Sandisk Shares Surge 559% Post Spin-off, Gains Market Share in NAND
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
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Source: Yahoo Finance
- Stock Performance: Sandisk's share price skyrocketed by 559% in 2025, making it the best-performing stock in the S&P 500, indicating strong market performance and investor confidence.
- Market Share Growth: As of June 2025, Sandisk gained 2 percentage points of market share in NAND flash memory, ranking fifth, which demonstrates its strengthening position in a competitive market.
- Future Expectations: Wall Street anticipates Sandisk's adjusted earnings to grow at an annual rate of 112% through the fiscal year ending in 2028, making the current valuation of 110 times earnings appear reasonable, despite concerns over potential supply glut risks.
- Industry Trends: The robust demand for data storage products driven by AI infrastructure buildout led to strong performances from Sandisk, Western Digital, and Micron Technology in 2025, reflecting the overall growth potential of the industry.
Analyst Views on MU
Wall Street analysts forecast MU stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MU is 228.21 USD with a low forecast of 170.00 USD and a high forecast of 325.00 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.
29 Analyst Rating
26 Buy
3 Hold
0 Sell
Strong Buy
Current: 327.020
Low
170.00
Averages
228.21
High
325.00
Current: 327.020
Low
170.00
Averages
228.21
High
325.00
About MU
Micron Technology, Inc. provides memory and storage solutions. The Company delivers a portfolio of high-performance dynamic random-access memory (DRAM), NAND, and NOR memory and storage products through its Micron and Crucial brands. The Company's products enable advancing in artificial intelligence (AI) and compute-intensive applications. Its segments include Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU) and Automotive and Embedded Business Unit (AEBU). CMBU is focused on memory solutions for large hyperscale cloud customers, and high bandwidth memory (HBM) for all data center customers. CDBU is focused on memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. MCBU is focused on memory and storage solutions for mobile and client segments. AEBU is focused on memory and storage solutions for the automotive, industrial, and consumer segments.
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.
