Memory Companies Forward P/E Estimates [May 2026]:
Sandisk ( $Sandisk(SNDK.US) ):~22.9x [2026]~7.4x [2027]Micron ( $Micron Tech(MU.US) ):~12.9x [2026]~7.5x [2027]SK hynix:~6.9x [2026]~5.5x [2027]Samsung Electronics:~6.8x [2026]~5.0x [2027]Data sources:Sandisk: Bernstein (1 May)Micron: BofA (13 May)SK Hynix & Samsung: JP Morgan (18 May)LTAs extending through to 2030 from hyperscalers have effectively transformed memory companies to have predictable SaaS-style revenue streams. A paradigm shift to reliable earnings where suppliers hold all the pricing power.Yet forward P/E multiples remain paradoxically compressed.
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