Insider & Cluster Buy Highlights – January 16, 2026
📅 Published: January 16, 2026 at 01:21 PM UTC
2 Cluster Buys5 Insider Purchases
On January 16, 2026, this newsletter featured 2 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – January 16, 2026
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
TriplePoint Venture Growth BDC CorpView ChartFinancials
Ticker: TPVG
$6.72
Current Price
52W: Low: $5.24 | High: $8.20
Participants: 2 insiders
Total Shares: 79,598
Total Value: $526,863
Timeframe: 3 days
Date Range: Jan 09, 2026 to Jan 12, 2026
👥 Participant Details:
Labe James
Director
Date: Jan 09, 2026
16,000 shares
$104,923
@ $6.56/share
P&L: +2.5% (+$2,597)
Srivastava Sajal
Director
Date: Jan 09, 2026
16,000 shares
$104,923
@ $6.56/share
P&L: +2.5% (+$2,597)
Srivastava Sajal
Director
Date: Jan 12, 2026
23,799 shares
$158,508
@ $6.66/share
P&L: +0.9% (+$1,421)
Labe James
Director
Date: Jan 12, 2026
23,799 shares
$158,508
@ $6.66/share
P&L: +0.9% (+$1,421)
📈 Average P&L: +1.7% (+2,009)
Current Price: $6.72
📊 Valuation & Analyst Info:
Analyst Rating: B
Avg Price Target: $6.25 (-7.0% vs current)
📰 Recent News (Last 7 Days):
Defense World • Jan 15, 2026
TriplePoint Venture Growth BDC Corp. (NYSE: TPVG - Get Free Report) insider Sajal Srivastava bought 23,799 shares of TriplePoint Venture Growth BDC stock in a transaction that occurred on Monday, Janu...
Defense World • Jan 11, 2026
TriplePoint Venture Growth BDC Corp. (NYSE: TPVG - Get Free Report) insider Sajal Srivastava acquired 30,877 shares of the business's stock in a transaction on Wednesday, January 7th. The stock was pu...
Defense World • Jan 11, 2026
TriplePoint Venture Growth BDC Corp. (NYSE: TPVG - Get Free Report) CEO James Labe acquired 30,877 shares of TriplePoint Venture Growth BDC stock in a transaction dated Wednesday, January 7th. The sto...
Surrozen, Inc./DEView ChartFinancials
Ticker: CHFW-UN
$9.55
Current Price
52W: Low: $9.55 | High: $9.56
Participants: 2 insiders
Total Shares: 35,986
Total Value: $714,705
Timeframe: 1 days
Date Range: Jan 13, 2026 to Jan 14, 2026
👥 Participant Details:
COLUMN GROUP III GP, LP
Date: Jan 13, 2026
6,609 shares
$130,885
@ $19.80/share
P&L: -51.8% ($67,740)
COLUMN GROUP III GP, LP
Date: Jan 13, 2026
5,861 shares
$116,072
@ $19.80/share
P&L: -51.8% ($60,073)
Kutzkey Tim
Date: Jan 13, 2026
5,861 shares
$116,072
@ $19.80/share
P&L: -51.8% ($60,073)
Kutzkey Tim
Date: Jan 13, 2026
6,609 shares
$130,885
@ $19.80/share
P&L: -51.8% ($67,740)
COLUMN GROUP III GP, LP
Date: Jan 14, 2026
2,927 shares
$58,506
@ $19.99/share
P&L: -52.2% ($30,540)
COLUMN GROUP III GP, LP
Date: Jan 14, 2026
2,596 shares
$51,890
@ $19.99/share
P&L: -52.2% ($27,086)
Kutzkey Tim
Date: Jan 14, 2026
2,596 shares
$51,890
@ $19.99/share
P&L: -52.2% ($27,086)
Kutzkey Tim
Date: Jan 14, 2026
2,927 shares
$58,506
@ $19.99/share
P&L: -52.2% ($30,540)
📉 Average P&L: -52.0% (-46,360)
Current Price: $9.55
💼 Notable Individual Insider Buys (≥ $100,000)
$68.71
Current Price
$391.59
Fair Value
Transaction Date: Jan 13, 2026
Shares: 118,501
Purchase Price: $67.82
Purchase Value: $8,037,224
📈
P&L: 1.3% ($104,980 gain)
📊 Valuation & Analyst Info:
Fair Value: $391.59 (469.9% undervalued vs current price)
Analyst Rating: A-
Avg Price Target: $72.00 (+4.8% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Jan 15, 2026
Stock News Verizon issues credits after outage: Verizon (VZ) said it resolved a nationwide wireless outage and will offer a $20 account credit to affected custo
GuruFocus • Jan 15, 2026
Stock News Saks bankruptcy reshapes luxury retail: Macy's (M) could gain share as Saks Global's Chapter 11âdriven by a debt-laden Neiman Marcus deal and vendo
Defense World • Jan 14, 2026
Commonwealth Equity Services LLC trimmed its holdings in W.R. Berkley Corporation (NYSE: WRB) by 31.8% during the third quarter, according to its most recent disclosure with the Securities and Exchang...
24/7 Wall Street • Jan 13, 2026
A beneficial owner continues to build a stake in W.R.
GuruFocus • Jan 13, 2026
Stock News DOJ subpoenas Fed chair spark backlash: Federal prosecutors served grand jury subpoenas to Jerome Powell over testimony on Fed HQ renovations, prompt
GuruFocus • Jan 12, 2026
Guru Stock PicksJerome Dodson has made the following transactions:Reduce in ORLY by 3%Sold out in BLDRAdd in NTRA by 2.49%New position in INSMTweedy Browne Inte
Defense World • Jan 11, 2026
Robeco Institutional Asset Management B.V. cut its stake in shares of W.R. Berkley Corporation (NYSE: WRB) by 21.4% in the undefined quarter, according to the company in its most recent 13F filing wit...
GuruFocus • Jan 09, 2026
Stock News California billionaire tax splits tech leaders: Nvidia (NVDA) CEO Jensen Huang said he's âfineâ with a proposed one-time 5% California wealth tax
📅 Upcoming Earnings: Jan 26, 2026
EPS Estimate: $1.12
Revenue Estimate: $3,185,148,500M
$34.59
Current Price
Transaction Date: Jan 14, 2026
Shares: 200,000
Purchase Price: $33.21
Purchase Value: $6,642,000
📈
P&L: 4.2% ($276,000 gain)
📊 Valuation & Analyst Info:
Analyst Rating: D+
📰 Recent News (Last 7 Days):
The Motley Fool • Jan 11, 2026
Rising gold and silver prices unleashed Hycroft Mining's stock price last year. The company does not actually mine any silver or gold today.
Defense World • Jan 11, 2026
Hycroft Mining Holding Corporation (NASDAQ: HYMC - Get Free Report) major shareholder Eric Sprott bought 25,000 shares of the stock in a transaction that occurred on Friday, January 9th. The stock was...
Fool - Investing News • Jan 09, 2026
Gold and silver miner Hycroft Mining, with major Nevada operations, reported a notable insider sale in its latest SEC filing.
$336.63
Current Price
Transaction Date: Jan 13, 2026
Shares: 11,600
Purchase Price: $337.07
Purchase Value: $3,910,012
📉
P&L: 0.1% ($5,104 loss)
📊 Valuation & Analyst Info:
Analyst Rating: B
Avg Price Target: $327.66 (-2.7% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Jan 16, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 16, 2026.
Market Watch • Jan 16, 2026
Former TSMC co-CEO Mark Liu just bought up Micron's stock at a time when it's essentially never been hotter. The purchase implies he thinks the stock's rally still has legs.
The Motley Fool • Jan 15, 2026
Micron Technology stock trades at an incredibly cheap valuation despite its stunning growth, but another AI infrastructure company is worth a look. This company is witnessing healthy growth in revenue...
The Motley Fool • Jan 15, 2026
These stocks trade at forward earnings multiples of less than 16, well below the S&P 500 average. What's more, their longer-term price-to-earnings-growth ratios are attractive at less than 1.
Zacks Investment Research • Jan 15, 2026
NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips.
GuruFocus • Jan 15, 2026
RBC Capital Markets sees the AI semiconductor market more than doubling over the next few years, with revenue tied to AI applications forecast to climb from $22
Benzinga • Jan 15, 2026
As investors debate whether the AI boom has gone too far, RBC Capital Markets is laying out why the semiconductor sector still has room to run, and which corners of the market stand to benefit most.
The Motley Fool • Jan 15, 2026
Micron is benefiting from shortages in the memory market. Applied Digital has a long runway of growth ahead of it in building out its data centers.
Zacks Investment Research • Jan 15, 2026
Amid supply-chain woes, Computer - Integrated Systems players like MU, AMD, IBM and STX benefit from the demand for integrated solutions and multi-cloud model adoption.
Investopedia • Jan 15, 2026
Major stock indexes advanced Thursday as tech shares surged on record earnings from AI chipmaking giant TSMC, while oil prices sank as President Donald Trump dialed down the threat of a U.S. military ...
Seeking Alpha • Jan 15, 2026
Micron Technology (MU) leads Steven Cress' Top 10 Stocks for 2026, driven by sector-leading growth, profitability, and a compelling valuation despite a 254% 1-year return. AI remains a central investm...
GuruFocus • Jan 15, 2026
Market strategists are increasingly focused on memory suppliers as soaring prices for DRAM and NAND continue to reshape the technology landscape. The sharp rise
GuruFocus • Jan 15, 2026
Chip equipment maker ASML (ASML) climbed more than 5% on early Thursday after Taiwan Semiconductor Manufacturing Co (TSM) raised its 2026 capital spending plan.
Forbes • Jan 15, 2026
Micron Technology (MU) stock has risen by 40% over the course of 21 trading days. This surge is a result of increased HBM demand for AI infrastructure and a tightening memory supply, but substantial m...
Forbes • Jan 15, 2026
Micron Technology (MU) has faced challenges in the past. Its stock has fallen by more than 30% during less than two months in nearly 10 different instances in recent years, erasing billions in market ...
Zacks Investment Research • Jan 15, 2026
MU, MDB, IOT, CIEN and KGC lead a January growth stock list as strong earnings outlooks and AI demand set the tone for 2026.
Benzinga • Jan 15, 2026
Taiwan Semiconductor's strong earnings report ignites semiconductor rally, highlighting its crucial role in the AI supercycle.
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
Defense World • Jan 15, 2026
Concurrent Investment Advisors LLC raised its position in Micron Technology, Inc. (NASDAQ: MU) by 21.0% during the third quarter, according to the company in its most recent 13F filing with the Securi...
Defense World • Jan 15, 2026
Birchcreek Wealth Management LLC purchased a new stake in Micron Technology, Inc. (NASDAQ: MU) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,580 ...
GuruFocus • Jan 14, 2026
Guru Stock PicksAndreas Halvorsen has made the following transactions:Add in RRX by 5.71%Stock News Verizon service outage hits users: Verizon (VZ) reported a w
MarketBeat • Jan 14, 2026
If you're thinking, 2027? That's quite a way off; you might not realize that Micron's NASDAQ: MU key product is already fully booked through 2026.
Zacks Investment Research • Jan 14, 2026
Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.
The Street • Jan 14, 2026
Daniel Newman, CEO of The Futurum Group, shares the 5 tech stocks he believes will lead the market in 2026.
Zacks Investment Research • Jan 14, 2026
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
The Motley Fool • Jan 14, 2026
Micron is one of three companies capable of producing high-bandwidth memory at scale. Shares of the specialty chipmaker are up nearly 250% in the past 12 months.
Seeking Alpha • Jan 14, 2026
Micron Technology is upgraded to 'strong buy' after delivering over 108% gains in under four months, driven by AI memory demand. Q1 results shattered expectations: $4.78 adjusted EPS on $13.6B revenue...
Zacks Investment Research • Jan 14, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 14, 2026.
The Motley Fool • Jan 13, 2026
Amazon's biggest AI advantage could come from using the technology internally. Micron stands to benefit tremendously from a global memory hardware shortage.
Zacks Investment Research • Jan 13, 2026
MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.
The Motley Fool • Jan 13, 2026
Micron is capitalizing on the growing demand for high-performance memory in AI data centers. The shift from AI training to inferencing could be beneficial to Micron's business over the long term.
Zacks Investment Research • Jan 13, 2026
Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.
Seeking Alpha • Jan 13, 2026
Micron Technology (MU) remains a 'Buy' for 2026, driven by strong AI-related memory demand and current pricing power. MU faces three key risks: cyclical valuation, potential oversupply and approaching...
The Motley Fool • Jan 13, 2026
Chip stocks have been some of the biggest winners thanks to booming demand for generative AI. Rising AI workloads are fueling more demand for memory and storage solutions.
Barrons • Jan 13, 2026
SK Hynix and Micron Technology are rivals in making high-bandwidth memory for AI chips.
247 Wallst • Jan 13, 2026
Live Updates Micron Price Target Boosted by Bank of America 24 minutes ago Live Shares of Micron (NASDAQ: MU) are up about $1.62 in premarket after analysts at Bank of America raised their price targe...
PRNewsWire • Jan 13, 2026
FOSTER CITY, Calif., Jan. 13, 2026 /PRNewswire/ -- Bertram Capital ("Bertram"), a middle market private equity firm, today announced the promotion of Chris Brown to Partner.
GuruFocus • Jan 13, 2026
A sharp rally in memory stocks now puts Micron Technology (MU) back in focus, as one analyst sees room for further gains in 2026. After a surge of about 240% la
The Motley Fool • Jan 13, 2026
Micron combines a low earnings ratio with compelling long-term growth prospects. Its fastest-growing segment is also its main revenue driver.
The Motley Fool • Jan 13, 2026
Meta Platforms is an advertising juggernaut with tremendous growth potential in the AI glasses market. Micron Technology is a steal of a deal among AI stocks.
Seeking Alpha • Jan 12, 2026
Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top perform...
GuruFocus • Jan 12, 2026
Wedbush analysts have flagged a tightening memory and storage market as a growing constraint on how the semiconductor landscape could evolve through 2026, follo
GuruFocus • Jan 12, 2026
A growing shortage of memory and storage is emerging as one of the biggest themes from CES 2026, and it is already shaping expectations for the rest of the year
Zacks Investment Research • Jan 12, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 12, 2026.
Defense World • Jan 12, 2026
Legacy Trust acquired a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acq...
The Motley Fool • Jan 12, 2026
AI-related demand has turbocharged Micron's business. Soaring enterprise demand for AI chips is also benefitting Micron's consumer business.
Benzinga • Jan 11, 2026
Broad exposure to fast-growing tech worked during the hype phase for AI ETFs. It may now be masking real risk. Draco Evolution CEO Jack Fu explains.
The Motley Fool • Jan 11, 2026
Sandisk, Western Digital, and Micron Technology were all hot buys last year. These stocks all benefited from a surge in demand for their memory and storage solutions.
The Motley Fool • Jan 11, 2026
Alphabet is playing to win in the AI market. Micron is arguably the biggest AI bargain around.
WSJ • Jan 11, 2026
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
The Motley Fool • Jan 11, 2026
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.
24/7 Wall Street • Jan 10, 2026
Shares of Micron Technology (NASDAQ:MU) have surged dramatically, coinciding with a shift in retail investor sentiment on platforms like Reddit and X from moderate to extremely bullish.
CNBC • Jan 10, 2026
This year, there won't be enough memory to meet worldwide demand for memory because powerful AI chips made by companies like Nvidia, AMD and Google need so much of it. Prices for computer memory, or R...
Defense World • Jan 10, 2026
Micron Technology, Inc. (NASDAQ: MU - Get Free Report) CAO Scott Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an a...
Seeking Alpha • Jan 09, 2026
Micron Technology, Inc. remains a Strong Buy, with supply chain constraints and AI-driven demand fueling record revenue and margin expansion. Q1 revenues surged 56.7% year-on-year to $13.6B, with gros...
Seeking Alpha • Jan 09, 2026
Micron Technology, Inc. is positioned to benefit from the AI supercycle and U.S. digital infrastructure expansion, with a Buy rating justified by robust demand and strategic investments. MU's $200 bil...
Zacks Investment Research • Jan 09, 2026
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. MU outperformed Wall Street's darling NVIDIA Corporation NVDA last year (+239.1% vs +38.8%). Can Micron re...
The Motley Fool • Jan 09, 2026
The S&P 500 is expected to head higher in 2026, and these two names can benefit from the broader market's rally. These companies see solid growth in revenue and earnings thanks to favorable end-market...
Seeking Alpha • Jan 09, 2026
AI-driven demand is fueling outsized gains in memory, storage, and power infrastructure stocks, with SNDK up 71% in a month and MU up 230% in 2025. Geopolitical events, notably US action in Venezuela,...
The Motley Fool • Jan 09, 2026
Mizuho analyst Vijay Rakesh just raised his price target on Micron. Micron generates a lot less cash than its earnings suggest.
GuruFocus • Jan 09, 2026
Intel (INTC) jumped 6% on Friday after President Trump publicly praised CEO Lip-Bu Tan, calling the meeting âgreatâ and highlighting the U.S. government's s
GuruFocus • Jan 09, 2026
Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks in 2026, naming Nvidia (NVDA), Lumentum (LITE), and Broadcom (AVGO) as i
Fool - Investing News • Jan 09, 2026
Most AI stocks were down in December, but the wind shifted in January.
The Motley Fool • Jan 09, 2026
Micron is a leading maker of computer memory products that are vital to the efficient operation of AI data center servers. Its revenue, net income, and free cash flow are growing at incredible rates d...
Zacks Investment Research • Jan 09, 2026
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
Benzinga • Jan 09, 2026
Global chip sales hit record high in Nov 2025, up 29.8% YOY to $75.3B. Analysts project $1T year in chip sales.
The Motley Fool • Jan 09, 2026
Micron is set to be a huge beneficiary from a shortage in memory. Broadcom has a colossal opportunity with custom AI chips.
Zacks Investment Research • Jan 09, 2026
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
GuruFocus • Jan 09, 2026
Micron Technology (MU, Financials) Chief Accounting Officer Allen Scott R. sold 2,000 shares of common stock on Jan. 6 for $337.50 per share, totaling $675,000,
Forbes • Jan 09, 2026
After years of being one of the most volatile entities in semiconductors, Micron is poised to enter 2026 at a significant turning point. The company is shifting its competition away from primarily com...
Defense World • Jan 09, 2026
Clear Harbor Asset Management LLC lessened its position in shares of Micron Technology, Inc. (NASDAQ: MU) by 10.4% in the third quarter, according to the company in its most recent disclosure with the...
Defense World • Jan 09, 2026
Ferguson Wellman Capital Management Inc. boosted its stake in shares of Micron Technology, Inc. (NASDAQ: MU) by 5.5% during the undefined quarter, according to its most recent 13F filing with the SEC....
Defense World • Jan 09, 2026
Ethos Financial Group LLC bought a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Co...
$336.63
Current Price
Transaction Date: Jan 14, 2026
Shares: 7,820
Purchase Price: $337.50
Purchase Value: $2,639,250
📉
P&L: 0.3% ($6,803 loss)
📊 Valuation & Analyst Info:
Analyst Rating: B
Avg Price Target: $327.66 (-2.7% vs current)
📰 Recent News (Last 7 Days):
Zacks Investment Research • Jan 16, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 16, 2026.
Market Watch • Jan 16, 2026
Former TSMC co-CEO Mark Liu just bought up Micron's stock at a time when it's essentially never been hotter. The purchase implies he thinks the stock's rally still has legs.
The Motley Fool • Jan 15, 2026
Micron Technology stock trades at an incredibly cheap valuation despite its stunning growth, but another AI infrastructure company is worth a look. This company is witnessing healthy growth in revenue...
The Motley Fool • Jan 15, 2026
These stocks trade at forward earnings multiples of less than 16, well below the S&P 500 average. What's more, their longer-term price-to-earnings-growth ratios are attractive at less than 1.
Zacks Investment Research • Jan 15, 2026
NVIDIA could be the next big AI chip winner as Micron's rally fades, with soaring data center demand and strong uptake for Blackwell and H200 chips.
GuruFocus • Jan 15, 2026
RBC Capital Markets sees the AI semiconductor market more than doubling over the next few years, with revenue tied to AI applications forecast to climb from $22
Benzinga • Jan 15, 2026
As investors debate whether the AI boom has gone too far, RBC Capital Markets is laying out why the semiconductor sector still has room to run, and which corners of the market stand to benefit most.
The Motley Fool • Jan 15, 2026
Micron is benefiting from shortages in the memory market. Applied Digital has a long runway of growth ahead of it in building out its data centers.
Zacks Investment Research • Jan 15, 2026
Amid supply-chain woes, Computer - Integrated Systems players like MU, AMD, IBM and STX benefit from the demand for integrated solutions and multi-cloud model adoption.
Investopedia • Jan 15, 2026
Major stock indexes advanced Thursday as tech shares surged on record earnings from AI chipmaking giant TSMC, while oil prices sank as President Donald Trump dialed down the threat of a U.S. military ...
Seeking Alpha • Jan 15, 2026
Micron Technology (MU) leads Steven Cress' Top 10 Stocks for 2026, driven by sector-leading growth, profitability, and a compelling valuation despite a 254% 1-year return. AI remains a central investm...
GuruFocus • Jan 15, 2026
Market strategists are increasingly focused on memory suppliers as soaring prices for DRAM and NAND continue to reshape the technology landscape. The sharp rise
GuruFocus • Jan 15, 2026
Chip equipment maker ASML (ASML) climbed more than 5% on early Thursday after Taiwan Semiconductor Manufacturing Co (TSM) raised its 2026 capital spending plan.
Forbes • Jan 15, 2026
Micron Technology (MU) stock has risen by 40% over the course of 21 trading days. This surge is a result of increased HBM demand for AI infrastructure and a tightening memory supply, but substantial m...
Forbes • Jan 15, 2026
Micron Technology (MU) has faced challenges in the past. Its stock has fallen by more than 30% during less than two months in nearly 10 different instances in recent years, erasing billions in market ...
Zacks Investment Research • Jan 15, 2026
MU, MDB, IOT, CIEN and KGC lead a January growth stock list as strong earnings outlooks and AI demand set the tone for 2026.
Benzinga • Jan 15, 2026
Taiwan Semiconductor's strong earnings report ignites semiconductor rally, highlighting its crucial role in the AI supercycle.
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
GuruFocus • Jan 15, 2026
Chip stocks rose in early trading after Taiwan Semiconductor (TSM) posted stronger-than-expected fourth-quarter results, with net profit of NT$506 billion (US$1
Defense World • Jan 15, 2026
Concurrent Investment Advisors LLC raised its position in Micron Technology, Inc. (NASDAQ: MU) by 21.0% during the third quarter, according to the company in its most recent 13F filing with the Securi...
Defense World • Jan 15, 2026
Birchcreek Wealth Management LLC purchased a new stake in Micron Technology, Inc. (NASDAQ: MU) during the third quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,580 ...
GuruFocus • Jan 14, 2026
Guru Stock PicksAndreas Halvorsen has made the following transactions:Add in RRX by 5.71%Stock News Verizon service outage hits users: Verizon (VZ) reported a w
MarketBeat • Jan 14, 2026
If you're thinking, 2027? That's quite a way off; you might not realize that Micron's NASDAQ: MU key product is already fully booked through 2026.
Zacks Investment Research • Jan 14, 2026
Micron and Palantir both rode AI-driven rallies in 2025, but differing growth drivers, valuations and risks now set up a clear contrast for investors.
The Street • Jan 14, 2026
Daniel Newman, CEO of The Futurum Group, shares the 5 tech stocks he believes will lead the market in 2026.
Zacks Investment Research • Jan 14, 2026
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
The Motley Fool • Jan 14, 2026
Micron is one of three companies capable of producing high-bandwidth memory at scale. Shares of the specialty chipmaker are up nearly 250% in the past 12 months.
Seeking Alpha • Jan 14, 2026
Micron Technology is upgraded to 'strong buy' after delivering over 108% gains in under four months, driven by AI memory demand. Q1 results shattered expectations: $4.78 adjusted EPS on $13.6B revenue...
Zacks Investment Research • Jan 14, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 14, 2026.
The Motley Fool • Jan 13, 2026
Amazon's biggest AI advantage could come from using the technology internally. Micron stands to benefit tremendously from a global memory hardware shortage.
Zacks Investment Research • Jan 13, 2026
MU shares surged over 200% in 2025 on booming HBM demand, record revenues and cash flow, and upbeat guidance that suggests the rally may still run.
The Motley Fool • Jan 13, 2026
Micron is capitalizing on the growing demand for high-performance memory in AI data centers. The shift from AI training to inferencing could be beneficial to Micron's business over the long term.
Zacks Investment Research • Jan 13, 2026
Does Micron (MU) have what it takes to be a top stock pick for momentum investors? Let's find out.
Seeking Alpha • Jan 13, 2026
Micron Technology (MU) remains a 'Buy' for 2026, driven by strong AI-related memory demand and current pricing power. MU faces three key risks: cyclical valuation, potential oversupply and approaching...
The Motley Fool • Jan 13, 2026
Chip stocks have been some of the biggest winners thanks to booming demand for generative AI. Rising AI workloads are fueling more demand for memory and storage solutions.
Barrons • Jan 13, 2026
SK Hynix and Micron Technology are rivals in making high-bandwidth memory for AI chips.
247 Wallst • Jan 13, 2026
Live Updates Micron Price Target Boosted by Bank of America 24 minutes ago Live Shares of Micron (NASDAQ: MU) are up about $1.62 in premarket after analysts at Bank of America raised their price targe...
PRNewsWire • Jan 13, 2026
FOSTER CITY, Calif., Jan. 13, 2026 /PRNewswire/ -- Bertram Capital ("Bertram"), a middle market private equity firm, today announced the promotion of Chris Brown to Partner.
GuruFocus • Jan 13, 2026
A sharp rally in memory stocks now puts Micron Technology (MU) back in focus, as one analyst sees room for further gains in 2026. After a surge of about 240% la
The Motley Fool • Jan 13, 2026
Micron combines a low earnings ratio with compelling long-term growth prospects. Its fastest-growing segment is also its main revenue driver.
The Motley Fool • Jan 13, 2026
Meta Platforms is an advertising juggernaut with tremendous growth potential in the AI glasses market. Micron Technology is a steal of a deal among AI stocks.
Seeking Alpha • Jan 12, 2026
Below, we review the top 10 tech stocks of 2025, selected based on their price action, fundamentals, and presence within leading tech themes. Sandisk has claimed the crown as the S&P 500's top perform...
GuruFocus • Jan 12, 2026
Wedbush analysts have flagged a tightening memory and storage market as a growing constraint on how the semiconductor landscape could evolve through 2026, follo
GuruFocus • Jan 12, 2026
A growing shortage of memory and storage is emerging as one of the biggest themes from CES 2026, and it is already shaping expectations for the rest of the year
Zacks Investment Research • Jan 12, 2026
DG, DY and MU made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Jan. 12, 2026.
Defense World • Jan 12, 2026
Legacy Trust acquired a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acq...
The Motley Fool • Jan 12, 2026
AI-related demand has turbocharged Micron's business. Soaring enterprise demand for AI chips is also benefitting Micron's consumer business.
Benzinga • Jan 11, 2026
Broad exposure to fast-growing tech worked during the hype phase for AI ETFs. It may now be masking real risk. Draco Evolution CEO Jack Fu explains.
The Motley Fool • Jan 11, 2026
Sandisk, Western Digital, and Micron Technology were all hot buys last year. These stocks all benefited from a surge in demand for their memory and storage solutions.
The Motley Fool • Jan 11, 2026
Alphabet is playing to win in the AI market. Micron is arguably the biggest AI bargain around.
WSJ • Jan 11, 2026
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
The Motley Fool • Jan 11, 2026
Each of the six companies benefits from the insatiable demand surrounding AI. Both Nvidia and Taiwan Semiconductor are in the trillion-dollar market cap club.
24/7 Wall Street • Jan 10, 2026
Shares of Micron Technology (NASDAQ:MU) have surged dramatically, coinciding with a shift in retail investor sentiment on platforms like Reddit and X from moderate to extremely bullish.
CNBC • Jan 10, 2026
This year, there won't be enough memory to meet worldwide demand for memory because powerful AI chips made by companies like Nvidia, AMD and Google need so much of it. Prices for computer memory, or R...
Defense World • Jan 10, 2026
Micron Technology, Inc. (NASDAQ: MU - Get Free Report) CAO Scott Allen sold 2,000 shares of Micron Technology stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an a...
Seeking Alpha • Jan 09, 2026
Micron Technology, Inc. remains a Strong Buy, with supply chain constraints and AI-driven demand fueling record revenue and margin expansion. Q1 revenues surged 56.7% year-on-year to $13.6B, with gros...
Seeking Alpha • Jan 09, 2026
Micron Technology, Inc. is positioned to benefit from the AI supercycle and U.S. digital infrastructure expansion, with a Buy rating justified by robust demand and strategic investments. MU's $200 bil...
Zacks Investment Research • Jan 09, 2026
Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. MU outperformed Wall Street's darling NVIDIA Corporation NVDA last year (+239.1% vs +38.8%). Can Micron re...
The Motley Fool • Jan 09, 2026
The S&P 500 is expected to head higher in 2026, and these two names can benefit from the broader market's rally. These companies see solid growth in revenue and earnings thanks to favorable end-market...
Seeking Alpha • Jan 09, 2026
AI-driven demand is fueling outsized gains in memory, storage, and power infrastructure stocks, with SNDK up 71% in a month and MU up 230% in 2025. Geopolitical events, notably US action in Venezuela,...
The Motley Fool • Jan 09, 2026
Mizuho analyst Vijay Rakesh just raised his price target on Micron. Micron generates a lot less cash than its earnings suggest.
GuruFocus • Jan 09, 2026
Intel (INTC) jumped 6% on Friday after President Trump publicly praised CEO Lip-Bu Tan, calling the meeting âgreatâ and highlighting the U.S. government's s
GuruFocus • Jan 09, 2026
Mizuho Securities highlighted AI-driven demand as a key factor for semiconductor stocks in 2026, naming Nvidia (NVDA), Lumentum (LITE), and Broadcom (AVGO) as i
Fool - Investing News • Jan 09, 2026
Most AI stocks were down in December, but the wind shifted in January.
The Motley Fool • Jan 09, 2026
Micron is a leading maker of computer memory products that are vital to the efficient operation of AI data center servers. Its revenue, net income, and free cash flow are growing at incredible rates d...
Zacks Investment Research • Jan 09, 2026
Semiconductor sales hit a record in November, with NVDA, MU, CRDO and ASYS set to gain from booming AI demand.
Benzinga • Jan 09, 2026
Global chip sales hit record high in Nov 2025, up 29.8% YOY to $75.3B. Analysts project $1T year in chip sales.
The Motley Fool • Jan 09, 2026
Micron is set to be a huge beneficiary from a shortage in memory. Broadcom has a colossal opportunity with custom AI chips.
Zacks Investment Research • Jan 09, 2026
MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.
GuruFocus • Jan 09, 2026
Micron Technology (MU, Financials) Chief Accounting Officer Allen Scott R. sold 2,000 shares of common stock on Jan. 6 for $337.50 per share, totaling $675,000,
Forbes • Jan 09, 2026
After years of being one of the most volatile entities in semiconductors, Micron is poised to enter 2026 at a significant turning point. The company is shifting its competition away from primarily com...
Defense World • Jan 09, 2026
Clear Harbor Asset Management LLC lessened its position in shares of Micron Technology, Inc. (NASDAQ: MU) by 10.4% in the third quarter, according to the company in its most recent disclosure with the...
Defense World • Jan 09, 2026
Ferguson Wellman Capital Management Inc. boosted its stake in shares of Micron Technology, Inc. (NASDAQ: MU) by 5.5% during the undefined quarter, according to its most recent 13F filing with the SEC....
Defense World • Jan 09, 2026
Ethos Financial Group LLC bought a new position in Micron Technology, Inc. (NASDAQ: MU) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Co...
$68.71
Current Price
$391.59
Fair Value
Transaction Date: Jan 14, 2026
Shares: 21,728
Purchase Price: $68.80
Purchase Value: $1,494,928
📉
P&L: 0.1% ($1,997 loss)
📊 Valuation & Analyst Info:
Fair Value: $391.59 (469.9% undervalued vs current price)
Analyst Rating: A-
Avg Price Target: $72.00 (+4.8% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Jan 15, 2026
Stock News Verizon issues credits after outage: Verizon (VZ) said it resolved a nationwide wireless outage and will offer a $20 account credit to affected custo
GuruFocus • Jan 15, 2026
Stock News Saks bankruptcy reshapes luxury retail: Macy's (M) could gain share as Saks Global's Chapter 11âdriven by a debt-laden Neiman Marcus deal and vendo
Defense World • Jan 14, 2026
Commonwealth Equity Services LLC trimmed its holdings in W.R. Berkley Corporation (NYSE: WRB) by 31.8% during the third quarter, according to its most recent disclosure with the Securities and Exchang...
24/7 Wall Street • Jan 13, 2026
A beneficial owner continues to build a stake in W.R.
GuruFocus • Jan 13, 2026
Stock News DOJ subpoenas Fed chair spark backlash: Federal prosecutors served grand jury subpoenas to Jerome Powell over testimony on Fed HQ renovations, prompt
GuruFocus • Jan 12, 2026
Guru Stock PicksJerome Dodson has made the following transactions:Reduce in ORLY by 3%Sold out in BLDRAdd in NTRA by 2.49%New position in INSMTweedy Browne Inte
Defense World • Jan 11, 2026
Robeco Institutional Asset Management B.V. cut its stake in shares of W.R. Berkley Corporation (NYSE: WRB) by 21.4% in the undefined quarter, according to the company in its most recent 13F filing wit...
GuruFocus • Jan 09, 2026
Stock News California billionaire tax splits tech leaders: Nvidia (NVDA) CEO Jensen Huang said he's âfineâ with a proposed one-time 5% California wealth tax
📅 Upcoming Earnings: Jan 26, 2026
EPS Estimate: $1.12
Revenue Estimate: $3,185,148,500M
This newsletter is generated automatically. Please verify all information independently before making investment decisions.
Want to receive these newsletters in your inbox? Sign up here