SecBot

SecBot
Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0000723125

MU

MICRON TECHNOLOGY INC
$1,074.89 ▼ -2.05%
Prev close $1,097.39
Market cap$1.2T
ConsensusStrong Buy
12-mo target$1,520.02 (+41.4%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)28 New Institutional Positions22 Institutional ExitsCongressional Activity (2) Semiconductors
Snapshot
The big-picture read on MU right now — valuation, ownership and activity at a glance.
Market Cap
$1.2T
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (91%)
Inst. Holders
50 funds
Inst. Value
$967.1B
Inst. Activity
28 buys / 22 sells
Insider Activity
$0.00 buy / $70.3M sell
Insider Net $
-$70.3M
Social Sentiment
59° Warm
SEC Reports
18
Press Releases
5
Congressional
15 trades
Price chart 30d +12.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 options_unusual
Unusual Call: MU $1050 2027-01-15 — $16.3M premium
Vol: 1,207 vs OI: 3,381 (0.4x). Price: $136.14, IV: 51%, Delta: 0.61. Direction: UNKNOWN
Sep 2, 2026 Event
Netlist, Inc. v. Micron Technology, Inc.
Court ruling (ca13) — Docket: 24-01707
Aug 21, 2026 Insider
MEHROTRA SANJAY sold 4,305 shares
President and CEO @ $962.84 ($4.1M)
Aug 21, 2026 Insider
MEHROTRA SANJAY sold 862 shares
President and CEO @ $970.08 ($836.2K)
Aug 21, 2026 Insider
MEHROTRA SANJAY sold 2,930 shares
President and CEO @ $965.81 ($2.8M)
Aug 20, 2026 SEC
New Street Research upgrades MU to Buy — PT $1,250 (+33.4%)
ANALYST-UPGRADE — Impact 4/10
Jul 10, 2026 Congress
Dan Newhouse buy
$1,001 - $15,000 — House
Jul 6, 2026 Congress
Ro Khanna sell
$1,001 - $15,000 — House
Analyst ratings buy % +4.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 91% rate it Buy or better · 58 analysts
Strong Buy 18 31% Buy 35 60% Hold 4 7% Sell 1 2% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 1, 2026MizuhoMAINTAINOutperform 52%
Oct 1, 2026Morgan StanleyREITERATEOverweight 55%
Oct 1, 2026TD CowenREITERATEBuy 56%
Oct 1, 2026RBC CapitalREITERATEOutperform 55%
Oct 1, 2026DA DavidsonMAINTAINBuy 53%
Oct 1, 2026RosenblattMAINTAINBuy 54%
Oct 1, 2026Cantor FitzgeraldREITERATEOverweight 49%
Oct 1, 2026NeedhamREITERATEBuy 50%
Sep 28, 2026WedbushREITERATEOutperform 57%
Sep 28, 2026BairdMAINTAINOutperform 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026183541091%
Aug 1, 2026183341091%
Jul 1, 2026183341091%
Jun 1, 2026183331093%
May 1, 2026173231092%
Apr 1, 2026173131092%
Mar 1, 2026173232091%
Feb 1, 2026173232091%
Price targets
Where 46 covering analysts think MU trades over the next 12 months.
$1,520.02 +41.4% upside Strong Buy
Current$1,074.89 Low$361.00 Median$1,545.00 High$2,200.00 46 analysts
$361.00$2,200.00
Analyst rating Strong Buy· 1.4/5 as of Oct 2, 2026
Social media sentiment mood +25.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
59°
Warm
BearishNeutralBullish
35 mentions 13 bullish 6 bearish 16 neutral
Recent posts
wallstreetbets Neutral 5h 32m ago
Well $MU didnt rip!!!
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 1d 6h ago
Market reaction on $MU post-earnings makes no sense.
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 1d 16h ago
$MU: Margin Won’t Go Above 87%
▲ 1 · 💬 0· ⚡ 0.5
wallstreetbets Neutral 1d 19h ago
When Theta Gang reaches WSB levels of autism. $MU $120K
▲ 1 · 💬 5· ⚡ 0.5
wallstreetbets Bullish 1d 23h ago
$MU 1 million dollar earnings YOLO results
▲ 1 · 💬 6· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
18 SEC filing reports analyzed · 8 bullish, 2 bearish, 0 mixed, 8 neutral · avg impact 4.0/10.Plus 5 press releases.
BULLISHANALYST-UPGRADE4/10
New Street Research upgrades MU to Buy — PT $1,250 (+33.4%)
Aug 20, 2026
BULLISHANALYST-UPGRADE3/10
Melius Research initiates Micron (MU) at Buy with $700 PT — 40.9% upside
Apr 27, 2026
BULLISHANALYST-UPGRADE4/10
DA Davidson initiates MU at Buy with $1,000 PT (+91%) — a bold contrarian call from a 53% accuracy firm
Apr 28, 2026
BULLISHCOURT-RULING7/10
The Federal Circuit issued three nonprecedential decisions on September 2, 2026, affirming the Paten
Sep 3, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
options_unusual
Unusual Call: MU $1050 2027-01-15 — $16.3M premium
Vol: 1,207 vs OI: 3,381 (0.4x). Price: $136.14, IV: 51%, Delta: 0.61. Direction: UNKNOWN
Oct 2, 2026
options_unusual
Unusual Call: MU $1000 2027-01-15 — $18.2M premium
Vol: 1,121 vs OI: 7,899 (0.1x). Price: $161.63, IV: 51%, Delta: 0.67. Direction: CLOSING
Oct 2, 2026
options_unusual
Unusual Call: MU $900 2027-01-15 — $24.4M premium
Vol: 1,079 vs OI: 5,763 (0.2x). Price: $224.38, IV: 51%, Delta: 0.80. Direction: UNKNOWN
Oct 2, 2026
options_unusual
Unusual Call: MU $950 2027-01-15 — $16.5M premium
Vol: 859 vs OI: 4,215 (0.2x). Price: $192.00, IV: 51%, Delta: 0.74. Direction: UNKNOWN
Oct 2, 2026
options_unusual
Unusual Call: MU $1100 2026-10-09 — $5.1M premium
Vol: 1,745 vs OI: 3,419 (0.5x). Price: $29.00, IV: 51%, Delta: 0.49. Direction: UNKNOWN
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$38.23$35.85–$40.47699.8%+9.6%1↑ 1↓$61.7B29
Next Q$42.14$39.71–$46.85245.4%+11.6%2↑ 1↓$67.0B28
Current FY$176.47$161.00–$214.70133.7%+12.9%2↑ 2↓$274.7B32
Next FY$204.79$136.00–$335.5016.0%+19.7%3↑ 1↓$313.3B33
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$38.229—
7d ago$35.594+2.635
30d ago$34.891+3.337
60d ago$34.880+3.349
90d ago$34.810+3.418
Institutional ownership
Which big funds own MU (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $967.1B total value (802,391,922 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 28 institutions added/increased vs 22 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.104,827,219$121.0B12.5%—
VANGUARD CAPITAL MANAGEMENT LLC73,659,544$85.0B8.8%—
STATE STREET CORP50,075,870$57.8B6.0%—
JANE STREET GROUP, LLC36,420,900$42.0B4.3%TRIM -60.7%
Invesco Ltd.36,315,240$41.9B4.3%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP32,376,800$37.4B3.9%—
Capital World Investors29,469,646$34.0B3.5%TRIM -29.9%
SUSQUEHANNA INTERNATIONAL GROUP, LLP28,931,800$33.4B3.5%—
GEODE CAPITAL MANAGEMENT, LLC27,705,797$31.9B3.3%—
FMR LLC26,718,869$30.8B3.2%—
Recent position changes
FundActionPrevCurrentChangeValue
Capital World InvestorsTRIM42,054,39229,469,646-29.9%$34.0B
JPMORGAN CHASE & COADD15,775,29625,836,011+63.8%$29.6B
GOLDMAN SACHS GROUP INCADD12,561,67018,088,606+44.0%$20.9B
NORGES BANKNEW—15,180,843—$17.5B
BANK OF AMERICA CORP /DE/ADD8,038,28710,174,757+26.6%$11.7B
BNP PARIBAS FINANCIAL MARKETSADD4,668,2078,099,974+73.5%$9.3B
WELLINGTON MANAGEMENT GROUP LLPADD3,919,7275,045,141+28.7%$5.8B
Situational Awareness LPDOUBLED17,3624,828,786+27712.4%$5.6B
VAN ECK ASSOCIATES CORPTRIM6,424,0474,815,648-25.0%$5.6B
AmundiTRIM5,970,8084,380,730-26.6%$5.1B
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
2 insiders, 50 transactions. Net -$70.3M — $0.00 bought, $70.3M sold.
DateInsiderTitleTypeSharesPriceValue
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL4,305$962.84$4.1M
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL862$970.08$836.2K
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL2,930$965.81$2.8M
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL3,434$964.67$3.3M
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL337$974.17$328.3K
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL1,091$979.20$1.1M
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL637$984.12$626.9K
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL1,586$961.58$1.5M
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL1,023$970.71$993.0K
Aug 21, 2026MEHROTRA SANJAYPresident and CEOSELL863$975.75$842.1K
Congressional trades
MU trades disclosed by members of Congress, with disclosure delay.
11 members · 8 buys / 7 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 10, 2026Dan NewhouseRHOUSEBUY$1,001 - $15,000Micron Technology IncJul 20, 2026(11d)
Jul 6, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Micron Technology IncAug 12, 2026(38d)
Jun 25, 2026Sheldon WhitehouseDSENATEBUY$1,001 - $15,000Micron Technology IncJul 8, 2026(14d)
Jun 25, 2026Michael RulliRHOUSEBUY$1,001 - $15,000Micron Technology IncAug 10, 2026(47d)
Jun 5, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Micron Technology IncJul 3, 2026(29d)
May 21, 2026Josh GottheimerDHOUSEBUY$1,001 - $15,000Micron Technology IncJun 4, 2026(15d)
Apr 27, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Micron Technology IncMay 13, 2026(17d)
Mar 30, 2026John FettermanDSENATEBUY$1,001 - $15,000Micron Technology IncApr 3, 2026(5d)
Mar 24, 2026Dwight EvansDHOUSESELL$15,001 - $50,000Micron Technology IncApr 21, 2026(29d)
Feb 24, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Micron Technology IncMar 10, 2026(15d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MU.
Shares short
27,633,780
Settlement Sep 15, 2026
Change vs prior
-7.0%
Semi-monthly cycle
Days to cover
1.1
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All MU filing & press-release reports (23)