NVIDIA Corporation (NVDA) continues to lead Wall Street amid increasing demand for its AI-focused products, including Blackwell chips and GPUs. However, NVIDIA’s stock has seen modest gains over the past year, up 43.8%, partly due to investor concerns regarding potential China-related export restrictions impacting future revenue. Meanwhile, investors are exploring other AI-driven stocks, with Sandisk Corporation (SNDK) and Marvell Technology, Inc. (MRVL) gaining attention for their significant growth metrics.
For fiscal Q3 2026, Sandisk reported revenues of $5.95 billion, a 97% sequential increase, and expects to reach $7.75 billion to $8.25 billion in Q4 2026, driven by strong pricing power and AI data center demand. Sandisk’s non-GAAP earnings per share (EPS) are projected to rise from $23.41 to between $30 and $33. Marvell anticipates revenues of $2.7 billion for Q2 2027, marking a 35% year-over-year growth following a first-quarter revenue of $2.418 billion, spurred by robust AI infrastructure demand.
Key growth figures include Sandisk’s earnings growth rate of 2067.9% for the current year, and Marvell’s expected EPS of $4.01 reflecting a 12.3% increase year-over-year. Both companies are positioning themselves as potential leaders in the next AI revolution, as demand for their products continues to escalate.
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