Nvidia Stock Slows Down as Other AI Stocks Rise
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy SNDK?
Source: Fool
- Nvidia Stock Performance: Despite Nvidia's (NVDA) impressive 1,220% increase over the past five years, its stock has only risen 3% in the last six months, indicating market caution regarding its future growth, which could impact investor confidence.
- SanDisk Growth Potential: SanDisk (SNDK) has seen its stock soar 1,410% in the past year, with a 61% year-over-year revenue increase in Q2, driven by a 64% quarter-over-quarter growth in data center revenue, highlighting strong demand and long-term growth prospects in the data storage market.
- Pagaya's Innovative Model: Pagaya leverages AI to drive its credit business and recently announced an $800 billion loan securitization, becoming the largest issuer of personal loan ABS in the U.S., showcasing its disruptive potential in the financial services sector.
- Market Competitive Landscape: While Nvidia remains the leader in AI stocks, companies like SanDisk and Pagaya, with lower valuations and rapid growth potential, may offer more attractive investment opportunities for risk-tolerant investors.
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Analyst Views on SNDK
Wall Street analysts forecast SNDK stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNDK is 283.69 USD with a low forecast of 220.00 USD and a high forecast of 410.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 599.340
Low
220.00
Averages
283.69
High
410.00
Current: 599.340
Low
220.00
Averages
283.69
High
410.00
About SNDK
SanDisk Corporation is a developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology and has consumer brands and franchises globally. The Company's solutions include a range of solid state drives (SSDs) embedded products, removable cards, universal serial bus (USB) drives, and wafers and components. Its broad portfolio of technology and products addresses multiple end markets of cloud, client and consumer. Its cloud end market is comprised primarily of products for public or private cloud environments and enterprise customers. The Company, through the client end market, provides numerous data solutions that it incorporates into its client’s devices, which consist of solid state drive desktop and notebook personal computers, gaming consoles and set top boxes, and flash-based embedded storage products. The Company serves the consumer end market with a portfolio of solid state drives and removable flash, including cards and USB flash drives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SanDisk Stock Soars Amid Memory Shortage Outlook
- Memory Shortage Outlook: SanDisk's stock surge is attributed to tightening supply-demand dynamics for NAND memory, with expectations for earnings and margins to reach cycle highs, reflecting strong market demand for memory chips.
- DRAM Market Forecast: Goldman Sachs anticipates significant undersupply of DRAM and NAND memory in 2026 and 2027, with projected DRAM undersupply at 4.9% and 2.5%, respectively, which will drive price increases and enhance margins for major memory producers.
- Strong Market Performance: SanDisk shares have surged over 1,500% in the past year, climbing from a low of $29.62 to a high of $695.51, indicating robust bullish momentum and a sustained upward trend.
- Optimistic Financial Outlook: SanDisk is set to release its financial update on May 6, 2026, with an EPS estimate of $10.58 and revenue estimate of $4.37 billion, showcasing strong profitability and market confidence.
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Nvidia Stock Slows Down as Other AI Stocks Rise
- Nvidia Stock Performance: Despite Nvidia's (NVDA) impressive 1,220% increase over the past five years, its stock has only risen 3% in the last six months, indicating market caution regarding its future growth, which could impact investor confidence.
- SanDisk Growth Potential: SanDisk (SNDK) has seen its stock soar 1,410% in the past year, with a 61% year-over-year revenue increase in Q2, driven by a 64% quarter-over-quarter growth in data center revenue, highlighting strong demand and long-term growth prospects in the data storage market.
- Pagaya's Innovative Model: Pagaya leverages AI to drive its credit business and recently announced an $800 billion loan securitization, becoming the largest issuer of personal loan ABS in the U.S., showcasing its disruptive potential in the financial services sector.
- Market Competitive Landscape: While Nvidia remains the leader in AI stocks, companies like SanDisk and Pagaya, with lower valuations and rapid growth potential, may offer more attractive investment opportunities for risk-tolerant investors.
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SanDisk Stock Soars Amid Memory Shortage Outlook
- Memory Shortage Outlook: SanDisk's stock surge is attributed to tightening supply-demand dynamics for NAND memory, with expectations for earnings and margins to reach cycle highs, reflecting strong market demand for memory chips.
- DRAM Market Forecast: Goldman Sachs anticipates significant undersupply of DRAM and NAND memory in 2026 and 2027, with projected DRAM undersupply at 4.9% and 2.5%, respectively, which will drive price increases and enhance margins for major memory producers.
- Strong Market Performance: SanDisk shares have surged over 1,500% in the past year, climbing from a low of $29.62 to a high of $695.51, indicating robust bullish momentum and a sustained upward trend.
- Optimistic Financial Outlook: SanDisk is set to release its financial update on May 6, 2026, with an EPS estimate of $10.58 and revenue estimate of $4.37 billion, showcasing strong profitability and market confidence.
See More
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- Nvidia Stock Performance: Despite Nvidia's (NVDA) impressive 1,220% increase over the past five years, its stock has only risen 3% in the last six months, indicating market caution regarding its future growth, which could impact investor confidence.
- SanDisk Growth Potential: SanDisk (SNDK) has seen its stock soar 1,410% in the past year, with a 61% year-over-year revenue increase in Q2, driven by a 64% quarter-over-quarter growth in data center revenue, highlighting strong demand and long-term growth prospects in the data storage market.
- Pagaya's Innovative Model: Pagaya leverages AI to drive its credit business and recently announced an $800 billion loan securitization, becoming the largest issuer of personal loan ABS in the U.S., showcasing its disruptive potential in the financial services sector.
- Market Competitive Landscape: While Nvidia remains the leader in AI stocks, companies like SanDisk and Pagaya, with lower valuations and rapid growth potential, may offer more attractive investment opportunities for risk-tolerant investors.
See More
Analysis of Major Premarket Trading Moves by Companies
- Restaurant Brands Performance: Restaurant Brands reported fourth-quarter earnings of $0.96 per share, exceeding expectations by $0.01, with revenue of $2.47 billion surpassing the $2.41 billion consensus, leading to a 1.3% stock increase, indicating strong financial performance and market confidence.
- Anheuser-Busch Growth: Anheuser-Busch's fourth-quarter earnings reached $0.95 per share, beating the $0.90 analyst estimate, with revenue of $15.56 billion exceeding the $14.95 billion consensus, resulting in a 2.6% stock rise, reflecting robust growth in a competitive beer market.
- Cisco Decline: Cisco's non-GAAP gross margin of 67.5% fell short of the 68.1% expectation, despite second-quarter results exceeding estimates, causing a stock drop of about 7%, highlighting market concerns over its profitability.
- Cloud Computing Surge: Fastly's stock surged 44% after reporting adjusted earnings of $0.12 per share and revenue of $172.6 million, both exceeding expectations, with full-year revenue guidance of $700 million to $720 million far surpassing the $668 million market estimate, showcasing strong demand and growth potential.
See More
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See More
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- Stock Market Trends: Stock futures were rising on Thursday as investors reacted to recent economic data.
- Economic Data Impact: The rise in stock futures comes in the wake of a delayed U.S. monthly jobs report and other economic indicators.
See More
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- Earnings Beat: Diodes reported an adjusted EPS of 34 cents, surpassing market expectations of 32 cents, indicating strong profitability that boosts investor confidence.
- Sales Growth: The company's quarterly sales reached $391.578 million, exceeding the anticipated $385.560 million, suggesting sustained demand for its products that could drive future revenue growth.
- Stock Surge: Diodes shares jumped 31.8% to $81.32 on Wednesday, reflecting a positive market reaction to its earnings report, which may attract more investor interest.
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