Recent discussions on X about Micron Technology (MU) have been buzzing with excitement following the company's record-breaking fiscal 2025 financial results. Many users are captivated by the reported annual revenue of over $37 billion, driven largely by strong demand for AI and data center memory solutions. The stock's surge to an all-time high has further fueled conversations about its critical role in the semiconductor industry.
Additionally, there is significant focus on Micron's raised guidance for the upcoming quarter, with some on X pointing to the company's strategic position alongside major tech players as a key driver. Posts highlight optimism around continued growth in AI-driven memory demand, though a few voices caution about potential cyclical risks in the sector. The dynamic range of opinions keeps the dialogue lively and closely watched.
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 8 times in the past 6 months. Of those trades, 1 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 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.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 04/08.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/07.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 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 47 times in the past 6 months. Of those trades, 0 have been purchases and 47 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
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 29 sales selling 75,000 shares for an estimated $11,258,397.
- 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.
- 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.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 916 institutional investors add shares of Micron Technology stock to their portfolio, and 841 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 18 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 09/24/2025
- Stifel issued a "Buy" rating on 09/24/2025
- Citigroup issued a "Buy" rating on 09/24/2025
- Wells Fargo issued a "Overweight" rating on 09/24/2025
- Keybanc issued a "Overweight" rating on 09/24/2025
- Needham issued a "Buy" rating on 09/24/2025
- Deutsche Bank issued a "Buy" 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 27 analysts offer price targets for $MU in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- Melissa Fairbanks from Raymond James set a target price of $190.0 on 09/24/2025
- Harlan Sur from JP Morgan set a target price of $220.0 on 09/24/2025
- Kevin Cassidy from Rosenblatt set a target price of $250.0 on 09/24/2025
- Matt Bryson from Wedbush set a target price of $220.0 on 09/24/2025
- Aaron Rakers from Wells Fargo set a target price of $220.0 on 09/24/2025
- Vivek Arya from B of A Securities set a target price of $180.0 on 09/24/2025
- John Vinh from Keybanc set a target price of $215.0 on 09/24/2025
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.
