Explore the latest developments concerning Analyst’s $1,250 Call.
Analyst’s $1,250 Call Makes Sandisk the AI Boom’s Pure-Play NAND Winner
Sandisk (SNDK) raised price targets to $1,250 (Bernstein) and $1,000 (Cantor Fitzgerald) on stronger-than-expected NAND flash pricing; Q2 revenue surged 61% year over year to $3.03B with data-center revenue jumping 76% and gross margins expanding toward 50%. Micron Technologies (MU) posted Q1 DRAM revenue of $10.8B, up 69% year over year, but its diversified portfolio limits direct leverage to NAND price spikes versus SanDisk’s pure-play focus.
AI data center demand is accelerating NAND average selling prices faster than expected, giving SanDisk direct earnings leverage as a specialized storage player while broader memory manufacturers like Micron face diluted exposure.
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