SNDK logo

Sandisk Corporation Stock Price

NasdaqGS:SNDK Community·US$345.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 297 Fair Values set on narratives written by author

SNDK Share Price Performance

US$2,090.71
2043.56 (4,334.17%)
US$1,772.91
Fair Value
US$2,090.71
2043.56 (4,334.17%)
17.9% overvalued intrinsic discount
US$1,772.91
Fair Value
Price US$2,090.71
AnalystConsensusTarget US$1,772.91
AnalystLowTarget US$157.81
AnalystHighTarget US$322.00

SNDK Community Narratives

·
Fair Value US$1.77k 17.9% overvalued intrinsic discount

AI Data Center Demand And BiCS8 Transition Will Drive Long-Term Earnings Power

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49users have followed this narrative
·
Fair Value US$157.81 1.2k% overvalued intrinsic discount

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

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9users have followed this narrative
·
Fair Value US$322 549.3% overvalued intrinsic discount

AI Data Center Demand And Rising Storage Intensity Will Drive Significant Long Term Upside

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12users have followed this narrative
US$157.81
1.2k% overvalued intrinsic discount
Profit Margin
13.76%
Future PE
21.32x
Price in 2029
US$200.13
US$322
549.3% overvalued intrinsic discount
Profit Margin
32%
Future PE
12.98x
Price in 2028
US$409.14

Trending Discussion

Updated Narratives

SNDK logo

SNDK: AI Memory Contracts Will Eventually Expose Extreme Margin And Pricing Risk

Fair Value: US$1.77k 17.9% overvalued intrinsic discount
49 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SNDK logo

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

Fair Value: US$157.81 1.2k% overvalued intrinsic discount
9 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
SNDK logo

AI Data Center Demand And Rising Storage Intensity Will Drive Significant Long Term Upside

Fair Value: US$322 549.3% overvalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Exceptional growth potential with flawless balance sheet.

2 Risks
2 Rewards

Sandisk Corporation Key Details

US$13.2b

Revenue

US$5.8b

Cost of Revenue

US$7.4b

Gross Profit

US$2.9b

Other Expenses

US$4.5b

Earnings

Last Reported Earnings
Apr 03, 2026
Next Reporting Earnings
n/a
30.43
56.04%
34.19%
0%
View Full Analysis

About SNDK

Founded
2024
Employees
11000
CEO
David V. Goeckeler
WebsiteView website
www.sandisk.com

Sandisk Corporation 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. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers, and subsidiaries. Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.

Recent SNDK News & Updates

Narrative Update Jun 26

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.
Seeking Alpha Jun 24

Sandisk Still Looks Investable After A Massive Rally

Summary Sandisk Corporation remains investable after a 10x rally, driven by robust demand and a shift to long-term contractual revenues. SNDK's Q3 2026 results saw revenues of $5.95B (+251% YoY) and gross margins of 78.4%, reflecting a successful pivot to high-value data center customers. Multi-year supply deals (~$42B RPO secured) and upcoming HBF product launches underpin continued high-margin growth through FY2027-28 and beyond. Despite valuation expansion, I see 57%+ upside potential to $3,089/share, with near-term catalysts in Q4 earnings and longer-term Edge AI demand inflection. Read the full article on Seeking Alpha

Recent updates

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