Sandisk: A Structural Story Hiding Behind Cyclical Numbers [Seeking Alpha]
Sandisk Corporation (SNDK)
Company Research
Source: Seeking Alpha
Micron, creating a structurally different margin and free cash flow profile than any integrated memory. Q2 revenue of $3.03B beat consensus by $337M, and non-GAAP EPS of $6.20 beat by $2.66, with Q3 guidance calling for 50%+ revenue growth at 65-67% gross margins on declining. All three end markets grew double digits sequentially, while new AI-driven demand vectors like KV cache (75-100 additional exabytes by CY2027) and the Stargate QLC product aren't yet reflected in them. Enterprise SSD qualification cycles create natural pricing barriers that make this shortage fundamentally different from prior commodity memory cycles. Getty Images Investment Thesis Sandisk Corporation ( SNDK ) has become one of the most polarizing names in semiconductors in the past year. The stock has surged over 1,250% YoY, which understandably makes investors skeptical. However, when I dug into This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative p
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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