Western Digital’s SanDisk Jumps 4,162%, EPS Forecasts Surge to $169.26
Western Digital’s SanDisk AI memory business surged 4,162% over the past year driven by enterprise demand for high-performance NAND flash in AI data center deployments. Analysts have lifted SanDisk’s 2027 EPS forecasts from $10 to $169.26 in eight months following KLA’s 10-for-1 split, sparking split speculation.
1. KLA Corp's 10-for-1 Stock Split
KLA Corp. announced a 10-for-1 split, marking the first major tech split of 2026 and setting investor expectations for similar actions in AI-driven companies.
2. SanDisk's Remarkable 4,162% Rally
SanDisk, Western Digital's AI memory business, climbed 4,162% over the past year as enterprise demand for high-performance NAND flash surged in AI data center deployments.
3. Analyst EPS Forecast Surge
Analysts have raised SanDisk's 2027 EPS estimates dramatically from $10 to $169.26 within eight months, reflecting confidence in sustained revenue growth from AI workloads.
4. Stock Split Speculation for Western Digital
Following KLA's split and SanDisk's explosive performance, market participants are increasingly speculating that Western Digital may pursue its own stock split to unlock shareholder value.