2,301 Shares in Micron Technology, Inc. $MU Bought by Cambient Family Office LLC

Key Points

• Cambient Family Office LLC bought a new stake in Micron Technology in the fourth quarter, acquiring 2,301 shares valued at about $657,000.
• Micron continues to attract major institutional interest, with firms like Vanguard, State Street, and Norges Bank increasing or initiating positions; overall, about 80.84% of the stock is held by institutions.
• Analysts remain broadly bullish on MU due to AI-driven memory demand, tight DRAM/NAND supply, and strong pricing, though investors are also bracing for potential volatility ahead of Micron’s upcoming earnings report.

Cambient Family Office LLC acquired a new stake in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 2,301 shares of the semiconductor manufacturer's stock, valued at approximately $657,000.

A number of other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in Micron Technology by 1.9% during the 4th quarter. Vanguard Group Inc. now owns 106,608,094 shares of the semiconductor manufacturer's stock valued at $30,427,016,000 after acquiring an additional 1,954,644 shares during the period. State Street Corp grew its holdings in shares of Micron Technology by 2.1% in the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer's stock worth $15,061,310,000 after purchasing an additional 1,090,644 shares during the last quarter. Capital International Investors increased its stake in shares of Micron Technology by 0.7% during the third quarter. Capital International Investors now owns 23,372,821 shares of the semiconductor manufacturer's stock valued at $3,910,198,000 after buying an additional 155,860 shares during the period. Norges Bank purchased a new position in shares of Micron Technology in the 4th quarter valued at $6,433,456,000. Finally, Morgan Stanley raised its stake in shares of Micron Technology by 5.1% during the 4th quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer's stock worth $4,679,771,000 after acquiring an additional 794,289 shares in the last quarter. 80.84% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, EVP Sumit Sadana sold 24,000 shares of the company's stock in a transaction that occurred on Friday, April 10th. The shares were sold at an average price of $421.35, for a total value of $10,112,400.00. Following the completion of the sale, the executive vice president directly owned 224,021 shares of the company's stock, valued at approximately $94,391,248.35. This represents a 9.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP April S. Arnzen sold 40,000 shares of Micron Technology stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $347.39, for a total value of $13,895,600.00. Following the completion of the transaction, the executive vice president owned 125,737 shares in the company, valued at $43,679,776.43. The trade was a 24.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 146,000 shares of company stock worth $85,486,715. 0.24% of the stock is currently owned by corporate insiders.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Multiple firms raised price targets on Micron (MU), citing stronger DRAM/NAND pricing, AI-driven memory demand, and rising data-center sales. Wedbush lifted its target to $1,300, while other reports pointed to even higher bullish targets, signaling continued confidence ahead of earnings. Article Title
• Positive Sentiment: Micron’s U.S. capacity expansion and advanced 1-alpha DRAM production were highlighted as strategic moves that could support long-term AI infrastructure demand, reinforcing the company’s role as a key memory supplier for AI data centers. Article Title
• Positive Sentiment: Several articles say MU is likely to beat fiscal Q3 estimates thanks to tight memory supply, strong pricing power, and new chip ramp-up, which would extend the company’s recent run and keep AI-related optimism alive. Article Title
• Neutral Sentiment: Investors are treating Micron’s June 24 earnings report as a key read-through on whether the AI-driven chip rally still has room to run. That makes the stock a high-expectation name going into results, but not automatically one with easy upside from here. Article Title
• Neutral Sentiment: Some commentary also suggests Micron (MU) could see a volatile reaction even if earnings are good, since the stock has already had a huge run and expectations are elevated. Article Title
• Negative Sentiment: Bearish pieces warn that Micron’s upcoming report is a “tough earnings test,” with some arguing the stock could fall if the company merely meets expectations instead of dramatically exceeding them. Article Title
• Negative Sentiment: SK Hynix’s plan to expand memory production over the next five years was flagged as a competitive risk for MU, potentially pressuring pricing and margins later if supply growth outpaces demand. Article Title

Micron Technology Price Performance

NASDAQ:MU opened at $1,133.99 on Friday. The company's 50-day moving average is $748.09 and its two-hundred day moving average is $493.40. The company has a current ratio of 2.90, a quick ratio of 2.32 and a debt-to-equity ratio of 0.13. Micron Technology, Inc. has a 12-month low of $103.38 and a 12-month high of $1,149.43. The firm has a market cap of $1.28 trillion, a price-to-earnings ratio of 53.54 and a beta of 2.16.

Micron Technology (NASDAQ:MU - Get Free Report) last released its quarterly earnings results on Wednesday, March 18th. The semiconductor manufacturer reported $12.20 earnings per share for the quarter, topping analysts' consensus estimates of $9.19 by $3.01. The firm had revenue of $23.86 billion during the quarter, compared to analysts' expectations of $19.97 billion. Micron Technology had a return on equity of 41.16% and a net margin of 41.49%.Micron Technology's quarterly revenue was up 196 compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.56 EPS. Research analysts expect that Micron Technology, Inc. will post 59.57 EPS for the current year.

Wall Street Analysts Forecast Growth

MU has been the subject of several recent research reports. JPMorgan Chase & Co. raised their target price on shares of Micron Technology from $350.00 to $550.00 and gave the stock an "overweight" rating in a report on Thursday, March 19th. Raymond James Financial raised their target price on Micron Technology from $530.00 to $1,100.00 and gave the company an "outperform" rating in a research report on Monday, June 1st. Summit Insights cut Micron Technology from a "buy" rating to a "hold" rating in a report on Thursday, March 19th. Cantor Fitzgerald increased their price target on Micron Technology from $700.00 to $1,500.00 and gave the stock an "overweight" rating in a research report on Monday, June 8th. Finally, Needham & Company LLC increased their price objective on Micron Technology from $450.00 to $500.00 and gave the company a "buy" rating in a research note on Thursday, March 19th. Five investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Micron Technology has a consensus rating of "Buy" and a consensus price target of $913.47.

Micron Technology Profile

Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.

Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.

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