AI Demand Surge: Recent chatter on X about Micron Technology (MU) has been dominated by the company's pivotal role in the AI memory market. Posts highlight the strong demand for high-bandwidth memory (HBM) products, with many noting that supply for 2025 is already sold out. This has sparked excitement about Micron's position in the semiconductor space.
Record Financials: Discussions also focus on Micron's record-breaking fiscal 2025 results, with annual revenue surpassing $37 billion, largely due to AI and data center demand. Several users on X have pointed out the stock hitting an all-time high, fueling optimism about future growth. The buzz keeps Micron in the spotlight as a key industry player.
Analyst Upgrades: Adding to the conversation, recent analyst upgrades have caught attention on X, with price targets raised significantly by firms like Mizuho. Posts reflect a sense of confidence in Micron's trajectory, especially with U.S. government support for domestic manufacturing. The mix of news keeps the dialogue lively and dynamic.
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 86 times in the past 6 months. Of those trades, 0 have been purchases and 86 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 58 sales selling 135,000 shares for an estimated $22,993,246.
- 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.
- 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.
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 5 sales selling 34,000 shares for an estimated $3,716,823.
- 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
- 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) has made 0 purchases and 9 sales selling 3,682 shares for an estimated $742,384.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
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 1,023 institutional investors add shares of Micron Technology stock to their portfolio, and 838 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 $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:
- 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
- Morgan Stanley issued a "Overweight" rating on 10/06/2025
- JP Morgan issued a "Overweight" rating on 09/24/2025
- Wedbush issued a "Outperform" rating on 09/24/2025
- Wells Fargo issued a "Overweight" rating on 09/24/2025
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 $265.0 on 10/28/2025
- Christopher Danely from Citigroup set a target price of $275.0 on 10/27/2025
- Tom O'Malley from Barclays set a target price of $240.0 on 10/20/2025
- Timothy Arcuri from UBS set a target price of $245.0 on 10/16/2025
- James Sheehan from Goldman Sachs set a target price of $180.0 on 10/09/2025
- An analyst from Itau BBA set a target price of $249.0 on 10/07/2025
- Joseph Moore from Morgan Stanley set a target price of $220.0 on 10/06/2025
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.
