SanDisk Surge Is Just the Beginning

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•  30 Jan 2026
 

•   SNDK  
   
  -5.67%

The trading floor is buzzing with a single name today as $SNDK continues its historic run, proving that the appetite for AI infrastructure is far from satisfied. Since its strategic spin-off from Western Digital and re-listing in early 2025, the stock has been nothing short of a miracle for early investors, skyrocketing over 15.5 times its initial value.

Even after a mind-blowing 166% gain since the start of 2026, experts believe the ceiling is still much higher. The stock is currently the undisputed heavyweight champion of the S&P 500, and today 10% jump to $594 shows that the bulls are nowhere near finished.

The latest catalyst comes from Raymond James, where analysts have officially joined the party by upgrading the stock to Outperform and slapping on a bold $725 price target. This implies a juicy 22% upside from current levels, a projection backed by financial figures that look more like a tech fantasy than a typical balance sheet. SanDisk recently reported an adjusted earnings per share of $6.20, obliterating the analyst consensus of $3.62. Revenue also blew past expectations, hitting $3.03 billion, driven largely by a staggering 64% quarterly growth in the data center segment.

What is driving this infinite demand scenario? It all comes down to the relentless expansion of Artificial Intelligence. Analyst Melissa Fairbanks points out that the supply of high-end flash memory and SSDs is likely to remain constrained for years to come. In the world of trading, limited supply plus skyrocketing demand equals massive pricing power. SanDisk is capitalizing on this perfectly, utilizing its advanced 3D NAND technology to deliver higher storage capacities at lower production costs, effectively widening its profit margins while competitors scramble to keep up.

For investors who feel they might have missed the boat, the outlook for the coming quarter offers a significant reason to stay interested. Management is forecasting earnings per share between $12 and $14, a range that completely ignores the more conservative estimates floating around Wall Street.

Combined with the increased liquidity and institutional backing that followed its entry into the S&P 500 late last year, $SNDK has transformed from a spin-off experiment into a core AI infrastructure play. As long as data centers keep growing and AI models keep scaling, the memory market remains the place to be.

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