It’s been an ideal yr for the market, notably so for SanDisk SNDK, Micron MU, and Dell Applied sciences DELL, with the trio reflecting the top-performing S&P 500 shares of 2026 to date. Dell Applied sciences, particularly, has jumped to the highest of the leaderboard following its record-breaking outcomes, with the numbers once more confirming simply how fiercely robust the broader AI buildout has develop into.
DELL Crushes Earnings
Dell Applied sciences crushed earnings in its current print, exceeding the Zacks Consensus EPS estimate by almost 60% and posting a large 23% gross sales shock. Gross sales grew by a double-digit 88% YoY, whereas earnings climbed an much more spectacular 214%.
Total, it was a record-breaking launch for Dell, posting firm highs throughout a number of key areas associated to the AI frenzy, together with AI-optimized servers, which noticed an unbelievable 760% YoY progress charge. The favorable momentum led the corporate to boost its FY27 gross sales steerage, with the brand new midpoint implying 50% YoY progress over FY26. The brand new annual steerage displays a transparent acceleration relative to final yr, when DELL’s gross sales grew by 20% YoY.
The inventory has seen notably bullish reactions to its earnings releases all through 2026, with the continued AI frenzy conserving the inventory’s outlook brilliant.
Picture Supply: Zacks Funding Analysis
SanDisk Retains Climbing
SanDisk shares preserve climbing in 2026 as its essential position in AI infrastructure has develop into more and more acknowledged. AI is driving an enormous surge in storage demand, which is the place SanDisk is available in. NAND costs are rising quickly, with AI knowledge facilities, cloud suppliers, and edge gadgets all needing extra high-speed storage.
The inventory sports activities the extremely coveted Zacks Rank #1 (Robust Purchase), with EPS revisions hovering throughout the board. The present Zacks Consensus Gross sales estimate of $18.6 billion for its present FY26 displays a 150% climb, with gross sales forecasted to be up 120%. Earnings progress can be forecasted to be outsized, anticipated to develop almost 2100% in its present fiscal yr and an extra 170% in FY27.
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Micron Maintains Momentum
Micron is a world chief in reminiscence and storage options, particularly in regards to the DRAM market. Like SNDK, the corporate additionally continues to sport a bullish Zacks Rank #1 (Robust Purchase), with EPS revisions rising throughout many near-term timeframes.
Picture Supply: Zacks Funding Analysis
The inventory additionally continues to sport a powerful progress outlook, with Zacks Consensus estimates suggesting 200% YoY gross sales progress on 620% greater earnings in its present fiscal yr. Subsequent yr’s progress expectations stay strong as effectively, with FY27 gross sales anticipated to climb 62% on 72% greater earnings.
Backside Line
All three shares above – SanDisk SNDK, Micron MU, and Dell Applied sciences DELL – stay on the prime of the S&P 500 efficiency leaderboard in 2026, with the AI frenzy the explanation why. Every has continued to submit strong outcomes all year long, with every additionally sporting bullish progress outlooks for his or her present and subsequent fiscal years.
Zacks’ Analysis Chief Names “Inventory Most Prone to Double”
Our crew of specialists has simply launched the 5 shares with the best likelihood of gaining +100% or extra within the coming months. Of these 5, Director of Analysis Sheraz Mian highlights the one inventory set to climb highest.
This prime decide is a little-known satellite-based communications agency. House is projected to develop into a trillion greenback trade, and this firm’s buyer base is rising quick. Analysts have forecasted a significant income breakout in 2025. In fact, all our elite picks aren’t winners however this one may far surpass earlier Zacks’ Shares Set to Double like Hims & Hers Well being, which shot up +209%.
Free: See Our Prime Inventory And 4 Runners Up
Dell Applied sciences Inc. (DELL) : Free Inventory Evaluation Report
Micron Expertise, Inc. (MU) : Free Inventory Evaluation Report
Sandisk Company (SNDK) : Free Inventory Evaluation Report
This text initially printed on Zacks Funding Analysis (zacks.com).
The views and opinions expressed herein are the views and opinions of the creator and don’t essentially mirror these of Nasdaq, Inc.
