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Why the Best May Be Yet to Come for NVIDIA, Micron, and SanDisk
['Vandita Jadeja', 'August', 'Min Read']
Yahoo Finance
Quick ReadNVDA's 22x forward P/E looks cheap against 85% revenue growth, while MU trades at just 5x forward earnings after 7 straight EPS beats.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
NVIDIA (NASDAQ: NVDA) is up 4.7% year-to-date after last year's monster run, while memory partners Micron Technology (NASDAQ: MU) and SanDisk (NASDAQ: SNDK) have surged 206.65% and 439.2% respectively in 2026.
Getting to $325 would still mean a reasonable multiple against next year's earnings if NVIDIA keeps its 4 consecutive quarter beat streak alive.
Q4 guidance calls for revenue of $7.75 billion to $8.25 billion and EPS of $30 to $33.