AI Storage Supercycle Drives Memory Pricing OutlookInvestor sentiment strengthened after reports suggested memory price increases may become “the new normal” amid the ongoing AI infrastructure boom.TrendForce also projected server DRAM prices could jump about 90% sequentially in the first quarter of 2026 as AI data-center demand accelerates. Broader market momentum added support, with Nasdaq futures up 1.24% and S&P 500 futures rising 0.75% in premarket trading.Wall Street Analysts Raise Forecasts On AI Memory DemandWall Street analysts grew more bullish on SanDisk as AI-related storage demand tightened NAND supply.Citigroup reiterated its Buy rating and raised its price forecast to $2,025, while Bernstein earlier increased its forecast to $1,700 and maintained an Outperform rating.Citi analysts pointed to persistent enterprise SSD shortages, growing AI data center deployments, and strong performance from Kioxia Holdings — SanDisk’s Japanese flash memory partner — as major tailwinds. The firm also projected NAND demand could outpace supply through 2027.Supply Constraints And Standalone Growth Story Support SharesInvestors also monitored reports of a potential labor strike at Samsung Electronics, which traders believe could further tighten global flash-memory supply and benefit SanDisk’s pricing dynamics.Earnings & Analyst OutlookLooking further out, the next major catalyst for the stock arrives with the August 13, 2026 (estimated) earnings report.