Sandisk's Rally Tests A New Playbook [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
Guidance implies $4.4–$4.8 billion in next quarter revenue and mid-60% gross margins, signaling potential peak-cycle profitability. Free cash flow of $843 million reduced debt and shifted the balance sheet to a net cash position. FY26 EPS consensus near $39 and FY27 around $80 imply a mid-teens multiple falling below 8x. Vladlen Tian/iStock via Getty Images I've been watching this cycle for Sandisk Corporation ( SNDK ) long enough to know how it ends. The demand increases. The prices rise. The cash flows soar. The management teams become confident again. And then, quietly, the capital discipline evaporates. What made 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 am not receiving compensation for it (other than from Seeking Alpha). I have no bus
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SNDK
News
- Why This Analyst Is Betting on $100 in EPS for Sandisk Stock in 2026 [Yahoo! Finance]Yahoo! Finance
- Sandisk Trades at 15.83x Discounted P/E: Time to Buy the Stock? [Yahoo! Finance]Yahoo! Finance
- Up Over 858% in the Past 6 Months, Is There Any Room Left for Sandisk Stock to Run? [Yahoo! Finance]Yahoo! Finance
- Sandisk Stock Hype Could ‘Vanish in a Single Earnings Call' According to Citron Research. Is It Time to Ditch SNDK Here? [Yahoo! Finance]Yahoo! Finance
- Sandisk Says Data Centers Will Dominate NAND by 2026 as LTAs Reshape Supply and Pricing [Yahoo! Finance]Yahoo! Finance
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