Retireful LLC Sells 2,720 Shares of Micron Technology, Inc. $MU

Retireful LLC lessened its stake in shares of Micron Technology, Inc. (NASDAQ:MU) by 50.9% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,625 shares of the semiconductor manufacturer’s stock after selling 2,720 shares during the quarter. Micron Technology comprises about 2.9% of Retireful LLC’s holdings, making the stock its 6th biggest holding. Retireful LLC’s holdings in Micron Technology were worth $3,030,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of MU. High Note Wealth LLC raised its stake in Micron Technology by 65.4% during the 4th 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 acquired a new position in Micron Technology in the first quarter valued at $27,000. Bayban acquired a new position in Micron Technology in the fourth quarter valued at $29,000. WealthCollab LLC grew its holdings in shares of Micron Technology by 4,500.0% during the second quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer’s stock worth $34,000 after purchasing an additional 270 shares during the last quarter. Finally, Financial Life Planners purchased a new position in shares of Micron Technology during the first quarter worth about $36,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently commented on MU shares. Royal Bank Of Canada lifted their target price on Micron Technology from $1,200.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft raised their price target on Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research note on Thursday, June 25th. ThinkEquity reaffirmed a “buy” rating on shares of Micron Technology in a research report on Monday, August 3rd. Morgan Stanley boosted their price objective on Micron Technology from $1,050.00 to $1,200.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, Raymond James Financial increased their price objective on Micron Technology from $1,100.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, June 25th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and a consensus price target of $1,295.63.

Key Micron Technology News

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

• Positive Sentiment: Micron has reportedly signed multiyear strategic customer agreements covering approximately $22 billion in memory supply through 2030, including guaranteed floor prices. The contracts could improve revenue visibility and reduce the impact of the traditional memory-chip cycle. Micron: The Show Goes On
• Positive Sentiment: AI data-center demand continues to strain DRAM and high-bandwidth memory supplies. Micron is reportedly only 1.6 percentage points behind the No. 2 DRAM supplier after narrowing a 6.4-point gap in one quarter, suggesting potential market-share gains. Micron Is 1.6 Points From Taking the No. 2 Spot in DRAM
• Positive Sentiment: Recent results were exceptionally strong: quarterly revenue rose 345.8% year over year to $41.46 billion, while earnings exceeded analyst estimates. Analysts remain focused on whether elevated memory pricing and AI demand can support another leg higher. Micron’s Earnings Could Be a Catalyst for AI
• Neutral Sentiment: Investors are looking ahead to Micron’s September 30 earnings report for evidence that margins, memory prices and demand remain durable after the stock’s major AI-driven rally. A bullish outlook points to multiyear supply shortages, while historical memory cycles remain a concern. Micron’s Boom-and-Bust Risk
• Negative Sentiment: Thursday’s decline reflected a wider memory-stock selloff as rising oil prices increased inflation and interest-rate concerns, pressuring high-beta technology shares. Why Memory Stocks Are Falling
• Negative Sentiment: Valuation concerns have intensified after MU’s 662% one-year rally. Critics argue much of the AI upside is already reflected in the stock, while dependence on a major customer and the possibility of renewed memory oversupply create downside risk. Micron’s Rally Created a Problem Wall Street Cannot Ignore
• Negative Sentiment: Intel-backed startup Kepler Computing is targeting the memory-chip market, raising longer-term competitive concerns. Investors are also questioning whether China’s AI-chip development could eventually weaken Micron’s pricing power. Intel-Backed Startup Takes Aim at Memory

Micron Technology Price Performance

Shares of MU opened at $977.41 on Friday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. Micron Technology, Inc. has a fifty-two week low of $147.61 and a fifty-two week high of $1,255.00. The firm has a 50-day simple moving average of $929.44 and a 200-day simple moving average of $753.37. The company has a market capitalization of $1.10 trillion, a price-to-earnings ratio of 22.13, a price-to-earnings-growth ratio of 0.65 and a beta of 2.22.

Micron Technology (NASDAQ:MU) last issued its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $21.39 by $3.72. The firm had revenue of $41.46 billion for the quarter, compared to analysts’ expectations of $35.91 billion. Micron Technology had a return on equity of 71.13% and a net margin of 55.91%.The firm’s revenue for the quarter was up 345.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.91 EPS. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities research analysts anticipate that Micron Technology, Inc. will post 72.93 earnings per share for the current year.

Micron Technology Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Shareholders of record on Monday, July 6th were paid a $0.15 dividend. This represents a $0.60 annualized dividend and a dividend yield of 0.1%. The ex-dividend date was Monday, July 6th. Micron Technology’s dividend payout ratio (DPR) is 1.36%.

Insiders Place Their Bets

In other news, 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 transaction, the chief accounting officer owned 34,958 shares of the company’s stock, valued at approximately $34,958,000. The trade was a 2.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Lynn Dugle sold 1,300 shares of the stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $1,150.43, for a total value of $1,495,559.00. Following the sale, the director directly owned 17,728 shares of the company’s stock, valued at approximately $20,394,823.04. This represents a 6.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 177,204 shares of company stock valued at $182,156,264. 0.24% of the stock is owned by company insiders.

About Micron Technology

Micron Technology, Inc is a global semiconductor company that designs, develops, manufactures and sells memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, NOR flash memory, solid-state drives, memory modules and high-bandwidth memory used in data-intensive computing applications.

Micron’s products support a range of markets, including data centers, artificial intelligence and high-performance computing, personal computers, smartphones, automotive systems, industrial equipment and networking devices.