Price (90d)
$1641.11Signal Score (90d)
57Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2026 | $20.25B | $11.43B | $77.78 |
| 2025 | $7.36B | $-1.64B | $-11.32 |
| 2024 | $6.66B | $-672.00M | $-4.67 |
| 2023 | $6.09B | $-2.14B | $-14.88 |
| 2022 | $9.75B | $1.06B | $7.39 |
Social Signal Score
Earnings
Thu, Nov 5(in 3 months)
Consensus estimate $46.23 per share
Typical surprise +38.2% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$39.25 vs $34.96beat
- Thu, Apr 30$23.41 vs $14.62beat
- Thu, Jan 29$6.20 vs $3.62beat
- Thu, Nov 6$1.22 vs $0.88beat
- Thu, Aug 14$0.29 vs $0.05beat
- Wed, May 7$-0.30 vs $-0.39beat
Estimates and results for SNDK via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
52-week range
- Last close
- $1641.11
- Off 52w high
- -29.7%
- 200-day average
- $903.23
- vs 200-day
- +81.7%
Valuation
Project earnings forward and see what return today's price implies.
Seeded from SNDK's reported EPS growth of 80.1% a year over 4 years. Historical EPS growth of 80% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $288.78
- Implied price
- $6,353
- Return from $1,641
- 31.1% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3,159 — today's price is already 48.0% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 16 | 19 | 22 | 25 | 28 |
|---|---|---|---|---|---|
| 20.0% | 13.5% | 17.5% | 21.0% | 24.1% | 27.0% |
| 25.0% | 18.3% | 22.4% | 26.0% | 29.3% | 32.3% |
| 30.0% | 23.0% | 27.3% | 31.1% | 34.5% | 37.6% |
| 35.0% | 27.7% | 32.2% | 36.1% | 39.7% | 42.9% |
| 40.0% | 32.5% | 37.1% | 41.2% | 44.8% | 48.1% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (100)
- News (RSS)seekingalpha·3h ago·Neutral
Sandisk Surges: Top Industry-Leading Value Stocks
View source ↗ - Newsseekingalpha.com·7h ago·Positive
Sandisk Surges: Top Industry-Leading Value Stocks Sandisk surged on recent financial updates, but it's not the only industry leader that presents a great value and growth opportunity. With markets hitting all-time highs, it can be harder for investors to identify growth at a reasonable price. Discover three value stocks with industry-leading long-term growth fundamentals that are trading at a significant discount to their sector and also provide a promising entry point for investors.
View source ↗ - 4chan /biz/biz·9h ago·Negative
>>62595898 the -73k is from keith shorting SNDK after martin convinced him to do it. the market maker thing was losing around 500 to 1000 bucks on daily p/l when he had it on screen.
View source ↗ - 4chan /biz/biz·11h ago·Neutral
>>62595582 Buying GRRR, GRSD, NBIS, IREN, SNDK, MU, WDC, RDDT I ain't selling shit, playing The Movies Stunts & Effects, watching The Aviator, Listening to Khruangbin, Reading Moby Dick, Drinking Gin & Tonic, Fapping too much, feeling nothing as always :3
View source ↗ - News (RSS)thestreet·14h ago·Positive
SanDisk CEO reveals what's next after explosive 3,150% stock rally No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them a long-term financial model. And of course, the market had to ...
View source ↗ - 4chan /biz/biz·17h ago·Negative
Guys do I sell my SNDK before the weekend or keep it???
View source ↗ - 4chan /biz/biz·18h ago·Negative
Sandisk better dump back to $1100. Had cancelled my limit order right when it was about to touch that one last time. I demand it.
View source ↗ - News (Finnhub)CNBC·18h ago·Neutral
What flash memory maker SanDisk told investors this week is a boon for our newest stock Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
View source ↗ - 4chan /biz/biz·20h ago·Neutral
Any announcement of an MU or SNDK split?
View source ↗ - 4chan /biz/biz·21h ago·Negative
>>62593782 Now that we've entered regular hours, MU/SNDK/Sk Hynix are gonna blow! H*CK!
View source ↗ - News (RSS)yahoo·22h ago·Neutral
Is Micron or Sandisk Better Poised For Upside Through The End of September?
View source ↗ - Newsmarketwatch.com·22h ago·Positive
Sandisk's stock is extending its major rebound. This is the latest spark. Analysts weighed in positively on the company's new financial targets — helping to further a rally that's brought shares up more than 60% from their recent low point.
View source ↗ - News (RSS)yahoo·22h ago·Neutral
Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review
View source ↗ - 4chan /biz/biz·22h ago·Neutral
SNDK
View source ↗ - Newsinvezz.com·23h ago·Positive
Why SanDisk stock is surging 6% today, making 30%+ gains in this week SanDisk SNDK shares extended their recent rally on Friday after fresh bullish calls from Wall Street added to optimism surrounding the company's long-term artificial intelligence strategy. The stock climbed about 6% during Friday's session, marking its fifth consecutive day of gains and taking its weekly advance to roughly 34%.
View source ↗ - News247wallst.com·23h ago·Neutral
A Top Analyst Says SanDisk Could Buy Back $100 Billion in Stock. If He Is Right, Memory Investors Are Badly Underpricing SNDK Stock Memory has historically been the worst business in the semiconductor industry. Brutal cycles, no pricing power, capacity built at exactly the wrong moment.
View source ↗ - Newszacks.com·23h ago·Positive
Earnings Estimates Moving Higher for Sandisk Corporation (SNDK): Time to Buy? Sandisk Corporation (SNDK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
View source ↗ - 4chan /biz/biz·23h ago·Positive
>>62593361 Yeah? Well, I was trying to time my entry into SNXX, so I didn't buy when SNDK was below $1000.
View source ↗ - Newsbarrons.com·23h ago·Positive
Sandisk Stock Tops the S&P 500 as Analysts Rally Behind Its AI Expansion J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider's investor day.
View source ↗ - News (RSS)investing·1d ago·Positive
SanDisk upgraded at JPMorgan after investor day; shares climb
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
Sandisk: Analyst Day Changes The Way I Value The NAND Cycle (Upgrade) Sandisk Corporation's NBMs provide $93.9 billion of minimum revenue, with over half of fiscal 2027 bits already covered. Roughly two-thirds of fiscal 2028 bits are expected under multiyear agreements, potentially reducing SanDisk's historical NAND earnings volatility. Datacenter expanded from roughly 12% to 38% of SanDisk's portfolio as AI inference creates structural NAND demand.
View source ↗ - Newsseekingalpha.com·1d ago·Positive
…t's 75% Sandisk Corporation is rated Buy, leveraging long-term contracts and AI data center demand to provide exceptional revenue and margin visibility through 2030. SNDK's economic moat in NAND is limited, but forward guidance projects 80% gross and 75% operating margins, with mid-to-high teens revenue growth through 2028-2030. The risk of NAND oversupply is still looming with aggressive Chinese competition Yangtze Memory, significant NAND supply expansion from 2028, and SNDK's lack of DRAM/HBM…
View source ↗ - News (RSS)zerohedge·1d ago·Neutral
…on-performing loan ratio improve. Reddit (RDDT) jumps 10% as the social media company is set to join the S&P 500 prior to the opening of trading on Aug. 18. Sandisk (SNDK) rises 6%, set to extend Thursday’s 14% rally, as JPMorgan assigns an overweight rating following the firm’s investor day. York Space (YSS) is down 17% after the space and defense company cut the revenue outlook for the full year. Tech shares again lifted the S&P 500 to fresh highs this month as investors piled into beaten-down…
View source ↗ - 4chan /biz/biz·1d ago·Positive
WTI/SNDK spread has triple bottomed. Don't say I didn't warn you.
View source ↗ - Newsyoutube.com·1d ago·Neutral
Sandisk CEO David Goeckeler: We've seen an explosion in the market around inference Sandisk CEO and Chairman David Goeckeler joins 'Squawk on the Street' to discuss Investor Day, memory demand, how the company has changed over the past decade, and more.
View source ↗ - 4chan /biz/biz·1d ago·Negative
>>62593154 It wasn't being miserable it was the constant wave of >Memory is over >This was the peak and it will never ever get that high again >Estimates were lies, China is taking over >Doesn't matter if it's sold out for the next 2 years it will barely sell after that And so on, I don't blame anyone for seething after SNDK went down so much
View source ↗ - Newsbenzinga.com·1d ago·Positive
Sandisk May Have Broken Memory's Boom-Bust Cycle Sandisk Corp. (NASDAQ:SNDK) received a bullish call from JPMorgan on Friday after its 2026 Investor Day, with the firm pointing to AI-driven storage demand, long-term customer agreements and sharply higher margins as potential drivers of multiyear earnings growth.
View source ↗ - 4chan /biz/biz·1d ago·Negative
>they sell of SNDK earnings >suddenly there's this new information about being sold out till 2034 and other stuff that comes out yesterday surely this is illegal, right? fuck these scammers
View source ↗ - 4chan /biz/biz·1d ago·Neutral
SNDK more like MUH DICK
View source ↗ - Newsschaeffersresearch.com·1d ago·Positive
Favorite Memory Stock Lands Another Bull Note Shares of SanDisk Corp (NASDAQ:SNDK) are climbing 6% to trade at $1,620.80, enjoying an upgrade from J.P.
View source ↗ - News247wallst.com·1d ago·Negative
Is Micron or Sandisk Better Poised For Upside Through The End of September? Micron Technology (NASDAQ:MU | MU Price Prediction) and Sandisk (NASDAQ:SNDK) both just posted blowout memory quarters, but for very different reasons.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62593034 If you invested $100k in SNDK when it went back down to $1k you'd be up 60%.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
If you put $100K into SNDK a year ago, you would've been up by 3,173.59%
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Sandisk: Why Shares Exploded Higher Post-Analyst Day, While Technicals Suggest Caution Sandisk Corporation is the top S&P 500 performer YTD, driven by robust NAND demand and record Q4 results. I maintain a Buy rating on SNDK, citing attractive valuation, high margins, and strong long-term revenue visibility. Q4 highlights include 51% sequential sales growth, 84.6% gross margin, $5B adjusted FCF, and $93.9B in minimum contracted revenue.
View source ↗ - News (RSS)investing·1d ago·Positive
Why is SanDisk stock rallying today?
View source ↗ - News247wallst.com·1d ago·Positive
SanDisk Rally Continues on Friday with Shares up 7%. Here's What Wall Street Is Saying About the Stock. Wall Street is unambiguously bullish on SanDisk this morning as its rally heads into a second day.
View source ↗ - Newsyoutube.com·1d ago·Positive
Market "Optimism" Returns, SNDK & RDDT Rally While AMAT Falls on Earnings "Optimism has returned to markets," says Tom White, though he believes it won't come without volatility. Constant conflicting headlines out of the Strait of Hormuz serve as a lingering headwind for equities and crude oil.
View source ↗ - Newsseekingalpha.com·1d ago·Neutral
…ortunity Sandisk Corporation is rated Buy with a minimum 25% upside, driven by structural demand and underappreciated earnings power from New Business Models (NBMs). SNDK's Q4 saw 51% QoQ revenue growth, 84.6% gross margin, and $5B+ FCF, with strong Datacenter and Edge segment performance and disciplined capital allocation. Multi-year NBMs with major hyperscalers secure ~$93.9B in minimum revenue, supporting sustained high margins and EPS growth into FY2028–2029.
View source ↗ - Newsfinbold.com·1d ago·Positive
Analysts set Sandisk stock price target SanDisk (NASDAQ: SNDK) laid out its Investor Day targets on August 13, presenting a new financial model that sent the stock price soaring 14% and reinforced analyst confidence in long-term Sandisk stock price targets.
View source ↗ - 4chan /biz/biz·1d ago·Positive
>>62592666 His main assertion that I remember was Trump = good for stocks. All he was and probably still is a huge DASH baggie. Anyways have you been watching Skhreli’s livestreams? That’s where the action is now. He had some new intern up $10k this week. And then today his short turned on him when SNDK pumped and he lost $75k of Shkreli’s money live. Honestly surprised there’s no mention of it here. Deserves its own thread honestly. Best livestream moment in 2026
View source ↗ - Newsinvezz.com·1d ago·Neutral
SanDisk stock is up 541% this year, but analysts still aren't ready to call the top SanDisk stock (NASDAQ: SNDK) has climbed 541% in 2026, but Wall Street is reluctant to call the top after management outlined a model designed to make NAND less cyclical. The stock jumped 13.7% to $1,528.11 on Thursday, extending its four-session gain to 25.8%, after SanDisk's investor day.
View source ↗ - 4chan /biz/biz·1d ago·Negative
I didn't sell the SNDK call spread so that's why we're going down. Sorry bros.
View source ↗ - 4chan /biz/biz·1d ago·Negative
>>62592125 It'll be like january-may >micron and sandisk come close to aths again >then dump again in september >micron does a big pump on earnings into october In october the anthropic IPO will kick off Mercury in Retardgrade and the election selloff that will last into november. But Micron will see a new ATH before that. SNDK is probably gonna be the sad fag of the group. But SNDK will be big next year.
View source ↗ - Newsfool.com·1d ago·Negative
Why Is Sandisk Stock Crashing and is it a Generational Buying Opportunity? Sandisk (SNDK +13.67%) is putting investors on a roller coaster ride.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>>62592106 The time to get back in was when Micron was below $800 and Sandisk was below $1000. But do what you want with your money, you fuck.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>doing some late day mock online thing for 3 hours to make 100 bucks or something in december when micron popped off I was like "SANDISK" but then I was like "damn it's already up 20% shit". Ah. Could have become rich.
View source ↗ - News (RSS)economictimes·1d ago·Positive
US stocks: S&P 500 notches record-high close as rate-hike worries ease The S&P 500 has hit a historic peak, largely influenced by a surge in technology stocks. With producer price inflation showing stability, expectations of a Federal Reserve rate hike have diminished. Memory chip giants Sandisk and Micron Technology reported impressive increases in their stock prices, alongside positive movements for other major firms like Broadcom and Meta Platforms.
View source ↗ - News (RSS)kiplinger·1d ago·Neutral
S&P 500 Hits a New High as Sandisk, Micron Soar: Stock Market Today Inflation, earnings and chip stocks were top of mind for investors on Thursday.
View source ↗ - News (RSS)marketwatch·1d ago·Negative
Sandisk’s stock is flying higher. Here are the new targets that are exciting Wall Street. The memory-chip company just offered revenue-growth forecasts stretching to the end of the decade, and Sandisk expects to maintain its high profitability as the years go on.
View source ↗ - News (RSS)fool·1d ago·Positive
Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy Micron and Sandisk are primed to skyrocket.
View source ↗ - News (RSS)investing·1d ago·Neutral
Sandisk forecasts mid-to-high-teens revenue growth through 2030
View source ↗ - News (RSS)channelnewsasia·1d ago·Neutral
Sandisk forecasts mid-to-high-teens revenue growth through 2030
View source ↗ - Newsseekingalpha.com·1d ago·Positive
Sandisk Corporation (SNDK) Analyst/Investor Day Transcript Sandisk Corporation (SNDK) Analyst/Investor Day Transcript
View source ↗ - 4chan /biz/biz·1d ago·Negative
>>62591183 There will always be something random that will make it dump, though you can't predict what or when. I suggest DCA'ing into that or SNDK $1 a day. It WILL suddenly crash.
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>Those who have been holding SNDK since $2334 and MU since $1200 Blue Archive is dead, btw.
View source ↗ - News (RSS)yahoo·1d ago·Positive
Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher
View source ↗ - News (RSS)investing·1d ago·Positive
SanDisk unveils long-term growth strategy at 2026 Investor Day; Shares surge 12%
View source ↗ - 4chan /biz/biz·1d ago·Neutral
>SNDK solo ripping while market struggles
View source ↗ - Newsreuters.com·1d ago·Positive
Sandisk forecasts mid-to-high-teens revenue growth through 2030 Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, encouraged by strong demand amid rapid AI infrastructure buildout.
View source ↗ - Newsinvezz.com·1d ago·Positive
SanDisk stock soars 15% today: here's why SanDisk SNDK stock surged on Thursday after the memory chipmaker unveiled ambitious long-term financial targets and sought to reassure investors that demand for memory used in artificial intelligence infrastructure will remain strong through the end of the decade. Shares climbed around 15% after the company's 2026 Investor Day, extending recent gains and making SanDisk one of the best-performing stocks in the S&P 500.
View source ↗ - News247wallst.com·1d ago·Negative
SanDisk Has Already Exploded. Can the Stock Double Again? SanDisk (NASDAQ:SNDK | SNDK Price Prediction) has done something almost no one saw coming a year ago.
View source ↗ - Newsmarketwatch.com·2d ago·Negative
Sandisk's stock is flying higher. Here are the new targets that are exciting Wall Street. The memory-chip company just offered revenue-growth forecasts stretching to the end of the decade, and Sandisk expects to maintain its high profitability as the years go on.
View source ↗ - News247wallst.com·2d ago·Positive
Sandisk Unveils Multi-Year Financial Model and Growth Strategy, Memory Stocks Soar Sandisk's long-term model provides a credible bullish argument for continued strength in memory stocks, particularly if AI-driven storage demand develops as expected.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
I bought SNDK yesterday for some reason Surely it stops going down
View source ↗ - Newszacks.com·2d ago·Positive
Buy AI-Driven SNDK and AMKR to Benefit From Recent Stock Price Debacle SNDK and AMKR are AI-driven semiconductor plays with sharp recent declines, solid estimates and significant upside potential.
View source ↗ - 4chan /biz/biz·2d ago·Negative
>>62589787 No yeah I agree, I fuckin sold 2k shares at 20 so I'm salty but I bought the SNDK listing with the proceeds so it was the right move in hindsight, no way am I buying INTC up here but shorting it will always seem like a fool's errand with uncle sam on the other side of the trade, let alone it's basically an israeli company
View source ↗ - Newsfool.com·2d ago·Positive
Why Sandisk Stock Keeps Falling? Sandisk's recent quarterly results clearly indicate that the stock's slide is a buying opportunity. The phenomenal earnings growth that Sandisk is poised to deliver this year should send the stock surging.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>Nebius >34.15% >54.28 P/E ratio Excuse me? What did I miss? >>62588732 I bloody heckin' spend money now as if I still had my Micron/Sandisk gains from June 18.
View source ↗ - News (RSS)fool·2d ago·Positive
Sandisk Could Be a Generational Buy at These Levels The memory maker's revenues continue to skyrocket thanks to a worldwide shortage that has catapulted memory prices higher.
View source ↗ - Newsfool.com·2d ago·Positive
Sandisk Could Be a Generational Buy at These Levels Sandisk expects rapid growth again during its fiscal 2027. Memory chips have become the primary bottleneck of the AI infrastructure build-out.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62586603 SNDK for an easy 15% by tomorrow close.
View source ↗ - Newsseekingalpha.com·3d ago·Positive
Sandisk Stock: Why I'm Buying On Fear (Rating Upgrade) Sandisk Corporation shares are down 50% from highs. SNDK's recent earnings demonstrate the fundamentals are intact. As the NAND supply shortage persists, Sandisk is gearing up for a historic 2027.
View source ↗ - Newszacks.com·3d ago·Positive
Can Sandisk's Strong Cash Generation Boost Shareholder Returns? SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.
View source ↗ - Newsinvezz.com·3d ago·Negative
SanDisk stock has crashed: top reasons it may rebound to $2,000 soon SanDisk stock price has crashed into a deep bear market, moving from a record high of $2,367 in June to the current $1,271. This retreat happened even after the strong earnings report and forward guidance amid the ongoing artificial intelligence (AI) boom.
View source ↗ - News247wallst.com·3d ago·Negative
AI Storage Demand Is Rising. Does SanDisk Stock Have Room to Run in August? SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is staging one of the most fundamentally backed momentum runs in large-cap tech.
View source ↗ - Newsfool.com·3d ago·Positive
Sandisk Is Up 429% This Year -- Its $15.5 Billion Stock Buyback Suggests Management Thinks Shares Are Still Cheap Sandisk's data center revenue has been growing by over 400% annually, underscoring how important memory is for AI data centers. Sandisk is buying back its own stock at an aggressive pace.
View source ↗ - News (RSS)yahoo·3d ago·Neutral
Advanced Micro Devices, Inc. (AMD) vs. Sandisk Corporation (SNDK): Chip Earnings Momentum Meets a Mixed Market Reaction
View source ↗ - 4chan /biz/biz·3d ago·Negative
>me wake up >SNDK ceo posts more news about another locked in contract >stock continues to bearishly crab
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62583567 GRRR MU SNDK SKHY WDC IREN NBIS PENG RIOT POET DAVE ASTS RDDT PL RKLB META GOOGL NFLX UBER BREAKING BREAKING BREAKING: >Pakistan: US-Iran are close to some arrangement on peace.
View source ↗ - Newszacks.com·4d ago·Positive
Sandisk Q4 Earnings Call Centers on AI Demand and Long-Term Deals SNDK highlights multiyear customer deals, rising AI storage demand and disciplined supply growth as fiscal 2027 begins with greater visibility.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Sandisk: The Cyclical Label Is Priced In, But Contracts Ignored (Initiating Buy) Sandisk Corporation has risen over 28x in a year, yet the appreciation is attributable to underlying earnings growth, not P/E expansion; the stock trades at just 5–6x forward earnings. Signed NBM contracts represent ~$90 billion of revenue potential at floor pricing ; roughly 50% of the current ~$180 billion market cap , at indicated gross margins of ~80%. The forward P/S implied by contracted revenue potential alon
View source ↗ - 4chan /biz/biz·4d ago·Negative
>>62581971 I feel like there's too many factors to try and predict how it's gonna act in the span of a year or two. Yeah, they'll expand production which might lower costs, but that's only assuming AI doesn't also exponentially try and eat more. There could be new, faster memory types being developed with Sandisk starting to make them earlier than others, which would raise their stock again. >>62581995 It was 10x oil futures, extremely degenerate.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>SNDK PE of 44.77 >MU PE of 18.78 >SNDK Not overvalued >>62581980 That thing is too on the nose with the female cucking fantasy.
View source ↗ - News (RSS)seekingalpha·4d ago·Neutral
SA analyst upgrades/downgrades: SNDK, DELL, ETSY, META
View source ↗ - News (RSS)seekingalpha·4d ago·Positive
Sandisk rises after Argus upgrades rating to Buy
View source ↗ - News247wallst.com·4d ago·Neutral
The Next Breakout For This Tech Stock Could Be Hiding in Plain Sight SanDisk (NASDAQ:SNDK | SNDK Price Prediction) went from $40.69 a year ago to a peak of $1,991.55 in June, before pulling back to $1,212.21.
View source ↗ - Newszacks.com·5d ago·Negative
SNDK vs. NTAP: Which Stock Is the Better Value Option? Investors with an interest in Computer- Storage Devices stocks have likely encountered both Sandisk Corporation (SNDK) and NetApp (NTAP). But which of these two stocks offers value investors a better bang for their buck right now?
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Sandisk: All The Bad News Is Priced In Sandisk Corporation delivered strong 4Q26 results, with revenue and EPS beating guidance and consensus, but shares sold off on softer 1Q27 revenue guidance. Gross margin guidance of 83–85% signals a cap on margin upside as NBMs scale, representing over 50% of bits in FY27. NBMs underpin a $93.9B minimum revenue base with financial guarantees, supporting a bull case for re-rating toward an annuity-like model despite capped upside.
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Sandisk: The Strong Buy Case Just Got A Gift Sandisk Corporation is reaffirmed as a Strong Buy after Q4 outperformance and a significant pullback, trading at 5.7x FY2027 EPS. SNDK has secured $93.9 billion in minimum revenue through 10 New Business Model agreements, providing enhanced revenue visibility and demand protection. Q4 results exceeded expectations: revenue rose 51% QoQ, gross margin reached 84.6%, and datacenter products now comprise 38% of bits sold.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62579876 >>62579881 >ti trimmed its price target on Micron stock to $1,150 from $1,400 while keeping a ‘Buy’ rating, citing “mixed” earnings from SanDisk and Western Digital and a more tempered outlook for DRAM and NAND pricing heading into next year, after the Future of Memory conference.
View source ↗ - News247wallst.com·5d ago·Negative
The Two Primary Risks For SanDisk And What to Do Now At $1,212.21, SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is a Hold.
View source ↗ - Newsseekingalpha.com·5d ago·Neutral
Sandisk: Brace Yourself, The Ride Won't Be Easy Sandisk is rated a speculative buy, driven by explosive NAND demand from AI data center and inference workloads. SNDK posted record Q4 2026 revenue of nearly $9B, up 372% YoY, with non-GAAP gross margin surging to 84.6% on high pricing. Long-term NBM contracts now guarantee $16.5B in financial commitments, with 50% of FY27 production secured and expectations to reach 2/3 by FY28.
View source ↗ - Newsseekingalpha.com·5d ago·Positive
Sandisk's $94 Billion Bet Against The NAND Cycle Q4 revenue surged 51% sequentially to $8.97 billion, while gross margin expanded dramatically to 84.6%. Datacenter revenue jumped 103% sequentially to roughly $3 billion, as AI inference fundamentally reshapes NAND demand. Eight NBM agreements provide $93.9 billion minimum expected revenue, covering over half of fiscal 2027 bit supply.
View source ↗ - Newsbenzinga.com·5d ago·Positive
What's Going On With Sandisk Stock Monday? Sandisk Corporation (NASDAQ:SNDK) stock gained more than 1% during Monday's premarket session as risk appetite firms into the open and traders lean into the stock's longer-term uptrend despite a choppy intermediate setup.
View source ↗ - Newsfool.com·5d ago·Positive
Sandisk Can Now Buy Back $15.5 Billion of Its Own Stock. That's 8.6% of the Company. Sandisk's board approved an additional $14 billion repurchase program on Aug. 5, bringing total remaining buyback authorization to $15.5 billion. The company generated $11.7 billion of operating cash flow in fiscal 2026, up from $84 million the year before.
View source ↗ - Newsfool.com·5d ago·Negative
Prediction: Sandisk Will Reclaim Its All-Time High by the End of the Year Sandisk is still gaining market share in the memory chip industry, and its recent results were superb. A 51% sequential revenue growth rate comes as hyperscalers commit to spending capital over multiple years.
View source ↗ - 4chan /biz/biz·5d ago·Negative
>>62579032 I don't think any of these ratings even mean anything, but if demand isconstant or whatever Sandisk will top out at 93 billion in earnings. So we could have a very hilarious circumstance where Sandisk ends up with a P/E of like 2 or something and keeps dumping because of the 'cycle is over' fud, even though only Sk hynix and sandiks can produce HBF. It is what it is. >since 8/7/2026 Bro that's not weeks ago that's literally just Friday.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
Hm. Schwab still holds most memory stocks at a C or D, but a couple weeks ago they bumped Sandisk up to a B. That's interesting to me. They're very, very arch-conservative with their ratings.
View source ↗ - 4chan /biz/biz·5d ago·Negative
>>62578905 Twitter flipped bearish on Memory I wish I was joking Citrini report didn't help. I will be slurping MU at $500 and SNDK at $700
View source ↗ - Newsfool.com·5d ago·Positive
Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming? Sandisk has become a prime stock-split candidate after an extraordinary 3,000%+ rally pushed its share price into quadruple digits, even though the company has not announced any plans. A stock split wouldn't change Sandisk's business or its value.
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