SNDK logo

Sandisk Corporation Stock Price

NasdaqGS:SNDK Community·US$293.2b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 292 Fair Values set on narratives written by author

SNDK Share Price Performance

US$2,107.86
2063.65 (4,667.84%)
US$264.95
Fair Value
US$2,107.86
2063.65 (4,667.84%)
695.6% overvalued intrinsic discount
US$264.95
Fair Value
Price US$2,107.86
AnalystConsensusTarget US$264.95
AnalystHighTarget US$322.00
AnalystLowTarget US$157.81

SNDK Community Narratives

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Fair Value US$264.95 695.6% overvalued intrinsic discount

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

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47users have followed this narrative
·
Fair Value US$322 554.6% 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 1.2k% 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
1.2k% overvalued intrinsic discount
Profit Margin
13.76%
Future PE
21.32x
Price in 2029
US$200.13
US$322
554.6% overvalued intrinsic discount
Profit Margin
32%
Future PE
12.98x
Price in 2028
US$409.14
US$264.95
695.6% 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 1.2k% 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$322 554.6% 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$264.95 695.6% overvalued intrinsic discount
47 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 11h

Sandisk: The Supercycle Won't Last As Long As Investors Hope

Summary Sandisk Corporation has surged on the AI-driven memory supercycle, posting Q3 FY2026 revenue up 251% year-over-year and record margins. SNDK's pure-play NAND focus leaves it vulnerable to cyclical pricing downturns, lacking HBM or DRAM diversification to cushion future supply increases. NAND faces unique supply and demand dynamics that lead it to be exposed to a correction in prices. I rate SNDK a Sell, as the upside from potential HBF adoption is too distant and uncertain to offset imminent NAND cycle risks and valuation concerns. Read the full article on Seeking Alpha

Recent updates

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