Sandisk and AST SpaceMobile have been highlighted as Zacks Bull and Bear of the Day
View original at finance.yahoo.com“In addition, Zacks Equity Research provides analysis on Palantir Technologies Inc. PLTR and BigBear.ai Holdings, Inc. BBAI.”
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SNDK will remain a 'Strong Buy' as it secures qualifications with additional hyperscalers through CY2026
80% confidenceWhile the stock's rapid rally has raised valuation concerns, the structural demand for high-bandwidth flash in AI infrastructure justifies the premium
80% confidenceICMS-driven NAND demand represents 2.8% of expected global NAND demand in 2026 and 9.3% in 2027
80% confidenceManagement pointed to extremely tight supply-demand conditions expected through 2026 and into 2027
80% confidenceApproximately 1,152TB of additional SSD NAND will be required per Vera Rubin server system to support NVIDIA's ICMS operations
80% confidenceAsk Sage is already operating at scale in mission-critical environments, and together we are bringing to market a secure, integrated AI platform that unifies data, software, and mission services in one place
80% confidenceSandisk delivered a standout first quarter, easily topping expectations with EPS with a 37% EPS beat
80% confidencePalantir has reached a Rule of 40 score of 114%, which exceeded the typical 40% benchmark and highlighted the scalability of its business model
80% confidenceUnless you have conviction about holding ASTS for the long term, it may be best to take profits and wait for this potential double-top to resolve
80% confidenceAssuming Vera Rubin server shipments of 30,000 units in 2026 and 100,000 units in 2027, NAND demand driven by ICMS is projected to reach 34.6 million TB in 2026 and 115.2 million TB in 2027
80% confidence