Recent discussions on X about Micron Technology (MU) have centered around the semiconductor giant's stock performance amid broader industry challenges and opportunities. Posts on the platform highlight a sharp decline in share price, with some noting a drop of over 5% in premarket trading linked to news of potential U.S. government equity stakes in chipmakers as part of CHIPS Act grants. The conversation also touches on competitive pressures, with rumors of Nvidia potentially approving Samsung's high-bandwidth memory chips stirring concern among observers.
Despite the downturn, there’s a mix of perspectives, with some users pointing to Micron’s strong quarterly revenue growth and AI-driven demand as reasons for optimism. Others remain cautious, citing technical indicators and selling pressure as signs of continued weakness in the near term. The dialogue reflects the volatile nature of the chip sector, keeping investors on edge as they weigh policy impacts against market fundamentals.
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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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 10 sales selling 7,212 shares for an estimated $707,275.
- 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 977 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 17 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 08/11/2025
- Needham 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
- Raymond James issued a "Outperform" rating on 06/26/2025
- Barclays 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 23 analysts offer price targets for $MU in the last 6 months, with a median target of $150.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $185.0 on 08/12/2025
- N. Quinn Bolton from Needham set a target price of $150.0 on 08/11/2025
- Kevin Cassidy from Rosenblatt set a target price of $200.0 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
- Aaron Rakers from Wells Fargo set a target price of $170.0 on 06/26/2025
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.
