SNDK - Sandisk Corporation

The Market Is Missing SanDisk's Biggest Transformation

SanDisk's BiCS10 delivers 59% higher bit density while production has already begun, reducing execution risk well ahead of commercialization. Data center revenue surged more than 230% sequentially as AI inference, KV cache and enterprise SSD demand become the primary growth drivers. Five multi-year agreements secure approximately $42 billion of minimum revenue with over $11 billion of financial guarantees, fundamentally improving earnings visibility.

Jul 12, 2026 06:40 AM • seekingalpha.com

Nvidia vs. SanDisk: 1 Valuation Gap Jim Cramer Says Is the Most Insulting Trade in Semiconductors Right Now

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SanDisk (NASDAQ:SNDK) delivered blockbuster quarters that pulled the AI infrastructure trade in opposite directions.

Jul 12, 2026 04:25 AM • 247wallst.com

3 Stocks That Crushed Nvidia With 300% or More Gains Over the Past Year

Sandisk and Micron both benefit from supply shortages in the memory market. AMD is riding the wave of inference and agentic AI.

Jul 11, 2026 05:45 AM • fool.com

The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year

The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.

Jul 10, 2026 08:00 PM • investorplace.com

Why Sandisk Stock Popped Again Today

Sandisk rival SK Hynix listed its ADRs on the Nasdaq today. SK Hynix also said the computer memory deficit will last past 2030.

Jul 10, 2026 11:17 AM • fool.com

Crypto Brokerage CEO: “We're Going Live Today With 24/7 Trading of Real U.S. Equities” Starting With Micron, SanDisk and SpaceX

Backpack CEO Armani Ferrante appeared on CNBC on Friday morning to announce that the crypto-native brokerage has launched 24/7 trading of real U.S.

Jul 10, 2026 08:09 AM • 247wallst.com

SanDisk Vs. Micron: Why One of These Memory Stocks is Much More Dangerous Than the Other

SanDisk (NASDAQ:SNDK | SNDK Price Prediction) and Micron Technology (NASDAQ:MU) both delivered blockbuster AI-driven memory quarters, then got swept up in a brutal mid-July correction as investors questioned whether storage demand has peaked.

Jul 10, 2026 07:32 AM • 247wallst.com

Sandisk, Intel, Marvell, Corning, and More Stocks That Explain Today's Market

Significant shares making a move

Jul 10, 2026 03:19 AM • barrons.com

Billionaire Israel Englander Sells Sandisk Stock and Buys Another AI Memory Stock (Hint: Not Micron)

Israel Englander bought Everpure stock in the first quarter, a lesser-known company poised to benefit as the AI boom creates demand for high-performance storage.

Jul 10, 2026 12:48 AM • fool.com

SK Hynix Raises $26.5 Billion In U.S. Listing; Memory Giants Micron, Sandisk Rise

SK Hynix raised $26.5 billion in its offering with the South Korean memory-chip giant to start trading Friday on the Nasdaq. Micron, Sandisk rose.

Jul 09, 2026 03:24 PM • investors.com

3 Investment Ideas With Room to Run

Luke Lango highlights AI's toll roads

Jul 09, 2026 01:00 PM • investorplace.com

'Selling Winners, Buying Losers': Tech Stocks Drop as Energy Jumps to Start H2

A sharp rotation trade has taken over markets to start the second half of 2026, with investors dumping the year's biggest winners and piling into beaten-down names.

Jul 09, 2026 11:45 AM • benzinga.com

Direxion Daily Semiconductor Bull 3X ETF Explodes

Micron's spending $3 billion to support semiconductor production. Meta's spending even more -- $145 billion in 2026 alone.

Jul 09, 2026 10:09 AM • fool.com

SanDisk set for earnings upside as Wedbush lifts price target

SanDisk (NASDAQ:SNDK) could see upside in its upcoming fiscal fourth-quarter 2026 report, according to Wedbush Securities, which raised its price target on the stock to $2,000 from $1,200. The semiconductor firm's management had guided fiscal fourth-quarter sales to a range of $7.75 billion to $8.25 billion, with non-GAAP earnings per share of $30 to $33.

Jul 09, 2026 10:06 AM • proactiveinvestors.com

Sandisk: This Is The Last Chance Before AI Memory Gets Priced In

Sandisk Corporation remains a high-conviction beneficiary of the emerging AI NAND supercycle, as agentic inference expands demand for both capacity- and performance-driven data center storage. The latest stock pullback could represent the last discounted opportunity to participate in SNDK's final re-rating for AI NAND demand upside before the broader industry supply-demand imbalance eases in 2028. Sandisk's expanding QLC, TLC, and future high-bandwidth flash roadmap should deepen its penetration across the AI memory hierarchy, moving SNDK beyond cold storage into higher-value opportunities closer to compute.

Jul 09, 2026 09:05 AM • seekingalpha.com

Sandisk to Report Fiscal Fourth Quarter and Fiscal Year 2026 Results on August 5, 2026; Announces Investor Day on August 13, 2026

MILPITAS, Calif.--(BUSINESS WIRE)--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal fourth quarter and fiscal year 2026 earnings conference call on Wednesday, August 5, 2026, at 1:30 p.m. Pacific Time.A live webcast and a webcast replay of the conference call will be available at investor.sandisk.com.Additionally, Sandisk Corporation today announced that the company will hold its Investor Day on Thursday, August 13, 2026 at 9:00 a.m. Eastern Time.Watch the live web.

Jul 09, 2026 08:05 AM • businesswire.com

Micron, SanDisk recover after Samsung-led selloff; fresh catalysts add to sentiment

Memory chip and storage stocks staged a strong recovery on Thursday, with investors rushing back into the sector after a sharp selloff triggered by Samsung Electronics' quarterly earnings earlier this week. Micron Technology climbed more than 7%, while SanDisk SNDK gained about 7.5%.

Jul 09, 2026 07:37 AM • invezz.com

Why Sandisk Stock Popped Again Today

Reuters says Meta just signed a multi-year deal to buy NAND flash memory from Sandisk. Tens of billions of dollars could be involved.

Jul 09, 2026 07:22 AM • fool.com

SanDisk set for earnings upside as Wedbush lifts price target

SanDisk (NASDAQ:SNDK) could see upside in its upcoming fiscal fourth-quarter 2026 report, according to Wedbush Securities, which raised its price target on...

Jul 09, 2026 06:03 AM • proactiveinvestors.com

Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week.

Jul 09, 2026 05:15 AM • 247wallst.com

SanDisk price target raised to $3,000 from $1,700 at Bernstein

$3000.00 (was $2050.39)

Mark Newman · Bernstein

Jun 29, 2026 04:30 PM • TheFly

SanDisk price target raised to $2,900 from $1,800 at Cantor Fitzgerald

$2900.00 (was $1611.30)

Cantor Fitzgerald

Jun 08, 2026 08:00 AM • TheFly

SanDisk price target raised to $2,200 from $1,825 at Mizuho

$2200.00 (was $1559.32)

Vijay Rakesh · Mizuho Securities

Jun 08, 2026 06:52 AM • TheFly

SanDisk price target raised to $1,750 from $1,100 at Morgan Stanley

$1750.00 (was $1737.00)

Morgan Stanley

Jun 03, 2026 08:19 AM • TheFly

SanDisk price target raised to $1,825 from $1,625 at Mizuho

$1825.00 (was $1589.94)

Vijay Rakesh · Mizuho Securities

May 28, 2026 06:50 AM • TheFly

SanDisk upgraded to Overweight from Equal Weight at Barclays

$2300.00 (was $1589.55)

Tom O'Malley · Barclays

May 26, 2026 05:18 PM • TheFly

SanDisk price target raised to $2,350 from $1,500 at Melius Research

$2350.00 (was $1307.40)

Melius Research

May 18, 2026 01:25 PM • TheFly

SanDisk price target raised to $1,625 from $1,220 at Mizuho

$1625.00 (was $1406.32)

Mizuho Securities

May 06, 2026 07:48 AM • TheFly

SanDisk price target raised to $1,700 from $1,250 at Bernstein

$1700.00 (was $1187.00)

UBS

May 04, 2026 07:01 AM • TheFly

SanDisk price target raised to $1,200 from $700 at Goldman Sachs

$1200.00 (was $1081.43)

James Schneider · Goldman Sachs

May 01, 2026 09:46 AM • TheFly

SanDisk price target raised to $1,220 from $1,000 at Mizuho

$1220.00 (was $1148.24)

Vijay Rakesh · Mizuho Securities

May 01, 2026 08:31 AM • TheFly

SanDisk price target raised to $1,400 from $1,200 at Evercore ISI

$1400.00 (was $1141.00)

Evercore ISI

May 01, 2026 08:11 AM • TheFly

SanDisk price target raised to $1,470 from $725 at Raymond James

$1470.00 (was $1142.51)

Raymond James

May 01, 2026 08:10 AM • TheFly

SanDisk price target raised to $2,000 from $1,000 at Susquehanna

$2000.00 (was $1096.51)

Susquehanna

May 01, 2026 05:46 AM • TheFly

SanDisk price target raised to $1,200 from $750 at Barclays

$1200.00 (was $1096.51)

Tom O'Malley · Barclays

May 01, 2026 05:37 AM • TheFly

SanDisk price target raised to $1,400 from $100 at Jefferies

$1400.00 (was $1096.51)

Jefferies

May 01, 2026 05:02 AM • TheFly

SanDisk price target raised to $1,200 from $740 at Wedbush

$1200.00 (was $1002.35)

Matt Bryson · Wedbush

Apr 29, 2026 07:40 AM • TheFly

SanDisk price target raised to $1,400 from $1,000 at Cantor Fitzgerald

$1400.00 (was $989.90)

Cantor Fitzgerald

Apr 27, 2026 07:23 AM • TheFly

SanDisk price target raised to $1,100 from $690 at Morgan Stanley

$1100.00 (was $989.90)

Morgan Stanley

Apr 27, 2026 06:24 AM • TheFly

SanDisk price target raised to $975 from $675 at Wells Fargo

$975.00 (was $920.99)

Aaron Rakers · Wells Fargo

Apr 20, 2026 06:18 AM • TheFly