SanDisk received continued bullish analyst coverage ahead of its Q2 earnings (Jan 29, 2026), citing a transition to 'structural growth' driven by AI investments, with Q2 EPS projected at $3.58.
- The projected growth is fueled by the delivery of high-capacity AI-Optimized SSDs to major cloud providers, including Microsoft Azure and Amazon AWS.
- The company is leveraging tight supply conditions and brand premium to boost gross margins, supported by structural price increases of over 10% across enterprise and consumer product lines.