Zacks Investment Research
29 May 2026, 15:51 UTC · 4h ago
Source · https://www.zacks.com/stock/news/2929294/sandisk-s-qlc-stargate-gains-traction-a-new-revenue-growth-catalyst?cid=CS-STOCKNEWSAPI-FT-analyst_blog|quick_take-2929294
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Sandisk Corporation expects revenue-generating shipments of its QLC Stargate platform to begin in the fourth quarter of fiscal 2026. — The introduction of a new revenue catalyst targeting the high-growth AI data-center storage market provides a concrete future growth driver.
+0.60Zacks Consensus Estimate projects Sandisk's revenues to grow 153.17% year over year in fiscal 2026. — A projected triple-digit revenue increase indicates extremely strong fundamental growth expectations for the company.
+0.50Sandisk reported a 233% sequential increase in data-center revenues to $1.47 billion in the third quarter of fiscal 2026. — Strong historical sequential growth validates the current demand for AI-driven storage and provides a baseline for future projections.
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Micron Technology is deploying a competing AI storage roadmap including G9 NAND, PCIe Gen6 SSDs, and a 122TB SSD. — Increased competition from a major player like Micron may pressure margins or market share for Sandisk's Stargate platform.
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The article highlights the QLC Stargate platform as a powerful new revenue catalyst and notes significant projected revenue growth.
The company is benefiting from rising demand for enterprise SSDs, record QLC NAND adoption, and growing AI workloads.
Mentioned only in a list of page view growth without qualitative analysis.
Mentioned only in a list of most-viewed stocks without any qualitative analysis.
Mentioned only in a list of page view growth without qualitative analysis.
Mentioned only in a list of page view growth without qualitative analysis.
Mentioned only as a quick quote link without sentiment.
Mentioned only in a list of most-viewed stocks without any qualitative analysis.
Mentioned only in a list of most-viewed stocks without any qualitative analysis.
Mentioned only in a list of page view growth without qualitative analysis.
Mentioned only in a list of most-viewed stocks without any qualitative analysis.
Mentioned only in a list of page view growth without qualitative analysis.
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