SanDisk Corp stock analysis
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SanDisk Corp (SNDK) Stock Price & Analysis
SNDK Stock Chart & Stats
- Day’s Range
- $848.50 - $939.53
- 52-Week Range
- $183.00 - $2,354.39
- Previous Close
- $937.46
- Volume
- N/A
- Average Volume (3M)
- 10.64M
- Market Cap
- $133.39B
- Enterprise Value
- $259.87B
- Total Cash (Recent Filing)
- $5.14B
- Total Debt (Recent Filing)
- $201.00M
- Price to Earnings (P/E)
- 6.7
- Beta
- 2.82
- Next Earnings
- Feb 04, 2027 (Est.)
- EPS Estimate
- 56.97
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
AI And Data-center Growth
AI inference workloads and KV-cache requirements are creating a structural increase in NAND demand, while data-center growth is already outpacing the broader market. This expands SanDisk’s addressable opportunity and supports sustained revenue growth over the next several quarters.
Strong Profitability And Cash Generation
Very high margins and cash conversion provide substantial internal funding for technology development, capacity needs, and shareholder returns. The debt-free balance sheet also reduces financial risk and gives SanDisk flexibility to manage the memory cycle or pursue strategic opportunities.
Long-term Customer Commitments
Growing non-binding memorandum coverage improves demand visibility and indicates that customers are seeking dependable future NAND allocations. A pipeline exceeding supply through the decade could support utilization, planning discipline, and more durable revenue than purely spot-driven sales.
Bears Say
Highly Volatile Earnings Profile
The recent earnings improvement is powerful but has not yet demonstrated consistency across a full cycle. The sharp reversal from losses to unusually high margins and profits raises the risk that future results could normalize materially if memory conditions or mix benefits weaken.
Consumer Revenue Contraction
Consumer weakness shows that pricing actions can pressure demand in a branded business even when the company retains broad distribution and user reach. Continued contraction would reduce diversification and place greater dependence on enterprise, data-center, and AI-related growth.
Near-term Supply Allocation Constraints
The current product mix and long wafer-production cycle limit SanDisk’s ability to quickly align output with customer demand. Persistent allocation constraints could defer shipments, restrict revenue capture, and make execution more dependent on forward planning over the next several quarters.
SanDisk Corp News
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SanDisk Corp Stock Smart Score
Company Description
SanDisk Corp
SanDisk Corporation specializes in designing, manufacturing, and supplying storage solutions and devices leveraging advanced NAND flash technology. Its diverse product line features solid-state drives (SSDs), embedded memory solutions, removable memory cards, universal serial bus (USB) devices, and underlying wafers and components. Founded on June 1, 1988, the company maintains its principal executive offices in Milpitas, California.
- Sector
- General
- Industry
- Computer Hardware
- CEO
- David V. Goeckeler
- Employees
- 11,100
- Website
- www.sandisk.com
- Address
- 951 Sandisk Drive, Milpitas, CA, 95035, US
SanDisk Corp (SNDK) Earnings & Revenues
SNDK Company Deck
SNDK Earnings Call
Earnings Call SentimentPositive
The call was strongly positive, led by results above guidance, substantial revenue and data center growth, expanding AI-related demand, a robust NBM pipeline, strong free cash flow and continued shareholder returns. The main challenges were the 29% sequential decline in Consumer revenue, lower-end Edge and PC unit weakness, normal seasonal softness expected in fiscal Q3, and near-term supply allocation constraints. Highlights significantly outweighed the lowlights.
View all SNDK earnings summariesSNDK Net sales Breakdown
- 25.45% Datacenter
- 60.06% Edge
- 14.50% Consumer
SNDK Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 2 | 6 | 14 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 0 | 0 | 12 |













