DeepSea TechFlow news: On July 13, in a research note, Goldman Sachs explicitly predicted that the 2026 fiscal Q4 earnings that SanDisk will report on August 5 will be a “very strong quarter.”



The global NAND flash memory supply shortage will persist throughout 2026. Demand across mobile, PC, and data center segments will recover in parallel, but production capacity is being squeezed by the high-end AI storage track, leaving the market short on conventional product supply and keeping prices on an upward trend.

Goldman Sachs raised SanDisk’s target price from $1,200 to $2,200 and reaffirmed a “Buy” rating. This aggressive adjustment not only reflects Goldman Sachs’ recognition of SanDisk’s fundamentals, but also signals strong optimism for the 2026 fiscal Q4 earnings to be released in August.
SNDK-12.66%
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