NASDAQ:SNDK

Sandisk Corp (SNDK)

1,740.00
+185.01 (11.90%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 4, 2026, 12:00 am

This summary was created by AI, based on 13 opinions in the last 12 months.

Sandisk Corp (SNDK-Q) has experienced significant stock price fluctuations, including a near 11% drop in after-hours trading following its forward guidance announcement. Despite this, the stock has shown resilience with a positive cumulative return over the past week, largely fueled by significant market momentum. The company has generated impressive revenue, primarily from its Client segment, and there is a notable increase in social media mentions, which suggests heightened interest in the stock. While some analysts acknowledge the stock's recent gains and broader market context, others express caution about its valuation, noting it appears overbought amid a cyclical market for memory stocks. The outlook remains mixed, with expectations of continued demand driven by the AI sector but concerns about potential valuation corrections.

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Consensus
Mixed
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Valuation
Overvalued
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Similar
MU
WAIT
Very cyclical. We are looking at the peak of their cycle. They are in a good position for the next 2 or 3 quarters. It’s a good company. Buy it when people don’t like it.
TOP PICK
World's largest supplier of flash memory data storage products. Cards for mobile phones, digital cameras, camcorders, new tablets, etc. More than 2 dozen companies coming out with new tablet form products and they will benefit. 6 consecutive quarters of positive earnings surprises. Trading at only 9X forward earnings.
DON'T BUY
A player in a commodity business where margins are limited and potential competition. Range bound in the $40-$45 area, which could be underpinned by deals for companies. Could be a little extended but not overly extended. CEO has announced retirement.
PAST TOP PICK
(A Top Pick Dec 3/07. Down 57.35%.) Flash memory. Would stay out of this.
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.
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