Yahoo Finance cited analysts as noting that, driven by the development of AI infrastructure, companies such as NVIDIA (NVIDIA), Micron, and SanDisk have posted strong financial results and still have growth potential going forward.Analysts believe that NVIDIA’s target price for 2027 is expected to reach $325, Micron’s is expected to reach $1,600, and SanDisk’s is expected to reach $2,000.

Specifically, NVIDIA’s stock price has risen 4.7% year-to-date in 2026, with revenue growing 85.23%, its data center business up 92% year-over-year, and the company authorizing $80 billion in stock buybacks.Micron Tech’s stock price has risen 206.65% in 2026, with Q3 fiscal year revenue of $41.46 billion—a 345.7% year-over-year increase—and non-GAAP earnings per share exceeding expectations for seven consecutive quarters. SanDisk’s stock price has risen 439.2% in 2026,with FY Q3 revenue of $5.95 billion, a 251.03% year-over-year increase; its data center business surged 645% year-over-year; and the company has zero long-term debt and nearly $3 billion in free cash flow. Analysts believe that as AI capital expenditures continue to grow, these companies are expected to reach the aforementioned target prices by 2027.