- MARY PAT MCCARTHY has made 0 purchases and 7 sales selling 4,808 shares for an estimated $415,712.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 937 institutional investors add shares of Micron Technology stock to their portfolio, and 904 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 13,185,983 shares (+32.1%) to their portfolio in Q1 2025, for an estimated $1,145,730,062
- INFINITUM ASSET MANAGEMENT, LLC added 6,871,200 shares (+8589.0%) to their portfolio in Q1 2025, for an estimated $597,038,568
- JPMORGAN CHASE & CO removed 6,543,762 shares (-20.7%) from their portfolio in Q1 2025, for an estimated $568,587,480
- NORGES BANK added 5,799,020 shares (+49.7%) to their portfolio in Q4 2024, for an estimated $488,045,523
- CAPITAL INTERNATIONAL INVESTORS added 4,892,312 shares (+29.8%) to their portfolio in Q1 2025, for an estimated $425,092,989
- NATIONAL BANK OF CANADA /FI/ removed 4,134,305 shares (-50.4%) from their portfolio in Q1 2025, for an estimated $359,229,761
- D. E. SHAW & CO., INC. removed 4,031,603 shares (-96.1%) from their portfolio in Q1 2025, for an estimated $350,305,984
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Micron Technology Government Contracts
We have seen $2,185,307 of award payments to $MU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- OPTION YEAR 2 MAINTENANCE: $1,077,448
- EV CHARGERS, PHASE I MINOR CONSTRUCTION: $596,098
- MWR RENOVATIONS: $236,980
- LAKE BUCK LODGE EVENT VENUE MINOR CON.: $189,780
- FACILITIES MAINTENANCE WORK ORDERS - BGC: $85,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Micron Technology Analyst Ratings
Wall Street analysts have issued reports on $MU in the last several months. We have seen 9 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 06/26/2025
- Needham issued a "Buy" rating on 06/26/2025
- Susquehanna issued a "Positive" rating on 06/26/2025
- Piper Sandler issued a "Overweight" rating on 06/26/2025
- Wells Fargo issued a "Overweight" rating on 06/26/2025
- UBS issued a "Buy" rating on 06/26/2025
- Barclays issued a "Overweight" rating on 06/26/2025
To track analyst ratings and price targets for Micron Technology, check out Quiver Quantitative's $MU forecast page.
Micron Technology Price Targets
Multiple analysts have issued price targets for $MU recently. We have seen 6 analysts offer price targets for $MU in the last 6 months, with a median target of $147.5.
Here are some recent targets:
- Srini Pajjuri from Raymond James set a target price of $150.0 on 06/26/2025
- An analyst from Morgan Stanley set a target price of $135.0 on 06/26/2025
- Mehdi Hosseini from Susquehanna set a target price of $160.0 on 06/26/2025
- Aaron Rakers from Wells Fargo set a target price of $170.0 on 06/26/2025
- Tom O'Malley from Barclays set a target price of $140.0 on 06/26/2025
- An analyst from Cantor Fitzgerald set a target price of $145.0 on 06/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
