Three smaller AI stocks—Sandisk, Nebius, and Advanced Micro Devices—are positioned to outperform Nvidia over the next five years, according to analyst view.

Yahoo Finance AI · 2026年4月27日

AI要約

•Sandisk delivered 61% year-over-year revenue growth in its fiscal 2026 second quarter (ended Jan. 2) and 672% net income growth, with guidance calling for $4.6 billion in fiscal Q3 revenue at the midpoint implying 52% sequential growth. The company has risen roughly 3,000% over the past year.
•Nebius, a neocloud provider (supplies computing capacity at AI data centers), ended 2025 with 170 megawatts of active data center power and expects to wrap up 2026 with more than 3 gigawatts of secured power. The company signed deals including a five-year, $17.4 billion agreement with Microsoft for 300 megawatts of computing power, and two five-year deals with Meta Platforms worth $12 billion and $15 billion respectively.
•Advanced Micro Devices is a GPU chipmaker with revenue that rose 34% to a new record in fiscal 2025. Management stated a goal of achieving a compound annual growth rate of more than 35% for the next several years, with a projected 60%-plus revenue CAGR for its data center business, and profit margins reached 14.7% in Q4.

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