Can Sandisk Catch Micron?
Sandisk (NASDAQ: SNDK) spun off from Western Digital and returned to the stock market as an independent company back in early 2025. The pure-play flash memory company had a spectacular year, finishing as the top performer in the S 500, rising 559%. Rival Micron Technology (NASDAQ: MU) also surged, as demand for artificial intelligence (AI) memory continued to accelerate.
Micron is one of the three most powerful memory companies in the world, with approximately a quarter of the market share in both dynamic random access memory (DRAM) and high-bandwidth memory (HBM). Sandisk has a long way to go before it catches Micron in both market share and market capitalization, but the company has real momentum.
Sandisk's second-quarter 2026 revenue rose 31% year over year and beat its guidance range. Data center revenue also rose 64%. Revenue in the second quarter was just over $3 billion, but the company anticipates third-quarter revenue to be well over $4 billion.
Source Fool.com
Micron Technology Inc. Stock
With 159 Buy predictions and 1 Sell predictions Micron Technology Inc. is one of the favorites of our community.
With a target price of 1297 € there is a hugely positive potential of 67.2% for Micron Technology Inc. compared to the current price of 775.7 €.
