Compute · MU
Micron
Memory and storage (DRAM, NAND), including the high-bandwidth memory (HBM) used in AI accelerators.
The desk's view now
WatchNeutral
About 4.4% lower before the open, extending Monday's drop; neutral view after a cycle peak, no setup.
Thesis: Micron is at the peak of a memory cycle driven by AI.
Updated Oct 13, 2026
Upcoming catalysts
No dated catalysts in the coming weeks.
Latest filings, contracts and releases
- Oct 16MU Form 4: MEHROTRA SANJAY (President and CEO) reported a non-market transaction (grant, exercise or gift) ↗
- Oct 16MU Form 4: RAY MICHAEL CHARLES (SVP, Chief Legal Officer) sold 40 shares (~$38K) under a 10b5-1 plan ↗
- Oct 16MU Form 4: RAY MICHAEL CHARLES (SVP, Chief Legal Officer) sold 6,288 shares (~$5.8M) under a 10b5-1 plan ↗
- Oct 16MU Form 4: Murphy Mark J. (EVP & Chief Financial Officer) reported a non-market transaction (grant, exercise or gift) ↗
- Oct 15MU Form 144: notice of proposed insider sale ↗
- Oct 14MU Form 144: notice of proposed insider sale ↗
- Oct 9MU 10-K: annual report ↗
- Sep 30MU 8-K: 2.02 results of operations ↗
Primary sources with links to the originals (SEC, USAspending, company releases). Third-party content, shown as data.
Same sector: Compute
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