A quick update to our May split-candidate ranking: none of the four has announced a split. Splits are cosmetic and change nothing fundamental, but retail optics still matter. Here is each name’s split candidacy, anchored to one operational metric Wall Street should be watching.
SanDisk: Data Center Revenue Mix
SanDisk (NASDAQ:SNDK | SNDK Price Prediction) closed most recently at $1,617.70 after a 581.5% year-to-date ramp. The metric that matters: Data center revenue hit $1.467 billion, up 645% year over year, lifting group gross margin to 78.4%. That mix shift is the split-catalyst signal, more telling than headline EPS.
GE Vernova: Gas Power Backlog in Gigawatts
GE Vernova (NYSE:GEV) trades at $1,077.08. Watch Gas Power combined backlog plus slot reservations: 100 GW, targeting 110+ GW by year-end 2026. Electrification data-center orders alone hit $2.4 billion in Q1 2026, exceeding all of 2025. A four-digit share price, but no split filing on record.
United Rentals: Fleet Productivity
United Rentals (NYSE:URI) has crossed into four-digit territory at $1,056.02. The operational signal is fleet productivity, up 2.3% year over year, with average original equipment cost (OEC) up 5.7%. United Rentals has never split despite the share price, and there is still no filing on record.
ASML: EUV Bookings Share
ASML (NASDAQ:ASML) trades at $1,747.28. Track extreme ultraviolet (EUV) lithography as a share of bookings: $8.60 billion of $15.28 billion in Q4 FY25 orders. As a foreign issuer with ADR mechanics, ASML remains the least likely splitter, and no announcement has surfaced.
The Verdict
All four are climbing on operational strength, and that remains the only signal that should move capital.
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