NASDAQ:SNDK

Sandisk Corp (SNDK)

1,762.50
+17.50 (1.00%)
as of Jul 2, 2026, 11:59:55 pm Market Open.
12 watching
0
Investor Insights
star iconJul 5, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Sandisk Corp (SNDK-Q) has seen an extraordinary rise in its share price, increasing by as much as 3,000% over the past year, primarily driven by surging demand for memory and data storage solutions linked to AI and data centers. Analysts express mixed opinions; some believe the stock is expensive compared to others in the sector, such as Micron, and caution that further declines are possible. Despite the significant gains, many experts acknowledge the cyclical nature of the memory market and emphasize the potential for future growth, particularly as NAND flash technology continues to gain prominence. With earnings expected to double and market excitement surrounding upcoming earnings reports, some analysts suggest that the stock is still worth considering, although implications of overvaluation and heightened volatility are also noted.

consensus icon
Consensus
Mixed
valuation icon
Valuation
Overvalued
review icon
Similar
MU
PAST TOP PICK
(A Top Pick Jan 23/08. Down 55.8%.) Did quite well shortly after he picked it. Horrific 4th quarter. Too much product on the market now.
SELL
Model price is $1.25, a negative differential of 86%.
DON'T BUY
If they can pull back above $13, it will probably rally up to $17.50. Stock is too choppy for him. Thinks it will go down to $10 and may be even $8 before it goes higher.
SELL
(Market Call Minute.) Although they make great products the memory chip business is a terrible one to be in. End markets are bad.
TRADE
Thinner margins. There was a rally from $13 up to $17, fell back and a couple of rallies brought it back up and it’s back again. There’s a buy out deal and lots of fear that it wont go through. If it goes above $18.5, but a buy order in and it if it drops below $14 you want to be short selling.
DON'T BUY
Thinks that they're beating is going to continue. Doesn't see much hope for it.
DON'T BUY
(Market Call Minute.) Model price of $32.04, a positive 9% differential. He would look for value elsewhere.
HOLD
Looks interesting to him. His model price is $33.99, a 30% positive differential. If technology gets hit more, look for a price around $23.30. This is a price that he would nibble at it he had a position and liked the company.
TOP PICK
Flash memory. Quality name but has a lot of volatility. When there is strength in the economy and with the consumer, this is a name that can do very well. There will be a tremendous acceleration of flash memory. They are the patent holder and get royalties off all flash memory made.
DON'T BUY
Good example of where seasonality does not always work. A microchip stock. Historically semiconductor stocks have done very well from September until January but this and similar stocks have not had a good period of seasonal strength this year. This one is clearly in a downward trend. Well below its 200 and 50 day moving averages. Momentum indicators are still negative.
TOP PICK
Flash memory cards are becoming the consumers’ media for storing digital images, digital videos and transferring files. Acquired M Systems, which makes thumb drives/USB drives. They are the technology leader and a great retail brand.
PAST TOP PICK
(Up 3% since Dec 2006)It is a very volatile stock. The company is #2 for MPV players. They have all core patents. They are retailers as well as manufacturers. Well positioned company.
DON'T BUY
A memory semiconductor group. Goes into cell phones etc. Has underperformed the group. Are probably better spots to pick within the group. Although if you are a bottom fisher, it's a bottom fish play.
TOP PICK
Flash memory. (Digital cameras and cell phones) 1st market it is going to eat into is the optical storage (CD’s). They have all the key patents.
BUY
Flash memory is going to continue to be strong. Owns a lot of patents. Have very strong retail presence. Very innovative.
Showing 16 to 30 of 40 entries