# NAND

Type: Technology

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/nand
Canonical HTML page: https://getfinancebrief.com/entity/nand

## Recent coverage (2 stories)

### Sandisk's 857% YTD Rally Gets 'Fundamental Repricing' Nod by Morgan Stanley
2026-06-24 08:56:17 · Sentiment: Bullish · Impact: 7/10 · Sources: 3

Morgan Stanley's Joseph Moore maintains an Overweight rating on Sandisk despite a $1,750 price target 23% below the stock's $2,273.73 close. The 857% year-to-date surge, making it the S&P 500's top performer, reflects AI's promise to transform NAND from a cyclical commodity into a capability-driven market.
Full story: https://getfinancebrief.com/story/sandisk-857-percent-ytd-fundamental-repricing-morgan-stanley

### Micron’s AI-Driven Supercycle Triggers BofA Price Target Hike to $500
2026-03-20 02:07:04 · Sentiment: Bullish · Impact: 7/10 · Sources: 3

Micron Technologies delivered a massive Q2 beat-and-raise, prompting Bank of America to raise its price target to $500. Despite a 196% revenue surge driven by AI memory demand, shares dipped 5% as markets digested the blockbuster print.
Full story: https://getfinancebrief.com/story/micron-q2-earnings-bofa-price-target-hike

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This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getfinancebrief.com/guides/methodology for the full editorial methodology.