Published

27 Dec 25

Updated

24 Jul 26

Views

650

Not Invested

SandiskSNDK

Fair Value

US$3.17k

Share price24 Jul

US$1.53k51.8% undervalued

1Y3,330.87%

7D26.06%

AI Data Center Demand And Rising Storage Intensity Will Drive Significant Long Term Upside

AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published

27 Dec 25

Updated

24 Jul 26

Views

650

Not Invested

Shared on 24 Jul 26

Fair value Decreased 2.49%

SNDK: Long-Term AI Memory Contracts And Tight Supply Will Support Upside

Sandisk is signing longer AI-focused memory deals while the wider memory market stays tight, which could make its future sales and pricing feel more predictable than in past cycles. But after a huge run-up, some analysts warn that any slowdown in demand could quickly hit memory prices and reset expectations.

86 views

Shared on 10 Jul 26

Fair value Increased 909%

SNDK: AI Supply Deals And Tight Memory Support Further Upside Potential

SanDisk signs long-term AI-focused supply deals as memory stays tight, helping lock in pricing and keep demand strong for its storage chips. Analysts also expect higher profit margins to hold up even as growth cools, which is why many are lifting their targets.

118 views

Fair Value vs Share Price

US$3.17k

vs US$1.53k51.8% undervalued

43.5%

Revenue growth

26%

Profit margin

Recent News & Updates

No updates

Recent updates

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Company analysis

Flawless balance sheet with reasonable growth potential.

Market capUS$227.6b

PB14.5x

Estimated Growth21.0%

Dividend YieldN/A

Full analysis

CEO & management

David V. Goeckeler

CEO

1.5yrs

CEO Tenure

Develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.