AI Demand Ignites Surge: Social media buzz surrounds Micron Technology's explosive stock rally, up over 50% in the past month, driven by acute AI memory shortages. High-bandwidth memory supply for 2026 is reportedly sold out, with analysts hiking price targets as high as $550 amid booming data center needs.
Domestic Edge Bolstered: Conversations emphasize Micron's strategic U.S. fabs and new executive hires from TSMC and Intel, positioning it as America's memory powerhouse. Tariffs on foreign rivals are seen amplifying this moat, transforming cyclical memory into enduring AI infrastructure.
Dip Draws Buyers: A 13% plunge yesterday tied to peer warnings on AI growth tempered enthusiasm, yet many label it a low P/E opportunity with fresh highs today. Optimism persists on sustained pricing power and capacity ramps.
Note: This discussion summary was generated from an AI condensation of post data.
Micron Technology Insider Trading Activity
Micron Technology insiders have traded $MU stock on the open market 124 times in the past 6 months. Of those trades, 3 have been purchases and 121 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 76 sales selling 177,500 shares for an estimated $34,339,396.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 6 sales selling 126,000 shares for an estimated $28,389,111.
- SCOTT J DEBOER (EVP, CTO and Products Officer) sold 82,000 shares for an estimated $18,270,420
- SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 3 sales selling 25,000 shares for an estimated $10,747,266.
- MANISH H BHATIA (EVP, Global Operations) has made 0 purchases and 6 sales selling 26,623 shares for an estimated $10,410,771.
- TEYIN M LIU has made 3 purchases buying 23,200 shares for an estimated $7,821,723 and 0 sales.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $6,616,950.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 22 sales selling 15,950 shares for an estimated $5,768,371.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 10,800 shares for an estimated $2,523,176.
- STEVEN J GOMO sold 5,000 shares for an estimated $1,318,150
- RICHARD M BEYER sold 5,552 shares for an estimated $864,335
- MARY PAT MCCARTHY sold 2,404 shares for an estimated $278,070
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Revenue
Micron Technology had revenues of $13.6B in Q1 2026. This is an increase of 56.65% from the same period in the prior year.
You can track MU financials on Quiver Quantitative's MU stock page.
Micron Technology Congressional Stock Trading
Members of Congress have traded $MU stock 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE JULIA LETLOW has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 10/01, 09/17.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 09/17, 08/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 1,283 institutional investors add shares of Micron Technology stock to their portfolio, and 908 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,046,315 shares (+87.4%) to their portfolio in Q3 2025, for an estimated $1,513,629,425
- CAPITAL RESEARCH GLOBAL INVESTORS removed 7,992,357 shares (-45.3%) from their portfolio in Q3 2025, for an estimated $1,337,281,173
- CAPITAL WORLD INVESTORS removed 6,621,636 shares (-9.4%) from their portfolio in Q3 2025, for an estimated $1,107,932,135
- JPMORGAN CHASE & CO removed 5,631,226 shares (-24.3%) from their portfolio in Q3 2025, for an estimated $942,216,734
- SG AMERICAS SECURITIES, LLC added 4,230,503 shares (+8095.1%) to their portfolio in Q4 2025, for an estimated $1,207,427,861
- BANK OF AMERICA CORP /DE/ removed 3,887,644 shares (-29.4%) from their portfolio in Q3 2025, for an estimated $650,480,594
- AQR CAPITAL MANAGEMENT LLC added 2,918,535 shares (+411.9%) to their portfolio in Q3 2025, for an estimated $488,329,276
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Micron Technology Government Contracts
We have seen $349,000 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:
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
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 25 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/22/2026
- Rosenblatt issued a "Buy" rating on 01/20/2026
- Stifel issued a "Buy" rating on 01/20/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Lynx Global issued a "Buy" rating on 01/12/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Barclays issued a "Overweight" rating on 12/18/2025
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 26 analysts offer price targets for $MU in the last 6 months, with a median target of $355.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $480.0 on 01/27/2026
- Krish Sankar from TD Cowen set a target price of $450.0 on 01/20/2026
- Brian Chin from Stifel set a target price of $360.0 on 01/20/2026
- Kevin Cassidy from Rosenblatt set a target price of $500.0 on 01/20/2026
- Aaron Rakers from Wells Fargo set a target price of $410.0 on 01/15/2026
- Christopher Danely from Citigroup set a target price of $385.0 on 01/15/2026
- Srini Pajjuri from RBC Capital set a target price of $425.0 on 01/15/2026
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.
