October 7, 2026
Analyst Bio:
For Q1 fiscal 2027, SanDisk guided revenue of $10.30-$10.80 billion, with non-GAAP diluted EPS of $44.00-$46.00. Those numbers are delivered; it would represent another sequential step-up.
Rosenblatt analyst Kevin Cassidy added his own conviction separately, assigning a Buy rating with a $2,400 price target, as TheStreet previously reported. He argues that new AI computing platforms are turning NAND into a “system-critical component of AI infrastructure.”
