AI-Pushed Income Forecast for Micron Know-how Inventory (MU)

By: Quiver DiscussionTracker

Posted: 17 minutes in the past / Dec. 24, 2025 5:33 p.m. UTC

AI Demand Surge: Latest chatter on social media about Micron Know-how has centered on the hovering demand for reminiscence chips pushed by AI purposes. Many customers are highlighting the corporate’s newest earnings report, which confirmed vital income progress and a sold-out provide of high-bandwidth reminiscence for 2025. This has sparked pleasure amongst buyers about future progress potential.

Analyst Worth Targets: Discussions additionally concentrate on a high analyst’s daring worth goal for the inventory, with some on social media echoing optimism about Micron’s trajectory. Posts point out the inventory’s low ahead P/E ratio as a focal point for medium-term buyers. Nonetheless, there’s additionally speak of potential profit-taking that would result in short-term dips.

Notice: This dialogue abstract was generated from an AI condensation of put up information.

Micron Know-how Insider Buying and selling Exercise

Micron Know-how insiders have traded $MU inventory on the open market 109 instances prior to now 6 months. Of these trades, 0 have been purchases and 109 have been gross sales.

Right here’s a breakdown of current buying and selling of $MU inventory by insiders over the past 6 months:

• SANJAY MEHROTRA (President and CEO) has made 0 purchases and 76 gross sales promoting 177,500 shares for an estimated $34,339,396.
• MARK J. MURPHY (EVP & Chief Monetary Officer) has made 0 purchases and 11 gross sales promoting 160,000 shares for an estimated $32,105,934.
• SCOTT J DEBOER (EVP, CTO and Merchandise Officer) offered 82,000 shares for an estimated $18,270,420
• SUMIT SADANA (EVP and Chief Enterprise Officer) offered 92,638 shares for an estimated $11,625,142
• MANISH H BHATIA (EVP, International Operations) offered 80,000 shares for an estimated $9,852,800
• APRIL S ARNZEN (EVP and Chief Individuals Officer) has made 0 purchases and a couple of gross sales promoting 30,000 shares for an estimated $6,616,950.
• STEVEN J GOMO has made 0 purchases and a couple of gross sales promoting 12,000 shares for an estimated $2,194,200.
• SCOTT R. ALLEN (CVP, Chief Accounting Officer) offered 8,800 shares for an estimated $1,848,176
• RICHARD M BEYER offered 5,552 shares for an estimated $864,335
• MICHAEL CHARLES RAY (SVP, Chief Authorized Officer) has made 0 purchases and 9 gross sales promoting 3,682 shares for an estimated $742,384.
• MARY PAT MCCARTHY has made 0 purchases and 4 gross sales promoting 4,808 shares for an estimated $569,632.

To trace insider transactions, take a look at Quiver Quantitative’s insider buying and selling dashboard.

Micron Know-how Income

Micron Know-how had revenues of $13.6B in Q1 2026. This is a rise of 56.65% from the identical interval within the prior 12 months.

You possibly can observe MU financials on Quiver Quantitative’s MU inventory web page.

Micron Know-how Congressional Inventory Buying and selling

Members of Congress have traded $MU inventory 6 instances prior to now 6 months. Of these trades, 1 have been purchases and 5 have been gross sales.

Right here’s a breakdown of current buying and selling of $MU inventory by members of Congress over the past 6 months:

To trace congressional inventory buying and selling, take a look at Quiver Quantitative’s congressional buying and selling dashboard.

Micron Know-how Hedge Fund Exercise

We’ve seen 1,166 institutional buyers add shares of Micron Know-how inventory to their portfolio, and 885 lower their positions of their most up-to-date quarter.

Listed below are a few of the largest current strikes:

• UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 9,046,315 shares (+87.4%) to their portfolio in Q3 2025, for an estimated $1,513,629,425
• CAPITAL RESEARCH GLOBAL INVESTORS eliminated 7,992,357 shares (-45.3%) from their portfolio in Q3 2025, for an estimated $1,337,281,173
• CAPITAL WORLD INVESTORS eliminated 6,621,636 shares (-9.4%) from their portfolio in Q3 2025, for an estimated $1,107,932,135
• JPMORGAN CHASE & CO eliminated 5,631,226 shares (-24.3%) from their portfolio in Q3 2025, for an estimated $942,216,734
• BANK OF AMERICA CORP /DE/ eliminated 3,887,644 shares (-29.4%) from their portfolio in Q3 2025, for an estimated $650,480,594
• AQR CAPITAL MANAGEMENT LLC added 2,918,535 shares (+411.9%) to their portfolio in Q3 2025, for an estimated $488,329,276
• SUSQUEHANNA INTERNATIONAL GROUP, LLP eliminated 2,903,984 shares (-74.7%) from their portfolio in Q3 2025, for an estimated $485,894,602

To trace hedge funds’ inventory portfolios, take a look at Quiver Quantitative’s institutional holdings dashboard.

Micron Know-how Authorities Contracts

We’ve seen $249,000 of award funds to $MU over the past 12 months.

Listed below are a few of the awards which now we have have seen pay out probably the most over the past 12 months:

To trace authorities contracts to publicy traded firms, take a look at Quiver Quantitative’s authorities contracts dashboard.

Micron Know-how Analyst Scores

Wall Avenue analysts have issued reviews on $MU within the final a number of months. We’ve seen 22 companies challenge purchase scores on the inventory, and 0 companies challenge promote scores.

Listed below are some current analyst scores:

• JP Morgan issued a “Obese” score on 12/18/2025
• Citigroup issued a “Purchase” score on 12/18/2025
• Wells Fargo issued a “Obese” score on 12/18/2025
• UBS issued a “Purchase” score on 12/18/2025
• Mizuho issued a “Outperform” score on 12/18/2025
• Rosenblatt issued a “Purchase” score on 12/18/2025
• Needham issued a “Purchase” score on 12/18/2025

To trace analyst scores and worth targets for Micron Know-how, take a look at Quiver Quantitative’s $MU forecast web page.

Micron Know-how Worth Targets

A number of analysts have issued worth targets for $MU lately. We’ve seen 24 analysts provide worth targets for $MU within the final 6 months, with a median goal of $300.0.

Listed below are some current targets:

• James Sheehan from Goldman Sachs set a goal worth of $235.0 on 12/18/2025
• Kevin Cassidy from Rosenblatt set a goal worth of $500.0 on 12/18/2025
• Melissa Fairbanks from Raymond James set a goal worth of $310.0 on 12/18/2025
• Harsh Kumar from Piper Sandler set a goal worth of $275.0 on 12/18/2025
• Timothy Arcuri from UBS set a goal worth of $300.0 on 12/18/2025
• Aaron Rakers from Wells Fargo set a goal worth of $335.0 on 12/18/2025
• Chris Caso from Wolfe Analysis set a goal worth of $350.0 on 12/18/2025

This text just isn’t monetary recommendation. See Quiver Quantitative’s disclaimers for extra data. Notice that there could also be inaccuracies attributable to errors in ticker-mapping, and different anomalies.