NAND Market 2026E
$147B
+112% YoY
Top-5 NAND Rev Growth
+23.8%
QoQ in Q4 CY25
Enterprise SSD Growth
+41%
Forecast 2026
SanDisk 1-Yr Return
+3,300%
vs S&P +24%
Global NAND Flash Market Forecast
Total market size vs. AI-driven demand (2022–2033, $B)
- Total NAND Market
- AI-Driven Demand
Companies Covered
SanDisk
Rev Growth
+251%
Gross Margin
78.4%
1-Yr Return
+3,300%
Analyst Target
+4.5%
Western Digital
Rev Growth
+45%
Gross Margin
50.5%
1-Yr Return
+895%
Analyst Target
+79.7%
Seagate
Rev Growth
+21%
Gross Margin
40.1%
1-Yr Return
+650%
Analyst Target
+6.4%
Micron
Rev Growth
+196%
Gross Margin
74.9%
1-Yr Return
+516%
Analyst Target
+10.1%
Samsung
Rev Growth
+69%
Gross Margin
42.8%
1-Yr Return
+303%
Analyst Target
+24.5%
SK Hynix
Rev Growth
+198%
Gross Margin
72%
1-Yr Return
+247%
Analyst Target
+31.1%
Pure Storage
Rev Growth
+20%
Gross Margin
71.4%
1-Yr Return
+53%
Analyst Target
+25.2%
This dashboard is for informational and educational purposes only. It does not constitute financial advice. All data sourced from public earnings releases, TrendForce, MarketWatch, GuruFocus, and analyst reports as of April 30, 2026.