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MU

LONGINSIDER SELL

MICRON TECHNOLOGY INC

Funds
6
Score
8.50
vs SPY
+171.1%
Stock return (since Q-end)
+187.4%
SPY return (since Q-end)
+16.3%
Current price
$971.00

News Summary

Positive

Micron delivered a blockbuster Q2 FY2026 with $23.86B revenue (+24% beat) and $12.20 EPS (+39% beat), achieving record sequential growth, while raising Q3 guidance to $33.5B revenue (~200% YoY growth) and $19.15 EPS. The company is executing aggressively on global capacity expansion across Taiwan, U.S., India, Singapore, and Japan, totaling tens of billions in CapEx, with strong analyst support (Susquehanna $1,750 PT) driven by unprecedented AI infrastructure demand.

Funds Buying (6)

FundManagerShares Held∆ SharesPosition ValueQoQStatus
Appaloosa LPDavid Tepper1.7M+165K$562.5B+11%Existing
Point72Steve Cohen568K+568K$191.7B—NEW
Coatue ManagementPhilippe Laffont166K+166K$56.1B—NEW
Situational Awareness LPLeopold Aschenbrenner17K+17K$5.9B—NEW
Soros Fund ManagementSoros Family Office3K+3K$954M—NEW
Duquesne Family OfficeStanley Druckenmiller23K+23K$8M—NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

NameTitleTypeSharesPriceValueFiled
GOMO STEVEN J—SELL1K$786.47$0.79M2026-05-11
GOMO STEVEN J—SELL1K$787.60$0.79M2026-05-11
MEHROTRA SANJAYPresident and CEOSELL503$511.91$0.26M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL271$514.41$0.14M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL187$516.04$0.10M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL237$516.62$0.12M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL213$518.52$0.11M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL107$519.72$0.06M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL236$524.19$0.12M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL394$525.36$0.21M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL224$526.72$0.12M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL602$527.63$0.32M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL1K$529.05$0.63M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL2K$529.92$1.18M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL3K$530.84$1.69M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL3K$531.97$1.47M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL2K$532.89$0.88M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL931$534.06$0.50M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL1K$534.92$0.60M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL1K$536.08$0.58M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL745$537.21$0.40M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL2K$538.45$0.88M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL4K$539.28$1.91M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL3K$540.30$1.55M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL8K$541.44$4.25M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL4K$542.24$2.18M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL1K$543.22$0.78M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL672$544.58$0.37M2026-05-01
MEHROTRA SANJAYPresident and CEOSELL109$545.39$0.06M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL120$511.64$0.06M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL80$514.32$0.04M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL80$516.17$0.04M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL120$517.31$0.06M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL40$518.82$0.02M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL80$521.64$0.04M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL120$524.96$0.06M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL120$526.13$0.06M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL160$527.51$0.08M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL200$528.42$0.11M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL581$529.54$0.31M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL560$530.65$0.30M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL720$531.52$0.38M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL583$532.46$0.31M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL206$533.41$0.11M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL240$534.53$0.13M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL280$535.57$0.15M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL280$536.91$0.15M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL280$538.60$0.15M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL680$539.49$0.37M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL560$540.57$0.30M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL758$541.68$0.41M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL313$542.73$0.17M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL320$543.65$0.17M2026-05-01
RAY MICHAEL CHARLESSVP, Chief Legal OfficerSELL120$544.73$0.07M2026-05-01
CORDANO MICHAEL DEVP, Worldwide SalesSELL3K$435.00$1.48M2026-04-14
Sadana SumitEVP and Chief Business OfficerSELL24K$421.35$10.11M2026-04-10
CORDANO MICHAEL DEVP, Worldwide SalesSELL3K$420.81$1.43M2026-04-09
ARNZEN APRIL SEVP and Chief People OfficerSELL9K$345.13$2.98M2026-04-01
ARNZEN APRIL SEVP and Chief People OfficerSELL6K$346.22$2.00M2026-04-01
ARNZEN APRIL SEVP and Chief People OfficerSELL604$346.83$0.21M2026-04-01
ARNZEN APRIL SEVP and Chief People OfficerSELL25K$348.46$8.71M2026-04-01