Sandisk Förvaltning
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Sandisk VD är David V. Goeckeler, utsedd i Feb 2025, har en mandatperiod på 1.58 år. totala årliga ersättningen är $ 22.92M, bestående av 2% lön 98% bonusar, inklusive företagsaktier och optioner. äger direkt 0.28% av företagets aktier, värda $ 740.76M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 1.6 år respektive 1.6 år.
Viktig information
David V. Goeckeler
Verkställande direktör
US$22.9m
Total ersättning
| VD-lön i procent | 1.96% |
| Anställning som VD | 1.6yrs |
| Ägande av VD | 0.3% |
| Ledningens genomsnittliga anställningstid | 1.6yrs |
| Styrelsens genomsnittliga mandatperiod | 1.6yrs |
Senaste uppdateringar av ledningen
Recent updates
Sandisk And The NAND Stabilization Test
Summary Sandisk Corporation's major upcoming test will be preserving and attempting to increase its earnings power as potentially NAND supply stabilizes and pricing becomes less favorable. Multi-year New Business Model agreements covering about half of projected fiscal 2027 bit shipments and roughly two-thirds of fiscal 2028 bits could reduce SNDK’s exposure to the NAND cycle. Growing enterprise SSD demand from AI inference, combined with Sandisk’s UltraQLC, BiCS9, BiCS10, and High Bandwidth Flash initiatives, could support a higher-value product mix and lower costs per bit. While acknowledging risks, I rate SNDK stock a cautious Buy, as the company has unique tools for this stage of the cycle, including increased exposure to AI inference. Read the full article on Seeking Alpha
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.
SNDK: AI Memory Contracts Will Support Structurally Higher Margins Despite Cyclicality Risk
Analysts have raised their Sandisk fair value estimate from about $1,773 to roughly $2,126. They point to updated models that reflect higher projected revenue growth, stronger profit margins, and a lower future P/E multiple under the company's new business framework.
SNDK: Cooling AI Memory Pricing Will Pressure Margins And Reset Expectations
SanDisk's updated analyst price target of $1,000 reflects a reset from prior four digit targets as analysts factor in moderating pricing, recent target revisions across firms, and a wider range of possible outcomes for margins and long term memory demand. Analyst Commentary Recent Street research on SanDisk shows a wide range of views, but with a clear tilt toward more conservative assumptions on pricing, margins, and growth.SNDK: Long-Term AI Memory Contracts And Tight Supply Will Support Upside
Analysts have trimmed their Sandisk fair value estimate from $3,250 to $3,169, reflecting updated assumptions that combine stronger projected revenue growth with more moderate profit margins and slightly adjusted price targets following recent research updates. Analyst Commentary Street research on Sandisk currently leans constructive, with many bullish analysts pointing to tight memory conditions, AI related demand and revised long term contracts as key supports for the stock's valuation framework.SNDK: AI Supply Deals And Tight Memory Support Further Upside Potential
SanDisk's analyst price target has been raised from $322.0 to $3,250.0 as analysts factor in a tight NAND supply backdrop, new long-term memory agreements with firmer pricing, and stronger assumed profit margins, despite moderating revenue growth expectations and a higher future P/E multiple. Analyst Commentary Recent Street research on SanDisk leans clearly positive, with a series of higher price targets and rating upgrades clustered around similar themes, including tight memory supply, firmer pricing and growing confidence in long-term demand for NAND and DRAM tied to AI and data center spending.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 (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 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$11b |
| 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$2b |
Ersättning vs marknad: David V. s total kompensation ($USD 22.92M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.74M ).
Ersättning vs inkomst: Otillräcklig data för att jämföra David V. s ersättning med företagets resultat.
VD OCH KONCERNCHEF
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 1.6yrs | US$22.92m | 0.28% $ 740.8m | |
| Executive VP & CFO | 1.6yrs | US$7.94m | 0.089% $ 234.7m | |
| Executive VP & CTO | 1.5yrs | US$4.33m | 0.028% $ 72.5m | |
| Senior VP | 1.6yrs | US$2.15m | 0.017% $ 45.3m | |
| Executive VP & COO | no data | inga uppgifter | inga uppgifter | |
| VP & Chief Accounting Officer | no data | inga uppgifter | 0.014% $ 37.8m | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Executive VP & Chief People Officer | no data | inga uppgifter | inga uppgifter | |
| Chief Consumer Officer | no data | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Product Officer | no data | inga uppgifter | inga uppgifter | |
| Executive VP & Chief Revenue Officer | 1.7yrs | inga uppgifter | inga uppgifter |
Erfaren ledning: SNDK s ledningsgrupp anses inte vara erfaren ( 1.6 års genomsnittlig anställningstid), vilket föreslår ett nytt team.
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 1.7yrs | US$22.92m | 0.28% $ 740.8m | |
| Independent Director | 1.7yrs | US$285.99k | 0.0068% $ 17.8m | |
| Independent Director | 1.6yrs | US$297.22k | 0.0020% $ 5.2m | |
| Independent Director | 1.6yrs | US$289.72k | inga uppgifter | |
| Independent Director | 1.7yrs | US$288.02k | 0.0049% $ 12.8m | |
| Member of Technical Advisory Board | 1.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 1.6yrs | US$289.72k | 0.000010% $ 26.2k | |
| Member of Technical Advisory Board | 1.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 1.6yrs | US$309.72k | inga uppgifter | |
| Director | less than a year | inga uppgifter | inga uppgifter |
Erfaren styrelse: SNDK s styrelse anses inte vara erfaren ( 1.6 års genomsnittlig mandatperiod), vilket föreslår en ny styrelse.
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/09/21 04:01 |
| Aktiekurs vid dagens slut | 2026/09/18 00:00 |
| Intäkter | 2026/07/03 |
| Årlig intjäning | 2026/07/03 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Sandisk Corporation bevakas av 26 analytiker. 19 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Mark Newman | Bernstein |