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Goldman Sachs Raises SanDisk Target Price to $2,200 on Strong Q4 FY2026 Forecast

2026-07-13 13:31:20

According to Goldman Sachs in a research report, SanDisk is expected to report "very strong" fourth-quarter fiscal year 2026 results on August 5. The investment bank raised its price target for the company from $1,200 to $2,200 and reiterated a "buy" rating. Goldman Sachs attributed the outlook to sustained NAND flash memory supply shortages through 2026 and synchronous demand recovery across mobile, PC, and data center segments, while capacity constraints in high-end AI storage limit conventional product supply.

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