AlphaYou
Overview
Smart money at a glance
Filings to Oct 12, 2026Net 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.
- Company insidersSEC Form 4, last 90 days
- -$90.9M netNet selling
- CongressSTOCK Act, last 180 days
- $4K to $60K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 10 added, 11 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Market overview
Fundamentals Oct 11- Open
- $1,053.37
- 52-wk high
- $1,254.81
- High
- $1,053.58
- 52-wk low
- $186.07
- Low
- $1,017.00
- Prev close
- $1,035.84
- Mkt cap
- $1.16T
- P/E
- 13.8x
- Volume
- 19.85M
- Fwd P/E
- 7.0x
- Beta
- 2.23
- Div yield
- 0.05%
- P/S
- 8.7x
- P/B
- 12.3x
- Profit margin
- +63.8%
- Op margin
- +80.7%
- ROE
- +88.3%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about MU filings
Are insiders buying or selling Micron Technology Inc (MU) stock?
Net selling: insiders sold $90.9M and bought $0 of MU stock on the open market in the 90 days to Oct 12, 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.
Which members of Congress have traded MU recently?
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.
How current is this MU smart-money data?
This summary uses filings available on Oct 12, 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.
Smart money
8 funds hold a position, insiders have been net selling, and 17 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (2)
- PL
Philippe Laffont
$3.6B
added
- JR
Josh Resnick
$539.0M
bought
Sells/Trims (1)
- CI
Citadel
$859.7M
trimmed
What insiders are doing
What Congress is doing
Sells (1)
What fin-fluencers are saying
How top traders are positioned
Trader BC1Long
$7.4M
position
Trader E15Short
$413K
position
Trader EFDLong
$86K
position
Show all 5 positionsShow fewer positions
Trader 56ALong
$20K
position
Trader 977Long
$10K
position
Activist stakes, short interest & more
Earnings
Earnings came in 5.0% above what analysts expected.
Last report
Sep 30, 2026
Financial period
Q4 2026
Adjusted EPS
$31.82 expected
Revenue
$50.97B expected
At a glance
Previous reports
All values in USD| 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 / $20.98Alpha Vantage | +19.69% 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 / $3.94Alpha Vantage | +21.32% beat | Unavailable | Unavailable |
| Aug 31, 2025 | Sep 23, 2025 | $3.03 / $2.86Yahoo Finance | +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.
What the street expects next
Estimates as of Oct 6, 2026
EPS expected
$35.85 to $40.47
Revenue expected
32 analysts
Last 30 days
Split both ways
Estimate drift
Change in 30 days
Financials
What it sold, what it cost, what was left.
| 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 |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
80 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Microsoft's Cloud Growth Signals Strong Five-Year Holding Potential
Leans bullishOct 11Qualcomm CEO Says AI Firms Want Phones Running 100B-Parameter Models by 2028
NeutralOct 11KLA stock turned $1,000 into $31,595 in 10 years, outperforming the S&P 500 by 8.7 times.
Leans bullishOct 11Humanoids emerge as new growth engine for Samsung, SK Hynix
Leans bullishOct 11MUD ETF Price and Chart — NASDAQ:MUD
BearishOct 10Why Micron Stock is Struggling Despite Revenue Growth and a Low Valuation
Leans bullishOct 10SpaceX, Micron, AMD and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
Leans bullishOct 10SpaceX, Micron, AMD and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week
BullishOct 10