深潮TechFlow|Jul 13, 2026 13:28
[SanDisk Faces Market Sell-Off Panic, Goldman Sachs Raises Target Price Against the Trend]
Deep Tide TechFlow reports that on July 13, Goldman Sachs explicitly predicted in a research report that SanDisk's upcoming announcement of its fiscal year 2026 fourth-quarter results on August 5 will mark a 'very strong quarter.' The global shortage of NAND flash memory chips is expected to persist throughout 2026, with synchronized recovery in demand across mobile, PC, and data center sectors. Meanwhile, production capacity is constrained by the high-end AI storage segment, leading to insufficient supply of conventional products and a continued upward trend in market prices. Goldman Sachs raised SanDisk's target price from $1,200 to $2,200 and reiterated its 'Buy' rating. This aggressive adjustment not only reflects Goldman Sachs' confidence in SanDisk's fundamentals but also conveys strong optimism about the fiscal year 2026 fourth-quarter results to be announced in August.
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