MU MICRON TECHNOLOGY INC — earnings, filings & institutional moves

Price chart

Daily historical data with per-account defaults

Latest close

$1,000.26

Period return

+610.94 (+156.92%)

Volume

26.4M

2026-09-08O $1,036.83 H $1,041.07 L $997.64 C $1,000.26MA5 $972.91MA20 $950.27MA60 $961.78MA120 $790.49

6M · 127 barsYahoo Finance · USD2026-03-09 → 2026-09-08

Recent event timeline

Filings, earnings, research, and institutional changes — newest first

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2026. 09. 30.Highin 22 days
다음 실적 발표 예정
EPS 컨센서스 31.28 · 매출 컨센서스 507.8억. 발표 후 실제치와 비교하세요.
2026. 08. 25.LowBUY14 days ago
Mizuho: Outperform
US analyst rating / recommendation change.
2026. 08. 15.MediumBUY25 days ago
New Street Research: Buy
US analyst rating / recommendation change.
2026. 08. 08.LowBUYlast month
Citigroup: Buy
US analyst rating / recommendation change.
2026. 07. 14.LowBUY2 months ago
Keybanc: Overweight
US analyst rating / recommendation change.
2026. 06. 29.LowBUY2 months ago
Cantor Fitzgerald: Overweight
US analyst rating / recommendation change.
2026. 06. 26.LowBUY3 months ago
Barclays: Overweight
US analyst rating / recommendation change.
2026. 06. 26.LowBUY3 months ago
Citigroup: Buy
US analyst rating / recommendation change.
2026. 06. 26.LowHOLD3 months ago
Goldman Sachs: Neutral
US analyst rating / recommendation change.
2026. 06. 26.LowBUY3 months ago
Morgan Stanley: Overweight
US analyst rating / recommendation change.

Recent earnings

Consensus vs. actual, and revenue trend

Earnings tab →

Quarter	Date	Time	EPS est.	EPS actual	Surprise	Rev. est.	Rev. actual	Status
—	2026. 09. 30.	After market close (AMC)	$31.28	—	—	$50.78B	—	Scheduled
FY2026 Q2	2026. 03. 19.	Time TBD	—	$3.08	—	—	$16.76B	Reported
FY2026 Q1	2025. 12. 18.	Time TBD	—	$1.67	—	—	$8.71B	Reported
FY2025 Q3	2024. 05. 30.	Time TBD	—	$-0.1	—	—	$17.36B	Reported

Research actions

Consensus PT $1,513.11 · 45 analysts

Research tab →

Date	Firm	Analyst	Action	Rating change	Price target	Report
2026. 08. 25.	Mizuho	—	Maintain	Outperform → Outperform	—	Mizuho: Outperform
2026. 08. 15.	New Street Research	—	Upgrade	Neutral → Buy	—	New Street Research: Neutral → Buy
2026. 08. 08.	Citigroup	—	Maintain	Buy → Buy	—	Citigroup: Buy
2026. 07. 14.	Keybanc	—	Maintain	Overweight → Overweight	—	Keybanc: Overweight
2026. 06. 29.	Cantor Fitzgerald	—	Maintain	Overweight → Overweight	—	Cantor Fitzgerald: Overweight
2026. 06. 26.	Barclays	—	Maintain	Overweight → Overweight	—	Barclays: Overweight

Key stats

As of FY2026Q2 · Source: SEC/DART + price data

Market cap$1.1T

Shares out.1,128M

PER227.4x

EPS (TTM)$4.27

PBR24.26x

BPS$40.02

Dividend/share—

Dividend yield—

ConsensusStrong buy

Price target$1513.11+55.8%

Target range$361.00 ~ $2200.00· 45 analysts

Last earnings vs est.Beat +21.4%

AI Brief (Premium)

Automated summary from public sources · not investment advice

Brief tab →

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Management commentary

From earnings call / release

Earnings tab →

Micron achieved record gross margins in FY2206 Q2, driven by strong demand, supply constraints, and efficient operations, and expects strong performance to continue into Q3. Viewing memory as a strategic asset in the era of AI, the company continues to invest to meet customer demand. A strong demand environment drove performance, and inventory remained stable.

Record-breaking gross margin achieved in Q2, with continuation expected in Q3.
Memory is a strategic asset in the AI era; investing to meet demand.
Strong demand environment drove Q2 performance, expected to continue into Q3.
Inventory levels remained stable over recent quarters.

Top institutions (13F)

Ranked by position value

Institutions tab →

#	Institution	Mandate	Shares	Value	Weight	Change	Position
1	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	2,290,444	$773.8M	0.66%	—	New position
2	TWO SIGMA INVESTMENTS, LP	TWO SIGMA INVESTMENTS, LP	1,039,889	$296.79M	0.47%	—	New position
3	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	785,940	$224.32M	0.37%	—	New position
4	Point72 Asset Management, L.P.	Point72 Asset Management, L.P.	567,557	$191.74M	0.35%	—	New position
5	SOROS FUND MANAGEMENT LLC	SOROS FUND MANAGEMENT LLC	2,824	$954.06K	0.02%	—	New position

Company info

Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory components and modules, CXL-based memory, LPDDR components and modules, graphics memory, high-bandwidth memory, and data center memory products; multichip packages (MCP) comprising embedded multimedia card-based, universal flash storage-based, and NAND-based MCPs; and technology leadership products that include 1y DRAM and G9 NAND technologies. It also offers storage products, such as data center solid-state drives (SSD), client SSD storage, and auto and industrial SSD storage; managed NAND; NAND flash; NOR flash; and memory cards. In addition, the company provides design tools, including FBGA and part decoders; DRAM power calculators; NAND power calculators; simulation models; chipset compatibility guides; serial presence-detection tools; cross-reference tools; UFSparm; SSD firmware; software and drivers; storage executive software; and obsolete part catalogs. It markets its semiconductor memory and storage products under the Micron and Crucial brands. The company serves the data center, PC, graphics, networking, automotive, industrial, and consumer embedded markets, as well as the smartphone and other mobile-device markets. It sells its products through its direct sales force, independent sales representatives, distributors, and retailers; web-based customer direct sales channel; and channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.

Sector: Technology
Industry: Semiconductors
HQ: Boise, ID, United States
Fiscal year end: —
Employees: 53,000
IPO date: —

View details →

Top news

Stored first · Google News · Yahoo Finance (English)

Quarter

Date

Time

EPS est.

EPS actual

Surprise

Rev. est.

Rev. actual

Status

—

2026. 09. 30.

After market close (AMC)

$31.28

—

$50.78B

—

Scheduled

FY2026 Q2

2026. 03. 19.

Time TBD

—

$3.08

—

$16.76B

Reported

FY2026 Q1

2025. 12. 18.

Time TBD

—

$1.67

—

$8.71B

Reported

FY2025 Q3

2024. 05. 30.

Time TBD

—

$-0.1

—

$17.36B

Reported

Date

Firm

Analyst

Action

Rating change

Price target

Report

2026. 08. 25.

Mizuho

—

Maintain

Outperform → Outperform

—

Mizuho: Outperform

2026. 08. 15.

New Street Research

—

Upgrade

Neutral → Buy

—

New Street Research: Neutral → Buy

2026. 08. 08.

Citigroup

—

Maintain

Buy → Buy

—

Citigroup: Buy

2026. 07. 14.

Keybanc

—

Maintain

Overweight → Overweight

—

Keybanc: Overweight

2026. 06. 29.

Cantor Fitzgerald

—

Maintain

Overweight → Overweight

—

Cantor Fitzgerald: Overweight

2026. 06. 26.

Barclays

—

Maintain

Overweight → Overweight

—

Barclays: Overweight

Institution

Mandate

Value

Weight

Change

Position

TWO SIGMA INVESTMENTS, LP

2,290,444

$773.8M

0.66%

—

New position

TWO SIGMA INVESTMENTS, LP

1,039,889

$296.79M

0.47%

—

New position

Point72 Asset Management, L.P.

785,940

$224.32M

0.37%

—

New position

Point72 Asset Management, L.P.

567,557

$191.74M

0.35%

—

New position

SOROS FUND MANAGEMENT LLC

2,824

$954.06K

0.02%

—

New position