Why This Analyst Is Betting on $100 in EPS for Sandisk Stock in 2026

The rapid expansion of AI infrastructure is consuming a significant share of the available supply of NAND flash memory, DRAM, and hard drives. AI computing demands vast amounts of data at every stage of the process, with different types of storage serving different tasks. Sandisk’s storage chips are faster but more costly than hard drives, making them crucial for performance-critical workloads where minimizing bottlenecks is essential. Moreover, Nvidia’s next-generation AI servers will feature a significant ...