According to TechFlow, on July 13, Goldman Sachs clearly predicted in a research report that SanDisk's fiscal Q4 2026 results to be announced on August 5 will be a "very strong quarter".
The global supply shortage of NAND flash chips will continue in 2026, with demand from mobile, PC, and data center sectors recovering simultaneously, while production capacity is squeezed by the high-end AI storage sector, resulting in insufficient supply of conventional products and market prices maintaining an upward trend.
Goldman Sachs raised SanDisk's target price from $1,200 to $2,200 and reiterated a "Buy" rating; this aggressive adjustment not only reflects Goldman Sachs' recognition of SanDisk's fundamentals but also conveys strong optimism regarding the fiscal Q4 2026 results to be announced in August.
