Yahoo · Oct 30, 2026
2 AI Stocks Poised to Surge on the Halloween Effect
Micron and NVIDIA could benefit from the Halloween effect as AI demand, surging revenues and expanding margins strengthen their growth prospects.
NASDAQ · MU
Micron Technology, Inc.
Technology · Semiconductors
$884.74
Down-$49.53 (-5.30%)
Updated Oct 31, 2026, 3:18 AM
SID Score
7.3/10
Composite research score
Smart Money
56/100
Neutral
- Market cap
- 288.44B
- P/E ratio
- 33.78
- Dividend yield
- 0.05%
- 52-week range
- $311.49 – $1,255.00
- Volume
- 30.87M
- Avg. volume
- 26.37M
Price performance · MU
MU price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
MU closed at $884.74 after 21 trading sessions, down 17.69% for the selected period.
- Last close
- $884.74
- Period change
- -17.69%
- Period low
- $856.49
- Period high
- $1,088.00
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $883.995 | $906.54 | $861.585 | $884.74 | 30.87M |
| Oct 29, 2026 | $967.935 | $971.01 | $927.24 | $934.27 | 22.39M |
| Oct 28, 2026 | $961.71 | $990.00 | $959.34 | $983.23 | 30.71M |
| Oct 27, 2026 | $920.99 | $935.87 | $910.6714 | $928.76 | 23.19M |
| Oct 26, 2026 | $889.875 | $915.75 | $882.77 | $903.70 | 22.85M |
| Oct 23, 2026 | $862.29 | $891.89 | $858.34 | $877.55 | 21.25M |
| Oct 22, 2026 | $879.66 | $908.30 | $849.25 | $856.49 | 32.18M |
| Oct 21, 2026 | $923.735 | $928.45 | $889.45 | $913.67 | 21.04M |
| Oct 20, 2026 | $884.125 | $918.89 | $881.52 | $896.07 | 20.3M |
| Oct 19, 2026 | $913.545 | $926.81 | $900.57 | $904.90 | 25.74M |
| Oct 16, 2026 | $905.49 | $907.50 | $875.00 | $878.84 | 30.51M |
| Oct 15, 2026 | $871.575 | $931.65 | $858.00 | $931.24 | 39.1M |
| Oct 14, 2026 | $934.56 | $949.42 | $913.56 | $914.13 | 27.84M |
| Oct 13, 2026 | $934.07 | $953.60 | $929.03 | $953.19 | 29.25M |
| Oct 12, 2026 | $1,002.445 | $1,002.67 | $978.50 | $989.04 | 23.98M |
| Oct 9, 2026 | $1,054.17 | $1,054.17 | $1,017.00 | $1,029.00 | 19.92M |
| Oct 8, 2026 | $1,077.50 | $1,088.4999 | $1,032.10 | $1,035.84 | 29.91M |
| Oct 7, 2026 | $1,017.37 | $1,089.22 | $1,011.42 | $1,088.00 | 30.86M |
| Oct 6, 2026 | $1,064.48 | $1,074.31 | $1,045.26 | $1,045.56 | 21.78M |
| Oct 5, 2026 | $1,069.68 | $1,074.88 | $1,055.56 | $1,063.96 | 18.26M |
| Oct 2, 2026 | $1,107.345 | $1,108.00 | $1,072.01 | $1,074.89 | 27.34M |
Latest MU news
The latest Smart Investors Daily articles mentioning MU.
Stock researchCompany · Overview
Company
Market Activity
Research & News
MU research
Overview
Company profile and research snapshot.
Company profile
Micron is one of the largest semiconductor companies in the world, specializing in memory and storage chips. Its primary revenue stream comes from dynamic random access memory, or DRAM, and it also has minority exposure to not-and or NAND, flash chips. Micron serves a global customer base, selling chips into data centers, mobile phones, consumer electronics, and industrial and automotive applications. The firm is vertically integrated.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $234.82
- Implied upside
- —
- Analysts
- 29
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 22, 2026 | Rosenblatt | Buy | — |
| Oct 22, 2026 | Needham | Buy | — |
| Oct 13, 2026 | Rosenblatt | Buy | — |
| Oct 7, 2026 | DA Davidson | Buy | — |
| Oct 1, 2026 | DA Davidson | Buy | — |
News briefing
No generated briefing is available yet.
Yahoo · Oct 30, 2026
If AI Spending Slows in 2027, These Semiconductor Stocks Could Hold Up Best
AI budgets face real pressure heading into 2027, but three chipmakers controlling very different choke points in the supply chain may not feel the pain equally. Here is what separates the most resilient semiconductor plays from the one with the most to lose.
Yahoo · Oct 30, 2026
Why Intel Is Down Today
Micron is sliding after Intel's weak forecast, but I think the bigger warning is in memory pricing, which is pushing up PC prices and starting to eat into the demand behind the boom.
Yahoo · Oct 30, 2026
Sandisk Sinks 12% Despite Earnings Beat and 8-for-1 Split as Memory Stocks Slide: “It’s Absurd”
Key TakeawaysSandisk fell 12% today despite record results and higher guidance. Intel and Amazon also sank after their reports, which raised questions about PC demand and AI spending.
AI research layers
Interpretive context generated from the platform’s current data sources.
Micron Technology Stock Performance
Micron Technology shares closed at $934.27, reflecting a 7.68% decline over the trailing one-month period, per SID market data. Despite this near-term pullback, the stock has gained 12.41% over three months and delivered a substantial 214.99% return over the past twelve months, underscoring significant long-term momentum driven by robust demand in the memory and storage semiconductor space. The stock currently trades below its 50-day moving average of $980.56, indicating short-term technical weakness, while remaining well above the 200-day moving average of $743.10, which confirms the broader uptrend remains intact. The 14-day relative strength index stands at 43.8, per Massive/Polygon data, placing MU in neutral territory but approaching oversold levels. Average daily trading volume is approximately 26.4 million shares, and the stock carries a beta of 1.548, indicating substantially higher volatility relative to the broader market.
Micron Technology Valuation Analysis
Micron Technology carries a market capitalization of approximately $288.4 billion and trades at a price-to-earnings ratio of 33.78, according to SID market data. While this P/E appears elevated relative to historical norms for the cyclical memory semiconductor industry, the PEG ratio of 0.92 suggests the valuation is reasonable when adjusted for anticipated earnings growth, as a PEG below 1.0 generally indicates a stock is not overvalued relative to its growth trajectory. The price-to-book ratio stands at 5.33, reflecting the market's premium assessment of Micron's asset base, per SEC filings. The company offers a modest dividend yield of approximately 0.18%, indicating that capital appreciation rather than income remains the primary investment thesis. Within the broader technology sector, Micron's valuation metrics reflect investor confidence in the sustained demand cycle for high-bandwidth memory and NAND products driving forward revenue expansion.
Smart Money Activity for MU
Micron Technology's composite smart money score stands at 56 out of 100, signaling a neutral overall reading, per SID market data. Institutional positioning is notably strong, scoring a perfect 25 out of 25, indicating broad and sustained accumulation by large fund managers as documented in 13F institutional filings. Congressional trading activity also registers elevated interest at 20.0 out of 25, suggesting notable legislative investor engagement with the stock. In contrast, insider activity presents a cautionary signal, scoring 0.0 out of 25. According to SEC Form 4 filings, there have been 20 insider transactions over the past 90 days, comprising only 3 purchases against 17 sales. This pronounced sell-to-buy imbalance suggests company executives and directors have been actively reducing their personal holdings. Dark pool activity scores 11.1 out of 25, reflecting moderate off-exchange institutional volume. The divergence between strong institutional accumulation and persistent insider selling creates a mixed signal for investors evaluating directional conviction among sophisticated market participants.
Micron Technology Earnings Outlook
Micron Technology has demonstrated a consistent pattern of exceeding Wall Street expectations in its most recent reported quarters. In the quarter ending June 2026, the company posted earnings of $25.11 per share against an analyst consensus estimate of $20.20, delivering a positive surprise of $4.91, according to company earnings reports. The subsequent quarter saw continued outperformance, with actual earnings of $33.42 per share versus estimates of $31.50, representing a $1.92 beat. Looking ahead, analyst estimates project earnings of $8.42 for the March 2026 quarter and $31.26 for the September 2026 quarter, per consensus data. The trajectory from $25.11 to $33.42 in reported quarters reflects accelerating profitability, likely driven by strong pricing in HBM and data center memory segments. The magnitude of recent earnings surprises suggests analyst models may continue to underestimate Micron's earnings power during the current upcycle.
Wall Street Analyst Ratings for MU
Wall Street analysts maintain a unanimously bullish stance on Micron Technology, with all recent ratings reaffirming Buy recommendations, according to SID consensus data. Rosenblatt reiterated its Buy rating on October 22, 2026, and again on October 13, 2026, reflecting sustained conviction in the company's growth trajectory. Needham also maintained its Buy rating on October 22, 2026, per Wall Street analyst reports. DA Davidson issued consecutive Buy reiterations on October 7 and October 1, 2026, signaling confidence across multiple coverage periods. The absence of any Hold, Sell, or downgrade actions across the five most recent analyst updates underscores broad consensus that Micron remains well-positioned to benefit from structural tailwinds in artificial intelligence infrastructure and high-bandwidth memory demand. This uniform bullish alignment across independent research firms suggests that the recent 7.68% monthly price decline has not materially altered the fundamental investment thesis among sell-side analysts covering the semiconductor memory sector.
