Sandisk (SNDK) Aandelenoverzicht
Sandisk Corporation ontwikkelt, produceert en verkoopt apparaten en oplossingen voor gegevensopslag op basis van NAND-flashtechnologie in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika, Azië en wereldwijd. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 4/6 |
| Prestaties in het verleden | 4/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 0/6 |
SNDK Community Fair Values
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Analyst Price Targets
Sandisk Corporation Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$1,764.17 |
| 52 Week Hoogtepunt | US$2,354.39 |
| 52 Week Laag | US$72.03 |
| Bèta | 0 |
| 1 maand verandering | 42.51% |
| 3 maanden verandering | -6.24% |
| 1 Jaar Verandering | 2,286.59% |
| 3 jaar verandering | n/a |
| 5 jaar verandering | n/a |
| Verandering sinds IPO | 4,800.47% |
Recent nieuws en 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 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 AlphaRendement voor aandeelhouders
| SNDK | US Tech | US Markt | |
|---|---|---|---|
| 7D | 13.6% | -1.2% | -0.2% |
| 1Y | 2,286.6% | 53.5% | 14.8% |
Rendement versus industrie: SNDK overtrof de US Tech industrie, die het afgelopen jaar een rendement 53.5 % opleverde.
Rendement versus markt: SNDK overtrof de US markt, die het afgelopen jaar een rendement opleverde van 14.8 %.
Prijsvolatiliteit
| 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% |
Stabiele aandelenkoers: De aandelenkoers van SNDK is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 19% ) van SNDK is het afgelopen jaar stabiel geweest, maar is nog steeds hoger dan 75% van de aandelen US.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2024 | 11,100 | David V. Goeckeler | www.sandisk.com |
Sandisk Corporation ontwikkelt, produceert en verkoopt apparaten en oplossingen voor gegevensopslag op basis van NAND-flashtechnologie in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika, Azië en wereldwijd. Het bedrijf levert solid-state drives voor desktop- en notebook-pc's, gameconsoles en settopboxen; en op flash gebaseerde embedded opslagproducten voor mobiele telefoons, tablets, notebook-pc's en andere draagbare en wearables, automobieltoepassingen, het Internet of Things, industriële toepassingen en toepassingen voor het connected home, evenals verwisselbare kaarten, USB-drives, wafers en componenten. Het verkoopt zijn producten aan computerfabrikanten en OEM’s (Original Equipment Manufacturers), datacenters, private-cloudklanten, clouddienstverleners, wederverkopers, distributeurs en detailhandelaren via zijn eigen verkoopmedewerkers, dealers, distributeurs, detailhandelaren en dochterondernemingen.
Sandisk Corporation Samenvatting
| SNDK fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$254.47b |
| Inkomsten(TTM) | US$11.43b |
| Inkomsten(TTM) | US$20.25b |
Is SNDK overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| SNDK resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$20.25b |
| Kosten van inkomsten | US$5.78b |
| Brutowinst | US$14.47b |
| Overige uitgaven | US$3.04b |
| Inkomsten | US$11.43b |
Laatst gerapporteerde inkomsten
Jul 03, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 78.08 |
| Brutomarge | 71.47% |
| Nettowinstmarge | 56.46% |
| Schuld/Eigen Vermogen Verhouding | 0% |
Hoe presteerde SNDK op de lange termijn?
Bekijk historische prestaties en vergelijkingBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/09/09 22:14 |
| Aandelenkoers aan het einde van de dag | 2026/09/09 00:00 |
| Inkomsten | 2026/07/03 |
| Jaarlijkse inkomsten | 2026/07/03 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sandisk Corporation wordt gevolgd door 26 analisten. 19 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Mark Newman | Bernstein |