Quick Read – Both PLTR and SNDK posted blowout quarters, with Palantir’s U.S. commercial revenue surging 133% and SanDisk’s Datacenter segment jumping 645% on AI memory demand. – SanDisk’s gross margin rocketed from 22% to 78% as NAND supply couldn’t keep pace with demand, a…
namic management expects to persist through 2026. – SNDK has surged 107% since April while PLTR has slid 20%, with SanDisk’s zero debt and buyback offering steadier upside than Palantir’s P/E of 165. – Palantir (NASDAQ: PLTR) and SanDisk (NASDAQ: SNDK) both posted blowout quarters, sitting on different rungs of the AI infrastructure ladder. Palantir sells the software brain that runs enterprise AI
SanDisk sells the NAND flash memory that feeds hyperscaler datacenters. Comparing them shows how the AI buildout is minting winners at opposite ends of the stack. AIP Lifts Palantir.
NAND Pricing Lifts SanDisk. Palantir’s Q1 FY2026 delivered adjusted EPS of $0.33 on revenue of $1.63 billion, up 84.71% year over year. U.S. commercial revenue jumped 133% to $595 million, driven by AIP adoption at customers like AIG, GE Aerospace, and Freedom Mortgage.