SNDK logo

Sandisk Corporation Stock Price

NasdaqGS:SNDK Community·US$251.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 267 Fair Values set on narratives written by author

SNDK Share Price Performance

US$1,694.98
1657.29 (4,397.16%)
US$264.95
Fair Value
US$1,694.98
1657.29 (4,397.16%)
539.7% overvalued intrinsic discount
US$264.95
Fair Value
Price US$1,694.98
AnalystConsensusTarget US$264.95
AnalystHighTarget US$322.00
AnalystLowTarget US$157.81

SNDK Community Narratives

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Fair Value US$264.95 539.7% overvalued intrinsic discount

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

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45users have followed this narrative
·
Fair Value US$322 426.4% 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
·
Fair Value US$157.81 974.1% overvalued intrinsic discount

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

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8users have followed this narrative
US$157.81
974.1% overvalued intrinsic discount
Profit Margin
13.76%
Future PE
21.32x
Price in 2029
US$200.13
US$322
426.4% overvalued intrinsic discount
Profit Margin
32%
Future PE
12.98x
Price in 2028
US$409.14
US$264.95
539.7% overvalued intrinsic discount
Profit Margin
22.9%
Future PE
19.83x
Price in 2028
US$336.89

Trending Discussion

Updated Narratives

SNDK logo

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

Fair Value: US$157.81 974.1% overvalued intrinsic discount
8 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$322 426.4% 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
SNDK logo

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

Fair Value: US$264.95 539.7% overvalued intrinsic discount
45 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

Seeking Alpha May 27

Sandisk Can Keep On Rising Even If NAND Prices Cool

Summary Sandisk's data center storage revenue is surging on AI-fueled demand, with repeated upside surprises versus Wall Street expectations. Sandisk is extending its JV with Kioxia Holdings, securing DRAM supply, and boosting fab output through R&D efficiency, keeping capex intensity low while expanding free cash flow margins. A newly authorized 6 billion dollar share buyback, alongside rising buyback spending, signals management’s confidence in Sandisk's prospects ahead. NAND spot prices have paused rising, and Chinese competitors are expanding capacity, presenting a risk of the memory upcycle ending sooner. But Sandisk can thrive on volume growth alone. SNDK's EV/EBITDA premium to peers is now below its historical median levels, while earnings growth is driving most of the stock’s gains—a good foundation for long-term upside. Read the full article on Seeking Alpha

Recent updates

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