Price
$1714.41-7.74%Social Signal Score
Analyst Ratings
16 analysts52-week range
- Last close
- $1714.41
- Off 52w high
- -26.6%
- 200-day average
- $1153.38
- vs 200-day
- +48.6%
Revenue
$8.96B+484.80%Analyst Estimates
Consensus estimates, not results. Via Financial Modeling Prep.
Company Profile
- CEO
- David V. Goeckeler
- Sector
- Technology
- Industry
- Computer Hardware
- Employees
- 11,100
- Beta
- 5.22
- Country
- US
- Piotroski score
- 7 / 9 (Strong)
- Altman Z-score
- 26.37
Financials
Revenue
$8.96B+484.8%Net Income
$6.90BEBITDA
$7.73BFree Cash Flow
$7.08BEPS (diluted)
$44.83Shares Outstanding (diluted)
155.00M+7.6%Operating Expenses
$545.00MCash & Debt
$4.76BReturn of Capital
$4.52BRevenue by Segment (annual)
$20.25BQuote
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 |
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 $1,720
- 29.9% a year
To earn 15.0% a year on these assumptions you'd need to buy at $3,159 — today's price is already 45.5% 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% | 12.5% | 16.4% | 19.9% | 23.0% | 25.8% |
| 25.0% | 17.2% | 21.3% | 24.9% | 28.1% | 31.0% |
| 30.0% | 21.9% | 26.1% | 29.9% | 33.2% | 36.3% |
| 35.0% | 26.5% | 31.0% | 34.9% | 38.4% | 41.5% |
| 40.0% | 31.2% | 35.8% | 39.9% | 43.5% | 46.8% |
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.
Signal Score (90d)
46-35.27%Social Signal Score
Mentions (100)
- 4chan /biz/biz·2h ago·Negative
>>62756908 It does make sense Hedge funds are shorting MU and SNDK and probably MRVL if it tries to go higher from here. Anything that has too much retail holding it, they will maliciously short to try and force people to sell.
View source ↗ - Newsseekingalpha.com·5h ago·Neutral
… contract book, with $16.5B in financial guarantees and $2.5B already received, underscoring robust customer commitment. Adjusted FY2026 free cash flow is $8.74B, as SNDK correctly separates customer prepayments from true cash generation, demonstrating sustainable underlying performance. Datacenter revenue surged from $325M in FY2024 to $5.15B in FY2026, making hyperscaler demand the primary driver of SNDK's rising contract volumes and floor prices.
View source ↗ - News (RSS)fool·12h ago·Positive
Here's What $10,000 in Sandisk Stock Could Be Worth if Memory Demand Holds Through 2030 Sandisk is primed to skyrocket over the next few years.
View source ↗ - Newsfool.com·16h ago·Positive
Here's What $10,000 in Sandisk Stock Could Be Worth if Memory Demand Holds Through 2030 Sandisk's stock could easily triple by 2030. Sandisk trades for a very low price tag right now.
View source ↗ - Newsinvezz.com·1d ago·Neutral
SanDisk stock has formed an ascending triangle: is it about to surge? SanDisk stock has remained under pressure in the past few days and is now sitting at a crucial support level. SNDK dropped to $1,720, a few points below the important resistance level of $1,893.
View source ↗ - Newsfool.com·1d ago·Negative
History Says Sandisk Stock Crashes Soon. Here's Why That's Not Going to Happen. Cyclical demand waves historically don't last for five years, but this one likely will. Sandisk stock is cheaply priced.
View source ↗ - News (RSS)fool·1d ago·Negative
Micron or Sandisk: If I Could Only Own One for the Next 5 Years, It Would Be This One Memory chip stocks had a great 2026. 2027 could be another incredible year.
View source ↗ - Newsfool.com·2d ago·Positive
Western Digital vs. Sandisk: The Better Way to Play the Hard-Drive Side of the AI Storage Boom Western Digital's sales rose 44%, and earnings more than doubled in the fourth quarter of fiscal 2026. Meanwhile, Sandisk's revenue popped 372%, and earnings per share skyrocketed in the fiscal 2026 fourth quarter.
View source ↗ - 4chan /biz/biz·2d ago·Neutral
>>62750576 Market will forget in a week or so. Sandisk doesn't even make hdds.
View source ↗ - 4chan /biz/biz·2d ago·Negative
>>62749025 >SELLAN > SNDK put spreads, INTC and SKHY puts what secrets do you know?
View source ↗ - News (RSS)fool·2d ago·Negative
Prediction: This Will Be Sandisk’s Stock Price by the End of 2026 Sandisk can make a parabolic move in the final quarter of 2026.
View source ↗ - Newsfool.com·3d ago·Neutral
Prediction: This Will Be Sandisk's Stock Price by the End of 2026 Sandisk stock has rallied impressively this year, and there is a solid chance of more upside over the next three months. NAND flash prices are expected to increase at a stronger pace in the second half of 2026.
View source ↗ - News (RSS)fool·3d ago·Neutral
Stock-Split Watch: Is Sandisk Next? Sandisk now has the second-highest nominal stock price among tech stocks.
View source ↗ - Newsfool.com·3d ago·Negative
Stock-Split Watch: Is Sandisk Next? Sandisk has announced no plans to split its stock. Stock splits by other tech names occurred near or below Sandisk's current price.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62748912 >BUYAN INTC calls >SELLAN SNDK put spreads, INTC and SKHY puts >HODLAN nothing l, sold intel before the second open pump rug in a row.
View source ↗ - 4chan /biz/biz·3d ago·Neutral
>>62747558 Much worse valuation based on forward earnings than MU or SNDK or SKHY why bother?
View source ↗ - News247wallst.com·4d ago·Positive
$10,000 Put Into September's Best-Performing Large Cap Is Worth a Lot More Now. Is There Room Left in October? SanDisk spun off as an afterthought into a commoditized market and somehow became one of the best-performing large caps of the year. The real question is whether the conditions keeping its stock airborne survive into October.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62746527 at best youll only get another 2 maybe 3x with SNDK. why not just buy RKLB right now, its a 50% dip currently and we got NASA bullrushing a moon base so they can be the first and claim land up there to tell china to f*** off
View source ↗ - 4chan /biz/biz·4d ago·Neutral
>>62746522 Just put everything into SNDK in the next 30% dip.
View source ↗ - 4chan /biz/biz·4d ago·Positive
>>62745765 I wish I wasn't a huge p****, I could have bought the lows on MU, SNDK and GDXU in July and walked away with triplets in August. And then doubled it in october.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Sandisk Is Selling The Top Of Its Edge Business Sandisk Corporation is pivoting rapidly from Edge/Consumer NAND to data center contracts to reduce cyclical exposure before a likely 2027 Edge downturn. Despite Edge paying more per GB in 2026, its pricing was driven by a temporary supply squeeze, making it the riskiest segment going forward. By late 2027, I expect 50-56% of SNDK's bits under multi-year data center contracts, shrinking Edge/Consumer revenue exposure from two-thirds to one-quarter.
View source ↗ - News (RSS)seekingalpha·4d ago·Negative
Sandisk: Reduced Cyclicality And A Forward FCF Yield Of 10% Bolster The Investment Case
View source ↗ - News247wallst.com·4d ago·Negative
Can SanDisk Hit $2,000 by 2027? Here's Why the Answer Is Yes SanDisk already reached $2,354 once this year, then pulled back sharply with the broader AI selloff, and what happens on October 29 could determine whether that high was a ceiling or a floor.
View source ↗ - News247wallst.com·5d ago·Neutral
Play Sandisk Correctly As It Moves Sideways And Slightly Upward Sandisk has surged over 600% this year on AI-driven storage demand and record margins, but the contracts protecting its downside may also be capping its ceiling.
View source ↗ - 4chan /biz/biz·5d ago·Neutral
MU and SNDK, blasting off --
View source ↗ - 4chan /biz/biz·5d ago·Neutral
>>62741917 >One day you smiggers will heed my warnings and profit, it just might save your smiggin lives! jokes on you Smiggly wiggly woo Iw as waiting for it to go back to 900 >>62741916 >REVENUE 54 B vs 51 B (BEAT) I predicted this for 2 months and the 'consensus' was like 50 billion It's easy to predict based on month over month ram and nand price growth, if only I realized this exactly one year ago 11 billion Sandisk
View source ↗ - Newsinvezz.com·5d ago·Positive
SanDisk stock forms a highly bullish pattern: here's why it may surge soon SanDisk stock has traded sideways over the past few weeks as the strong momentum from earlier this year has stalled. SNDK is currently at $1,730, about 8.6% below this month's high of $1,893.
View source ↗ - Newsseekingalpha.com·6d ago·Neutral
Sandisk: No Fab Control, No HBF Exclusivity - Where The Money Really Comes From Sandisk is rated a Buy, trading at ~9–10x forward earnings, with robust gross margins and strong data center momentum. SNDK's value-add lies in proprietary controllers, firmware, and system design, driving superior product mix and long-term customer contracts. Gross margin strength (targeting ~80%) is sustainable via cost reductions and quality mix, not just elevated NAND pricing.
View source ↗ - News (RSS)fool·6d ago·Neutral
Is Sandisk a Millionaire-Maker Stock After Its 2026 Run? Sandisk stock has room to run higher even after delivering a multibagger performance in 2026.
View source ↗ - 4chan /biz/biz·6d ago·Neutral
>>62737854 Or Or We make a new high on stuff like SK Hynix, INTC, Micron and Sandisk
View source ↗ - Newsfool.com·6d ago·Neutral
Is Sandisk a Millionaire-Maker Stock After Its 2026 Run? Sandisk's impressive growth is likely to continue in 2027 due to the favorable demand-supply conditions in the NAND flash industry. The company's terrific growth potential and cheap valuation indicate that it can still be bought by growth investors looking to build a million-dollar portfolio.
View source ↗ - Newsbusinesswire.com·6d ago·Neutral
Sandisk to Report First Quarter Fiscal Year 2027 Results on October 29, 2026 MILPITAS, Calif.--(BUSINESS WIRE)--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal first quarter earnings conference call on Thursday, October 29, 2026, at 1:30 p.m. Pacific Time. A live webcast and a webcast replay of the conference call will be available at investor.sandisk.com. About Sandisk Built on more than three decades of innovation, Sandisk is a vertically integrated global semic…
View source ↗ - Newsfinbold.com·6d ago·Neutral
Wall Street analyst sets SanDisk stock price target for 12 months Although SanDisk Corp. (NASDAQ: SNDK) stock is on track to post its first quarterly loss since Q3 2025, due to cooling demand for memory chips, Mark Newman, a Wall Street analyst at Bernstein, expects another rally towards a new peak over the next 12 months.
View source ↗ - News (RSS)seekingalpha·6d ago·Positive
As Macro Fears Grow Rapidly, Sandisk Is Printing Money
View source ↗ - News247wallst.com·6d ago·Neutral
SanDisk Could Have a Much Bigger Opportunity Than Investors Expect SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can survive what comes next in the NAND cycle.
View source ↗ - News247wallst.com·7d ago·Positive
Examine Sandisk Carefully Before You Jump in on The Buyback News Sandisk just expanded its buyback by $14 billion after a 1,663% one-year run, but the same pricing cycle that fueled the rally could just as easily unwind it.
View source ↗ - Newsseekingalpha.com·7d ago·Positive
…e growing rapidly, but Sandisk Corporation is seeing explosive growth, now has S&P 100 inclusion, and occupies a dominant position in the AI infrastructure buildout. SNDK projects Q1 2027 revenue of $10.30–$10.80 billion, and EPS is expected to be over $46, reflecting persistent demand and pricing power from a memory chip shortage. Despite a 620% YTD rally, SNDK trades at just 8X fiscal 2027 forward earnings, supported by an added $14 billion buyback and robust margin profile.
View source ↗ - 4chan /biz/biz·7d ago·Positive
>>62735992 >>62735996 moon base race coming soon. 50% down is the best place to at least start a position or average down >>62736007 its like buying SNDK at 250. you cant compete against china with free market, the government will massively pump money into this sector so they can be the first and monopolize the resources on the moon which will pay back the money spent.
View source ↗ - News (RSS)fool·7d ago·Neutral
Sandisk Jumped 22% the Day After Micron's Last Report. Micron Reports Again Wednesday. The memory giant's summer quarter spans around two months of the flash specialist's current one.
View source ↗ - 4chan /biz/biz·7d ago·Negative
>>62735271 Not buying anything for the next 2 weeks will comparatively make you more than most investments. Once the cheapies appear and pink wojaks flood the catalogue, when smiggers are suiciding in their droves only then I will be slurping: MU, SNDK, NVDA, WDC, RDDT, META, AVGO, TSMC, NBIS, SKHY, BLOOM, ARM, PENG, GRRR, GRAB, CRDO, SMCI, TEM, POET
View source ↗ - 4chan /biz/biz·7d ago·Negative
>low volume selling on SNDK today You know what this means!!! But, just so we're all clear can somebody tell me what this means?
View source ↗ - News (RSS)fool·7d ago·Neutral
Why Sandisk Stock Dropped Today Investors are worried about Sandisk today. Should you be, too?
View source ↗ - 4chan /biz/biz·7d ago·Negative
>>62734312 It's worth holding. Market seems to believe we've hit peak NAND pricing, I'm not convinced that's the case. Not to mention Kioxia and Sandisk both tanked during the Situational Awareness blowup and Korean deleveraging. Sandisk has recovered a lot, while Kioxia has somewhat lagged behind. I think that's mispricing. Macro and jitters over bonds aren't helping. Once things settle down I think Kioxia has a lot of runway.
View source ↗ - 4chan /biz/biz·7d ago·Neutral
>>62734236 Kioxia 3-1 stock split happens tomorrow. It's basically the same play as Sandisk - except Kioxia owns the fabs that Sandisk uses. The split will make Kioxia much more accessible to retail liquidity in Japan, due to TSE rules requiring investors to buy shares in blocks of 100 at a time. At current prices, that means the typical Japanese salaryman has to drop around $33k just to get involved in owning some shares. And that's taking into account the current prices - when it was at ATH th…
View source ↗ - 4chan /biz/biz·7d ago·Neutral
Johnny I just want to understand SNDK and MRVL have almost the same marketcap, but SNDK makes 4 times as much as MRVL Why does the market think this is efficient pricing?
View source ↗ - Newsfool.com·7d ago·Positive
Why Sandisk Stock Dropped Today Worries that OpenAI may slow the pace of AI development dragged Sandisk lower on Monday. Sandisk boasts a fortress balance sheet and strong free cash flow.
View source ↗ - Newszacks.com·7d ago·Positive
PENG vs. SNDK: Which AI Data Center Infrastructure Provider Is Better? Penguin Solutions and Sandisk offer AI infrastructure exposure, but stronger earnings momentum and data-center growth bolster Sandisk's case.
View source ↗ - 4chan /biz/biz·8d ago·Positive
Kek look at this, SNDK gets triple the movement MU gets, literally behaves like a leveraged ETF.
View source ↗ - 4chan /biz/biz·8d ago·Negative
… up 100% on 5 year chart? Sorry this is why people think /bizraelis/ are annoying, you aren't taking 100K to 1.5M just playing normie s*** so either got all in NVDA, SNDK, early or some coin. Well, your average d******* will never do that just buy QQQ like conventional wisdom says. So to be astonished lots are poor or not as rich as you is silly. Also none of you would be so baller if you actually paid your student loans like this joker with his 400K and engineering degree. Its annoying that I …
View source ↗ - Newsfool.com·8d ago·Positive
Should You Buy Sandisk Stock After Its $14 Billion Buyback Announcement? It was easy to miss the $14 billion stock buyback amid Sandisk more than quadrupling its sales year over year and reaching a 77% net profit margin. The fact that the buyback is the icing on the cake instead of the main entree is a bullish signal.
View source ↗ - Newsyoutube.com·8d ago·Positive
Pettit: Mag 7 Still Strong, MU & SNDK Have Years of Upside Drew Pettit of Roundhill Investments remain bullish on the AI trade due to its lasting growth runway. He remains constructive on the Mag 7 and argues that not all seven stocks have to work together at the same time to lift the market.
View source ↗ - News (RSS)seekingalpha·8d ago·Neutral
Sandisk: The Market Still Doubts This Boom
View source ↗ - Newsseekingalpha.com·9d ago·Negative
Sandisk: The Market Still Doubts This Boom Sandisk trades at just 8.2x forward earnings despite gaining 649% in 2026 and delivering extraordinary earnings growth. Data center bits surged from 12% to 38% of the portfolio, reducing dependence on traditional consumer NAND demand. Customers are expanding multi-year commitments as AI inference requirements rise, strengthening evidence that enterprise demand remains underestimated.
View source ↗ - Newsfool.com·9d ago·Positive
Down 23%, Should You Buy the Dip on Sandisk Stock? Data center demand has reached what management calls a "watershed moment" and now accounts for more than half of the NAND market. Sandisk has long-term customer agreements locking in future revenue of $94 billion.
View source ↗ - 4chan /biz/biz·9d ago·Positive
>>62728604 I'm only swing trading MU, which is bad in the long run but I've still managed to secure some gains. Everything semis is retardedly expensive atm, I think looking at SNDK's price is a good market indicator, like if it's above 1400, it's too expensive to buy. You can get into some safer stuff like AAPL, LLY or JPM and wait for a 10-20% correction similar to July.
View source ↗ - Newsyoutube.com·9d ago·Positive
AI Demand Powers SNDK Rally, Memory Cyclicality Poses Key Risk This week's Tech Corner focuses on SanDisk (SNDK), one of the flagship names leading the AI memory trade. George Tsilis discusses the stunning strength in financials and pricing power driven by the AI buildout and supply constraints.
View source ↗ - 4chan /biz/biz·10d ago·Positive
…s in 10 days). If the market follows the same pattern, you will see AI s*** see-sawing in October, then dump before the election, then another fat AI pump after AMD/SNDK/MRVL earnings pumps the entire market higher. You could potentially see SNXX go to 30 bucks in the next week, drop back to 15, then run to 50 after the election. Goddammit If I just followed the same patterns as 2024 I'd be rich.
View source ↗ - News (RSS)seekingalpha·10d ago·Neutral
Sandisk: $94B In Contracts Reinforces Outlook
View source ↗ - Newsseekingalpha.com·10d ago·Positive
Sandisk: $94B In Contracts Reinforces Outlook Sandisk Corporation is rated a Buy, supported by multi-year contracts securing over 4 years of demand and robust free cash flow. SNDK's new business model locks in minimum pricing and volume commitments, covering 50% of 2027 and two-thirds of 2028 chip sales. Despite a 665% YTD return, SNDK trades at a forward P/E of 8.07x, well below the sector median, with strong earnings and buyback momentum.
View source ↗ - 4chan /biz/biz·10d ago·Negative
F*** it naked short calling the piece of s*** known as Sandisk
View source ↗ - 4chan /biz/biz·10d ago·Neutral
>SNDK failed to re break 1800 and looks like its forming head and shoulders >MU failed 1100 and is double topping Uh oh...
View source ↗ - News (RSS)zerohedge·11d ago·Neutral
…and counted Jane Street among its investors. Then July happened. AI stocks rolled over, software rallied, and both legs of the pair trade lost money at once. Nebius, Sandisk and SharonAI each fell roughly half, and SK Hynix dropped nearly 50%. As the margin calls came in, the fund went looking for fresh capital. It failed to find willing "widows and orphans" and so within days it had exited all of its public equity trades. Citadel bought the whole book in under 24 hours at about a 10% discount, …
View source ↗ - Newsyoutube.com·11d ago·Negative
What Makes SNDK "Easy" AI Memory Investment as Demand Remains Parabolic "Our view has not changed" on bullish AI memory expectations, says Lucas Downey (@MoneyFlowsCom). He explains that money flows into companies like Micron (MU), SanDisk (SNDK), Western Digital (WDC) and similar names continue to accelerate forward earnings momentum.
View source ↗ - Newszacks.com·11d ago·Neutral
Sandisk Drops 23% From 52-Week High: Buy, Sell or Hold the Stock? SNDK's AI-driven datacenter growth and multi-year deals bolster visibility, but weak consumer demand, rising costs and premium valuation pose risks.
View source ↗ - Newsseekingalpha.com·11d ago·Positive
…pside Keeping Sandisk Corporation at Buy, with earnings growth inflection still running strong, while the AI inferencing optionality has gained even bigger traction. SNDK's high-bandwidth flash, or HBF, technology and increased new business model supply commitments underline a robust growth roadmap and pricing downside protection. Despite recent normalization in NAND pricing, SNDK maintains strong free cash flow margins and a healthy P&L, refuting cyclical concerns.
View source ↗ - Newsmarketbeat.com·11d ago·Positive
SanDisk's $1,800 Breakout Turns Memory Hardware Into a Profit Story Sandisk TodaySNDKSandisk$1,778.67 -37.90 (-2.09%) As of 12:42 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$93.54▼$2,354.39P/E Ratio24.21Price Target$2,015.61Add to WatchlistSandisk Corporation NASDAQ: SNDK crossing the $1,800 threshold represents a shift in how the broader market values memory hardware.
View source ↗ - 4chan /biz/biz·12d ago·Neutral
>>62720773 >>62720593 SNDK TO 5000 INTC TO 300
View source ↗ - 4chan /biz/biz·12d ago·Positive
should I buy SNDK now and hold it for a year?
View source ↗ - 4chan /biz/biz·12d ago·Negative
>>62720535 MU earnings are next week and SNDK is in November and they just broke 1800 resistance and are currently retesting it as support. >>62720549 I saved 30k for KORU to test the 20-19 range if it actually does dip below 7k this week. The overall trend is dump after 7k but it's higher lows every time.
View source ↗ - News (RSS)seekingalpha·12d ago·Neutral
Sandisk: Supply Is Getting Worse And Worse
View source ↗ - 4chan /biz/biz·12d ago·Neutral
>>62718712 I am going to slurp MU on Friday evening for $950 per MU please do with that information what you will I will also slurp SNDK at $1,555 and WDC at $420 I will then swing them for a week and realise profits before the following Friday :3
View source ↗ - 4chan /biz/biz·12d ago·Neutral
If you had to pick 10 stocks to keep until 2030 which ones would you pick? I think Id go GOOG, META, SNDK, MSTR, Realty Income and recession kings like Walmart, Waste Management. Also mining companies Or is this a s*** plan?
View source ↗ - News (RSS)yahoo·12d ago·Positive
Stock Market Today: Nasdaq Dips After Hitting Record Highs; Micron, Sandisk Sink In Buy Zones (Live Coverage)
View source ↗ - Newszacks.com·12d ago·Neutral
Tech Stocks: Echoes of 1998 The AI cycle continues to echo the monumental trajectory of the late 1990s internet boom.
View source ↗ - News (RSS)fool·12d ago·Positive
Micron vs. Sandisk: Which AI Memory Stock Has More Room to Run? Sandisk has outperformed Micron stock over the past year, but the future could be different.
View source ↗ - Newsseekingalpha.com·12d ago·Positive
Sandisk's $15.5 Billion Buyback Could Retire Up To 5.6% Of Current Shares Sandisk Corporation is reaffirmed as a Strong Buy, driven by robust contracted revenues, capital efficiency, and aggressive share buybacks. Kioxia joint ventures deliver 27% annual bit growth and superior capital efficiency, with manageable capex and a long-term extension through 2034. The $15.5 billion buyback authorization could retire up to 5.6% of shares, with strong free cash flow supporting ongoing capital returns.
View source ↗ - Newsmarketbeat.com·12d ago·Negative
Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock? Sandisk TodaySNDKSandisk$1,841.92 -45.12 (-2.39%) As of 11:00 AM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$93.54▼$2,354.39P/E Ratio25.31Price Target$2,015.61Add to WatchlistFlash memory producer Sandisk Corp. NASDAQ: SNDK officially entered the S&P 100 this week, another accolade for the soaring stock and a move that puts it alongside some of the market's most prominent …
View source ↗ - Newsfool.com·13d ago·Neutral
Sandisk Stock Is Up 695% in 2026 and This Market Indicator Predicted It. Here's What It Says About 2027. Sandisk was the best-performing stock in the S&P 500 in 2025, and it has advanced 695% in 2026 amid demand for AI infrastructure. In the last decade, the best-performing S&P 500 stock in each calendar year returned a median of 91% during the following year.
View source ↗ - News (RSS)yahoo·13d ago·Neutral
Sandisk, Lennar, Viking Therapeutics, Shopify, GameStop, and More Stocks That Explain Today’s Market
View source ↗ - 4chan /biz/biz·13d ago·Positive
Reminder that SNDK and MU at these levels are still under the June ATHs. MU realistic price is 2000.
View source ↗ - 4chan /biz/biz·13d ago·Neutral
>>62716375 Buddy, if you'd bought SNDK at 1550 on Thursday, you'd be up 22% right now. That's 3 trading days.
View source ↗ - News (RSS)thestreet·13d ago·Neutral
5-star analyst sets jaw-dropping price target on SanDisk stock The bold call rests on a major AI transformation.
View source ↗ - 4chan /biz/biz·13d ago·Neutral
SNeeDK is insane, behaving like a 3xLETF. Why would anyone risk it with SOXL instead of plain SNDK? SNXX is just simple greed, if you get trapped with it you deserve to be punished.
View source ↗ - News (RSS)zerohedge·13d ago·Neutral
…at Citadel. Then, barely six weeks later, CNBC reported that Situational Awareness was back, this time buying options tied to AMD, Bloom Energy, CoreWeave, SK Hynix, SanDisk and the Roundhill Memory ETF. The media slobbered over these options buys like it wasn’t the exact same thing a million 19 year olds do on their Robinhood app and post to r/WallStreetBets every day. In my piece, I noted that maybe Aschenbrenner really is brilliant about AI, but understanding scaling laws and compute doesn’t …
View source ↗ - News (RSS)investing·13d ago·Neutral
SanDisk surges 14% above 20-MA with overbought RSI: Live levels
View source ↗ - 4chan /biz/biz·13d ago·Negative
>Someone accidentally bought instead of shorting Sandisk, making it go vertical over the $1800 wall on just nothing Now it's gonna take the YMTC IPO to make it drop 4%.
View source ↗ - News (RSS)investing·13d ago·Neutral
Why is SanDisk stock surging today?
View source ↗ - Newsmarketwatch.com·13d ago·Neutral
Sandisk's stock is rising: Why one analyst says AI could help it reach new heights Larger AI models and inference are turning NAND from a commodity into a critical component, a Rosenblatt analyst said.
View source ↗ - News247wallst.com·13d ago·Neutral
Analyst Says Sandisk to Hit $2,400 as NAND Flash Becomes Critical AI Infrastructure Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk (NASDAQ:SNDK | SNDK Price Prediction) with a Buy rating and a $2,400 price target, arguing that AI workloads are transforming NAND flash from a commodity into critical computing infrastructure.
View source ↗ - Newsfinbold.com·14d ago·Positive
Wall Street sets SanDisk (SNDK) stock price for next 12 months Despite SanDisk Corporation (NASDAQ: SNDK) stock price battling to break a resistance level around $1,766 since July 1, 2026, Kevin Cassidy, a Wall Street analyst at Rosenblatt Securities, expects a rally towards a new all-time high (ATH) over the next 12 months.
View source ↗ - Newsbarrons.com·14d ago·Neutral
Sandisk Stock Is Up 644% This Year. Why the Stock Isn't Done Rising. Sandisk stock is on an astronomical run over the past 12 months and shares could have even more upside.
View source ↗ - Newsfool.com·14d ago·Positive
I Think Sandisk Stock Will Be in the Low $2,000s in 2030. From About $1,790, That Wouldn't Beat the Market. Sandisk's fiscal 2028 through fiscal 2030 model calls for mid-to-high-teens revenue growth with adjusted free cash flow of about 50% of revenue. Management guided for fiscal first-quarter revenue of $10.3 billion to $10.8 billion.
View source ↗ - Newsfinbold.com·14d ago·Neutral
Monster insider trading alert for SanDisk stock A Monday, September 21, regulatory filing showed that SanDisk (NASDAQ: SNDK) CEO David Goeckeler continued his unprecedented insider trading activity that started earlier in the month.
View source ↗ - News (RSS)yahoo·14d ago·Positive
Dow Jones Futures: Falling Oil Prices, Yields Spark Market Rally; AMD, Intel, Micron, Nvidia, Sandisk Are Key Movers
View source ↗ - 4chan /biz/biz·14d ago·Negative
>>62713930 Koreans haven't been relevant for 2 months. All the AI selloffs since then have been American hedge funds who are invested in keeping s*** like INTC, MU, SNDK, etc from hitting their previous aths even with growing earnings and locked in contracts/stable potential earnings.
View source ↗ - News (RSS)thestreet·14d ago·Neutral
Sandisk has $93.9 billion in deals: Now comes the hard part Sandisk's AI surge has created a very different problem
View source ↗ - 4chan /biz/biz·14d ago·Negative
>>62713656 You just need really-high speculation stocks, like RAM/NAND, such as Micron and Sandisk, but you need to have some precognition to know when to leave, like the great June 10ish crash, for example. Immediately shifting to shorting rarely pays off if only for a short time, but would have netted most people more than they would have gained going long this one instance. You tranime b****.
View source ↗ - 4chan /biz/biz·14d ago·Neutral
If SNDK, MU, Samsung and SK Hynix all have completely bought out inventory for the next two years (meaning they're going to be profitable 100% guaranteed) why are they going down?
View source ↗ - 4chan /biz/biz·14d ago·Neutral
We get it You're bagholding SNDK
View source ↗ - 4chan /biz/biz·14d ago·Positive
Why can't SNDK just f****** pump already
View source ↗
Earnings
Thu, Oct 29(in 3 weeks)
Consensus estimate $46.11 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.
Earnings Call — 2026Q4
Management and analyst remarks, with per-speaker sentiment.
- Ivan DonaldsonVice President, Investor Relations+0.00
Before we begin, please note that today's discussion will contain forward-looking statements based on management's current assumptions and expectations, which are subject to various risks and uncertainties. These forward-looking statements include expectations for our technology and product portfolio, our business plans and performance, our capital allocation priorities, market trends and opportun…
- David V. GoeckelerChief Executive Officer+0.90
Thanks, Ivan. Good afternoon, and thank you for joining Sandisk's Fiscal Fourth Quarter Earnings Call. As we close fiscal year '26, we believe Sandisk is in a strong strategic position to deliver for our shareholders and customers. The strategic actions we have taken over the past year have established a stronger foundation through technology leadership, longer-term customer partnerships, financia…
- Luis VisosoChief Financial Officer+0.90
Thank you, David. Fiscal year 2026 was a transformational year for Sandisk. We exited the year significantly stronger than when we entered it. We believe that we're well positioned to create sustainable value for customers and shareholders. Our new business models or NBMs reflect the stronger and longer-term partnerships that we're building with our most strategic customers, the value they place o…
- David V. GoeckelerChief Executive Officer+0.90
Thank you, Luis. In summary, fiscal year 2026 was the year Sandisk redefined what this franchise can be. We delivered record financial results, established Datacenter as a major pillar of growth, secured our manufacturing and supply base through the next decade and fundamentally restructured how we transact with our largest customers. The value of our technology built on decades of R&D and tens of…
- Benjamin ReitzesAnalyst+0.10
I wanted to ask two things. Last quarter you said NBMs were being signed in roughly the 80% margin range. I know there are a lot of puts and takes around pricing; can you say whether it's still in that ballpark or if it's trending more toward the guidance for the next quarter? I would expect it's more around the 80% level. My follow-up is on buybacks. If you round up to $5 billion per quarter, and…
- David V. GoeckelerChief Executive Officer+0.70
Let me take the second one and then Luis can take the first one. So we plan to be walking into the buyback program. Our second authorization now, you saw we had a $6 billion authorization. We executed $4.5 billion in the first quarter of that. Now we've reauthorized another $14 billion. We expect to be very consistent in our execution of this program. We have a lot of confidence in the cash genera…
- Luis VisosoChief Financial Officer+0.80
Ben, not to pick a specific number, but we do expect to be around 80% for the new business models. As you know, there is some upside as prices continue to go up, and we'll capture some of that upside as well. We feel very good about the work we've done. We'll talk more about the NBMs, I'm sure, but you've seen they are not many; they are really meaningful deals that we did with eight very strategi…
- Mark NewmanAnalyst+0.00
For your Q4, I don't think you've given—obviously Q4 had strong results. I don't think you've given the breakdown yet on the volume growth. You've given some numbers for the year, so we have a pretty good estimate. But I wonder if you could give some clarity on what's in there for Q4 for volume and also in the Q1 guide, particularly because the Q1 guide seems a bit lighter compared to expectations…
Excerpts from SNDK's 2026Q4earnings call, via Alpha Vantage. Shown in part for commentary; refer to the company's own filings and investor relations site for the full call.
Insider trading
Open-market buys and sells by SNDK officers and directors.
- Bought
- —
- Sold
- $127.0m
0 trades
72 trades
- Shek Bernardsold
- Goeckeler Davidsold
- Goeckeler Davidsold
- Goeckeler Davidsold
- Goeckeler Davidsold
- Goeckeler Davidsold
- Goeckeler Davidsold
- Goeckeler Davidsold
28 further Form 4 entries are share awards, option exercises or shares withheld for tax. Those are compensation, not trades, so they are excluded above. Buying is the stronger signal: an insider spends their own money for one reason. Selling has many innocent explanations — tax, diversifying, a house — so it says far less than it appears to. Via SEC filings.
Congress trades
- Alan Armstrongsenate · disclosed Jul 21, 2026 (116d later)Buy$1,001 - $15,000
- Josh S. Gottheimerhouse · NJ05 · disclosed Jun 4, 2026 (28d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Apr 8, 2026 (26d later)Buy$1,001 - $15,000
- Gilbert Ray Cisneroshouse · CA31 · disclosed Feb 13, 2026 (35d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (18d later)Buy$1,001 - $15,000
- Ro Khannahouse · CA17 · disclosed Feb 10, 2026 (12d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Sell$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (25d later)Buy$1,001 - $15,000
- Lisa C. McClainhouse · MI09 · disclosed Nov 24, 2025 (24d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed May 9, 2025 (32d later)Sell$15,001 - $50,000
- Robert P. Bresnahanhouse · PA08 · disclosed May 8, 2025 (30d later)Sell$1,001 - $15,000
- Robert P. Bresnahanhouse · PA08 · disclosed Apr 23, 2025 (19d later)Sell$1,001 - $15,000
- Jefferson Shrevehouse · IN06 · disclosed Mar 9, 2025 (13d later)Sell$1,001 - $15,000
Self-reported filings, amounts as brackets. Via Senate/House disclosures.
