The Motley Fool
14 Jun 2026, 08:15 UTC · 2h ago
Up 600% in 2026, Is Sandisk Stock Still a Buy?
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
14 Jun 2026, 08:15 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Sandisk's fiscal third-quarter revenue grew 251% year-over-year to $5.95 million, with operating income increasing 319% to $4.11 billion. — Extreme growth in both top and bottom lines suggests massive immediate monetization of the AI trend.
+0.80Gross margins for Sandisk rose 55.9 points to 78.4%, exceeding many software-as-a-service company margins. — High margins indicate significant pricing power and efficiency in the SSD market.
+0.70Industry leaders suggest memory shortages could persist until 2030, potentially maintaining elevated pricing for producers. — Long-term supply constraints would provide a sustained tailwind for revenue and margins.
+0.60Continue reading
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Goldman Sachs projects total data center capital spending by hyperscalers could reach $1.1 trillion by 2027. — Substantial projected spend from big tech ensures a growing total addressable market for AI hardware.
Sandisk is exposed to the inherent cyclicality of the memory industry, which typically mirrors commodity boom-and-bust cycles. — Cyclicality introduces significant long-term risk of price crashes and revenue reversals.
-0.40Which stocks this story touches
The company has seen explosive revenue growth, soaring margins, and significant stock price appreciation due to AI demand.
The article notes that its performance has diverged sharply and negatively compared to Sandisk, as HDDs are less suited for AI infrastructure than SSDs.
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