FSA Advisors Inc. Purchases New Shares in Micron Technology, Inc. $MU

Key Points

• FSA Advisors acquired 1,232 Micron shares during the second quarter, valued at approximately $1.416 million. Institutional investors collectively own 80.84% of Micron’s outstanding stock.
• Analysts remain broadly bullish, with an average “Buy” rating and an average price target of $1,295.63; several firms recently reaffirmed buy ratings or raised their targets.
• Micron reported quarterly earnings and revenue well above expectations, with revenue rising 345.8% year over year, supported by strong AI-related memory demand. However, insiders have sold roughly $182.2 million of stock over the past 90 days, while competition and potential future memory oversupply remain risks.

FSA Advisors Inc. acquired a new position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 1,232 shares of the semiconductor manufacturer's stock, valued at approximately $1,416,000.

Other hedge funds also recently bought and sold shares of the company. High Note Wealth LLC increased its position in shares of Micron Technology by 65.4% in the fourth quarter. High Note Wealth LLC now owns 86 shares of the semiconductor manufacturer's stock worth $25,000 after acquiring an additional 34 shares in the last quarter. Kohmann Bosshard Financial Services LLC purchased a new stake in shares of Micron Technology in the 1st quarter valued at approximately $27,000. Bayban purchased a new stake in shares of Micron Technology in the 4th quarter valued at approximately $29,000. WealthCollab LLC boosted its stake in Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer's stock worth $34,000 after purchasing an additional 270 shares during the period. Finally, Financial Life Planners acquired a new position in Micron Technology in the 1st quarter worth approximately $36,000. 80.84% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have issued reports on MU shares. Sanford C. Bernstein set a $1,300.00 target price on shares of Micron Technology in a research note on Monday, June 22nd. UBS Group reaffirmed a "buy" rating on shares of Micron Technology in a research report on Monday, August 10th. ThinkEquity reiterated a "buy" rating on shares of Micron Technology in a report on Monday, August 3rd. DA Davidson upped their price target on Micron Technology from $1,500.00 to $2,000.00 and gave the company a "buy" rating in a research report on Thursday, June 25th. Finally, Seaport Research Partners reissued a "buy" rating on shares of Micron Technology in a research report on Friday, August 14th. Four analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Buy" and an average target price of $1,295.63.

Insider Activity at Micron Technology

In related news, EVP April Arnzen sold 40,000 shares of the firm's stock in a transaction that occurred on Wednesday, July 1st. The stock was sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the transaction, the executive vice president directly owned 85,737 shares of the company's stock, valued at approximately $92,933,763.78. This trade represents a 31.81% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Scott Allen sold 879 shares of the business's stock in a transaction that occurred on Thursday, July 23rd. The stock was sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the sale, the chief accounting officer owned 34,958 shares of the company's stock, valued at approximately $34,958,000. This trade represents a 2.45% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 177,204 shares of company stock worth $182,156,264 in the last 90 days. Insiders own 0.24% of the company's stock.

Micron Technology Price Performance

Micron Technology stock opened at $1,016.59 on Monday. The company has a current ratio of 3.42, a quick ratio of 2.98 and a debt-to-equity ratio of 0.05. Micron Technology, Inc. has a 1-year low of $125.66 and a 1-year high of $1,255.00. The firm's fifty day simple moving average is $935.15 and its 200-day simple moving average is $736.78. The company has a market capitalization of $1.15 trillion, a P/E ratio of 23.02, a P/E/G ratio of 0.64 and a beta of 2.22.

Micron Technology (NASDAQ:MU - Get Free Report) last issued its quarterly earnings data on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $21.39 by $3.72. The firm had revenue of $41.46 billion during the quarter, compared to analysts' expectations of $35.91 billion. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. Micron Technology's revenue for the quarter was up 345.8% on a year-over-year basis. During the same period in the prior year, the company posted $1.91 earnings per share. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. Sell-side analysts forecast that Micron Technology, Inc. will post 72.93 earnings per share for the current fiscal year.

Micron Technology Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were given a $0.15 dividend. 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 currently 1.36%.

Trending Headlines about Micron Technology

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

• Positive Sentiment: AI memory demand remains the key catalyst. Micron is reportedly increasing production capacity for more profitable, high-demand memory products used in AI servers, including high-bandwidth memory (HBM). Investors see sustained hyperscaler spending as supporting pricing, revenue and margins. Micron is doubling down on AI memory chips
• Positive Sentiment: Memory stocks led the market. Micron and other memory-related companies benefited from renewed enthusiasm for AI infrastructure, the release of a new OpenAI model and expectations that the NAND pricing cycle may be strengthening. Memory and AI-related stocks lead the market
• Positive Sentiment: Analyst upside forecasts added support. Lynx Equity Strategies said volatility has normalized and maintained an aggressive price target of $1,325 for MU, implying substantial potential upside from recent levels. Lynx Equity sees Micron and SanDisk breakout
• Positive Sentiment: Recent operating results provide fundamental support. Micron’s latest reported quarter significantly exceeded earnings and revenue expectations, with revenue up sharply year over year. The company also issued strong fourth-quarter guidance, reinforcing the view that AI-related memory shortages are translating into exceptional profitability.
• Neutral Sentiment: Long-term customer agreements may reduce—but not eliminate—cyclicality. Reports highlight 16 strategic agreements extending through 2030, some with price floors or bands. These contracts could improve earnings visibility, although investors remain concerned that new industry capacity could eventually pressure pricing. Micron’s contracts reveal the next AI bottleneck
• Negative Sentiment: Competition and execution risks remain. Chinese chipmaker CXMT is gaining DRAM market share, while planned capacity investments by Asian producers could eventually create oversupply. Micron also faces potential labor disruption in Taiwan after unions sought substantially higher compensation, creating a risk to costs and supply continuity. Chinese chipmaker CXMT gains DRAM share

Micron Technology Company 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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