Earnings Hype Peaks: Social media traders anticipated a blockbuster Q2 for Micron, fueled by soaring AI demand for high-bandwidth memory and DRAM. Analysts raised targets toward $525, with chatter of explosive guidance pushing forward multiples below 6x. Bullish engulfing patterns and institutional buying whispers amplified the pre-report fervor.
Blowout Results Meet Selloff: Micron delivered $23.86 billion in revenue and $12.20 EPS, smashing estimates, alongside Q3 guidance of $33.5 billion and 81% margins. Yet shares plunged over 7% post-earnings in a sell-the-news tumble after a 350% yearly rally. High bar from prior gains left some questioning sustainability despite the dominance.
AI Tailwinds Endure: Conversations persist on sold-out HBM through 2026 and pricing power in the AI memory boom. Dips seen as entry points, with visions of $1200 shares amid capex ramps. Long-term conviction holds firm amid short-term volatility.
Note: This discussion summary was generated from an AI condensation of post data.
Micron Technology Insider Trading Activity
Micron Technology insiders have traded $MU stock on the open market 106 times in the past 6 months. Of those trades, 3 have been purchases and 103 have been sales.
Here’s a breakdown of recent trading of $MU stock by insiders over the last 6 months:
- MARK J. MURPHY (EVP & Chief Financial Officer) has made 0 purchases and 6 sales selling 126,000 shares for an estimated $28,389,111.
- SANJAY MEHROTRA (President and CEO) has made 0 purchases and 59 sales selling 132,500 shares for an estimated $27,531,682.
- SCOTT J DEBOER (EVP, CTO and Products Officer) sold 82,000 shares for an estimated $18,270,420
- SUMIT SADANA (EVP and Chief Business Officer) has made 0 purchases and 3 sales selling 25,000 shares for an estimated $10,747,266.
- MANISH H BHATIA (EVP, Global Operations) has made 0 purchases and 6 sales selling 26,623 shares for an estimated $10,410,771.
- TEYIN M LIU has made 3 purchases buying 23,200 shares for an estimated $7,821,723 and 0 sales.
- APRIL S ARNZEN (EVP and Chief People Officer) has made 0 purchases and 2 sales selling 30,000 shares for an estimated $6,616,950.
- MICHAEL CHARLES RAY (SVP, Chief Legal Officer) has made 0 purchases and 22 sales selling 15,950 shares for an estimated $5,768,371.
- SCOTT R. ALLEN (CVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 10,800 shares for an estimated $2,523,176.
- STEVEN J GOMO sold 5,000 shares for an estimated $1,318,150
- RICHARD M BEYER sold 5,552 shares for an estimated $864,335
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Micron Technology Revenue
Micron Technology had revenues of $23.9B in Q2 2026. This is an increase of 196.29% from the same period in the prior year.
You can track MU financials on Quiver Quantitative's MU stock page.
Micron Technology Congressional Stock Trading
Members of Congress have traded $MU stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $MU stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 02/24 and 1 sale worth up to $15,000 on 02/10.
- REPRESENTATIVE CLEO FIELDS purchased up to $250,000 on 02/03.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 01/26, 01/08.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 10/01.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Micron Technology Hedge Fund Activity
We have seen 1,443 institutional investors add shares of Micron Technology stock to their portfolio, and 1,035 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 29,946,378 shares (-77.2%) from their portfolio in Q4 2025, for an estimated $8,546,995,744
- BLACKROCK, INC. added 6,873,121 shares (+7.3%) to their portfolio in Q4 2025, for an estimated $1,961,657,464
- NORGES BANK added 6,470,511 shares (+40.3%) to their portfolio in Q4 2025, for an estimated $1,846,748,544
- CAPITAL WORLD INVESTORS removed 5,937,371 shares (-9.3%) from their portfolio in Q4 2025, for an estimated $1,694,585,057
- D. E. SHAW & CO., INC. removed 5,689,697 shares (-63.0%) from their portfolio in Q4 2025, for an estimated $1,623,896,420
- PRIMECAP MANAGEMENT CO/CA/ removed 4,860,499 shares (-16.4%) from their portfolio in Q4 2025, for an estimated $1,387,235,019
- JANE STREET GROUP, LLC removed 4,740,022 shares (-73.3%) from their portfolio in Q4 2025, for an estimated $1,352,849,679
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Micron Technology Government Contracts
We have seen $349,000 of award payments to $MU over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- FACILITIES MAINTENANCE WORK ORDERS -BGAD: $249,000
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Micron Technology Analyst Ratings
Wall Street analysts have issued reports on $MU in the last several months. We have seen 19 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/22/2026
- Rosenblatt issued a "Buy" rating on 01/20/2026
- Stifel issued a "Buy" rating on 01/20/2026
- RBC Capital issued a "Outperform" rating on 01/15/2026
- Lynx Global issued a "Buy" rating on 01/12/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
- Barclays issued a "Overweight" rating on 12/18/2025
To track analyst ratings and price targets for Micron Technology, check out Quiver Quantitative's $MU forecast page.
Micron Technology Price Targets
Multiple analysts have issued price targets for $MU recently. We have seen 27 analysts offer price targets for $MU in the last 6 months, with a median target of $510.0.
Here are some recent targets:
- Harlan Sur from JP Morgan set a target price of $550.0 on 03/19/2026
- N. Quinn Bolton from Needham set a target price of $500.0 on 03/19/2026
- Timothy Arcuri from UBS set a target price of $510.0 on 03/19/2026
- Atif Malik from Citigroup set a target price of $510.0 on 03/19/2026
- Krish Sankar from TD Cowen set a target price of $550.0 on 03/19/2026
- Vivek Arya from B of A Securities set a target price of $500.0 on 03/19/2026
- James Sheehan from Goldman Sachs set a target price of $400.0 on 03/19/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
