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Institutions Drive Micron Higher as Earnings Approach

By
Lucas Downey
Bullish chart

Micron Technology, Inc. (MU) shares jump over 10,620% since Big Money first bought big in 1994.

MU makes memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. In its third-quarter fiscal 2026 earnings report, the company showed total revenue of $41.5 billion (a 346% year-over-year gain), $31.3 billion in DRAM revenue (a 343% gain), $9.9 billion in NAND revenue (a 361% gain), non-GAAP per-share earnings of $25.11 (a 106% sequential gain), and issued fourth-quarter revenue and EPS guidance of up to $51 billion and $32, respectively. The company reports again on Sept. 30.

It’s no wonder MU shares are up 284% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Micron Attracting Big Money

Institutional volumes reveal plenty. In the last year, MU has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in MU shares. They reflect our proprietary inflow signal, pushing the stock higher:

Line chart tracks Micron Technology, Inc. (MU) stock performance from Sep. 22, 2025, through Sep. 22, 2026, with prices ranging from $0 to $1,200. Blue line climbs from about $150 to a peak near $1,200 around July 2026 before settling near $1,050; green inflow markers and pink outflow markers appear below, with inflows concentrated during major surges.
Strong institutional inflows dating back to last fall show clear support for MU shares, helping them gain 534% in a year. Source: www.moneyflows.com

Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Micron.

Micron Fundamental Analysis

Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, MU has had strong sales and earnings growth:

  • 3-year sales growth rate (+20.3%)
  • 3-year EPS growth rate (+409.2%)

Source: FactSet

Also, EPS is estimated to ramp higher this year by +114.2%.

Now it makes sense why the stock has been generating Big Money interest. MU has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Micron has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s up 10,628% since its first appearance on the rare Outlier 20 report in August 1994, with 77 total appearances, proving long-term institutional support. The blue bars below show when MU was a top pick in the last year…a whopping 20 signals shows clear institutional intent:

Line chart tracks Micron Technology, Inc. (MU) stock price from Sep 22, 2025, to Sep 22, 2026, alongside outlier inflow and outflow markers. Blue price line rises from about $150 to a peak near $1,200 in July 2026, then settles around $1,050; teal vertical lines mark outlier inflows, with yellow indicating outlier outflows.
MU shares have risen 10,628% since institutions first bought big in 1994 – and they still bought big in 2025-26. Source: www.moneyflows.com

Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Micron Price Prediction

The MU action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in MU at the time of publication.

If you are a Registered Investment Advisor (RIA) or a serious investor, take your investing to the next level. MoneyFlows created 11 Frontiers indexes to help serious investors capture AI-driven themes and learn the leading stocks in each Frontier. Get started here.

About the Author

Lucas Downeycontributor

Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

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