Earnings Anticipation: Recent chatter on social media has been buzzing with anticipation for Micron Technology's upcoming Q1 Fiscal 2026 earnings report, set for December 17. Many are highlighting the potential impact of AI-driven demand for memory chips, with some predicting a strong performance due to tight supply. Analyst upgrades and rising price targets are also fueling the conversation.
AI and Memory Demand: A significant focus online has been on Micron’s role in the AI hardware boom, with discussions pointing to surging DRAM and NAND pricing. Several users have noted analyst reports projecting sustained growth through 2027, driven by memory shortages. The excitement around these trends is palpable as investors await concrete numbers.
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 114 times in the past 6 months. Of those trades, 0 have been purchases and 114 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 81 sales selling 185,000 shares for an estimated $35,247,126.
- 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 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 1,164 institutional investors add shares of Micron Technology stock to their portfolio, and 882 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 21 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Stifel issued a "Buy" rating on 12/12/2025
- Citigroup issued a "Buy" rating on 12/10/2025
- HSBC issued a "Buy" rating on 12/09/2025
- 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
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 29 analysts offer price targets for $MU in the last 6 months, with a median target of $215.0.
Here are some recent targets:
- Brian Chin from Stifel set a target price of $300.0 on 12/12/2025
- Christopher Danely from Citigroup set a target price of $300.0 on 12/10/2025
- Ricky Seo from HSBC set a target price of $330.0 on 12/09/2025
- Melissa Weathers from Deutsche Bank set a target price of $280.0 on 12/09/2025
- Mehdi Hosseini from Susquehanna set a target price of $300.0 on 12/08/2025
- 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
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.
