Inscription Capital LLC Acquires New Stake in Micron Technology, Inc. $MU

Inscription Capital LLC acquired a new stake in Micron Technology, Inc. (NASDAQ:MU) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,999 shares of the semiconductor manufacturer’s stock, valued at approximately $334,000.

Other hedge funds also recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of Micron Technology during the 2nd quarter worth $1,980,700,000. Slate Path Capital LP acquired a new stake in Micron Technology during the 2nd quarter worth $317,751,000. Vanguard Group Inc. grew its stake in Micron Technology by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 103,879,662 shares of the semiconductor manufacturer’s stock worth $12,803,168,000 after buying an additional 1,973,294 shares during the last quarter. State Street Corp increased its position in Micron Technology by 2.7% during the second quarter. State Street Corp now owns 51,373,591 shares of the semiconductor manufacturer’s stock worth $6,331,795,000 after buying an additional 1,349,713 shares during the period. Finally, Orbis Allan Gray Ltd boosted its holdings in shares of Micron Technology by 50.2% in the second quarter. Orbis Allan Gray Ltd now owns 3,457,726 shares of the semiconductor manufacturer’s stock valued at $426,165,000 after acquiring an additional 1,156,086 shares during the period. Institutional investors and hedge funds own 80.84% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently commented on MU shares. Wolfe Research boosted their price target on Micron Technology from $300.00 to $350.00 and gave the stock an “outperform” rating in a research note on Thursday, December 18th. Barclays lifted their target price on shares of Micron Technology from $275.00 to $450.00 and gave the stock an “overweight” rating in a research note on Friday, January 16th. The Goldman Sachs Group increased their price target on Micron Technology from $205.00 to $235.00 and gave the stock a “neutral” rating in a research note on Thursday, December 18th. Cantor Fitzgerald lifted their price target on shares of Micron Technology from $350.00 to $450.00 and gave the company an “overweight” rating in a research report on Wednesday, January 14th. Finally, Itau BBA Securities restated an “outperform” rating on shares of Micron Technology in a research report on Thursday, December 18th. Four investment analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and a consensus price target of $340.79.

Insiders Place Their Bets

In other news, Director Teyin M. Liu bought 11,600 shares of the business’s stock in a transaction that occurred on Wednesday, January 14th. The shares were bought at an average cost of $337.22 per share, for a total transaction of $3,911,752.00. Following the acquisition, the director directly owned 25,910 shares in the company, valued at approximately $8,737,370.20. This trade represents a 81.06% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Steven J. Gomo sold 5,000 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $263.63, for a total transaction of $1,318,150.00. Following the sale, the director owned 19,139 shares of the company’s stock, valued at $5,045,614.57. This trade represents a 20.71% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 287,500 shares of company stock worth $65,892,908 over the last three months. Insiders own 0.24% of the company’s stock.

Key Stories Impacting Micron Technology

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

• Positive Sentiment: Micron posted a blowout quarter with huge revenue and EPS beats and set Q2 guidance implying further acceleration in revenue, margins and EPS — a direct fundamental driver of the rally. Micron: This Party Is Just Getting Started
• Positive Sentiment: Wall Street is lifting targets and ratings (TD Cowen to $450, Stifel and others raising targets; William Blair added coverage with an “Outperform”), which supports buying interest and higher valuation multiples. Micron Technology (NASDAQ:MU) Hits New 12-Month High Following Analyst Upgrade
• Positive Sentiment: Analysts and commentaries call Micron a core AI-memory beneficiary — views that the AI buildout creates a multi‑year “supercycle” for DRAM/HBM demand are boosting conviction. Micron & NVIDIA: The Kings of AI Stocks
• Positive Sentiment: Micron’s $1.8B acquisition of a Taiwan fab and management comments about long lead times for memory supply reinforce expectations of sustained pricing power and capacity control. Why is Micron stock surging nearly 7% on Wednesday?
• Neutral Sentiment: CEO Sanjay Mehrotra highlighted persistent memory shortages and long lead times — this explains tight supply dynamics but also signals the need for continued capex and execution. Micron CEO Calls Memory ‘Key Enabler’ Of AI As It Tackles ‘Long Lead Time’ To Address Chip Shortage
• Neutral Sentiment: Momentum/coverage metrics (TipRanks, media citations, commentary from Jim Cramer) are drawing retail attention and higher volume; this can amplify moves but also increases sensitivity to news. Micron Trending With Analysts Amid AI Memory Supercycle
• Negative Sentiment: Not all voices are bullish — at least one detailed downgrade argues the cycle could be peaking and recommends selling, a reminder of valuation and cyclicality risks if demand slows. Micron: This Time Is Not Different, It’s Time To ‘Sell’ (Downgrade)
• Negative Sentiment: Short interest has risen recently, introducing the possibility of increased volatility and downside pressure if sentiment or fundamentals reverse. Micron Technology, Inc. (NASDAQ:MU) Sees Large Growth in Short Interest

Micron Technology Stock Up 2.2%

MU stock opened at $397.58 on Friday. Micron Technology, Inc. has a 1-year low of $61.54 and a 1-year high of $397.78. The firm has a market capitalization of $447.48 billion, a PE ratio of 37.79 and a beta of 1.50. The business’s 50 day simple moving average is $278.66 and its 200 day simple moving average is $198.93. The company has a current ratio of 2.46, a quick ratio of 1.78 and a debt-to-equity ratio of 0.19.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, December 17th. The semiconductor manufacturer reported $4.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.77 by $1.01. Micron Technology had a return on equity of 22.71% and a net margin of 28.15%.The business had revenue of $13.64 billion for the quarter, compared to the consensus estimate of $12.62 billion. During the same quarter in the prior year, the business posted $1.79 earnings per share. The firm’s quarterly revenue was up 56.7% compared to the same quarter last year. Micron Technology has set its Q2 2026 guidance at 8.220-8.620 EPS. As a group, research analysts anticipate that Micron Technology, Inc. will post 6.08 EPS for the current year.

Micron Technology Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 14th. Stockholders of record on Monday, December 29th were paid a $0.115 dividend. The ex-dividend date was Monday, December 29th. This represents a $0.46 annualized dividend and a dividend yield of 0.1%. Micron Technology’s dividend payout ratio (DPR) is currently 4.37%.

About Micron Technology

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.