Sandisk Corporation
SNDK
NASDAQ·Technology·Computer Hardware·Mkt cap $257.7B
$1,740.00
▲ +11.90%
P/E
21.63
Mkt Cap
$257.7B
52-Wk Range
$67.86–$2,354
52-Week Range
$67.86 - $2,354.39
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
5 reasons
- Proprietary NAND flash technology and manufacturing expertise
- Vertically integrated production capabilities and supply chain control
- Established brand recognition and customer relationships across consumer and enterprise markets
- Extensive patent portfolio protecting core technologies
- Economies of scale in semiconductor manufacturing
Bear Case
1 risk
- Very high volatility (beta 5.2). Expect 3x market swings. Position size accordingly.
Growth
Strong growth ahead
Increasing global demand for data storage driven by cloud computing and AI applications
Value
Trading at 0.4x Memory & Storage Semiconductors peers — a discount despite the growth profile.
Momentum
Strong
+11.6% over 3m
Quality
Excellent
High-growth business (155% revenue growth, 71% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying SNDK right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 5, 2026
AUG 5, 2026
Reported EPS of $39.25 vs $34.96 consensus (+12.3% surprise). Revenue of $9.0B vs $8.5B expected (+5.7%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+12.3%
Revenue trend · last 8Q
-1%
+8%
+23%
—
+61%
0%
+251%
+372%
Q3 25
Q4 25
Q1 25
Q1 26
Q2 25
Q2 26
Q3 26
Q4 26
$1.7B
$1.9B
$2.3B
$2.3B
$3.0B
$3.0B
$6.0B
$9.0B
Margins · last 8Q
Gross
84.6%
Operating
78.2%
Profit
77.0%
Wall Street consensus
15 analysts · 93% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
93%
Hold
7%
Sell
0%
Median Price Target
—
Latest: UBS · Aug 14, 2026
vs Industry
How SNDK stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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