Sandisk Crecimiento futuro
Future controles de criterios 4/6
Se prevé un crecimiento anual de los beneficios y los ingresos de Sandisk de 15.4% y 21% por año respectivamente. Se prevé que el BPA crezca en un 13.7% al año. Se espera que la rentabilidad financiera sea de 28.4% en 3 años.
Información clave
15.4%
Tasa de crecimiento de los beneficios
13.75%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Tech | 9.2% |
| Tasa de crecimiento de los ingresos | 21.0% |
| Rentabilidad financiera futura | 28.42% |
| Cobertura de analistas | Good |
| Última actualización | 13 Aug 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Sandisk: Years Of Demand, One Quarter Of Doubt
Summary Eight customers cover more than half of Sandisk's FY2027 NAND bits, yet 'modest' pricing growth for FQ1 erased 10.2% in two sessions. My view is that the market wanted accelerating NAND pricing, not merely excellent growth. The Street's target cuts mostly focused on peak-price assumptions, yet most firms kept their ratings. Datacenter supplied 50.1% of Q4's sequential revenue growth, though the company still has not disclosed an AI-only revenue split. I maintain a Hold rating on Sandisk after owning SNDK stock briefly after the Citadel-Situational Awareness bounce-back. It's the technicals that I don't like (not the fundamentals). Read the full article on Seeking Alpha
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 Corporation (NASDAQ:SNDK) Stocks Shoot Up 49% But Its P/S Still Looks Reasonable
Despite an already strong run, Sandisk Corporation ( NASDAQ:SNDK ) shares have been powering on, with a gain of 49% in...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 AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 6/30/2029 | 49,931 | 36,209 | 36,558 | 42,574 | 6 |
| 6/30/2028 | 58,257 | 39,329 | 36,676 | 37,570 | 17 |
| 6/30/2027 | 48,917 | 33,651 | 29,676 | 30,139 | 17 |
| 7/3/2026 | 20,248 | 11,433 | 11,494 | 11,671 | N/A |
| 4/3/2026 | 13,184 | 4,507 | 4,460 | 4,639 | N/A |
| 1/2/2026 | 8,929 | -1,041 | 1,449 | 1,627 | N/A |
| 10/3/2025 | 7,780 | -1,740 | 516 | 703 | N/A |
| 6/27/2025 | 7,355 | -1,641 | -120 | 84 | N/A |
| 3/28/2025 | 7,214 | -1,498 | -337 | -140 | N/A |
| 12/27/2024 | 7,224 | 462 | -360 | -178 | N/A |
| 9/27/2024 | 7,013 | 57 | -480 | -271 | N/A |
| 6/28/2024 | 6,663 | -672 | -475 | -309 | N/A |
| 6/30/2023 | 6,086 | -2,143 | -932 | -713 | N/A |
| 7/1/2022 | 9,754 | 1,064 | 741 | 1,151 | N/A |
| 4/3/2016 | 5,598 | 428 | N/A | 1,093 | N/A |
| 1/3/2016 | 5,565 | 388 | N/A | 1,047 | N/A |
| 9/27/2015 | 5,757 | 455 | N/A | 1,101 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (15.4% al año) de SNDK es superior a la tasa de ahorro (3.7%).
Beneficios vs. Mercado: Se prevé que los beneficios (15.4% al año) de SNDK crezcan menos que el mercado US (17% al año).
Beneficios de alto crecimiento: Se prevé que los beneficios de SNDK crezcan, pero no significativamente.
Ingresos vs. Mercado: Se prevé que los ingresos (21% al año) de SNDK crezcan más rápidamente que los del mercado US (12.9% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (21% al año) de SNDK crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de SNDK sea alta dentro de 3 años (28.4%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/13 23:20 |
| Precio de las acciones al final del día | 2026/08/13 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 |
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| 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 equipo de talla mundial 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. 17 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 |