Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade) [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
Therefore, Sandisk Corporation's NAND thesis remains intact. The recent double-digit drop looks tied to headlines, risk-off trading, and memory industry beta, while the Street's revenue and EPS estimates for the next four years remain unchanged. I'm bullish as SNDK's AI storage story still looks early, with datacenter revenue only 15% of total sales despite 64% sequential growth and 76% YOY growth in the last quarter. I expect near-term volatility from macro risks to persist, but I see SNDK stock retesting new highs in H2 this year as capital may rotate away from DRAM names. D-Keine/E+ via Getty Images Memory names, including Sandisk Corporation ( SNDK ), are being tested after Google highlighted a paper on TurboQuant, an algorithm that reduces KV-cache memory requirements by at least 6x in LLM inference workloads. As is often the
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SNDK
News
- Google Just Unveiled TurboQuant: Should You Sell Sandisk Stock Now? [Yahoo! Finance]Yahoo! Finance
- Should Invesco S&P 500 Pure Growth ETF (RPG) Be on Your Investing Radar? [Yahoo! Finance]Yahoo! Finance
- Is Sandisk Corporation (SNDK) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- Memory Is Wall Street's Favorite Tech Trade as Mag 7 Disappoints [Yahoo! Finance]Yahoo! Finance
- Sandisk (SNDK) had its price target raised by Bank of America Corporation from $850.00 to $900.00. They now have a "buy" rating on the stock.MarketBeat
SNDK
Earnings
- 1/29/26 - Beat
SNDK
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 8-K
- 2/25/26 - Form 144
- SNDK's page on the SEC website