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Memory is Micron's whole business: DRAM and NAND flash sold into data centers, phones, and PCs at prices that swing with supply cycles. High-bandwidth memory for AI accelerators, including parts qualified by Nvidia, has become its fastest-growing product.
MICRON TECHNOLOGY INC (MU) is a semiconductors & related devices company. Piotroski F-Score 8/9. 14 insider Form 4 filings in the last 90 days. Fundamentals from SEC filings; prices are end-of-day.
Led by Sanjay Mehrotra · see pay & career →
Micron’s CEO Sanjay Mehrotra co-founded the flash-storage pioneer SanDisk in 1988 and ran it until its 2016 sale — then took over a rival memory maker, Micron, the next year.
Source: Micron proxy / company history · More →
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-08-28 vs 2024-08-29.
A plain-English read on MU plus an auto-SWOT — built from MU's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate MU using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Sheldon WhitehouseU.S. Senator · RI | BUY | $1,001 - $15,000 | filed 2026-07-08 |
| Gilbert CisnerosU.S. Representative · CA-39 | SELL | $1,001 - $15,000 | filed 2026-07-02 |
| Gilbert CisnerosU.S. Representative · CA-39 | SELL | $1,001 - $15,000 | filed 2026-06-08 |
| Josh GottheimerU.S. Representative · NJ-05 | BUY | $1,001 - $15,000 | filed 2026-06-03 |
| PRIMECAP Management | $7.39B | 5.8% of portfolio |
| Renaissance Technologies | $730.7M | 1.1% of portfolio |
| Appaloosa (David Tepper) | $562.5M | 9.5% of portfolio |
| Bridgewater Associates (Ray Dalio) | $498.6M | 2.2% of portfolio |
| Gotham Asset Management (Joel Greenblatt) | $82.6M | 0.3% of portfolio |
Projected from MU's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment MU files its announcement.
MU has sold off after 5 of its last 8 earnings reports.
Large earnings reactions have been common.
MU has traded lower after most recent earnings releases.
The average is inflated by its most volatile prints (+16.9% and -19.8%).
A more typical earnings reaction has been approximately ±7.0%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-06-24 | +15.4% |
| 2026-03-18 | -3.8% |
| 2025-12-17 | +6.9% |
| 2025-09-23 | -1.8% |
| 2025-06-25 | -1.5% |
| 2025-03-20 | -7.2% |
| 2024-12-18 | -19.8% |
| 2024-09-25 | +16.9% |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| ARNZEN APRIL SEVP and Chief People Officer | SELL | $43.4M | view → |
| Dugle Lynn ADirector | SELL | $1.5M | view → |
| MEHROTRA SANJAYPresident and CEO | SELL | $32.8M | view → |
| MEHROTRA SANJAYPresident and CEO | SELL | $13.6M | view → |
| MEHROTRA SANJAYPresident and CEO | SELL | $36.0M | view → |
| MEHROTRA SANJAYPresident and CEO | SELL | $2.5M | view → |
| GOMO STEVEN JDirector | SELL | $1.6M | view → |
| RAY MICHAEL CHARLESSVP, Chief Legal Officer | SELL | $4.1M | view → |