Silverleafe Capital Partners LLC Has $6.13 Million Stock Position in Micron Technology, Inc. $MU

Silverleafe Capital Partners LLC increased its holdings in shares of Micron Technology, Inc. (NASDAQ:MU) by 193.5% in the second quarter, HoldingsChannel reports. The firm owned 5,307 shares of the semiconductor manufacturer’s stock after buying an additional 3,499 shares during the period. Micron Technology makes up 1.7% of Silverleafe Capital Partners LLC’s portfolio, making the stock its 17th largest position. Silverleafe Capital Partners LLC’s holdings in Micron Technology were worth $6,126,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of MU. Kohmann Bosshard Financial Services LLC acquired a new stake in shares of Micron Technology in the first quarter valued at approximately $27,000. High Note Wealth LLC increased its holdings in shares of 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 during the last quarter. Steigerwald Gordon & Koch Inc. increased its holdings in shares of Micron Technology by 4,800.0% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 98 shares of the semiconductor manufacturer’s stock worth $28,000 after acquiring an additional 96 shares during the last quarter. Bayban bought a new stake in Micron Technology in the 4th quarter valued at $29,000. Finally, Financial Life Planners bought a new stake in Micron Technology in the 1st quarter valued at $36,000. Institutional investors and hedge funds own 80.84% of the company’s stock.

Micron Technology Stock Up 0.8%

MU opened at $829.95 on Tuesday. The stock has a fifty day moving average of $978.49 and a 200-day moving average of $645.50. The company has a market capitalization of $937.33 billion, a P/E ratio of 18.79 and a beta of 2.19. Micron Technology, Inc. has a fifty-two week low of $105.46 and a fifty-two week high of $1,255.00. 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 (NASDAQ:MU) last released its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 EPS for the quarter, beating the consensus estimate of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The business had revenue of $41.46 billion for the quarter, compared to the consensus estimate of $35.91 billion. During the same period in the prior year, the company posted $1.91 earnings per share. Micron Technology’s revenue was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. On average, equities analysts expect that Micron Technology, Inc. will post 72.93 EPS for the current year.

Micron Technology Announces Dividend

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

Insider Activity at Micron Technology

In other news, CAO Scott R. Allen sold 879 shares of Micron Technology stock in a transaction that occurred on Thursday, July 23rd. The shares were sold at an average price of $1,000.00, for a total value of $879,000.00. Following the completion of the sale, the chief accounting officer directly owned 34,958 shares in the company, 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 filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP April S. Arnzen sold 40,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $1,083.94, for a total value of $43,357,600.00. Following the completion of the sale, the executive vice president owned 85,737 shares of the company’s stock, valued at approximately $92,933,763.78. This trade represents a 31.81% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 164,179 shares of company stock valued at $169,385,921. 0.24% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

MU has been the subject of a number of research analyst reports. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the stock a “buy” rating in a research report on Thursday, June 25th. Stifel Nicolaus increased their price objective on shares of Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research report on Thursday, June 18th. ThinkEquity reaffirmed a “buy” rating on shares of Micron Technology in a report on Monday. Needham & Company LLC lifted their target price on shares of Micron Technology from $1,550.00 to $1,650.00 and gave the stock a “buy” rating in a report on Thursday, June 25th. Finally, Citigroup increased their price target on shares of Micron Technology from $1,200.00 to $1,400.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Buy” and an average target price of $1,268.93.

Micron Technology News Summary

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

• Positive Sentiment: Analysts remain bullish after Micron’s recent earnings beat, citing sharply higher revenue and earnings, strong AI-driven demand for high-bandwidth memory, and long-term customer contracts reportedly worth more than $100 billion. Some estimates suggest Micron could use its projected free cash flow for substantial share repurchases, potentially retiring 8% to 19% of its outstanding shares over two years. Micron: The Math Makes No Sense (Rating Upgrade)
• Positive Sentiment: Several market commentators describe MU as attractively valued following its selloff, while Citi analyst Atif Malik reportedly expects the stock to reach a new record high within 12 months. Jim Cramer also identified Micron as his top memory-stock pick, supporting investor sentiment. Wall Street sets Micron stock price for the next 12 months
• Neutral Sentiment: The broader semiconductor and AI trade is undergoing a pullback after a powerful rally. Analysts generally view Micron’s long-term AI demand outlook as intact, but investors are taking profits and reassessing whether elevated memory prices and AI infrastructure spending can continue. Micron Technology Stock Is Falling Monday: What’s Going On?
• Negative Sentiment: Investor concerns intensified after reports that CXMT is considering a second Beijing DRAM plant. A capacity expansion could eventually increase global supply, pressure memory prices, and threaten Micron’s share in standard DRAM products, although the competitive impact may remain several years away. Micron Stock Falls as Chinese Memory Threat Intensifies
• Negative Sentiment: Technical weakness and a decline of roughly one-third from Micron’s 52-week high have added to selling pressure. Investors also remain concerned that historically cyclical memory markets could reverse if high prices curb AI customers’ usage or if the broader AI spending boom slows. What’s Wrong With Micron Technology Stock?

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.