AI Memory Demand: Recent discussions on X about Micron Technology (MU) have centered on the surging demand for high-bandwidth memory (HBM) tied to AI applications. Many are excited about reports that Micron’s HBM supply for 2025 is already sold out, positioning the company as a critical player in the semiconductor space. This has fueled intense interest in the stock’s potential growth.
Strategic Business Shift: Another hot topic on X is Micron’s decision to exit parts of the consumer memory market to focus on high-margin AI and data center products. While some view this as a bullish move for future profitability, others express concern over short-term stock dips following the announcement. The debate continues as investors weigh the long-term benefits against immediate market reactions.
Earnings Anticipation: With Micron’s Q1 2026 earnings report slated for December 17, X users are buzzing with predictions about whether the results will match the high expectations set by analysts. Posts highlight raised price targets from firms like Mizuho and Wolfe Research, adding to the anticipation. The upcoming report is seen as a key test for the stock’s recent momentum.
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 117 times in the past 6 months. Of those trades, 0 have been purchases and 117 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 84 sales selling 188,938 shares for an estimated $35,683,756.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 11 sales selling 160,000 shares for an estimated $32,105,934.
- SCOTT J DEBOER (EVP, CTO and Products Officer) has made 0 purchases and 2 sales selling 102,000 shares for an estimated $20,772,620.
- 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
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $4,337,400.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 8,800 shares for an estimated $1,848,176
- STEVEN J GOMO sold 7,000 shares for an estimated $876,050
- RICHARD M BEYER sold 5,552 shares for an estimated $864,335
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 9 sales selling 3,682 shares for an estimated $742,384.
- MARY PAT MCCARTHY has made 0 purchases and 4 sales selling 4,808 shares for an estimated $569,632.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Revenue
Micron Technology had revenues of $11.3B in Q4 2025. This is an increase of 46.0% 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 7 times in the past 6 months. Of those trades, 1 have been purchases and 6 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 09/17, 08/22, 07/01, 06/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 07/22 and 1 sale worth up to $15,000 on 08/04.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 1,163 institutional investors add shares of Micron Technology stock to their portfolio, and 883 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
- 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
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 2,903,984 shares (-74.7%) from their portfolio in Q3 2025, for an estimated $485,894,602
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Micron Technology Government Contracts
We have seen $249,000 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 20 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 11/24/2025
- UBS issued a "Buy" rating on 11/20/2025
- Rosenblatt issued a "Buy" rating on 11/17/2025
- Wells Fargo issued a "Overweight" rating on 11/07/2025
- Citigroup issued a "Buy" rating on 10/27/2025
- Mizuho issued a "Outperform" rating on 10/17/2025
- Itau BBA issued a "Outperform" rating on 10/07/2025
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 28 analysts offer price targets for $MU in the last 6 months, with a median target of $200.0.
Here are some recent targets:
- Vijay Rakesh from Mizuho set a target price of $270.0 on 12/04/2025
- James Sheehan from Goldman Sachs set a target price of $205.0 on 12/03/2025
- Joseph Moore from Morgan Stanley set a target price of $338.0 on 11/24/2025
- Timothy Arcuri from UBS set a target price of $275.0 on 11/20/2025
- Kevin Cassidy from Rosenblatt set a target price of $300.0 on 11/17/2025
- Aaron Rakers from Wells Fargo set a target price of $300.0 on 11/07/2025
- Christopher Danely from Citigroup set a target price of $275.0 on 10/27/2025
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.
