Sandisk: A High Beta Play For NAND Memory As AI Demand Surges [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
SNDK benefits from a joint venture with Kioxia, high average selling prices, and compressed cash conversion cycles, signaling robust operational efficiency. Cloud/datacenter sales grew 123% from Q3 2025 to Q2 2026, reflecting SNDK's hyperscaler foothold, but cyclicality and supply discipline remain critical to future margins. With no valuation premium and rising supply risks, I see more downside than upside near-term and am holding pending key SID drivers on the April 30th earnings call. LisaInGlasses/iStock via Getty Images Sandisk Corporation ( SNDK ), which used to be controlled by Western Digital Corporation, has accumulated a whopping 2,424% return since it was divested in February of 2025. The company's current Seeking Alpha ratings are all in the green ahead, as it rose another 15% in
Show less
Read more
Impact Snapshot
Event Time:
SNDK
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
SNDK alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
SNDK alerts
High impacting Sandisk Corporation news events
Weekly update
A roundup of the hottest topics
SNDK
News
- Sandisk (SNDK) was given a new $975.00 price target by Wells Fargo & Company.MarketBeat
- Are You Looking for a Top Momentum Pick? Why Sandisk Corporation (SNDK) is a Great Choice [Yahoo! Finance]Yahoo! Finance
- Sandisk: A Supercycle Is Still A Cycle [Seeking Alpha]Seeking Alpha
- Sandisk (SNDK) had its price target raised by Bank of America Corporation from $900.00 to $1,080.00. They now have a "buy" rating on the stock.MarketBeat
- Sandisk About To Get Volatile - Be Careful [Seeking Alpha]Seeking Alpha
SNDK
Earnings
- 1/29/26 - Beat
SNDK
Sec Filings
- 4/7/26 - Form SCHEDULE
- 3/27/26 - Form SCHEDULE
- 3/25/26 - Form 8-K
- SNDK's page on the SEC website