SanDisk Aktie News

In 2025, Palantir stock advanced 135%, and Sandisk shares climbed 559% as the artificial intelligence trade continued to drive the market. Palantir is a leader in artificial intelligence and machine learning platforms, but it is also one of the most expensive software stocks in history.

The AI buildout is creating a supply-demand imbalance in storage devices. Prices of DRAM and NAND storage devices soared in 2025.

Stanley Druckenmiller sold Broadcom and bought Sandisk in the third quarter, exchanging one semiconductor company for another. Broadcom is the market leader in Ethernet networking chips and custom AI accelerators, and the stock looks cheap compared to forward earnings estimates.

Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to what Nvidia experienced in mid 2023. I believe a 2026 NAND pricing upcycle should flow straight into SanDisk's average selling prices and gross margins. Q3 FY26 guidance matters most in the upcoming earnings release. A midpoint guide above the Street's $2.72B revenue and $3....

Flash-memory stocks have started 2026 on a tear—but trying to catch the rally could be a risky move.

Barclays boosts its price target on Sandisk. The stock is rising faster than analysts can update their estimates.

As AI models get larger, the need for nearline storage will drive memory demand, benefiting Sandisk and Seagate, Bernstein said.

Investors have been rushing to capitalize on the fast-growing demand for flash storage memory in data centers. Sandisk's results are on track to jump impressively, and investors have been buying the stock hand over fist.