{"id":609351,"date":"2026-09-23T15:56:12","date_gmt":"2026-09-23T15:56:12","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/609351\/"},"modified":"2026-09-23T15:56:12","modified_gmt":"2026-09-23T15:56:12","slug":"micron-vs-sandisk-which-ai-memory-stock-has-more-room-to-run","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/609351\/","title":{"rendered":"Micron vs. Sandisk: Which AI Memory Stock Has More Room to Run?"},"content":{"rendered":"\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been multibagger investments over the past year, making investors significantly richer owing to the incredible demand for memory in artificial intelligence (AI) data centers.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">While <a href=\"https:\/\/www.fool.com\/investing\/how-to-invest\/stocks\/how-to-invest-in-micron-technology-stock\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=02e5597e-5725-4dc2-b4a5-1bf5a85bad5a\" data-ylk=\"slk:Micron%20stock;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Micron stock&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Micron stock<\/a> has surged by an incredible 541% over the past year, Sandisk has clocked phenomenal gains of 1,600%. The good news for investors is that Wall Street expects both stocks to jump higher. Let&#8217;s take a closer look at their prospects and check which one of these two stocks is likely to deliver bigger gains.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a &#8220;Double Down&#8221; signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same &#8220;Total Conviction&#8221; signal is flashing for a company 1\/100th the size of Nvidia. <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=35f72a04-0ec2-425f-b8b7-95376212618d&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-dd-total-conviction%3Faid%3D11123%26source%3Disaediica0000074%26ftm_cam%3Dsa-dd-4%26ftm_veh%3Dtop_incontent_pitch_feed_yahoo%26ftm_pit%3D19375&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=02e5597e-5725-4dc2-b4a5-1bf5a85bad5a\" data-ylk=\"slk:Continue%20%C2%BB;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Continue \u00bb&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Continue \u00bb<\/a>  <\/p>\n<p>    <a href=\"https:\/\/s.yimg.com\/lo\/mysterio\/api\/2506add7d67532bd98b61f3c2c2cfcf4489892cc589bfe119f9d0168fa41c955\/lightyear_networkapi\/resizefit_w960%3Bquality_80%3Bformat_webp\/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2Fc627e218173ad9e73aa10a40f9f38205.png\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"Micron and Sandisk company names displayed side by side.\" height=\"640\" width=\"960\" class=\"yf-1f8hkhu loader\"\/><\/a> Image source: The Motley Fool.           Micron enjoys an edge over Sandisk          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Micron&#8217;s 12-month median price target of $1,600 points to a 53% jump from current levels, according to 57 analysts covering the stock. Sandisk stock, on the other hand, is projected to jump by 24% over the coming year, based on its median price target of $2,200 as per 32 analysts covering it.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">It is easy to see why analysts are forecasting a bigger jump in Micron stock. The company sells both dynamic random-access memory (DRAM) and NAND flash memory, while Sandisk is a pure-play NAND flash manufacturer. What&#8217;s more, Micron enjoys a bigger market share of 15% in NAND flash compared to Sandisk&#8217;s share of 11%, according to Counterpoint Research.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Additionally, Micron has been gaining share in the fast-growing DRAM market. Its share of this space increased to 24% in Q2 this year, up from 22% in Q1. So, Micron is in a stronger position to capitalize on the secular growth of the memory market.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Deloitte estimates that DRAM prices will increase by 4x in 2026. Moreover, the strong pricing environment in this market is here to stay as new supply isn&#8217;t expected to arrive until 2029 or 2030, according to the consulting giant. Sandisk&#8217;s pure-play NAND flash business model indicates that it is going to miss out on the DRAM market&#8217;s robust growth.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">This probably explains why Micron is anticipated to clock significantly stronger earnings per share (EPS) growth over the long run.  <\/p>\n<p>    <a href=\"https:\/\/ycharts.com\/companies\/SNDK\/chart\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"SNDK EPS LT Growth Estimates Chart\" height=\"380\" width=\"720\" class=\"yf-1f8hkhu loader\"\/><\/a> Data by           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/ycharts.com\" data-ylk=\"slk:YCharts;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;YCharts&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">YCharts<\/a>  <\/p>\n<p>        Another reason why Micron is a better buy right now           <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">We have already seen that Micron&#8217;s presence in both the DRAM and NAND flash markets is going to drive stronger growth for the company compared to Sandisk. Additionally, both stocks are almost identically valued, with Micron being slightly cheaper.  <\/p>\n<p>     <a href=\"https:\/\/ycharts.com\/companies\/MU\/chart\/\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img loading=\"lazy\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"MU PE Ratio Chart\" height=\"380\" width=\"720\" class=\"yf-1f8hkhu loader\"\/><\/a> Data by          <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/ycharts.com\" data-ylk=\"slk:YCharts;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;YCharts&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">YCharts<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">So, investors looking to choose one of these AI stocks for their portfolio have an easy choice to make. Analysts expect Micron to deliver bigger gains over the coming year, and it is easy to see why that&#8217;s likely to be the case. Moreover, Micron has the <a href=\"https:\/\/www.fool.com\/investing\/2026\/09\/09\/prediction-micron-stock-could-turn-10000-into-a-mu\/?utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=02e5597e-5725-4dc2-b4a5-1bf5a85bad5a\" data-ylk=\"slk:potential%20to%20surge%20significantly%20by%202030;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;potential to surge significantly by 2030&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">potential to surge significantly by 2030<\/a>, making it an ideal bet for investors looking to buy a top AI stock trading at a discount right now.  <\/p>\n<p>          Should you buy stock in Micron Technology right now?         <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Before you buy stock in Micron Technology, consider this:  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">The Motley Fool Stock Advisor analyst team just identified what they believe are the <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=8aaa64ef-b7ac-45cb-8bb2-4f17c3baab0a&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001181%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Darticle_pitch_feed_yahoo%26ftm_pit%3D18781&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=02e5597e-5725-4dc2-b4a5-1bf5a85bad5a\" data-ylk=\"slk:10%20best%20stocks;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;10 best stocks&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">10 best stocks<\/a> for investors to buy now\u2026 and Micron Technology wasn&#8217;t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Consider when Netflix made this list on December 17, 2004&#8230; if you invested $1,000 at the time of our recommendation, you&#8217;d have $389,154!* Or when Nvidia made this list on April 15, 2005&#8230; if you invested $1,000 at the time of our recommendation, you&#8217;d have $1,406,303!*  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">Now, it&#8217;s worth noting Stock Advisor&#8217;s total average return is 949% \u2014 a market-crushing outperformance compared to 214% for the S&amp;P 500. Don&#8217;t miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=8aaa64ef-b7ac-45cb-8bb2-4f17c3baab0a&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-bbn-bn%3Faid%3D8867%26source%3Disaeditxt0001181%26ftm_cam%3Dsa-bbn-evergreen%26ftm_pit%3D18781%26ftm_veh%3Darticle_pitch_feed_yahoo%26company%3DMicron%2520Technology&amp;utm_source=yahoo-host-full&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=02e5597e-5725-4dc2-b4a5-1bf5a85bad5a\" data-ylk=\"slk:See%20the%2010%20stocks%20%C2%BB;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;See the 10 stocks \u00bb&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\" class=\"ticker_pitch\">See the 10 stocks \u00bb<\/a>  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\">*Stock Advisor returns as of September 23, 2026.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/www.fool.com\/author\/2139\/\" data-ylk=\"slk:Harsh%20Chauhan;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Harsh Chauhan&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Harsh Chauhan<\/a> has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\" data-ylk=\"slk:disclosure%20policy;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;disclosure policy&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">disclosure policy<\/a>.  <\/p>\n<p class=\"text text-block paragraph text-left neo-font-paragraph-xl-reg  yf-18d6y07\" style=\"text-decoration: none; font-style: normal; text-transform: none; text-align: inherit; font-variant-numeric: normal;\"><a href=\"https:\/\/www.fool.com\/investing\/2026\/09\/23\/micron-vs-sandisk-which-ai-memory-stock-has-more-r\/\" data-ylk=\"slk:Micron%20vs.%20Sandisk%3A%20Which%20AI%20Memory%20Stock%20Has%20More%20Room%20to%20Run%3F;elm:context_link;itc:0;sec:content-canvas;source:content-canvas%20default\" data-yga=\"{&quot;yLinkText&quot;:&quot;Micron vs. Sandisk: Which AI Memory Stock Has More Room to Run?&quot;,&quot;yLinkElement&quot;:&quot;context_link&quot;,&quot;yModuleName&quot;:&quot;content-canvas&quot;,&quot;yTrafficOrigin&quot;:&quot;content-canvas default&quot;}\" target=\"_blank\" rel=\"noopener noreferrer nofollow\">Micron vs. Sandisk: Which AI Memory Stock Has More Room to Run?<\/a> was originally published by The Motley Fool  <\/p>\n","protected":false},"excerpt":{"rendered":"Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been multibagger investments over the past year, making investors&hellip;\n","protected":false},"author":2,"featured_media":609352,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,229911,35953,111,139,69,154691,284253,145],"class_list":["post-609351","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-dram-market","tag-micron-technology","tag-new-zealand","tag-newzealand","tag-nz","tag-sandisk","tag-sandisk-stock","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/609351","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=609351"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/609351\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/609352"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=609351"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=609351"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=609351"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}