5 November 2026 · Tickr Lab · 2 min read

Memory, stock by stock

All six AI memory companies fell on Thursday, a median −16.8%. One page each: the fall from the high, revenue growth, and P/E and forward P/E at the high and now.

All six memory and storage companies in our AI - Memory theme fell on Thursday, November 5: a median −16.8% on the day and −53% from the high. One page per company: the year's price, the fall from the high, revenue growth, and what the fall has done to the P/E and forward P/E.

How to read it: “at the high” puts the high price over today’s earnings and today’s estimates, so the fall is all that moves it. “Estimated earnings ÷ last twelve months” is the P/E over the forward P/E: how much higher the estimates sit than what was earned.

The six memory companies: today, from the high, revenue growth, forward P/E at the high and now
The six memory companies: today, from the high, revenue growth, forward P/E at the high and now

SK hynix

SK hynix −13.1% on the day, −38% from $199.87 on Sep 9 (its high since the US listing on Jul 10). Revenue +328% on the year. Forward P/E 4.7x at the high, 2.9x now.

SK hynix: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
SK hynix: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

Micron

Micron −17.2% on the day, −48% from $1,255 on Jun 25. Revenue +379% on the year. Forward P/E 6.0x at the high, 3.1x now.

Micron: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
Micron: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

SanDisk

SanDisk −21.9% on the day, −66% from $2,354 on Jun 22. Revenue +378% on the year. Forward P/E 8.9x at the high, 3.1x now.

SanDisk: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
SanDisk: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

Seagate

Seagate −16.3% on the day, −59% from $1,145 on Jun 18. Revenue +61% on the year. Forward P/E 17.5x at the high, 7.1x now.

Seagate: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
Seagate: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

Western Digital

Western Digital −17.4% on the day, −67% from $799.87 on Jun 18. Revenue +55% on the year. Forward P/E 21.0x at the high, 7.0x now.

Western Digital: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
Western Digital: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

NetApp

NetApp −9.7% on the day, −30% from $240.87 on Oct 13. Revenue +30% on the year. Forward P/E 20.9x at the high, 14.7x now.

NetApp: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now
NetApp: a year of prices, the fall from the high, revenue growth, P/E and forward P/E at the high and now

What this is, and is not

A record of one day and of where prices stand against their year. A lower multiple after a fall says what is paid for the same earnings, not what comes next. The theme and every company in it are on the Ideas page, under AI watchlist.

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