Micron Technology
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 664 | Existing positions reduced: 560
3% more first-time investments, than exits
New positions opened: 241 | Existing positions closed: 233
0.17% less ownership
Funds ownership: 78.41% [Q3] → 78.24% (-0.17%) [Q4]
2% less funds holding
Funds holding: 1,689 [Q3] → 1,659 (-30) [Q4]
17% less capital invested
Capital invested by funds: $90.2B [Q3] → $74.9B (-$15.3B) [Q4]
27% less call options, than puts
Call options by funds: $4.97B | Put options by funds: $6.83B
55% less funds holding in top 10
Funds holding in top 10: 64 [Q3] → 29 (-35) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
5%
downside
Avg. target
$132
49%
upside
High target
$200
126%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
China Renaissance | 5%downside $84 | Hold Downgraded | 26 Mar 2025 |
Citigroup Christopher Danely 38% 1-year accuracy 17 / 45 met price target | 36%upside $120 | Buy Maintained | 21 Mar 2025 |
Barclays Tom O'Malley 29% 1-year accuracy 12 / 41 met price target | 30%upside $115 | Overweight Maintained | 21 Mar 2025 |
JP Morgan Harlan Sur 23% 1-year accuracy 7 / 30 met price target | 53%upside $135 | Overweight Maintained | 21 Mar 2025 |
Wedbush Matt Bryson 18% 1-year accuracy 7 / 40 met price target | 47%upside $130 | Outperform Maintained | 21 Mar 2025 |
Financial journalist opinion
Based on 172 articles about MU published over the past 30 days
Negative
Seeking Alpha
2 hours ago
Patience Pays: Waiting Until After Trump's Liberation Day To Buy Micron Stock
Micron Technology, Inc.'s stock is volatile, currently at $87, and I think it will drop further to its 52-week-low at $83.54 after Trump's Liberation Day due to tariffs on semiconductor imports. I think that's when MU stock will be most attractive, and, hence, I'm initiating it with a buy. Anticipated tariffs may temporarily hurt Micron, but federal investments and AI market growth position it for a significant rebound.
Positive
Seeking Alpha
5 hours ago
Micron's Bullish Support And Promising H2 Commentary Trigger Strong Buy Rating
MU's double beat FQ2'25 performance, robust FQ3'25 guidance, and promising H2'25 commentary imply that the worst of the memory chip correction is well behind us. Despite the elevated inventory levels and higher net debt position, its improving gross margins signal financial recovery, with data center demand expected to strengthen in H2'25. MU's stock appears undervalued at our estimated FWD PEG ratio of 0.63x compared to its historical trends and semiconductor peers, with it offering rich double digit capital appreciation prospects.
Positive
Seeking Alpha
6 hours ago
Micron Is A Broken Stock, Not A Broken Company (Rating Upgrade)
Despite a 45% drawdown, Micron's robust demand for HBM products amid AI infrastructure buildout supports a "Buy" rating. Micron's recent price hikes and strong Q2-FY2025 earnings counter margin contraction fears. Assuming a 20x P/FCF exit multiple, Micron could trade at ~$192 per share in five years, implying a 5-year CAGR return of +17.26%.
Neutral
Seeking Alpha
8 hours ago
Micron Stock: Buy Before The Supercycle
Micron Technology reported earnings on March 20th. MU stock fell in response to gross margin pressure as NAND pricing faces pressure. DRAM and NAND will likely both see favorable conditions in FY2026, leading to record operating results.
Neutral
The Motley Fool
1 day ago
What's Going On With Micron Stock?
Micron's (MU -2.88%) management team highlighted critical insights that investors should know.
Positive
Seeking Alpha
3 days ago
Investing In U.S. Based Semiconductor Fabs
Tariffs on semiconductors change the landscape and business models of IC vendors. Companies with US fabs may have a potential advantage over the near term. Intel. Micron, and Texas Instruments are the most notable examples, but a variety of companies have US fabs – and more are coming.
Positive
Seeking Alpha
3 days ago
Micron: AI Demand Is Just The Beginning
Micron reported $8.1B in Q2-FY25 revenue, up 38% YoY, with DRAM contributing $6.1B and rising 47%. HBM demand remains strong, with CY25 supply sold out and CY26 contracts underway; TAM revised to over $35B. Valuation metrics show deep discounts, including a forward P/E of 13.53 vs. sector median of 22.10 (–39% gap).
Positive
The Motley Fool
3 days ago
1 No-Brainer Artificial Intelligence (AI) Stock to Buy Before It Skyrockets
Though Micron Technology (MU -2.88%) stock has witnessed big swings so far in 2025, shares of the memory specialist are still up 15% this year, as of this writing, and it looks like the stock is set to fly higher following the release of its fiscal 2025 second-quarter results.
Positive
The Motley Fool
4 days ago
Prediction: Micron Stock Will Soar Over the Next 3 Years. Here's 1 Reason Why.
Micron (MU -1.00%) hasn't received as much attention as other chip stocks like Nvidia in the artificial intelligence (AI) era, but the memory-chip maker is emerging as one of many winners from the emerging technology.
Positive
The Motley Fool
4 days ago
Prediction: This AI Stock Will Beat the Market In 2025
In today's video, I discuss Micron Technology (MU -1.00%), its business strategy, growth opportunities, potential risks, and why investors should not ignore this AI stock.
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