WDC

Sandisk stock has surged 3,700% since its February 2025 spinoff from Western Digital, driven by AI-driven demand for flash storage and strong financial performance. However, the article cautions investors that memory and storage stocks are historically volatile and prone to severe downturns when industry cycles turn, suggesting the current boom may not be sustainable.

Sandisk stock has surged 478% in 2026 driven by extraordinary demand for NAND flash memory from AI data centers, where supply remains critically scarce. The company reports Q1 fiscal 2027 results on Oct. 29, with management guiding for $10.5B revenue (357% YoY growth) and $45 EPS. Historically, the stock has climbed before earnings reports since its February 2025 spinoff from Western Digital, though recent patterns show volatility as investors worry about the inevitable memory cycle downturn.

Western Digital (WDC) is highlighted as a stock likely to beat earnings estimates in its upcoming October 22, 2026 report. The company has a history of surpassing earnings expectations, with an average beat of 9.57% over the last two quarters. With a positive Earnings ESP of +2.01% and a Zacks Rank #2 (Buy), the combination suggests a strong probability of another earnings beat.