The quick read
Latest quote·Oct 14
Net selling: insiders sold $90.9M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $4K to $60K in total in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $90.9M and bought $0 of MU stock on the open market in the 90 days to Oct 14, 2026, according to SEC Form 4 filings. $76M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Mehrotra, Sanjay (President and CEO), who sold $76M. The latest filing was on Aug 25, 2026.
Rep. Michael Rulli (R) bought $1K to $15K on Jun 25, 2026, disclosed 43 days later. Sen. Sheldon Whitehouse (D) bought $1K to $15K on Jun 25, 2026, disclosed 13 days later. Rep. Gilbert Cisneros (D) sold $1K to $15K on Jun 5, 2026, disclosed 27 days later. Rep. Josh Gottheimer (D) bought $1K to $15K on May 21, 2026, disclosed 13 days later. In total, 4 members disclosed 4 MU trades with trade dates in the last 180 days, filed a median 20 days after trading.
This summary uses filings available on Oct 14, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
8 funds hold a position, insiders have been net selling, and 18 fin-fluencers are discussing it.
Buys/Adds (2)
Philippe Laffont
$3.6B
added
Josh Resnick
$539.0M
bought
Sells/Trims (1)
Citadel
$859.7M
trimmed
Sells (1)
Trader E15Short
$202K
position
Trader 56ALong
$49K
position
Trader 977Long
$9K
position
Trader 447Short
$5K
position
Trader 75CLong
$598
position
Last report
Sep 30, 2026
Financial period
Q4 2026
Adjusted EPS
$31.82 expected
Revenue
$50.97B expected
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Aug 31, 2026 | Sep 30, 2026 | $33.42 / $31.82Yahoo Finance | +5.03% beat | $54.23B / $50.97B | +6.39% beat |
| May 31, 2026 | Jun 24, 2026 | $25.11 / $20.69Yahoo Finance | +21.39% beat | $41.46B / Unavailable | Unavailable |
| Feb 28, 2026 | Mar 18, 2026 | $12.20 / $9.16Yahoo Finance | +33.21% beat | Unavailable | Unavailable |
| Nov 30, 2025 | Dec 17, 2025 | $4.78 / $3.96Yahoo Finance | +20.58% beat | Unavailable | Unavailable |
| Aug 31, 2025 | Sep 23, 2025 | $3.03 / $2.86Alpha Vantage | +5.94% beat | Unavailable | Unavailable |
| May 31, 2025 | Jun 25, 2025 | $1.91 / $1.59Alpha Vantage | +20.13% beat | Unavailable | Unavailable |
| Feb 28, 2025 | Mar 20, 2025 | $1.56 / $1.28Alpha Vantage | +21.88% beat | Unavailable | Unavailable |
| Nov 30, 2024 | Dec 18, 2024 | $1.79 / $1.77Alpha Vantage | +1.13% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
| USD | Nov 2025 | Feb 2026 | May 2026 | Aug 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $13.64B | $23.86B | $41.46B | $54.23B |
| Cost of what it sold | $6.00B | $6.11B | $6.40B | $7.18B |
| Gross profit | $7.65B | $17.75B | $35.06B | $47.05B |
| What it spent | ||||
| Research and development | $1.17B | $1.25B | $1.32B | $1.91B |
| Sales and admin | $337.0M | $344.0M | $407.0M | — |
| Other operating costs | — | $26.0M | — | $816.0M |
| Total operating expenses | $1.51B | $1.62B | $1.74B | $2.73B |
| What was left | ||||
| Operating profit | $6.14B | $16.14B | $33.32B | $44.32B |
| Interest on debt | $74.0M | $32.0M | $0 | — |
| Profit before tax | $6.07B | $16.16B | $33.22B | $44.28B |
| Tax | $829.0M | $2.37B | $4.98B | $6.58B |
| Net profit | $5.24B | $13.79B | $28.24B | $37.70B |
| EBITDA | $8.35B | $18.48B | $35.58B | $47.01B |
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage leans bullish
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