Sandisk 2026 EPS Revised Over 50%, Stock Gains 3.1% Premarket
SNDK•Sandisk’s analysts raised its 2026 EPS estimates by over 50% this year, ranking it among top memory chip performers driving sector-wide earnings optimism. In premarket trading, Sandisk shares jumped 3.1% as semiconductor stocks rose on AI infrastructure demand and easing Middle East tensions.
1. EPS Estimate Upgrade
Sandisk’s 2026 EPS forecasts have been raised by over 50% this year, placing the company among the leading memory chip names driving renewed earnings optimism across the tech sector.
2. Premarket Stock Jump
In premarket trading, Sandisk shares advanced 3.1% as broader semiconductor stocks rallied on robust AI infrastructure demand and improved sentiment from easing Middle East geopolitical risks.
3. AI Infrastructure Demand
Hyperscalers plan to deploy roughly $520 billion in AI capital expenditures next year, fueling strong memory chip consumption and positioning Sandisk to benefit from accelerating data center build-outs.
4. Outlook and Risks
Investors will closely monitor whether Sandisk can meet lofty profit forecasts; any earnings shortfall could trigger a sharp stock correction given heightened expectations driven by AI and data center spending.
