Sandisk (SNDK) Resumen de Acciones
Sandisk Corporation desarrolla, fabrica y comercializa dispositivos y soluciones de almacenamiento de datos que utilizan tecnología flash NAND en América, Europa, Oriente Medio, África, Asia y a nivel internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
SNDK Community Fair Values
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Analyst Price Targets
Competidores de Sandisk Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$1,764.17 |
| Máximo en las últimas 52 semanas | US$2,354.39 |
| Mínimo de 52 semanas | US$72.03 |
| Beta | 0 |
| Cambio en 1 mes | 42.51% |
| Variación en 3 meses | -6.24% |
| Cambio de 1 año | 2,286.59% |
| Variación en 3 años | n/a |
| Variación en 5 años | n/a |
| Variación desde la OPV | 4,800.47% |
Noticias y actualizaciones recientes
Sandisk: The Next 3 Weeks Decide Everything
Summary Sandisk offers strong Q4 results and robust long-term contracts, but current upside is limited to about 10% above market price. SNDK's new business model secures significant data center revenue through 2028, with $93.9B in minimum contracts and $16.5B in guarantees. Management projects mid-to-high teens revenue growth, 80% gross margin, and 50% free cash flow margin through 2030, but cyclical risks persist. Volatility remains high due to macro risks, supply increases, and potential China-related disruptions, prompting a continued neutral stance. Read the full article on Seeking Alpha
SNDK: AI Long Term Contracts Will Support Structurally Higher Margins
Sandisk's updated analyst price target of $3,317.37, up from $3,169.00, reflects analysts' focus on the company's investor day framework. This framework points to structurally higher margins, a reset NAND pricing model, and multi year demand tied to AI and high bandwidth flash.
SNDK: AI Memory Contracts Will Support Structurally Higher Margins Despite Cyclicality Risk
Analysts have raised their Sandisk fair value estimate from about $1,773 to roughly $2,126. They point to updated models that reflect higher projected revenue growth, stronger profit margins, and a lower future P/E multiple under the company's new business framework.Recent updates
Sandisk: The Next 3 Weeks Decide Everything
Summary Sandisk offers strong Q4 results and robust long-term contracts, but current upside is limited to about 10% above market price. SNDK's new business model secures significant data center revenue through 2028, with $93.9B in minimum contracts and $16.5B in guarantees. Management projects mid-to-high teens revenue growth, 80% gross margin, and 50% free cash flow margin through 2030, but cyclical risks persist. Volatility remains high due to macro risks, supply increases, and potential China-related disruptions, prompting a continued neutral stance. Read the full article on Seeking AlphaSNDK: AI Long Term Contracts Will Support Structurally Higher Margins
Sandisk's updated analyst price target of $3,317.37, up from $3,169.00, reflects analysts' focus on the company's investor day framework. This framework points to structurally higher margins, a reset NAND pricing model, and multi year demand tied to AI and high bandwidth flash.SNDK: AI Memory Contracts Will Support Structurally Higher Margins Despite Cyclicality Risk
Analysts have raised their Sandisk fair value estimate from about $1,773 to roughly $2,126. They point to updated models that reflect higher projected revenue growth, stronger profit margins, and a lower future P/E multiple under the company's new business framework.
SNDK: Cooling AI Memory Pricing Will Pressure Margins And Reset Expectations
SanDisk's updated analyst price target of $1,000 reflects a reset from prior four digit targets as analysts factor in moderating pricing, recent target revisions across firms, and a wider range of possible outcomes for margins and long term memory demand. Analyst Commentary Recent Street research on SanDisk shows a wide range of views, but with a clear tilt toward more conservative assumptions on pricing, margins, and growth.SNDK: Long-Term AI Memory Contracts And Tight Supply Will Support Upside
Analysts have trimmed their Sandisk fair value estimate from $3,250 to $3,169, reflecting updated assumptions that combine stronger projected revenue growth with more moderate profit margins and slightly adjusted price targets following recent research updates. Analyst Commentary Street research on Sandisk currently leans constructive, with many bullish analysts pointing to tight memory conditions, AI related demand and revised long term contracts as key supports for the stock's valuation framework.SNDK: AI Supply Deals And Tight Memory Support Further Upside Potential
SanDisk's analyst price target has been raised from $322.0 to $3,250.0 as analysts factor in a tight NAND supply backdrop, new long-term memory agreements with firmer pricing, and stronger assumed profit margins, despite moderating revenue growth expectations and a higher future P/E multiple. Analyst Commentary Recent Street research on SanDisk leans clearly positive, with a series of higher price targets and rating upgrades clustered around similar themes, including tight memory supply, firmer pricing and growing confidence in long-term demand for NAND and DRAM tied to AI and data center spending.SNDK: AI Memory Contracts Will Eventually Expose Extreme Margin And Pricing Risk
Analysts have raised the SanDisk fair value estimate from $264.95 to $1,772.91, reflecting higher Street price targets, expectations for tight NAND supply through 2027, stronger AI-driven memory demand, and a more robust margin profile supported by improved pricing. Analyst Commentary Recent Street research on SanDisk points to a cluster of higher price targets, with analysts leaning heavily on tighter memory supply conditions, AI-related demand for DRAM and NAND, and firmer pricing to support their valuation work.Sandisk (SNDK) Stock Could Be 577.8% Overvalued After Its Recent Run Up
Sandisk (SNDK) has recently drawn attention after its stock delivered a 58% return over the past month and a very large gain over the past 3 months, inviting closer inspection from investors. See our latest analysis for Sandisk. The latest share price of $2,182.45 comes after a 1 month share price return of 57.77% and a 7 day share price return of 15.99%, building on a very large year to date share price return of 692.93% and a very large 1 year total shareholder return. Together these...Analysts' Revenue Estimates For Sandisk Corporation (NASDAQ:SNDK) Are Surging Higher
Celebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...News Flash: Analysts Just Made A Dazzling Upgrade To Their Sandisk Corporation (NASDAQ:SNDK) Forecasts
Celebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...Analyst Forecasts For Sandisk Corporation (NASDAQ:SNDK) Are Surging Higher
Sandisk Corporation ( NASDAQ:SNDK ) shareholders will have a reason to smile today, with the analysts making...Investors Appear Satisfied With Sandisk Corporation's (NASDAQ:SNDK) Prospects As Shares Rocket 82%
Sandisk Corporation ( NASDAQ:SNDK ) shares have continued their recent momentum with a 82% gain in the last month...Sandisk Soars While Western Digital Stutters Post Spinoff
Summary Sandisk's split from Western Digital has led to divergent stock trajectories, with SNDK soaring and WDC tanking, validating Elliott Management's push for separation. Sandisk's innovative High Bandwidth Flash (HBF) technology could revolutionize NAND applications, offering significant capacity and bandwidth advantages over traditional HBM DRAM. Despite recent financial struggles, Sandisk projects strong revenue growth and positive free cash flow by FY 2025, with a bullish outlook from analysts like Morgan Stanley. The NAND market remains oversupplied, posing risks, but Sandisk's cutting-edge products and potential market shifts offer substantial upside for contrarian investors. Read the full article on Seeking AlphaRentabilidad de los accionistas
| SNDK | US Tech | Mercado US | |
|---|---|---|---|
| 7D | 13.6% | -1.2% | -0.2% |
| 1Y | 2,286.6% | 53.5% | 14.8% |
Rentabilidad vs. Industria: SNDK superó a la industria US Tech, que obtuvo un rendimiento del 53.5% el año pasado.
Rentabilidad vs. Mercado: SNDK superó al mercado US, que obtuvo un rendimiento del 14.8% el año pasado.
Volatilidad de los precios
| SNDK volatility | |
|---|---|
| SNDK Average Weekly Movement | 19.4% |
| Tech Industry Average Movement | 11.4% |
| Market Average Movement | 6.9% |
| 10% most volatile stocks in US Market | 15.5% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: El precio de las acciones de SNDK ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de SNDK(19%) se ha mantenido estable durante el último año, pero sigue siendo superior al 75% de las acciones de US.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2024 | 11,100 | David V. Goeckeler | www.sandisk.com |
Sandisk Corporation desarrolla, fabrica y comercializa dispositivos y soluciones de almacenamiento de datos que utilizan tecnología flash NAND en América, Europa, Oriente Medio, África, Asia y a nivel internacional. La empresa ofrece unidades de estado sólido para ordenadores de sobremesa y portátiles, consolas de videojuegos y decodificadores; así como productos de almacenamiento integrado basados en memoria flash para teléfonos móviles, tabletas, ordenadores portátiles y otros dispositivos portátiles y wearables, aplicaciones para el sector de la automoción, el Internet de las cosas, aplicaciones industriales y para el hogar conectado, además de tarjetas extraíbles, unidades USB y obleas y componentes. Vende sus productos a fabricantes de ordenadores y fabricantes de equipos originales, centros de datos, clientes de nube privada, proveedores de servicios en la nube, revendedores, distribuidores y minoristas a través de su personal de ventas, concesionarios, distribuidores, minoristas y filiales.
Resumen de fundamentos de Sandisk Corporation
| Estadísticas fundamentales de SNDK | |
|---|---|
| Capitalización bursátil | US$254.47b |
| Beneficios(TTM) | US$11.43b |
| Ingresos (TTM) | US$20.25b |
¿Está SNDK sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SNDK | |
|---|---|
| Ingresos | US$20.25b |
| Coste de los ingresos | US$5.78b |
| Beneficio bruto | US$14.47b |
| Otros gastos | US$3.04b |
| Beneficios | US$11.43b |
Últimos beneficios comunicados
Jul 03, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 78.08 |
| Margen bruto | 71.47% |
| Margen de beneficio neto | 56.46% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado SNDK a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/09 22:14 |
| Precio de las acciones al final del día | 2026/09/09 00:00 |
| Beneficios | 2026/07/03 |
| Ingresos anuales | 2026/07/03 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Sandisk Corporation está cubierta por 26 analistas. 19 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Mark Newman | Bernstein |