Sandisk: The AI NAND Winner Wall Street Still Underestimates [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
only from favorable near-term NAND pricing tailwinds, but also accelerating bit demand from complex compute workloads. The ramp of Sandisk's BiCS8 node represents a meaningful inflection that addresses scalability roadblocks in AI memory demands - especially in edge and cloud compute applications. Upcoming BiCS8-based products also unlock incremental scalability, enabling superior AI memory economics and better positioning Sandisk to capture outsized growth, as data center applications become the largest NAND demand driver. Coupled with the next-generation high-bandwidth flash ("HBF") innovation, Sandisk's positioned for an incremental uplift to its growth and earnings profile, which could underpin further upside position for the stock. Getty Images Sandisk Corporation ( SNDK ) has emerged as the best-performing memory stock, surging more than 800% in the past year following its spinoff into a separate entity from Western Digital Corporation ( WDC ) in February 2025. The T
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SNDK
News
- Sandisk: The NAND Trade Is Getting Crowded Heading Into Q2 Earnings [Seeking Alpha]Seeking Alpha
- Sandisk (NASDAQ:SNDK) was upgraded by analysts at Royal Bank Of Canada to a "hold" rating.MarketBeat
- Sandisk (NASDAQ:SNDK) was given a new $380.00 price target on by analysts at Wells Fargo & Company.MarketBeat
- Sandisk (NASDAQ:SNDK) had its price target raised by analysts at Benchmark Co. from $260.00 to $450.00. They now have a "buy" rating on the stock.MarketBeat
- Sandisk (NASDAQ:SNDK) was given a new $385.00 price target on by analysts at Barclays PLC.MarketBeat
SNDK
Earnings
- 11/6/25 - Beat
SNDK
Sec Filings
- 1/16/26 - Form 144
- 1/15/26 - Form 144
- 1/7/26 - Form 144
- SNDK's page on the SEC website