AI Demand Surge: Recent chatter on social media about Micron Technology has centered on the soaring demand for memory chips driven by AI applications. Many users are highlighting the company’s latest earnings report, which showed significant revenue growth and a sold-out supply of high-bandwidth memory for 2025. This has sparked excitement among investors about future growth potential.
Analyst Price Targets: Discussions also focus on a top analyst’s bold price target for the stock, with some on social media echoing optimism about Micron’s trajectory. Posts mention the stock’s low forward P/E ratio as a point of interest for medium-term investors. However, there’s also talk of potential profit-taking that could lead to short-term dips.
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 109 times in the past 6 months. Of those trades, 0 have been purchases and 109 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 11 sales selling 160,000 shares for an estimated $32,105,934.
- 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) 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 $6,616,950.
- STEVEN J GOMO has made 0 purchases and 2 sales selling 12,000 shares for an estimated $2,194,200.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) sold 8,800 shares for an estimated $1,848,176
- 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 $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 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 VAL T. HOYLE sold up to $15,000 on 09/23.
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 09/17, 08/22, 07/01.
- 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 1,166 institutional investors add shares of Micron Technology stock to their portfolio, and 885 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 22 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 12/18/2025
- Citigroup issued a "Buy" rating on 12/18/2025
- Wells Fargo issued a "Overweight" rating on 12/18/2025
- UBS issued a "Buy" rating on 12/18/2025
- Mizuho issued a "Outperform" rating on 12/18/2025
- Rosenblatt issued a "Buy" rating on 12/18/2025
- Needham issued a "Buy" 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 24 analysts offer price targets for $MU in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- James Sheehan from Goldman Sachs set a target price of $235.0 on 12/18/2025
- Kevin Cassidy from Rosenblatt set a target price of $500.0 on 12/18/2025
- Melissa Fairbanks from Raymond James set a target price of $310.0 on 12/18/2025
- Harsh Kumar from Piper Sandler set a target price of $275.0 on 12/18/2025
- Timothy Arcuri from UBS set a target price of $300.0 on 12/18/2025
- Aaron Rakers from Wells Fargo set a target price of $335.0 on 12/18/2025
- Chris Caso from Wolfe Research set a target price of $350.0 on 12/18/2025
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.
