SanDisk's Quiet AI Boom Could Still Surprise Investors [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
SNDK's gross margins have soared above 50%, with management guiding for 65–67% next quarter and highlighting multi-year customer agreements for demand visibility. Consensus FY2027 EPS of $86 positions SNDK at 7.7x earnings, supporting a defensible $750–$850 price target despite recent stock run-up. Risks include cyclical memory dynamics, potential supply catch-up, and execution challenges, but SNDK's fundamentals and AI-driven storage demand remain compelling. Getty Images Elevator Thesis Sandisk Corporation ( SNDK ), another memory giant like Micron ( MU ), has enjoyed a monumental run on the stock market over the past year. For some color, as per Seeking Alpha , the stock is trading at $661.62 This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I
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SNDK
News
- See SanDisk Rise on Big Money Buys [Yahoo! Finance]Yahoo! Finance
- Sandisk (SNDK) had its price target raised by Citigroup Inc. from $750.00 to $875.00. They now have a "buy" rating on the stock.MarketBeat
- Sandisk (SNDK) is now covered by KGI Securities. They set an "outperform" rating and a $992.00 price target on the stock.MarketBeat
- Micron Earnings Face High Expectations as Its Stock Keeps Rising [Yahoo! Finance]Yahoo! Finance
- Sandisk: This Nvidia GTC 2026 Announcement Could Be A Game Changer [Seeking Alpha]Seeking Alpha
SNDK
Earnings
- 1/29/26 - Beat
SNDK
Sec Filings
- 2/25/26 - Form 144
- 2/18/26 - Form 424B7
- 2/17/26 - Form 424B7
- SNDK's page on the SEC website