Recent discussions on X about Micron Technology (MU) have been ignited by the company's role in the AI-driven memory market and ongoing industry developments. Many users are focusing on the strong demand for Micron's high-bandwidth memory (HBM) products, with some pointing out that the company has already sold out its HBM supply for 2025. This buzz has kept the stock in the spotlight as a key player in the semiconductor space.
Additionally, there’s notable chatter around Micron’s stock performance amidst broader sector challenges, including a recent dip attributed to market sentiment and competitive pressures. Some voices on X express optimism about potential price targets, citing analyst projections and technical trends, while others remain cautious due to cyclical industry risks. The conversation reflects a dynamic mix of hope and scrutiny surrounding Micron’s future.
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 6 times in the past 6 months. Of those trades, 1 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 LISA C. MCCLAIN purchased up to $15,000 on 07/22.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 07/01, 06/11.
- 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.
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 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- SUMIT SADANA (EVP and Chief Business Officer) sold 92,638 shares for an estimated $11,625,142
- MANISH H BHATIA (EVP, Global Operations) sold 80,000 shares for an estimated $9,852,800
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 2 sales selling 40,000 shares for an estimated $4,702,200.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 5 sales selling 34,000 shares for an estimated $3,716,823.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $3,319,500.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 9 sales selling 15,000 shares for an estimated $1,737,819.
- STEVEN J GOMO sold 7,000 shares for an estimated $876,050
- MARY PAT MCCARTHY has made 0 purchases and 5 sales selling 7,212 shares for an estimated $761,952.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) sold 6,525 shares for an estimated $652,500
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 936 institutional investors add shares of Micron Technology stock to their portfolio, and 980 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS added 16,525,758 shares (+30.4%) to their portfolio in Q2 2025, for an estimated $2,036,799,673
- D. E. SHAW & CO., INC. added 7,193,284 shares (+4426.5%) to their portfolio in Q2 2025, for an estimated $886,572,253
- INFINITUM ASSET MANAGEMENT, LLC removed 6,851,200 shares (-98.6%) from their portfolio in Q2 2025, for an estimated $844,410,400
- PRIMECAP MANAGEMENT CO/CA/ removed 5,814,892 shares (-15.6%) from their portfolio in Q2 2025, for an estimated $716,685,439
- FMR LLC removed 5,635,789 shares (-11.9%) from their portfolio in Q2 2025, for an estimated $694,610,994
- WELLINGTON MANAGEMENT GROUP LLP added 3,272,391 shares (+121.7%) to their portfolio in Q2 2025, for an estimated $403,322,190
- BANK OF AMERICA CORP /DE/ added 3,074,802 shares (+30.2%) to their portfolio in Q2 2025, for an estimated $378,969,346
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Micron Technology Government Contracts
We have seen $1,648,428 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
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
- MWR RENOVATIONS: $236,980
- 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 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- CLSA issued a "Outperform" rating on 08/27/2025
- Needham issued a "Buy" rating on 08/11/2025
- Rosenblatt issued a "Buy" rating on 08/11/2025
- Deutsche Bank issued a "Buy" rating on 07/10/2025
- Baird issued a "Outperform" rating on 06/27/2025
- Keybanc issued a "Overweight" rating on 06/26/2025
- Stifel issued a "Buy" 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 24 analysts offer price targets for $MU in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Sanjeev Rana from CLSA set a target price of $155.0 on 08/27/2025
- Harlan Sur from JP Morgan set a target price of $185.0 on 08/12/2025
- Kevin Cassidy from Rosenblatt set a target price of $200.0 on 08/11/2025
- N. Quinn Bolton from Needham set a target price of $150.0 on 08/11/2025
- James Sheehan from Goldman Sachs set a target price of $130.0 on 07/10/2025
- Melissa Weathers from Deutsche Bank set a target price of $150.0 on 07/10/2025
- Tristan Gerra from Baird set a target price of $200.0 on 06/27/2025
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.
