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SNDK logo

Sandisk Corporation Stock Price

NasdaqGS:SNDK Community·US$258.3b Market Cap
  • 3 Narratives written by author
  • 2 Comments on narratives written by author
  • 481 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

SNDK Share Price Performance

US$1,692.59
1608.29 (1,907.82%)
​
US$2,126.17
Fair Value
US$1,692.59
1608.29 (1,907.82%)
20.4% undervalued intrinsic discount
US$2,126.17
Fair Value
Price US$1,692.59
AnalystConsensusTarget US$2,126.17
AnalystHighTarget US$3,317.37
AnalystLowTarget US$1,000.00
Fri, 21 Aug 26
Fair ValueUS$2,126.17
Share Pricen/a

SNDK Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$2.13k 20.4% undervalued intrinsic discount

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

0users have liked this narrative
0users have commented on this narrative
117users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$3.32k 49.0% undervalued intrinsic discount

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

0users have liked this narrative
1users have commented on this narrative
28users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$1k 69.3% overvalued intrinsic discount

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

0users have liked this narrative
1users have commented on this narrative
10users have followed this narrative
SNDK logo
Sandisk
49.0% undervalued intrinsic discount

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

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 4 Sep
Read Narrative
SNDK logo
Sandisk
20.4% undervalued intrinsic discount

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

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 21 Aug
Read Narrative
SNDK logo
Sandisk
69.3% overvalued intrinsic discount

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 7 Aug
Read Narrative

Trending Discussion

BO
SNDK logo

Buy Buy Buy Don't listen to the nay sayers. The numbers are solid and legitimate. Profits will continue to be stelar for multiple quarters.

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0
LO
SNDK logo

The market can’t accept memory stocks with a PE of 60. Even with undeniably rich growth and earnings there is a history that “proves” supply capacity will service demand inside 5 years and pricing will fall.

0
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0

Recently Updated Narratives

AN
AnalystHighTarget
SNDK logo

SNDK: AI Long Term Contracts Will Support Structurally Higher Margins

Fair Value: US$3.32k 49.0% undervalued intrinsic discount
28 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
SNDK logo

SNDK: AI Memory Contracts Will Support Structurally Higher Margins Despite Cyclicality Risk

Fair Value: US$2.13k 20.4% undervalued intrinsic discount
117 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
SNDK logo

SNDK: Cooling AI Memory Pricing Will Pressure Margins And Reset Expectations

Fair Value: US$1k 69.3% overvalued intrinsic discount
10 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Sandisk Corporation Key Details

US$20.2b

Revenue

US$5.8b

Cost of Revenue

US$14.5b

Gross Profit

US$3.0b

Other Expenses

US$11.4b

Earnings

Last Reported Earnings
Jul 03, 2026
Next Reporting Earnings
n/a
78.08
71.47%
56.46%
0%
View Full Analysis

About SNDK

Founded
2024
Employees
11100
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 Americas, Europe, the Middle East, Africa, Asia, and internationally. The company provides 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 • Sep 07

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
User avatar
Narrative Update • Sep 04

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.

Recent updates

No updates

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