Sandisk（SNDKUS）株式概要サンディスク・コーポレーションは、米国、欧州、中東、アフリカ、アジア、そして世界各国において、NANDフラッシュ技術を使用したデータストレージデバイスおよびソリューションの開発、製造、販売を行っています。 詳細SNDKUS ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長5/6過去の実績4/6財務の健全性6/6配当金0/6報酬収益は年間17%増加すると予測されています 今年は黒字化を達成 リスク分析PE市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るSNDKUS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW463,909 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA463,909 investors already sharing narrativesYour Fair ValueUS$Current PriceUS$1.79k22.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b52b2016201920222025202620282031Revenue US$51.7bEarnings US$29.2bAdvancedSet Fair ValueView all narrativesSandisk Corporation 競合他社Seagate Technology HoldingsSymbol: NasdaqGS:STXMarket cap: US$192.7bWestern DigitalSymbol: NasdaqGS:WDCMarket cap: US$166.6bDell TechnologiesSymbol: NYSE:DELLMarket cap: US$282.7bXiaomiSymbol: SEHK:1810Market cap: HK$746.9b価格と性能株価の高値、安値、推移の概要Sandisk過去の株価現在の株価US$1,787.0052週高値US$2,304.0052週安値US$1,237.00ベータ01ヶ月の変化28.47%3ヶ月変化29.21%1年変化n/a3年間の変化n/a5年間の変化n/aIPOからの変化29.21%最新ニュースValuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1,560, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$1,149 per share.お知らせ • Aug 13Kioxia Corporation and Sandisk Corporation Unveil 9Th-Generation High-Performance 2Tb Qlc 3D Flash Memory TechnologyKioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (Nasdaq: SNDK) unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure. Leveraging the companies’ CMOS directly Bonded to Array (CBA) architecture, the new technology combines an advanced CMOS wafer with a proven memory-array platform, along with significant design and device innovation, to deliver performance improvements and enable faster deployment of advanced storage solutions for cloud and data-intensive applications. Compared with the previous 8th-generation 2Tb QLC, the new technology delivers higher write and read bandwidth due to a 6-plane architecture and performance enhancements and better write and read power efficiency. It also delivers a NAND interface speed of 4.8Gb/s, a 33% improvement over 8th-generation devices. The introduction of the 9th-generation QLC 3D flash memory technology marks an important milestone in the evolution of the 3D flash memory roadmap and highlights the continued strength of the collaboration between Kioxia and Sandisk. By maximizing the flexibility of their CBA platform, the companies are creating new opportunities for NAND innovation and helping customers address the growing storage demands of the AI era. Product density is identified based on the density of memory chip(s) within the Product, not the amount of memory capacity available for data storage by the end user. Consumer-usable capacity will be less due to overhead data areas, formatting, bad blocks, and other constraints, and may also vary based on the host device and application. The definition of 1KB = 2^10 bytes = 1,024 bytes. The definition of 1Gb = 2^30 bits = 1,073,741,824 bits. The definition of 1GB = 2^30 bytes = 1,073,741,824 bytes. 1Tb = 2^40 bits = 1,099,511,627,776 bits. Company names, product names, and service names may be trademarks of third-party companies.Buy Or Sell Opportunity • Aug 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$1,345. The fair value is estimated to be US$1,113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Aug 07Full year 2026 earnings released: EPS: US$77.78 (vs US$11.32 loss in FY 2025)Full year 2026 results: EPS: US$77.78 (up from US$11.32 loss in FY 2025). Revenue: US$20.2b (up 175% from FY 2025). Net income: US$11.4b (up US$13.1b from FY 2025). Profit margin: 56% (up from net loss in FY 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Tech industry.お知らせ • Aug 06Sandisk Corporation Provides Earnings Guidance for the Fiscal First Quarter of 2027Sandisk Corporation provided earnings guidance for the Fiscal First Quarter of 2027. For the period, the company expects Revenue to be in the range of $10,300 million - $10,800 million.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1,525, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$933 per share.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1,560, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$1,149 per share.お知らせ • Aug 13Kioxia Corporation and Sandisk Corporation Unveil 9Th-Generation High-Performance 2Tb Qlc 3D Flash Memory TechnologyKioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (Nasdaq: SNDK) unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure. Leveraging the companies’ CMOS directly Bonded to Array (CBA) architecture, the new technology combines an advanced CMOS wafer with a proven memory-array platform, along with significant design and device innovation, to deliver performance improvements and enable faster deployment of advanced storage solutions for cloud and data-intensive applications. Compared with the previous 8th-generation 2Tb QLC, the new technology delivers higher write and read bandwidth due to a 6-plane architecture and performance enhancements and better write and read power efficiency. It also delivers a NAND interface speed of 4.8Gb/s, a 33% improvement over 8th-generation devices. The introduction of the 9th-generation QLC 3D flash memory technology marks an important milestone in the evolution of the 3D flash memory roadmap and highlights the continued strength of the collaboration between Kioxia and Sandisk. By maximizing the flexibility of their CBA platform, the companies are creating new opportunities for NAND innovation and helping customers address the growing storage demands of the AI era. Product density is identified based on the density of memory chip(s) within the Product, not the amount of memory capacity available for data storage by the end user. Consumer-usable capacity will be less due to overhead data areas, formatting, bad blocks, and other constraints, and may also vary based on the host device and application. The definition of 1KB = 2^10 bytes = 1,024 bytes. The definition of 1Gb = 2^30 bits = 1,073,741,824 bits. The definition of 1GB = 2^30 bytes = 1,073,741,824 bytes. 1Tb = 2^40 bits = 1,099,511,627,776 bits. Company names, product names, and service names may be trademarks of third-party companies.Buy Or Sell Opportunity • Aug 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$1,345. The fair value is estimated to be US$1,113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Aug 07Full year 2026 earnings released: EPS: US$77.78 (vs US$11.32 loss in FY 2025)Full year 2026 results: EPS: US$77.78 (up from US$11.32 loss in FY 2025). Revenue: US$20.2b (up 175% from FY 2025). Net income: US$11.4b (up US$13.1b from FY 2025). Profit margin: 56% (up from net loss in FY 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Tech industry.お知らせ • Aug 06Sandisk Corporation Provides Earnings Guidance for the Fiscal First Quarter of 2027Sandisk Corporation provided earnings guidance for the Fiscal First Quarter of 2027. For the period, the company expects Revenue to be in the range of $10,300 million - $10,800 million.Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1,525, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$933 per share.お知らせ • Jul 10Sandisk Corporation to Report Q4, 2026 Results on Aug 05, 2026Sandisk Corporation announced that they will report Q4, 2026 results on Aug 05, 2026お知らせ • Jul 04Sandisk Corporation Announces Sampling of BiCS10 1Tb TLC 3D NAND Flash Memory Pushing Density, Power Efficiency and Performance to Support Data-Intensive WorkloadsSandisk Corporation announced it is sampling its BiCS10 1Tb TLC, its 10th-generation 3D NAND flash memory technology. BiCS10 applies advanced lateral scaling techniques to achieve 1Tb TLC memory density greater than 29Gb/mm2, improving bit density by 59% while delivering up to 4.8Gb/s interface speed, a 33% improvement compared with 8th generation 3D flash memory currently in mass production. Built on Sandisk’s proven Bit-Cost Scalable (BiCS) 3D NAND architecture and CMOS directly Bonded to Array (CBA) technology, BiCS10 TLC also enhances data input/output power efficiency, reducing power consumption by 10% for input and 34% for output compared to the previous BiCS8 generation. NAND flash memory is one of the most scalable semiconductor technologies, and the foundation of what Sandisk builds. BiCS10 advances Sandisk’s long-term roadmap for scaling NAND through continued innovation in density, power efficiency, and architecture. It builds upon Sandisk’s CBA technology, which fabricates CMOS logic and the memory array on separate wafers before bonding them together with high-precision wafer-to-wafer alignment. BiCS10 TLC increases the number of memory layers to 332 and incorporates Toggle DDR6.0, SCA protocol and PI-LTT technology to support high-speed, low-power operation. The sampling milestone extends Sandisk’s BiCS roadmap with advancements that push density, power efficiency, and endurance in ways designed to support the next generation of data-intensive and AI-driven workloads. Key BiCS10 TLC technology highlights include: Up to 4.8Gb/s NAND interface speed, a 33% improvement. 332 memory layers with optimized floor plan efficiency, improving bit density by 59%. Enhanced data input/output power efficiency, reducing power consumption by 10% for input and 34% for output. Support for Toggle DDR6.0, SCA protocol and PI-LTT technology to enable high-speed, low-power operation. Sandisk leads the way in flash innovation, from increasing bits per cell over time to advancing technologies in controller architecture, firmware, packaging, and system flash that improve the performance, efficiency, and utility of flash at scale. With a unique portfolio of leading IP and global manufacturing footprint, Sandisk controls its entire production lifecycle from design to manufacturing to final assembly with global operations, resulting in exceptional quality control, cost efficiency, faster time to market, and strong supply chain resilience.Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to US$1,710, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$772 per share.お知らせ • Jun 29+ 6 more updatesSandisk Corporation(NasdaqGS:SNDK) dropped from Russell 2500 Value BenchmarkSandisk Corporation(NasdaqGS:SNDK) dropped from Russell 2500 Value BenchmarkValuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$2,108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Tech industry globally.Recent Insider Transactions • Jun 04Executive VP & CTO recently sold US$3.5m worth of stockOn the 1st of June, Alper Ilkbahar sold around 2k shares on-market at roughly US$1,757 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.Recent Insider Transactions • May 21VP & Chief Accounting Officer recently sold US$3.5m worth of stockOn the 12th of May, Michael Pokorny sold around 2k shares on-market at roughly US$1,426 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.Board Change • May 21High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.株主還元SNDKUSPE TechPE 市場7D9.7%0%0%1Yn/a0%0%株主還元を見る業界別リターン: SNDKUSがPE Tech業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: SNDKUS PE市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is SNDKUS's price volatile compared to industry and market?SNDKUS volatilitySNDKUS Average Weekly Movement17.6%Tech Industry Average Movement0%Market Average Movement0%10% most volatile stocks in PE Market0%10% least volatile stocks in PE Market0%安定した株価: SNDKUSの株価は、 PE市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のSNDKUSのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト202411,100David V. Goeckelerwww.sandisk.comサンディスク・コーポレーションは、米国、欧州、中東、アフリカ、アジア、および海外で、NANDフラッシュ技術を使用したデータストレージデバイスおよびソリューションの開発、製造、販売を行っている。デスクトップPCやノートPC、ゲーム機、セットトップボックス向けのソリッドステートドライブや、携帯電話、タブレット、ノートPC、その他のポータブル機器やウェアラブル機器、車載アプリケーション、モノのインターネット、産業用、コネクテッドホームアプリケーション向けのフラッシュベースの組み込みストレージ製品、リムーバブルカード、ユニバーサルシリアルバスドライブ、ウェハやコンポーネントを提供している。販売員、販売店、代理店、小売店、子会社を通じて、コンピュータメーカーや相手先商標製品メーカー、データセンター、プライベートクラウド顧客、クラウドサービスプロバイダー、再販業者、代理店、小売店などに製品を販売している。サンディスク・コーポレーションは2024年に設立され、カリフォルニア州ミルピタスに本社を置いている。もっと見るSandisk Corporation 基礎のまとめSandisk の収益と売上を時価総額と比較するとどうか。SNDKUS 基礎統計学時価総額US$234.36b収益（TTM）US$11.43b売上高(TTM)US$20.25b20.5xPER（株価収益率11.6xP/SレシオSNDKUS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SNDKUS 損益計算書（TTM）収益US$20.25b売上原価US$5.78b売上総利益US$14.47bその他の費用US$3.04b収益US$11.43b直近の収益報告Jul 03, 2026次回決算日該当なし一株当たり利益（EPS）78.08グロス・マージン71.47%純利益率56.46%有利子負債／自己資本比率0%SNDKUS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 17:21終値2026/08/20 00:00収益2026/07/03年間収益2026/07/03データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sandisk Corporation 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26 アナリスト機関James FontanelliArete Research Services LLPThomas O'MalleyBarclaysMark NewmanBernstein23 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1,560, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$1,149 per share.
お知らせ • Aug 13Kioxia Corporation and Sandisk Corporation Unveil 9Th-Generation High-Performance 2Tb Qlc 3D Flash Memory TechnologyKioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (Nasdaq: SNDK) unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure. Leveraging the companies’ CMOS directly Bonded to Array (CBA) architecture, the new technology combines an advanced CMOS wafer with a proven memory-array platform, along with significant design and device innovation, to deliver performance improvements and enable faster deployment of advanced storage solutions for cloud and data-intensive applications. Compared with the previous 8th-generation 2Tb QLC, the new technology delivers higher write and read bandwidth due to a 6-plane architecture and performance enhancements and better write and read power efficiency. It also delivers a NAND interface speed of 4.8Gb/s, a 33% improvement over 8th-generation devices. The introduction of the 9th-generation QLC 3D flash memory technology marks an important milestone in the evolution of the 3D flash memory roadmap and highlights the continued strength of the collaboration between Kioxia and Sandisk. By maximizing the flexibility of their CBA platform, the companies are creating new opportunities for NAND innovation and helping customers address the growing storage demands of the AI era. Product density is identified based on the density of memory chip(s) within the Product, not the amount of memory capacity available for data storage by the end user. Consumer-usable capacity will be less due to overhead data areas, formatting, bad blocks, and other constraints, and may also vary based on the host device and application. The definition of 1KB = 2^10 bytes = 1,024 bytes. The definition of 1Gb = 2^30 bits = 1,073,741,824 bits. The definition of 1GB = 2^30 bytes = 1,073,741,824 bytes. 1Tb = 2^40 bits = 1,099,511,627,776 bits. Company names, product names, and service names may be trademarks of third-party companies.
Buy Or Sell Opportunity • Aug 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$1,345. The fair value is estimated to be US$1,113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Aug 07Full year 2026 earnings released: EPS: US$77.78 (vs US$11.32 loss in FY 2025)Full year 2026 results: EPS: US$77.78 (up from US$11.32 loss in FY 2025). Revenue: US$20.2b (up 175% from FY 2025). Net income: US$11.4b (up US$13.1b from FY 2025). Profit margin: 56% (up from net loss in FY 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Tech industry.
お知らせ • Aug 06Sandisk Corporation Provides Earnings Guidance for the Fiscal First Quarter of 2027Sandisk Corporation provided earnings guidance for the Fiscal First Quarter of 2027. For the period, the company expects Revenue to be in the range of $10,300 million - $10,800 million.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1,525, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$933 per share.
Valuation Update With 7 Day Price Move • Aug 14Investor sentiment improves as stock rises 26%After last week's 26% share price gain to US$1,560, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$1,149 per share.
お知らせ • Aug 13Kioxia Corporation and Sandisk Corporation Unveil 9Th-Generation High-Performance 2Tb Qlc 3D Flash Memory TechnologyKioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (Nasdaq: SNDK) unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure. Leveraging the companies’ CMOS directly Bonded to Array (CBA) architecture, the new technology combines an advanced CMOS wafer with a proven memory-array platform, along with significant design and device innovation, to deliver performance improvements and enable faster deployment of advanced storage solutions for cloud and data-intensive applications. Compared with the previous 8th-generation 2Tb QLC, the new technology delivers higher write and read bandwidth due to a 6-plane architecture and performance enhancements and better write and read power efficiency. It also delivers a NAND interface speed of 4.8Gb/s, a 33% improvement over 8th-generation devices. The introduction of the 9th-generation QLC 3D flash memory technology marks an important milestone in the evolution of the 3D flash memory roadmap and highlights the continued strength of the collaboration between Kioxia and Sandisk. By maximizing the flexibility of their CBA platform, the companies are creating new opportunities for NAND innovation and helping customers address the growing storage demands of the AI era. Product density is identified based on the density of memory chip(s) within the Product, not the amount of memory capacity available for data storage by the end user. Consumer-usable capacity will be less due to overhead data areas, formatting, bad blocks, and other constraints, and may also vary based on the host device and application. The definition of 1KB = 2^10 bytes = 1,024 bytes. The definition of 1Gb = 2^30 bits = 1,073,741,824 bits. The definition of 1GB = 2^30 bytes = 1,073,741,824 bytes. 1Tb = 2^40 bits = 1,099,511,627,776 bits. Company names, product names, and service names may be trademarks of third-party companies.
Buy Or Sell Opportunity • Aug 12Now 21% overvaluedThe stock has been flat over the last 90 days, currently trading at US$1,345. The fair value is estimated to be US$1,113, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Aug 07Full year 2026 earnings released: EPS: US$77.78 (vs US$11.32 loss in FY 2025)Full year 2026 results: EPS: US$77.78 (up from US$11.32 loss in FY 2025). Revenue: US$20.2b (up 175% from FY 2025). Net income: US$11.4b (up US$13.1b from FY 2025). Profit margin: 56% (up from net loss in FY 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Tech industry.
お知らせ • Aug 06Sandisk Corporation Provides Earnings Guidance for the Fiscal First Quarter of 2027Sandisk Corporation provided earnings guidance for the Fiscal First Quarter of 2027. For the period, the company expects Revenue to be in the range of $10,300 million - $10,800 million.
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$1,525, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$933 per share.
お知らせ • Jul 10Sandisk Corporation to Report Q4, 2026 Results on Aug 05, 2026Sandisk Corporation announced that they will report Q4, 2026 results on Aug 05, 2026
お知らせ • Jul 04Sandisk Corporation Announces Sampling of BiCS10 1Tb TLC 3D NAND Flash Memory Pushing Density, Power Efficiency and Performance to Support Data-Intensive WorkloadsSandisk Corporation announced it is sampling its BiCS10 1Tb TLC, its 10th-generation 3D NAND flash memory technology. BiCS10 applies advanced lateral scaling techniques to achieve 1Tb TLC memory density greater than 29Gb/mm2, improving bit density by 59% while delivering up to 4.8Gb/s interface speed, a 33% improvement compared with 8th generation 3D flash memory currently in mass production. Built on Sandisk’s proven Bit-Cost Scalable (BiCS) 3D NAND architecture and CMOS directly Bonded to Array (CBA) technology, BiCS10 TLC also enhances data input/output power efficiency, reducing power consumption by 10% for input and 34% for output compared to the previous BiCS8 generation. NAND flash memory is one of the most scalable semiconductor technologies, and the foundation of what Sandisk builds. BiCS10 advances Sandisk’s long-term roadmap for scaling NAND through continued innovation in density, power efficiency, and architecture. It builds upon Sandisk’s CBA technology, which fabricates CMOS logic and the memory array on separate wafers before bonding them together with high-precision wafer-to-wafer alignment. BiCS10 TLC increases the number of memory layers to 332 and incorporates Toggle DDR6.0, SCA protocol and PI-LTT technology to support high-speed, low-power operation. The sampling milestone extends Sandisk’s BiCS roadmap with advancements that push density, power efficiency, and endurance in ways designed to support the next generation of data-intensive and AI-driven workloads. Key BiCS10 TLC technology highlights include: Up to 4.8Gb/s NAND interface speed, a 33% improvement. 332 memory layers with optimized floor plan efficiency, improving bit density by 59%. Enhanced data input/output power efficiency, reducing power consumption by 10% for input and 34% for output. Support for Toggle DDR6.0, SCA protocol and PI-LTT technology to enable high-speed, low-power operation. Sandisk leads the way in flash innovation, from increasing bits per cell over time to advancing technologies in controller architecture, firmware, packaging, and system flash that improve the performance, efficiency, and utility of flash at scale. With a unique portfolio of leading IP and global manufacturing footprint, Sandisk controls its entire production lifecycle from design to manufacturing to final assembly with global operations, resulting in exceptional quality control, cost efficiency, faster time to market, and strong supply chain resilience.
Valuation Update With 7 Day Price Move • Jul 02Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to US$1,710, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at US$772 per share.
お知らせ • Jun 29+ 6 more updatesSandisk Corporation(NasdaqGS:SNDK) dropped from Russell 2500 Value BenchmarkSandisk Corporation(NasdaqGS:SNDK) dropped from Russell 2500 Value Benchmark
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$2,108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Tech industry globally.
Recent Insider Transactions • Jun 04Executive VP & CTO recently sold US$3.5m worth of stockOn the 1st of June, Alper Ilkbahar sold around 2k shares on-market at roughly US$1,757 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.
Recent Insider Transactions • May 21VP & Chief Accounting Officer recently sold US$3.5m worth of stockOn the 12th of May, Michael Pokorny sold around 2k shares on-market at roughly US$1,426 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.
Board Change • May 21High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
