Micron Technology
About: Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
Employees: 48,000
0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 11 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
19% more repeat investments, than reductions
Existing positions increased: 666 | Existing positions reduced: 559
2.93% more ownership
Funds ownership: 75.3% [Q3] → 78.23% (+2.93%) [Q4]
5% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 234
2% less funds holding
Funds holding: 1,690 [Q3] → 1,664 (-26) [Q4]
13% less capital invested
Capital invested by funds: $86.5B [Q3] → $74.9B (-$11.6B) [Q4]
27% less call options, than puts
Call options by funds: $4.97B | Put options by funds: $6.83B
54% less funds holding in top 10
Funds holding in top 10: 63 [Q3] → 29 (-34) [Q4]
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$84
10%
upside
Avg. target
$129
70%
upside
High target
$200
163%
upside
11 analyst ratings
9 positive
82%
2 neutral
18%
0 negative
0%
Barclays Tom O'Malley 23% 1-year accuracy 11 / 48 met price target | 25%upside $95 | Overweight Maintained | 22 Apr 2025 |
Citigroup Christopher Danely 34% 1-year accuracy 17 / 50 met price target | 45%upside $110 | Buy Maintained | 11 Apr 2025 |
China Renaissance | 10%upside $84 | Hold Downgraded | 26 Mar 2025 |
JP Morgan Harlan Sur 21% 1-year accuracy 6 / 29 met price target | 77%upside $135 | Overweight Maintained | 21 Mar 2025 |
Wedbush Matt Bryson 8% 1-year accuracy 3 / 39 met price target | 71%upside $130 | Outperform Maintained | 21 Mar 2025 |
Financial journalist opinion
Based on 70 articles about MU published over the past 30 days
Neutral
Barrons
3 hours ago
Micron Stock Has Given Up Its AI Rally Gains. SK Hynix Could Help Change That.
Micron stock is far below the highs of more than $140 it reached last year as investors have lost confidence in the artificial-intelligence trend.
Positive
The Motley Fool
19 hours ago
Why Micron Stock Is Jumping Today
Micron Technology (MU 3.89%) stock is moving higher Wednesday with some big help from bullish momentum for the broader market. The company's share price was up 4.6% as of 3:25 p.m.
Neutral
Zacks Investment Research
1 day ago
Micron Stock Plunges 28% in a Month: Should You Hold or Exit?
With its strong positioning in AI and data center markets, along with an attractive valuation, holding MU stock is the prudent choice for investors right now.
Negative
Seeking Alpha
2 days ago
Micron's Sell-Off Makes No Sense
Micron's HBM revenue surged 50% sequentially in Q2 FY25, reaching over $1B and driving 57% of CNBU sales. Estimated $5–7B in China-exposed revenue faces 25% tariffs, potentially reducing EPS by $0.44–$0.62 per share. Despite consensus FY25 EPS of $6.97, shares dropped 20%—more than double the worst-case 9% earnings hit.
Negative
The Motley Fool
2 days ago
Why Micron Stock Sank Today
Micron Technology (MU -2.81%) stock ended Monday's trading in the red. The company's share price fell 3% in the session and had been down as much as 4.6% earlier in the day.
Neutral
GlobeNewsWire
2 days ago
MU INVESTOR ALERT: Bronstein, Gewirtz & Grossman LLC Announces that Micron Technology, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
NEW YORK, April 21, 2025 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized law firm, notifies investors that a class action lawsuit has been filed against Micron Technology, Inc. (“Micron” or “the Company”) (NASDAQ: MU) and certain of its officers.
Negative
Seeking Alpha
2 days ago
Micron: A Buy Recommendation Despite Current Market Woes
A trade war threatens Micron Technology, Inc.'s revenue growth as 80% of its sales are international. Management's Q3 FY 2025 gross margin guidance was weaker than analysts' forecasts, dampening investor sentiment. Micron has a significant potential upside opportunity in high bandwidth memory, which is necessary for training sophisticated AI algorithms.
Negative
The Motley Fool
4 days ago
Stock Market Sell-Off: 2 Stocks That Could Double in 2 Years
There's no shortage of uncertainty in the stock market these days.
Positive
The Motley Fool
5 days ago
Prediction: 2 Stocks That Will Be Worth More Than Intel 5 Years From Now
Intel (INTC -1.61%) has been one of the more disappointing stocks in modern market history. Shares of the veteran chipmaker, which helped pioneer the digital age, are down almost 15% over the last 20 years, as the company missed out on major technology transitions such as mobile and now artificial intelligence (AI), including passing up an opportunity to invest in OpenAI even as recently as in 2017.
Positive
Market Watch
6 days ago
These 15 tech stocks could rocket up to 85% in a year — and analysts love them
Since President Donald Trump announced sweeping tariffs on April 2, the uncertainty has unleashed a bloodbath on Wall Street: The S&P 500 SPX+0.13% is off 6.9% since that day, while the Roundhill Magnificent Seven exchange-traded fund MAGS-0.70% is down 10% over the same period.
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