SanDisk Soars Over 600% YTD as AI Data Center Demand Fuels 251% Revenue Surge
SNDK•SanDisk shares have jumped over 600% year-to-date and 4,500% over the past 12 months as data center buildouts drive surging demand for NAND memory. Revenue rose 251% year-over-year while forward P/E remains under 10x, with projected 2027 EPS of $175.62, positioning SanDisk for a $3–4 trillion AI infrastructure boom.
1. Stock Rally Fueled by AI Data Center Buildout
SanDisk shares have climbed over 600% year-to-date and more than 4,500% over the past 12 months as global AI data center construction drives unprecedented demand for high-density NAND memory modules.
2. Explosive Revenue Growth
The company reported 251% year-over-year revenue growth in its latest quarter, empowered by supply bottlenecks that have allowed for premium pricing on memory products critical to AI workloads.
3. Attractive Valuation and Future Outlook
With a forward P/E ratio under 10x and projected 2027 EPS of $175.62, SanDisk is positioned to capitalize on an estimated $3–4 trillion AI infrastructure investment expected through 2030.
