Yahoo · Aug 13, 2026
Micron Faces a New Burry Bet as China Memory Pressure Builds
Rising Chinese supply adds to bearish pressure.
NYSE · MU
Micron Technology, Inc.
Technology · Semiconductors
$911.29
Up+$38.54 (+4.23%)
Updated Aug 13, 2026, 11:55 PM
SID Score
7.3/10
Composite research score
Smart Money
50/100
Neutral
- Market cap
- 288.44B
- P/E ratio
- 33.78
- Dividend yield
- 0.05%
- 52-week range
- $216.00 – $1,255.00
- Volume
- 36.8M
- Avg. volume
- 26.37M
Price performance
MU price history
1M range · 21 trading sessions · Daily adjusted prices
MU closed at $911.29 after 21 trading sessions, up 0.78% for the selected period.
- Last close
- $911.29
- Period change
- +0.78%
- Period low
- $739.00
- Period high
- $990.21
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 12, 2026 | $912.94 | $935.80 | $899.54 | $911.29 | 36.8M |
| Aug 11, 2026 | $871.80 | $879.00 | $844.62 | $868.52 | 29.44M |
| Aug 10, 2026 | $863.665 | $894.989 | $854.40 | $861.00 | 27.82M |
| Aug 7, 2026 | $903.60 | $904.80 | $847.02 | $877.57 | 34.57M |
| Aug 6, 2026 | $843.11 | $913.33 | $827.00 | $881.47 | 35.78M |
| Aug 5, 2026 | $885.30 | $928.98 | $881.20 | $893.19 | 34.72M |
| Aug 4, 2026 | $866.82 | $902.4299 | $858.50 | $892.67 | 37.48M |
| Aug 3, 2026 | $786.355 | $836.62 | $770.10 | $829.50 | 42.98M |
| Jul 31, 2026 | $919.65 | $930.88 | $818.00 | $823.03 | 54.54M |
| Jul 30, 2026 | $793.135 | $882.50 | $789.00 | $874.66 | 63.08M |
| Jul 29, 2026 | $833.00 | $841.80 | $737.88 | $739.00 | 69.85M |
| Jul 28, 2026 | $839.61 | $848.36 | $789.09 | $820.53 | 61.04M |
| Jul 27, 2026 | $932.445 | $935.00 | $854.79 | $900.20 | 47.59M |
| Jul 24, 2026 | $959.03 | $967.14 | $904.00 | $920.95 | 40.8M |
| Jul 23, 2026 | $975.13 | $1,011.77 | $964.40 | $990.21 | 40.2M |
| Jul 22, 2026 | $938.25 | $982.62 | $936.06 | $959.48 | 31.59M |
| Jul 21, 2026 | $925.35 | $982.88 | $916.5701 | $970.82 | 49.37M |
| Jul 20, 2026 | $885.57 | $900.9999 | $858.90 | $865.46 | 37.71M |
| Jul 17, 2026 | $822.525 | $903.96 | $804.00 | $848.95 | 63.35M |
| Jul 16, 2026 | $866.765 | $887.71 | $840.51 | $853.20 | 46.72M |
| Jul 15, 2026 | $975.805 | $978.40 | $873.6301 | $904.28 | 54.78M |
Latest MU news
The latest Smart Investors Daily articles mentioning MU.
Stock researchCompany · Overview
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
- 31
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 7, 2026 | Citigroup | Buy | — |
| Jul 14, 2026 | Keybanc | Overweight | — |
| Jun 29, 2026 | Cantor Fitzgerald | Overweight | — |
| Jun 25, 2026 | Barclays | Overweight | — |
| Jun 25, 2026 | RBC Capital | Outperform | — |
News briefing
No generated briefing is available yet.
Yahoo · Aug 13, 2026
Micron Just Lost Ground in Key Memory Market
Shipment rankings tell only part of Micron's competitive story
Yahoo · Aug 13, 2026
Memory Stocks Open Flat And Then Soar: Micron Up 6%, SK Hynix 8%, SanDisk Up 15%. Here’s What’s Driving the Move.
One company's investor day just ignited a sector-wide rally, and the reason why has Wall Street rethinking everything it assumed about memory chip economics.
Yahoo · Aug 13, 2026
Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher
Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.
AI research layers
Interpretive context generated from the platform’s current data sources.
Micron Technology Stock Performance
Micron Technology shares closed at $911.29, reflecting a remarkable 287.85% gain over the trailing twelve months, per SID market data. Despite this longer-term strength, the stock has pulled back 7.31% over the past month and now trades below its 50-day moving average of $967.65, indicating near-term selling pressure. However, shares remain well above the 200-day moving average of $577.63, confirming the broader uptrend remains intact. The 14-day RSI reads 42.1, suggesting the stock is approaching oversold territory without yet triggering a definitive buy signal. Micron carries a beta of 1.548, per Massive/Polygon data, underscoring its elevated volatility relative to the broader market. Average daily trading volume stands at approximately 26.4 million shares, providing robust liquidity. The company's market capitalization currently sits at approximately $288.4 billion, firmly positioning it among the largest semiconductor companies globally.
Micron Technology Valuation Analysis
Micron Technology trades at a price-to-earnings ratio of 33.78, which reflects the semiconductor industry's cyclical earnings trajectory as memory demand accelerates, per SID market data. Notably, the PEG ratio stands at 0.92, falling below the 1.0 threshold that traditionally signals the stock's growth rate justifies its earnings multiple, according to SEC filings and consensus estimates. The price-to-book ratio of 5.33 indicates the market values Micron at more than five times its net asset base, a premium reflecting anticipated earnings expansion driven by AI and data center demand. The company maintains a modest dividend yield of 0.18%, suggesting capital allocation remains focused on reinvestment rather than shareholder distributions. Within the broader technology sector, Micron's sub-1.0 PEG ratio stands out as relatively attractive compared to many high-growth semiconductor peers, particularly given the company's accelerating earnings trajectory over recent quarters.
Smart Money Activity for MU
Micron Technology's composite smart money score registers at 49 out of 100, signaling a neutral stance among sophisticated market participants, per SID market data. Institutional positioning scores a perfect 25 out of 25, reflecting strong conviction from major fund managers and asset allocators. In contrast, the insider activity score sits at 0 out of 25, as SEC Form 4 filings reveal 20 insider transactions over the past 90 days — all of which were sales with zero insider purchases recorded during this period. This consistent selling pattern from company executives warrants monitoring, though such activity can reflect pre-planned 10b5-1 trading arrangements rather than bearish sentiment. Dark pool activity scores 9.2 out of 25, suggesting moderate institutional accumulation through off-exchange venues. Congressional trading activity scores 14.5 out of 25, per 13F institutional filings, indicating notable but not exceptional positioning among members of Congress with disclosed holdings in Micron shares.
Micron Technology Earnings Outlook
Micron Technology has demonstrated a consistent pattern of exceeding Wall Street expectations across recent quarters, according to company earnings reports. The most recent quarter reported on June 24, 2026, showed earnings of $25.11 per share against analyst estimates of $20.20, representing a substantial $4.91 positive surprise. The prior quarter ending March 2026 delivered $12.20 per share versus the $8.60 consensus estimate, a $3.60 beat. In the September 2025 quarter, Micron posted $3.03 per share, narrowly topping the $2.95 estimate by $0.08. This earnings trajectory — from $3.03 to $12.20 to $25.11 — illustrates dramatic sequential growth, reflecting surging demand for high-bandwidth memory products used in AI infrastructure. Analysts currently estimate $8.42 per share for the upcoming March 2026 reporting period, though the company's track record of outperformance suggests potential upside to this figure.
Wall Street Analyst Ratings for MU
Wall Street maintains a uniformly bullish stance on Micron Technology, with all five most recent analyst actions reaffirming positive ratings, per Wall Street analyst reports. Citigroup reiterated its Buy rating on August 7, 2026, while Keybanc maintained an Overweight designation on July 14, 2026. Following Micron's strong June earnings report, Cantor Fitzgerald and Barclays both reaffirmed Overweight ratings on June 29 and June 25, respectively. RBC Capital similarly maintained its Outperform rating on June 25, 2026. According to SID consensus data, no analyst among the most recent coverage updates has downgraded or initiated a negative stance on the stock. The unanimous positive sentiment reflects broad confidence in Micron's positioning within the AI-driven memory upcycle. Notably, each of these ratings represented a reiteration of prior positive views rather than upgrades, indicating that analyst conviction has remained stable rather than incrementally improving during the recent period of coverage.
