Sandisk Management
Management criteria checks 0/4
Sandisk's CEO is David V. Goeckeler, appointed in Feb 2025, has a tenure of 1.33 years. total yearly compensation is $22.92M, comprised of 2% salary and 98% bonuses, including company stock and options. directly owns 0.34% of the company’s shares, worth $1.07B. The average tenure of the management team and the board of directors is 1.3 years and 1.3 years respectively.
Key information
David V. Goeckeler
Chief executive officer
US$22.9m
Total compensation
| CEO salary percentage | 1.96% |
| CEO tenure | 1.3yrs |
| CEO ownership | 0.3% |
| Management average tenure | 1.3yrs |
| Board average tenure | 1.3yrs |
Recent management updates
Recent updates
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 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 AlphaSandisk (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 Corporation (NASDAQ:SNDK) Stocks Shoot Up 49% But Its P/S Still Looks Reasonable
Despite an already strong run, Sandisk Corporation ( NASDAQ:SNDK ) shares have been powering on, with a gain of 49% in...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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Apr 03 2026 | n/a | n/a | US$5b |
| Jan 02 2026 | n/a | n/a | -US$1b |
| Oct 03 2025 | n/a | n/a | -US$2b |
| Jun 27 2025 | US$23m | US$450k | -US$2b |
Compensation vs Market: David V.'s total compensation ($USD22.92M) is above average for companies of similar size in the US market ($USD14.43M).
Compensation vs Earnings: Insufficient data to compare David V.'s compensation with company performance.
CEO
David V. Goeckeler (64 yo)
Mr. David V. Goeckeler serves as Chief Executive Officer since February 2025 and serves as Chair of the Board of Sandisk Corporation since February 2025 and serves as its Director since January 2025. Mr. G...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 1.3yrs | US$22.92m | 0.34% $ 1.1b | |
| Executive VP & CFO | 1.3yrs | US$7.94m | 0.11% $ 345.1m | |
| Executive VP & CTO | 1.3yrs | US$4.33m | 0.034% $ 104.5m | |
| Senior VP | 1.3yrs | US$2.15m | 0.022% $ 67.4m | |
| Executive VP & COO | no data | no data | no data | |
| VP & Chief Accounting Officer | no data | no data | 0.015% $ 46.8m | |
| Vice President of Investor Relations | no data | no data | no data | |
| Executive VP & Chief People Officer | no data | no data | no data | |
| Chief Consumer Officer | no data | no data | no data | |
| Senior VP & Chief Product Officer | no data | no data | no data | |
| Executive VP & Chief Revenue Officer | 1.4yrs | no data | no data |
Experienced Management: SNDK's management team is not considered experienced ( 1.3 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 1.4yrs | US$22.92m | 0.34% $ 1.1b | |
| Independent Director | 1.4yrs | US$285.99k | 0.0067% $ 20.7m | |
| Independent Director | 1.3yrs | US$297.22k | 0.0020% $ 6.1m | |
| Independent Director | 1.3yrs | US$289.72k | no data | |
| Independent Director | 1.4yrs | US$288.02k | 0.0048% $ 15.0m | |
| Member of Technical Advisory Board | less than a year | no data | no data | |
| Independent Director | 1.3yrs | US$289.72k | 0.000010% $ 31.0k | |
| Member of Technical Advisory Board | less than a year | no data | no data | |
| Independent Director | 1.3yrs | US$309.72k | no data | |
| Director | less than a year | no data | no data |
Experienced Board: SNDK's board of directors are not considered experienced ( 1.3 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/29 03:26 |
| End of Day Share Price | 2026/06/29 00:00 |
| Earnings | 2026/04/03 |
| Annual Earnings | 2025/06/27 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sandisk Corporation is covered by 29 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |
| Nam Hyung Kim | Arete Research Services LLP |