Sandisk Corporation (Ticker: SNDK) is a U.S.-based technology company that develops, manufactures, and sells data storage products and solutions built on NAND flash memory technology, including solid-state drives (SSDs), embedded storage, memory cards, and USB flash drives for consumer, enterprise, and cloud computing markets.
| Revenue (TTM) | $20.25B |
| Gross Profit (TTM) | $14.47B |
| EBITDA | $12.62B |
| Operating Margin | 78.50% |
| Return on Equity | 91.60% |
| Return on Assets | 43.90% |
| Revenue/Share (TTM) | $137.74 |
| Book Value | $93.09 |
| Price-to-Book | 11.49 |
| Price-to-Sales (TTM) | 11.02 |
| EV/Revenue | 8.75 |
| EV/EBITDA | 13.38 |
| Quarterly Earnings Growth (YoY) | 618.00% |
| Quarterly Revenue Growth (YoY) | 371.60% |
| Shares Outstanding | $146.00M |
| Float | $143.34M |
| % Insiders | 1.11% |
| % Institutions | 87.44% |
Volatility is currently contracting
SanDisk SNDK shares extended their recent rally on Friday after fresh bullish calls from Wall Street added to optimism surrounding the company's long-term artificial intelligence strategy. The stock climbed about 6% during Friday's session, marking its fifth consecutive day of gains and taking its weekly advance to roughly 34%.
Memory has historically been the worst business in the semiconductor industry. Brutal cycles, no pricing power, capacity built at exactly the wrong moment.
Sandisk Corporation (SNDK) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider's investor day.
Sandisk Corporation's NBMs provide $93.9 billion of minimum revenue, with over half of fiscal 2027 bits already covered. Roughly two-thirds of fiscal 2028 bits are expected under multiyear agreements, potentially reducing SanDisk's historical NAND earnings volatility. Datacenter expanded from roughly 12% to 38% of SanDisk's portfolio as AI inference creates structural NAND demand.
Sandisk CEO and Chairman David Goeckeler joins 'Squawk on the Street' to discuss Investor Day, memory demand, how the company has changed over the past decade, and more.
Shares of SanDisk Corp (NASDAQ:SNDK) are climbing 6% to trade at $1,620.80, enjoying an upgrade from J.P.
Micron Technology (NASDAQ:MU | MU Price Prediction) and Sandisk (NASDAQ:SNDK) both just posted blowout memory quarters, but for very different reasons.
Sandisk Corporation is the top S&P 500 performer YTD, driven by robust NAND demand and record Q4 results. I maintain a Buy rating on SNDK, citing attractive valuation, high margins, and strong long-term revenue visibility. Q4 highlights include 51% sequential sales growth, 84.6% gross margin, $5B adjusted FCF, and $93.9B in minimum contracted revenue.
Shares of Sandisk (NASDAQ:SNDK | SNDK Price Prediction) are up 7% to $1,630 in early Friday trading, extending Thursday's blowout session.
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