What is the 13F Pro Quality Score for MU?

13F Pro ranks MICRON TECHNOLOGY INC (MU) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View MU's current score at https://13fpro.ai/company/MU (free sign-up required for the full ranking).

Which hedge funds own the most MU stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of MU include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/MU as soon as new 13F filings post.

Where does 13F Pro source MU data?

All MICRON TECHNOLOGY INC fundamentals and ownership data come directly from SEC EDGAR. MICRON TECHNOLOGY INC files with the SEC under CIK 723125. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is MU in?

MICRON TECHNOLOGY INC (MU) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives MU's revenue?

Per MICRON TECHNOLOGY INC's latest 10-Q filed with the SEC on 2026-06-25, the biggest revenue drivers are: DRAM ($31.3B, +343% YoY); NAND ($9.9B, +361% YoY); Cloud Memory Business Unit (CMBU) ($13.8B, +307% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/MU.

What are MU's largest expenses?

MICRON TECHNOLOGY INC's latest 10-Q reports these as the largest expense items: Cost of goods sold ($6.4B, +10% YoY); Research and development ($1.3B, +36% YoY); Selling, general, and administrative ($407M, +28% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended May 28, 2026).

How often is MU research updated on 13F Pro?

MU's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

MICRON TECHNOLOGY INC(MU)Stock Analysis

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13F Pro Quality Score

86.2/100

Rank #4 of 2,961 stocksTOP 1%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

97.5/100

Profitability

98.5/100

Balance Sheet

99.3/100

Earnings Quality

40.3/100

Free Cash Flow

82.9/100

Institutional Flow

91.5/100

Revenue Scale

98.4/100

Dilution Risk

35.6/100

Email me the moment this company reports earnings

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Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

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Why MU Scores 86/100

exact factor attribution · 2026-09-11

MU's composite is driven by revenue growth and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Revenue growth

+9.5 pts

98th pct

Profitability

+7.3 pts

99th pct

Scale

+7.3 pts

98th pct

Free cash flow

+4.9 pts

83th pct

Capital efficiency

+4.9 pts

99th pct

Institutional flow

+2.1 pts

92th pct

Earnings growth

+1.9 pts

88th pct

Shareholder dilution

-0.7 pts

36th pct

Earnings quality

-1.0 pts

40th pct

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

MU Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for MICRON TECHNOLOGY INC (MU), a Technology sector company. 13F Pro's AI-powered ranking engine scores MU at 86.2/100 on a 32-signal composite quality model, placing it at rank #4 of 2,961 stocks — the top 1% of the AI-ranked universe. MU scores in the top quartile across balance sheet strength (99.3), profitability (98.5), revenue scale (98.4). Shareholder dilution risk is elevated at 35.6/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), MICRON TECHNOLOGY INC reports quarterly revenue of $41.5B, net income of $28.2B, free cash flow of $17.6B. Top institutional holders of MU by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. MU trades on the Nasdaq exchange and files with the SEC under CIK 723125. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MU daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MICRON TECHNOLOGY INC directly from SEC EDGAR. MICRON TECHNOLOGY INC's 13F Pro composite quality score has ranged between 28 and 86 since 2021, currently 86.2 — an improving long-term trajectory across 67 quarterly and live scoring snapshots.

✦

Fun facts about MICRON TECHNOLOGY INC

Quirks, history, and lore behind MU — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. semiconductor company · large-cap · listed on Nasdaq · headquartered in Idaho, of all places.
2
The Numbers
Annual revenue in the range of $15–25 billion depending on the memory cycle — this industry's boom-bust swings make roller coasters look stable.
3
The History
Founded in 1978 by a group of engineers in a dentist's office, it grew into one of only a handful of companies worldwide capable of making cutting-edge memory chips.
4
The Secret
It is one of the last American-owned manufacturers of DRAM and NAND flash memory — a market otherwise dominated by South Korean giants.
5
The Lore
Its Crucial brand sells RAM upgrades to everyday consumers, while its enterprise chips quietly live inside data centers, smartphones, and AI servers worldwide.
6
The Giveaway
If you've ever upgraded your laptop's RAM or bought an SSD, there's a good chance a chip stamped with this Boise-born brand was inside.

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What's Driving MU's Business? Latest 10-Q Breakdown

AI-extracted from MICRON TECHNOLOGY INC's 10-Q filed 2026-06-25 — Q3 FY2026 (quarter ended May 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Micron's Q3 revenue surged 346% YoY to $41.5B on exceptional DRAM (+343%) and NAND (+361%) growth driven by AI-fueled demand and supply constraints, with gross margin expanding to 85%.

Biggest Revenue Drivers

DRAM$31.3B+343% YoY

Low-260% range increase in average selling prices and low-20% range increase in bit shipments.

NAND$9.9B+361% YoY

Mid-310% increase in average selling prices and low-double-digit increase in bit shipments.

Biggest Revenue Drivers

Total revenue: $41.5B+346% YoY

DRAM$31.3B+343% YoY

Low-260% range increase in average selling prices and low-20% range increase in bit shipments.

Within DRAM

Cloud Memory Business Unit (CMBU)$13.8B+307% YoY

Focused on hyperscale cloud customers and HBM for data center, increased by average selling prices and bit shipments.

Core Data Center Business Unit (CDBU)$11.5B+653% YoY

Focused on mid-tier cloud, enterprise, and OEM data center customers; increased by average selling prices and bit shipments.

NAND$9.9B+361% YoY

Mid-310% increase in average selling prices and low-double-digit increase in bit shipments.

Largest Expense Items

Cost of goods sold$6.4B+10% YoY

As percentage of revenue declined to 15% from 62% YoY, reflecting strong pricing and manufacturing efficiency.

Research and development$1.3B+36% YoY

Higher volumes of development and pre-qualification wafers and increased employee compensation.

Selling, general, and administrative$407M+28% YoY

Primarily due to increases in employee compensation.

Margins: Consolidated gross margin expanded dramatically to 85% in Q3 2026 from 38% YoY, driven by significant increases in average selling prices for both DRAM and NAND, favorable product mix, continued strong execution, and manufacturing cost reductions. The filing states margins benefited primarily from ASP increases amid constrained industry supply driven by AI demand.

Watch Items from the Filing

Strategic customer agreements with take-or-pay terms and multi-year commitments expose Micron to volume/delivery obligations; $22B expected cash deposits and commitments could constrain flexibility.
One customer represented 10% of Q3 revenue (primarily CMBU); concentration risk could impact results if major customer reduces demand.
Effective tax rate increased to 14.8% YoY from 11.5%, primarily due to Singapore's Pillar Two implementation offsetting tax incentive benefits; OBBBA tax changes uncertain.
CAC ban on Micron sales to Chinese critical infrastructure continues to impact revenue; further Chinese government actions could restrict operations.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$41.5B

Net Income

Q2 2026

$28.2B

Free Cash Flow

Q2 2026

$17.6B

D/E Ratio

Q2 2026

0.06

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+48.9% YoY

$37.38BFY 2025

FY22 $30.76BFY23 $15.54BFY24 $25.11BFY25 $37.38B

Net Income

+997.6% YoY

$8.54BFY 2025

FY22 $8.69BFY23 $-5.83BFY24 $778.0MFY25 $8.54B

Operating Income

+649.2% YoY

$9.77BFY 2025

FY22 $9.70BFY23 $-5.75BFY24 $1.30BFY25 $9.77B

EPS (Diluted)

+984.3% YoY

$7.59FY 2025

FY22 $7.75FY23 $-5.34FY24 $0.70FY25 $7.59

Total Assets

+19.3% YoY

$82.80BFY 2025

FY22 $66.28BFY23 $64.25BFY24 $69.42BFY25 $82.80B

Total Debt

+8.8% YoY

$14.58BFY 2025

FY22 $6.91BFY23 $13.33BFY24 $13.40BFY25 $14.58B

Op. Cash Flow

+106.0% YoY

$17.52BFY 2025

FY22 $15.18BFY23 $1.56BFY24 $8.51BFY25 $17.52B

Free Cash Flow

+1278.5% YoY

$1.67BFY 2025

FY22 $3.11BFY23 $-6.12BFY24 $121.0MFY25 $1.67B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$37.38B +48.9%	$25.11B +61.6%	$15.54B -49.5%	$30.76B +11.0%	$27.70B +29.3%	$21.43B
Net Income	$8.54B +997.6%	$778.0M +113.3%	$-5.83B -167.1%	$8.69B +48.2%	$5.86B +118.1%	$2.69B
Operating Income	$9.77B +649.2%	$1.30B +122.7%	$-5.75B -159.2%	$9.70B +54.4%	$6.28B +109.2%	$3.00B
EPS (Diluted)	$7.59 +984.3%	$0.70 +113.1%	$-5.34 -168.9%	$7.75 +50.8%	$5.14 +116.9%	$2.37
Total Assets	$82.80B +19.3%	$69.42B +8.0%	$64.25B -3.1%	$66.28B +12.6%	$58.85B +9.6%	$53.68B
Total Debt	$14.58B +8.8%	$13.40B +0.5%	$13.33B +93.0%	$6.91B +1.9%	$6.78B +2.0%	$6.64B
Operating Cash Flow	$17.52B +106.0%	$8.51B +445.7%	$1.56B -89.7%	$15.18B +21.8%	$12.47B +50.1%	$8.31B
Free Cash Flow	$1.67B +1278.5%	$121.0M +102.0%	$-6.12B -296.4%	$3.11B +27.7%	$2.44B +2837.3%	$83.0M

AI Insight: MU Financial Trends

Micron's revenue and profitability have exploded—Q2 2026 revenue hit $41.5B, up 346% from Q3 2024, with operating margins soaring to 80.4%.

• Revenue surged from $7.75B (Q3 2024) to $41.46B (Q2 2026), a 435% increase in 6 quarters.

• Operating margin expanded dramatically: 19.6% (Q3 2024) → 80.4% (Q2 2026).

• Operating cash flow grew 643% from $3.4B (Q3 2024) to $25.4B (Q2 2026).

• Total debt halved from $13.4B (Q3 2024) to $5.7B (Q2 2026) while equity nearly doubled to $100.7B.

⚠ Verify sustainability of Q1–Q2 2026 spike: prior quarters show more modest growth. Validate demand drivers.

AI Insight: MU Ratio Trends

Micron's profitability metrics have surged dramatically through Q2 2026, with operating margin nearly quadrupling from Q3 2024 levels and ROE exceeding 112% — signaling exceptional cyclical strength in memory markets.

• Operating margin expanded from 19.6% in Q3 2024 to 80.4% in Q2 2026; net profit margin climbed from 11.5% to 68.1% over same period.

• Return on equity accelerated from 7.9% in Q3 2024 to 112.2% in Q2 2026; ROA jumped from 5.1% to 84.2%.

• Debt-to-equity ratio improved to 0.06 in Q2 2026 from 0.30 in Q3 2024, reflecting aggressive deleveraging alongside margin expansion.

⚠ Exceptional Q1–Q2 2026 returns (ROE 76–112%, ROIC 78%) likely reflect cyclical peak; sustainability depends on sustained memory demand.

⚠ ROIC data missing for Q2 2026; unable to confirm whether capital returns tracking profitability gains or masking working-capital volatility.

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Available Research

13F Pro tracks comprehensive data for MICRON TECHNOLOGY INC including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of MU

BlackRock, Inc.
$121.0B104,827,219 sh
VANGUARD CAPITAL MANAGEMENT LLC
$85.0B73,659,544 sh
STATE STREET CORP
$57.8B50,075,870 sh
JANE STREET GROUP, LLC
$42.0B36,420,900 sh
Invesco Ltd.
$41.9B36,315,240 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$37.4B32,376,800 sh
Capital World Investors
$34.0B29,469,646 sh
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$33.4B28,931,800 sh
GEODE CAPITAL MANAGEMENT, LLC
$31.9B27,705,797 sh
FMR LLC
$30.8B26,718,869 sh

Fund	Value	Shares
BlackRock, Inc.	$121.0B	104,827,219
VANGUARD CAPITAL MANAGEMENT LLC	$85.0B	73,659,544
STATE STREET CORP	$57.8B	50,075,870
JANE STREET GROUP, LLC	$42.0B	36,420,900
Invesco Ltd.	$41.9B	36,315,240
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$37.4B	32,376,800
Capital World Investors	$34.0B	29,469,646
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$33.4B	28,931,800
GEODE CAPITAL MANAGEMENT, LLC	$31.9B	27,705,797
FMR LLC	$30.8B	26,718,869

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Is MU a good stock to buy?

13F Pro's AI-powered analysis of MICRON TECHNOLOGY INC (MU) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MU are available on the MU stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MU is classified as a mega company.

Which hedge funds own MU?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MU. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MICRON TECHNOLOGY INC's investment landscape.