---
title: "Micron vs. Sandisk: One AI Stock Is a Buy, One Is a Sell, Says Investor"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/285847514.md"
description: "Micron and SanDisk are key players in the AI memory chip market, with both companies experiencing significant revenue growth. Micron reported a record $23.9 billion in revenue for Q2 2026, a 75% sequential increase, and expects a gross margin of 81% for Q3 2026. In contrast, SanDisk's stock has surged 4,162% over the past year, outperforming Micron's 777% increase. Investors are advised to buy Micron and sell SanDisk based on their performance and market position."
datetime: "2026-05-10T16:44:35.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/285847514.md)
  - [en](https://longbridge.com/en/news/285847514.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/285847514.md)
---

# Micron vs. Sandisk: One AI Stock Is a Buy, One Is a Sell, Says Investor

If it wasn't clear before, there's no denying it now: we're in the middle of an AI memory chip gold rush. Two of the biggest beneficiaries so far are **Micron (****NASDAQ:MU****)** and **SanDisk (****NASDAQ:SNDK****)**, both of which have seen revenue surge, profitability expand, and their stocks shoot to the heavens as demand for AI infrastructure continues accelerating.

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Micron blew expectations out of the water with its latest fiscal Q2 2026 report, delivering revenue of $23.9 billion – up 75% sequentially and 196% year-over-year. Not only did that mark the largest sequential quarterly revenue increase in company history (+$10.2 billion), but the company's guidance of $33.5 billion for the current quarter came in more than $10 billion above Wall Street's expectations.

And it's not just about revenue growth. As Micron's high-bandwidth memory (HBM) technology becomes increasingly essential for AI workloads, demand has far outpaced supply. That imbalance has handed the company enormous pricing power, with Micron now expecting a gross margin of 81% for fiscal Q3 2026.

In response, MU shares have soared 777% over the past twelve months. As remarkable as that run has been, it still trails the staggering 4,162% rally posted by SNDK over the same time period.

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## Related News & Research

- [Micron is now worth more than JPMorgan as the stock sees its best week in two decades](https://longbridge.com/en/news/285756027.md)
- [Why Is Micron Technology Stock Surging On Friday?](https://longbridge.com/en/news/285722715.md)
- [MU vs. SNDK: Which AI Memory Stock Offers Better Value After the AI Rally?](https://longbridge.com/en/news/285733168.md)
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