Where Will Sandisk Stock Be in 5 Years?

Sandisk has benefited significantly from favorable NAND memory pricing and growing AI demand, with data center revenue surging 103% sequentially. The company has secured long-term contracts covering over half of fiscal 2027 NAND volume and two-thirds of fiscal 2028 volume. Management projects mid-to-high-teens revenue growth and ~80% gross margins through 2030. Analysts estimate the stock could reach ~$3,387 per share in five years (108% upside), implying a 15.8% annualized return, though NAND price volatility remains a key risk.