Silicon Valley Capital Partners Purchases 809 Shares of Micron Technology, Inc. $MU

Silicon Valley Capital Partners lifted its position in Micron Technology, Inc. (NASDAQ:MU) by 12.3% during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 7,387 shares of the semiconductor manufacturer’s stock after buying an additional 809 shares during the period. Silicon Valley Capital Partners’ holdings in Micron Technology were worth $8,527,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the company. Bullseye Investment Management LLC acquired a new stake in Micron Technology in the second quarter valued at approximately $27,000. Montgomery Financial Services LLC acquired a new position in shares of Micron Technology during the second quarter worth $38,000. JNBA Financial Advisors lifted its holdings in shares of Micron Technology by 77.3% during the 2nd quarter. JNBA Financial Advisors now owns 39 shares of the semiconductor manufacturer’s stock valued at $45,000 after purchasing an additional 17 shares during the last quarter. Ramsey Quantitative Systems purchased a new stake in shares of Micron Technology during the 2nd quarter valued at $46,000. Finally, RHL Group LLC acquired a new stake in shares of Micron Technology in the 2nd quarter worth $47,000. Institutional investors own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on MU shares. The Goldman Sachs Group boosted their target price on Micron Technology from $900.00 to $1,100.00 and gave the stock a “neutral” rating in a research note on Thursday, June 25th. Sanford C. Bernstein set a $1,300.00 price target on Micron Technology in a research note on Monday, June 22nd. Susquehanna raised their price target on Micron Technology from $1,750.00 to $2,000.00 and gave the stock a “positive” rating in a report on Thursday, June 25th. Bank of America boosted their price target on Micron Technology from $950.00 to $1,500.00 and gave the stock a “buy” rating in a research note on Tuesday, June 23rd. Finally, Needham & Company LLC upped their price objective on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $1,295.63.

Key Headlines Impacting Micron Technology

Here are the key news stories impacting Micron Technology this week:

• Positive Sentiment: Analyst optimism supports the rally. Stifel maintained a Buy rating and a $1,500 price target, citing constrained memory supply, stronger pricing, and expanding profit margins. Other bullish estimates place fair value as high as $2,050. Why is Micron stock gaining today?
• Positive Sentiment: AI-related demand remains the central catalyst. Micron’s high-bandwidth memory is reportedly sold out through 2027, while take-or-pay agreements and hyperscaler spending are supporting visibility, pricing, and margins. Investors expect fiscal Q4 earnings and revenue to set new records. HBM Sold Out Through 2027
• Positive Sentiment: Recent operating momentum is substantial. Micron’s latest reported quarter generated $24.67 in diluted EPS versus $1.68 a year earlier, and analysts continue to revise earnings expectations upward. The broader semiconductor rally, including strength in AMD and Nvidia, also lifted MU sentiment. Why Micron Stock Popped This Morning
• Neutral Sentiment: Investors are positioning for a potentially large earnings move. Options markets imply significant volatility around the September 30 report, while renewed discussion of a stock split reflects MU’s move above $1,000. However, no split has been announced; Micron’s last split was a 2-for-1 transaction announced in 2000. Micron Stock Is Back Above $1,000
• Negative Sentiment: China’s CXMT presents a longer-term competitive risk. CXMT says it has begun mass production of a fifth-generation DRAM platform with improved wafer productivity, power efficiency, and manufacturing economics. If successful, greater Chinese supply could eventually pressure Micron’s pricing and market share. China’s CXMT Says It Has Reached Advanced DRAM Mass Production

Insider Activity

In other Micron Technology news, EVP Sumit Sadana sold 15,000 shares of the firm’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $934.29, for a total transaction of $14,014,350.00. Following the completion of the transaction, the executive vice president directly owned 191,021 shares of the company’s stock, valued at approximately $178,469,010.09. This trade represents a 7.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total transaction of $43,357,600.00. Following the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. The trade was a 31.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by insiders.

Micron Technology Stock Performance

Shares of NASDAQ MU traded up $27.69 during mid-day trading on Monday, hitting $1,043.49. The stock had a trading volume of 27,321,282 shares, compared to its average volume of 42,644,242. The firm has a market cap of $1.18 trillion, a PE ratio of 23.62, a PEG ratio of 0.64 and a beta of 2.22. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The company has a 50 day moving average of $928.01 and a two-hundred day moving average of $776.17. Micron Technology, Inc. has a twelve month low of $154.65 and a twelve month high of $1,255.00.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. The company had revenue of $41.46 billion during the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s revenue was up 345.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Research analysts predict that Micron Technology, Inc. will post 72.98 EPS for the current fiscal year.

Micron Technology Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were issued a dividend of $0.15 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.1%. Micron Technology’s payout ratio is 1.36%.

Micron Technology Company Profile

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.