Movement Alert｜SanDisk Rises 4.11% in Regular Trading, AI Storage Super Cycle Momentum Continues as Citi Raises Target to $2,025

Market Focus

May 26

On May 26, SanDisk (SNDK) rose 4.11% in regular trading, trading at $1,533.46 USD/share, with trading volume of approximately $12.87 billion. The rally extends a recovery pattern driven by multiple bullish catalysts centered on the AI storage super cycle thesis.

On the news front, Citi recently raised its target price on SanDisk from $1,300 to $2,025, maintaining a Buy rating — representing over 50% upside from the upgrade date. The core thesis reframes SanDisk from a cyclical peak trade into a contractual NAND supply rights framework. Citi forecasts NAND average selling prices to surge 186% year-over-year in 2026, with enterprise SSD prices rising approximately 265%, driven by generative AI training, inference, and data center expansion.

Additionally, SanDisk CEO David Goeckeler stated at a JPMorgan conference that the NAND flash market will remain undersupplied for an extended period, as the company shifts toward multi-year agreements with price floors and financial safeguards to stabilize earnings volatility. Within the Technology Hardware, Storage & Peripherals sector, Western Digital rose 3.83% and Dell Technologies gained 3.03%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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