NVIDIA, Micron and SanDisk (NVDA, MU, SNDK) have led the 2026 chip rally, with year-to-date gains of 14.71%, 205.02% and 437.47%, respectively. Estimates have kept rising: NVIDIA's fiscal 2028 EPS to $15.9146 (from $12.7636 90 days ago), Micron's fiscal 2027 to $176.6868 (from $150.0075), and SanDisk's fiscal 2028 to $266.2971 (from $248.4217). At $213.43, NVIDIA trades at 13 times fiscal 2028 estimates; at $300 (a 41% gain) that would be 19 times, still below the S&P 500's 21-23 times. Micron trades at 5 times fiscal 2027 estimates at $869.87, and $1,500 (a 72% gain) would be about 8 times; SanDisk trades at 6 times fiscal 2027 estimates, and $2,000 (a 57% gain) would be 9 times. The article cites at least $93.9 billion in expected revenue from SanDisk's agreements and a $15.5 billion buyback, while noting that memory has always been cyclical.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Don’t Be Surprised If NVIDIA, Micron, and SanDisk Outperform the Market Again
Read the original on Yahoo Finance ↗
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NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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