Sandisk Could Be a Generational Buy at These Levels

Sandisk stock has surged 900% year-to-date but recently pulled back, presenting a buying opportunity according to the analyst. The NAND memory chip maker benefits from a global shortage driving prices higher, with revenue expected to grow 360%+ in Q1 fiscal 2027 and 140% throughout the year. While concerns exist about future supply gluts, the analyst believes strong AI data center demand could sustain profitability even as supply increases.