Goldman Sachs said in a research note that Sandisk’s fiscal fourth-quarter 2026 results, due to be released on August 5, are expected to be a “very strong quarter.” According to Odaily, Goldman Sachs expects a global supply shortage of NAND flash memory chips to continue through 2026, alongside a recovery in demand from mobile devices, PCs, and data centers.
The note said capacity is being constrained as higher-end AI storage products take priority, leaving conventional products in short supply. Goldman Sachs said market prices are expected to keep rising.
Goldman Sachs raised its target price for Sandisk to $2,200 from $1,200 and reiterated a buy rating.
STOCKS | Goldman Sachs Expects Strong Sandisk Fiscal Q4 2026 Results and Raises Target Price to $2,200
2026-07-13 13:35:49
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