Sandisk: A More Expensive Memory Gold Rush Stock [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
SNDK expects over 45% revenue growth in 2026 and EBITDA to exceed 200% YoY, but cyclicality may return post-2027. Cloud segment drives high-margin expansion, but SNDK's premium 21x 2026 P/E contrasts with sub-10x multiples for MU and SK Hynix. Risks include normalization of AI demand, potential supply increases, and SNDK's concentration in flash memory products. NoDerog/iStock Unreleased via Getty Images Introduction I invested in Micron Technology, Inc. ( MU ) in August 2025, following an analysis that the memory sector's cyclical behavior may have changed or is entering a super cycle. At that time, Sandisk Corporation ( This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of MU, SNDK either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any co
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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