SanDisk Falls 11% as Morgan Stanley Forecasts Memory Chip Price Peak in Late 2026

businessstocks 2 posts · 2 accounts

SanDisk stock fell 11% after Morgan Stanley warned that the global memory boom is approaching a peak, with contract NAND prices expected to top out in late 2026.

The bank noted that a pricing peak does not necessarily mean an earnings decline, pointing to $42B in RPO from multiyear contracts with price floors near $0.29/GB. Higher AI storage demand and contracted volumes are expected to support earnings growth even if NAND prices flatten.

From the sources (2 posts)

@polymarketmoney

BREAKING: SanDisk falls after Morgan Stanley warns memory prices could peak in late 2026.

@stocksavvyshay

$SNDK down over 11% after Morgan Stanley warns the memory boom is “approaching an inflection point” with contract chip prices expected to peak in late 2026. But a pricing peak doesn't necessarily mean an earnings peak because SanDisk has $

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