NVDA's 22x forward P/E looks cheap against 85% revenue growth, while MU trades at just 5x forward earnings after 7 straight EPS beats. SanDisk's Datacenter segment surged 645% year over year, with zero long-term debt and $3 billion in free cash flow supporting a $2,000 price target. The professional research desk has always been the part of Wall Street that retail investors could not buy. AlphaSpace by Yahoo Finance opens one for $39.95 a month, and the first seven days cost nothing.1 (Sponsor) This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. The AI infrastructure buildout keeps rewriting the earnings power of the companies supplying its picks and shovels. NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) is up 4.7% year-to-date after last year’s monster run, while memory partner…

Wall Street’s consensus target sits at $302.83, backed by 48 Buy and 10 Strong Buy ratings. Getting to $325 would still mean a reasonable multiple against next year’s earnings if NVIDIA keeps its 4 consecutive quarter beat streak alive. The Q2 FY27 guide of $91 billion and $119 billion in supply commitments telegraph durable demand. Add a fresh $80 billion buyback authorization, and the setup rhymes with 2023 and 2024, years when shares gained triple digits. Micron’s fiscal Q3 was extraordinary: revenue of $41.46 billion, up 345.7% year over year, with non-GAAP EPS of $25.11 beating consensus by 23.79%. That is 7 consecutive quarters of EPS beats. Non-GAAP gross margin has climbed to 84.9%, with Q4 guided to $50.0 billion in revenue and roughly 86% margins.