Sandisk Soars 559% in 2025, Revenue Reaches $2.3 Billion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 11 2026
0mins
Should l Buy MU?
Source: Fool
- Sandisk's Stellar Performance: Sandisk's stock surged 559% in 2025, achieving a 23% year-over-year revenue increase to $2.3 billion, despite a 47% drop in net income, highlighting its critical role in AI-driven storage demand.
- Western Digital's Strong Growth: Western Digital reported a 27% revenue increase to $2.8 billion in the same quarter, with net income rising from $493 million to nearly $1.2 billion, indicating its stability and growth potential in the data storage market.
- Micron's Strategic Shift: Micron Technology's stock rose 198% in 2025, announcing its exit from the consumer business to focus on larger, faster-growing strategic customers, positioning itself to better capitalize on AI-related growth opportunities.
- Optimistic Market Outlook: All three companies have shown significant growth driven by AI, with Sandisk, Western Digital, and Micron's market performance underscoring the importance of storage products in the future tech landscape, attracting investor interest.
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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 336.12 USD with a low forecast of 235.00 USD and a high forecast of 500.00 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.
26 Analyst Rating
24 Buy
2 Hold
0 Sell
Strong Buy
Current: 394.690
Low
235.00
Averages
336.12
High
500.00
Current: 394.690
Low
235.00
Averages
336.12
High
500.00
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 Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). CNBU segment includes memory products and solutions sold into the data center, PC, graphics, and networking markets. MBU segment includes memory and storage products sold into the smartphone and other mobile-device markets. EBU segment includes memory and storage products and solutions sold into the intelligent edge through the automotive, industrial, and consumer embedded markets. SBU segment includes SSDs and component-level storage solutions sold into the data center, PC, and consumer markets.
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.
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