{
  "id": 14906846,
  "title": "Sandisk Stock Could Be Worth $4,128 in the Next Year",
  "url": "https://urgent.news/2026/10/16/sandisk-stock-could-be-worth-4-128-in-the-next-year",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-16T07:55:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/16/sandisk-stock-could-be-worth-4128-in-the-next-year/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Sandisk's stock, priced at $1,416, has surged 497% year-to-date in 2026, according to Oct. 13, 2026 data. Analysts believe the stock could almost triple to $4,128 in the upcoming year, contingent on sustained demand outpacing supply. CEO David Goeckeler highlighted AI inference as a memory-intensive challenge driving storage and NAND flash memory demand. Revenue grew 51% quarter-over-quarter to $9 billion in Q4 2026, with management forecasting a 17% sequential growth in Q1 2027, between $10.3 and $10.8 billion. Adjusted EPS is expected between $44 and $46. The company's sales of high-speed SSDs to cloud and AI firms for demanding computing tasks, plus the launch of the Stargate product for AI data collections, have contributed to this growth. Data center storage, once 12%, now accounts for 38% of shipments, making it Sandisk's fastest-growing market. Goldman Sachs projects global AI investments to surpass $1 trillion this year. Sandisk has secured long-term agreements with eight customers, covering over half of shipments in fiscal 2027 and two-thirds in 2028, offering revenue and earnings visibility. With a current P/E of 19.2, applying the same multiple to the $215 EPS estimate suggests a potential $4,128 share price next year. However, the stock's valuation hinges on market sentiment toward storage and memory pricing and AI spending. Goeckeler's optimism about Sandisk's growth runway and Micron Technology's limited advanced memory supply for 2027 supports the case for buying the stock.",
  "summary": "There are risks, but the CEO sees a long runway of growth.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}