SandiskSNDK
SNDK logo
Fair Value
US$157.81
Share price11 Jan
US$1.75k1.0k% overvalued intrinsic discount
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1Y3,659.97%
7D-16.54%

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

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

Published
11 Jan 26
Views
398
Not Invested

Fair Value vs Share Price

US$157.81
vs US$1.75k1.0k% overvalued intrinsic discount
PastFuture-2b12b2015201820212024202620272029Revenue US$12.2bEarnings US$1.7b
16.3%
Revenue growth
13.8%
Profit margin

Recent News & Updates

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Recent updates

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Company analysis

Exceptional growth potential with flawless balance sheet.

Market capUS$258.4b
PB18.8x
Estimated Growth45.5%
Dividend YieldN/A
Full analysis

CEO & management

David V. Goeckeler
CEO
1.4yrs
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.