View ValuationSandisk 将来の成長Future 基準チェック /66Sandisk利益と収益がそれぞれ年間36.6%と39.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に61.6% 35.2%なると予測されています。主要情報36.6%収益成長率35.18%EPS成長率Tech 収益成長12.3%収益成長率39.6%将来の株主資本利益率61.61%アナリストカバレッジGood最終更新日11 Jun 2026今後の成長に関する最新情報Price Target Changed • Jun 08Price target increased by 13% to US$1,751Up from US$1,552, the current price target is an average from 22 analysts. New target price is 6.7% above last closing price of US$1,642. Stock is up 3,826% over the past year. The company is forecast to post earnings per share of US$64.39 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • May 31Price target increased by 7.8% to US$1,609Up from US$1,493, the current price target is an average from 22 analysts. New target price is 5.1% below last closing price of US$1,695. Stock is up 4,397% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • May 27Price target increased by 10% to US$1,543Up from US$1,399, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$1,590. Stock is up 4,063% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.お知らせ • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.Price Target Changed • Apr 30Price target increased by 13% to US$1,051Up from US$928, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$1,097. Stock is up 3,265% over the past year. The company is forecast to post earnings per share of US$45.58 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • Apr 27Price target increased by 8.8% to US$968Up from US$889, the current price target is an average from 21 analysts. New target price is 9.6% below last closing price of US$1,070. Stock is up 3,216% over the past year. The company is forecast to post earnings per share of US$41.75 next year compared to a net loss per share of US$11.32 last year.すべての更新を表示Recent updates分析記事 • Jun 19Sandisk (SNDK) Stock Could Be 577.8% Overvalued After Its Recent Run UpSandisk (SNDK) has recently drawn attention after its stock delivered a 58% return over the past month and a very large gain over the past 3 months, inviting closer inspection from investors. See our latest analysis for Sandisk. The latest share price of $2,182.45 comes after a 1 month share price return of 57.77% and a 7 day share price return of 15.99%, building on a very large year to date share price return of 692.93% and a very large 1 year total shareholder return. Together these...ライブニュース • Jun 17Sandisk Stock Rallies on Record AI Supply Deals and Nasdaq-100 Inclusion BoostSandisk has secured roughly $42b in multi-year AI-focused supply contracts, with about $11b backed by financial guarantees and terms that include minimum revenue commitments and tiered pricing through 2031. The company reports non-GAAP gross margins of 78.4%, supported by a focus on higher-value datacenter products, a structural NAND shortage and multi-year agreements that cover more than one-third of expected fiscal 2027 bit shipments. Sandisk is returning capital through a $6b share repurchase program, carries no debt, and is set to join the Nasdaq-100 Index, which is expected to increase its visibility and index-related ownership. These developments indicate Sandisk shifting from a traditionally cyclical memory supplier toward a model with greater revenue visibility, higher margins and tighter ties to hyperscale AI customers. Investors still need to weigh these changes against familiar memory-sector risks such as potential future supply increases, pricing pressure and the concentration of demand in AI and hyperscaler spending.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$2,108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Tech industry in the US. Total returns to shareholders of 4,668% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$863 per share.Seeking Alpha • Jun 15Sandisk: The Supercycle Won't Last As Long As Investors HopeSummary Sandisk Corporation has surged on the AI-driven memory supercycle, posting Q3 FY2026 revenue up 251% year-over-year and record margins. SNDK's pure-play NAND focus leaves it vulnerable to cyclical pricing downturns, lacking HBM or DRAM diversification to cushion future supply increases. NAND faces unique supply and demand dynamics that lead it to be exposed to a correction in prices. I rate SNDK a Sell, as the upside from potential HBF adoption is too distant and uncertain to offset imminent NAND cycle risks and valuation concerns. Read the full article on Seeking Alphaライブニュース • Jun 10SanDisk Rallies on AI Supply Boom but Faces Volatility as Rivals Eye US MarketsSanDisk reported record Q3 2026 results, with data center revenue up 233% sequentially and total revenue up 251% year over year, supported by gross margins of 78.4% and strong free cash flow used to retire long-term debt and authorize a US$6b buyback. The company has secured over US$42b in multi-year AI-focused supply agreements that include minimum revenue guarantees, while also extending its flash memory joint venture with Kioxia through 2034 to support long-term production. Despite these positives, the stock has seen sharp swings, including a drop of more than 10% on June 5 tied to profit-taking and Fed rate hike concerns, and some research now rates the stock as Strong Sell, citing extreme valuation, variable-priced backlog and potential competition if SK Hynix lists in the US. The key story is a business model that is becoming more contract-driven and less tied to spot pricing, while the stock trades in a sector where sentiment can turn quickly on macro news and valuation worries. For investors considering SNDK, the main trade-off is between strong AI-related demand visibility and rising concern that high margins, tight supply and a scarcity premium may not be permanent, especially if a large rival like SK Hynix gains easier access to US capital markets.Price Target Changed • Jun 08Price target increased by 13% to US$1,751Up from US$1,552, the current price target is an average from 22 analysts. New target price is 6.7% above last closing price of US$1,642. Stock is up 3,826% over the past year. The company is forecast to post earnings per share of US$64.39 next year compared to a net loss per share of US$11.32 last year.Recent Insider Transactions • Jun 03Executive VP & CTO recently sold US$3.5m worth of stockOn the 1st of June, Alper Ilkbahar sold around 2k shares on-market at roughly US$1,757 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.ライブニュース • Jun 03Sandisk Delivers Record Growth With US$42 Billion AI Contracts and Debt-Free Balance SheetSandisk reported record fiscal Q3 2026 results, with revenue up 251% year over year and gross margin at 78.4%, driven largely by a 233% quarter-over-quarter jump in data center sales tied to AI demand. The company has secured around US$42b in multi-year AI supply contracts and retired all long-term debt, while also authorizing a US$6b share repurchase program and committing to return 50% of free cash flow over two years. Since its 2025 spin-off from Western Digital, Sandisk has seen very large share price gains and roughly 250% revenue growth, helped by multi-year agreements totaling about US$11b and a growing AI-focused SSD portfolio, including upcoming high-density QLC Stargate drives. This mix of record profitability, long-term AI contracts and a debt-free balance sheet points to a business that currently has strong visibility into future demand and cash generation. The key trade-off for you is that, while analysts are broadly positive and view Sandisk as a pure play on AI memory, you are paying for that profile at a premium valuation in a market that still depends on NAND pricing and industry supply conditions.Recent Insider Transactions Derivative • Jun 02Executive VP & CTO notifies of intention to sell stockAlper Ilkbahar intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$1,757, it would amount to US$3.5m. Since September 2025, Alper's direct individual holding has increased from 9.81k shares to 54.68k. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1,761, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Tech industry in the US. Total returns to shareholders of 4,619% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$875 per share.Price Target Changed • May 31Price target increased by 7.8% to US$1,609Up from US$1,493, the current price target is an average from 22 analysts. New target price is 5.1% below last closing price of US$1,695. Stock is up 4,397% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • May 27Price target increased by 10% to US$1,543Up from US$1,399, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$1,590. Stock is up 4,063% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.Recent Insider Transactions • May 17VP & Chief Accounting Officer recently sold US$3.5m worth of stockOn the 12th of May, Michael Pokorny sold around 2k shares on-market at roughly US$1,426 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.分析記事 • May 12Analysts' Revenue Estimates For Sandisk Corporation (NASDAQ:SNDK) Are Surging HigherCelebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$1,340, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Tech industry in the US. Total returns to shareholders of 3,555% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$875 per share.お知らせ • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.Reported Earnings • May 01Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Tech industry in the US.Price Target Changed • Apr 30Price target increased by 13% to US$1,051Up from US$928, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$1,097. Stock is up 3,265% over the past year. The company is forecast to post earnings per share of US$45.58 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • Apr 27Price target increased by 8.8% to US$968Up from US$889, the current price target is an average from 21 analysts. New target price is 9.6% below last closing price of US$1,070. Stock is up 3,216% over the past year. The company is forecast to post earnings per share of US$41.75 next year compared to a net loss per share of US$11.32 last year.Price Target Changed • Apr 11Price target increased by 8.4% to US$825Up from US$761, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$852. Stock is up 2,564% over the past year. The company is forecast to post earnings per share of US$39.37 next year compared to a net loss per share of US$11.32 last year.お知らせ • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026New Risk • Mar 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$2.2m sold).Recent Insider Transactions • Feb 27Independent Director recently sold US$2.2m worth of stockOn the 25th of February, Miyuki Suzuki sold around 4k shares on-market at roughly US$628 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.4m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Feb 26Independent Director notifies of intention to sell stockMiyuki Suzuki intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$628, it would amount to US$2.2m. Since March 2025, Miyuki's direct individual holding has decreased from 14.64k shares to 13.41k. There has only been one transaction (US$248k sale) from insiders over the last 12 months.お知らせ • Feb 18+ 1 more updateSandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,821,135 Price\Range: $545 Discount Per Security: $14.9875分析記事 • Feb 04News Flash: Analysts Just Made A Dazzling Upgrade To Their Sandisk Corporation (NASDAQ:SNDK) ForecastsCelebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...Reported Earnings • Jan 30Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 61%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Tech industry in the US.お知らせ • Jan 30Sandisk Corporation Provides Earnings Guidance for the Fiscal Third Quarter of 2026Sandisk Corporation provided earnings guidance for the fiscal third quarter of 2026. For the quarter, the company expected revenue of $4,400 million to $4,800 million.お知らせ • Jan 03Sandisk Corporation Appoints Alexander R. Bradley to Board of Directors and Audit Committee, Effective December 30, 2025Sandisk Corporation announced that Alexander R. Bradley has joined its board of directors and been appointed to the audit committee, effective December 30, 2025. Since 2016, Bradley has served as Chief Financial Officer of First Solar, a leading American solar technology and manufacturing company. He first joined the company in 2008 and held key leadership roles, including as vice president of both treasury and project finance, where he structured and financed major solar projects across the globe. Prior to joining First Solar, Bradley worked in investment banking and leveraged finance at HSBC in London and New York, focusing on the energy and utilities sector. He also served as an officer and board member of the general partner of 8point3 Energy Partners. Bradley holds a Master of Arts degree from the University of Edinburgh, Scotland. With this appointment, Sandisk’s board of directors is comprised of eight directors, seven of whom are external and independent.お知らせ • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026New Risk • Dec 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Nov 27Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value IndexSandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value Index分析記事 • Nov 11Analyst Forecasts For Sandisk Corporation (NASDAQ:SNDK) Are Surging HigherSandisk Corporation ( NASDAQ:SNDK ) shareholders will have a reason to smile today, with the analysts making...Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Tech industry in the US.お知らせ • Nov 07Sandisk Corporation Provides Earnings Guidance for Second Quarter of Fiscal 2026Sandisk Corporation provided earnings guidance for second quarter of fiscal 2026. For the quarter, the company's revenue expected to be in the range of $2.55 billion to $2.65 billion.Buy Or Sell Opportunity • Nov 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 394% to US$207. The fair value is estimated to be US$168, however this is not to be taken as a sell recommendation but rather should be used as a guide only.分析記事 • Oct 28Investors Appear Satisfied With Sandisk Corporation's (NASDAQ:SNDK) Prospects As Shares Rocket 82%Sandisk Corporation ( NASDAQ:SNDK ) shares have continued their recent momentum with a 82% gain in the last month...Board Change • Oct 10High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 181% to US$130. The fair value is estimated to be US$165, however this is not to be taken as a buy recommendation but rather should be used as a guide only.お知らせ • Oct 08Sandisk Corporation, Annual General Meeting, Nov 18, 2025Sandisk Corporation, Annual General Meeting, Nov 18, 2025.New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (US$17.7b market cap). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).お知らせ • Sep 22Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)分析記事 • Sep 05Sandisk Corporation (NASDAQ:SNDK) Stocks Shoot Up 49% But Its P/S Still Looks ReasonableDespite an already strong run, Sandisk Corporation ( NASDAQ:SNDK ) shares have been powering on, with a gain of 49% in...Reported Earnings • Aug 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Tech industry in the US.お知らせ • Aug 15Sandisk Corporation Provides Earnings Guidance for Fiscal First Quarter of 2026Sandisk Corporation provided earnings guidance for Fiscal First Quarter of 2026. For the quarter, the company's revenue expected to be in the range of $2.10 billion to $2.20 billion.お知らせ • Aug 05Sandisk Showcases UltraQLC Technology Platform with Milestone Enterprise SSD Capacity at FMS 2025Sandisk demonstrated a high-capacity 256TB1 NVMe enterprise SSD, a breakthrough in storage capacity, performance and power efficiency, made possible by Sandisk's new enterprise-grade UltraQLC platform. Offering extraordinary capacity, the UltraQLC platform marks a significant achievement in NAND architecture, built with a combination of BiCS8 QLC CBA NAND, custom controllers and advanced system optimizations. As workloads and business requirements evolve in the AI era, flash storage must become more customizable to match complex workloads. The new SANDISK 256TB1 NVMe SSD, built on the UltraQLC platform, is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud. The SANDISK UltraQLC 256TB1 NVMe SSD sets a new benchmark for hyperscale flash storage, purpose-built for the fast, intelligent data lakes powering AI at scale. With lower latency, higher bandwidth, and greater reliability, it delivers the performance needed for today's most demanding AI workloads. Key innovations include: Direct Write QLC, which eliminates SLC buffering by enabling power-loss safe writes on the first pass; BiCS8 2Tb QLC die that doubles storage density while maintaining compact die sizes; UltraQLC power optimization, which uses Dynamic Frequency Scaling for up to 10% higher performance for a given power level2 (projected); Scalable multi-core controller that helps ensure high throughput and endurance at extreme capacities; Data Retention (DR) profile that reduces DR recycles by up to 33%3 (projected), improving drive reliability, resilience and continuous access to data while decreasing power consumption. The SANDISK SN670 128TB1 NVMe SSD and SANDISK UltraQ LC 256TB1 NVMe SSD will be available in U.2 form factor in the first half of 2026, with additional form factors available later in the year.お知らせ • Jul 25Sandisk Corporation Announces Advisory Board AppointmentsSandisk Corporation announced the formation of a Technical Advisory Board to guide the development and strategy of its groundbreaking High Bandwidth Flash (HBF™) memory technology. The board includes industry experts and senior technical leaders from both within and outside the company. Appointed on July 24, 2025, Professor David Patterson and Raja Koduri will provide strategic guidance, technical insight, market perspective, and shape open standards as Sandisk prepares to launch HBF. Professor David Patterson, Pardee Professor of Computer Science, Emeritus at the University of California at Berkeley and a Google distinguished engineer, will lead the Technical Advisory Board and guide the group toward actionable insights and decisions. He is a prominent computer scientist known for co-developing Reduced Instruction Set Computing (RISC), which revolutionized processor design. He played key roles in the development of Redundant Array of Inexpensive Disks (RAID), and Networks of Workstations (NOW). Patterson co-authored the seminal textbook Computer Architecture: A Quantitative Approach and was also awarded the 2017 ACM Turing Award for his contributions to the industry. Raja Koduri is a computer engineer and business executive renowned for leading graphics architecture, with previous positions at AMD as Senior Vice President and Chief Architect and at Intel as Executive Vice President of Accelerated Computing Systems and Graphics. He directed the development of AMD’s Polaris, Vega, and Navi GPU architectures, Intel’s Arc and Ponte Vecchio GPUs, and spearheaded Intel’s foray into discrete graphics. In early 2023, he founded a startup focused on generative AI for gaming, media, and entertainment, and joined the Board of Tenstorrent in the AI and RISC-V semiconductor space. Most recently, he serves as Founder/CEO of Oxmiq Labs and Co-Founder of Mihira Visual Studios and continues to shape graphics and AI innovation through advisory and board roles across the semiconductor industry.お知らせ • Jul 17Sandisk Corporation to Report Q4, 2025 Results on Aug 14, 2025Sandisk Corporation announced that they will report Q4, 2025 results on Aug 14, 2025分析記事 • Jun 29Even With A 25% Surge, Cautious Investors Are Not Rewarding Sandisk Corporation's (NASDAQ:SNDK) Performance CompletelySandisk Corporation ( NASDAQ:SNDK ) shareholders are no doubt pleased to see that the share price has bounced 25% in...お知らせ • Jun 06Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,534,581 Price\Range: $38.5 Discount Per Security: $1.155Buy Or Sell Opportunity • Jun 03Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to US$38.64. The fair value is estimated to be US$31.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.7% in a year. Earnings are forecast to grow by 99% in the next year.お知らせ • May 31Sandisk Corporation has filed a Follow-on Equity Offering.Sandisk Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common StockBuy Or Sell Opportunity • May 12Now 30% overvaluedThe stock has been flat over the last 90 days, currently trading at US$41.20. The fair value is estimated to be US$31.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.7% in a year. Earnings are forecast to grow by 99% in the next year.Reported Earnings • May 09Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$13.33 loss per share. Net loss: US$1.93b (flat on 3Q 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in the US.お知らせ • May 08+ 1 more updateSandisk Corporation Reports Impairment Charges for the Third Quarter Ended March 28, 2025Sandisk Corporation reported impairment charges for the third quarter ended March 28, 2025. For the quarter, the company reported goodwill impairment of $1,830 million.お知らせ • Apr 23Sandisk Corporation to Report Q3, 2025 Results on May 07, 2025Sandisk Corporation announced that they will report Q3, 2025 results on May 07, 2025Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$38.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Tech industry in the US.Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$56.21, the stock trades at a forward P/E ratio of 117x. Average forward P/E is 3x in the Tech industry in the US.Seeking Alpha • Mar 19Sandisk Soars While Western Digital Stutters Post SpinoffSummary Sandisk's split from Western Digital has led to divergent stock trajectories, with SNDK soaring and WDC tanking, validating Elliott Management's push for separation. Sandisk's innovative High Bandwidth Flash (HBF) technology could revolutionize NAND applications, offering significant capacity and bandwidth advantages over traditional HBM DRAM. Despite recent financial struggles, Sandisk projects strong revenue growth and positive free cash flow by FY 2025, with a bullish outlook from analysts like Morgan Stanley. The NAND market remains oversupplied, posing risks, but Sandisk's cutting-edge products and potential market shifts offer substantial upside for contrarian investors. Read the full article on Seeking Alphaお知らせ • Mar 12Sandisk Corporation Appoints Michael R. Pokorny as Chief Accounting OfficerOn March 6, 2025, the Board of Directors of Sandisk Corporation appointed Michael R. Pokorny as Chief Accounting Officer of the Company. In this position, Mr. Pokorny will serve as the Company’s principal accounting officer.Mr. Pokorny, 48, previously served as Vice President, Controller at Splunk Inc., a cybersecurity software company, from November 2022 to October 2024. Between 2012 and 2022, Mr. Pokorny served in various roles of increasing responsibility within the accounting team at Amazon.com Inc., including as Director, AWS Accounting from October 2020 to November 2022. Prior to that, between 2004 and 2012, Mr. Pokorny served as Vice President, Financial Reporting at Walker & Dunlop Inc. as a Staff Accountant at the U.S. Securities and Exchange Commission, and in progressive roles in public accounting at KPMG LLP. Mr. Pokorny holds a Bachelor of Science degree in Accounting from the University of Maryland.Reported Earnings • Mar 09Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: US$0.91. Net income: US$104.0m (up US$104.0m from 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Tech industry in the US.お知らせ • Feb 25+ 5 more updatesSandisk Corporation(NasdaqGS:SNDK) dropped from S&P 500 ValueSandisk Corporation(NasdaqGS:SNDK) dropped from S&P 500 Valueお知らせ • Feb 20Kioxia and Sandisk Unveil Next-Generation 3D Flash Memory Technology Achieving 4.8Gb/s NAND Interface SpeedKioxia Corporation and Sandisk Corporation have pioneered a 3D flash memory technology, setting the industry benchmark with a 4.8Gb/s NAND interface speed, superior power efficiency, and heightened density. Unveiled at ISSCC 2025, the new 3D flash memory innovation, together with the companies’ revolutionary CBA (CMOS directly Bonded to Array) technology,incorporates one of the latest interface standards, Toggle DDR6.0 for NAND flash memory, and leverages the SCA (Separate Command Address) protocol, a novel command address input method of its interface, and PI-LTT (Power Isolated Low-Tapped Termination) technology, which is instrumental in further reducing power consumption. Leveraging this unique high-speed technology, the companies expect the new 3D flash memory to achieve a 33% improvement in NAND interface speed compared with their 8th generation 3D flash memory currently in mass production, reaching a 4.8Gb/s interface speed. The technology can also deliver enhanced power efficiency of data input/output, reducing power consumption by 10% for input and 34% for output, thereby achieving a balance of high performance and low power consumption. Previewing the 10th generation 3D flash memory, the companies detailed that by increasing the number of memory layers to 332 and optimizing the floor plan for increased planar density, the technology improves bit density by 59%. Kioxia and Sandisk also shared plans for the upcoming 9th generation 3D flash memory. Enabled by their unique CBA technology, the companies can combine the new CMOS technology with an existing memory cell technology to deliver capital-efficient, high-performance, low-power products. Both companies remain committed to developing cutting-edge flash memory technologies, offering tailored solutions to meet customer needs, and contributing to the advancement of the digital society.業績と収益の成長予測NasdaqGS:SNDK - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数6/30/202845,80927,90925,99425,882116/30/202743,48426,69819,49220,969196/30/202619,6089,8017,9538,806194/3/202613,1844,5074,4604,639N/A1/2/20268,929-1,0411,4491,627N/A10/3/20257,780-1,740516703N/A6/27/20257,355-1,641-12084N/A3/28/20257,214-1,498-337-140N/A12/27/20247,224462-360-178N/A9/27/20247,01357-480-271N/A6/28/20246,663-672-475-309N/A6/30/20236,086-2,143-932-713N/A7/1/20229,7541,0647411,151N/A4/3/20165,598428N/A1,093N/A1/3/20165,565388N/A1,047N/A9/27/20155,757455N/A1,101N/A6/28/20156,051585N/A1,413N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: SNDKの予測収益成長率 (年間36.6% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: SNDKの収益 ( 36.6% ) はUS市場 ( 18.9% ) よりも速いペースで成長すると予測されています。高成長収益: SNDKの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: SNDKの収益 ( 39.6% ) US市場 ( 13% ) よりも速いペースで成長すると予測されています。高い収益成長: SNDKの収益 ( 39.6% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: SNDKの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 61.6 %)。成長企業の発掘7D1Y7D1Y7D1YTech 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/21 08:32終値2026/06/18 00:00収益2026/04/03年間収益2025/06/27データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sandisk Corporation 19 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Brett SimpsonArete Research Services LLPNam Hyung KimArete Research Services LLPJames FontanelliArete Research Services LLP26 その他のアナリストを表示
Price Target Changed • Jun 08Price target increased by 13% to US$1,751Up from US$1,552, the current price target is an average from 22 analysts. New target price is 6.7% above last closing price of US$1,642. Stock is up 3,826% over the past year. The company is forecast to post earnings per share of US$64.39 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • May 31Price target increased by 7.8% to US$1,609Up from US$1,493, the current price target is an average from 22 analysts. New target price is 5.1% below last closing price of US$1,695. Stock is up 4,397% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • May 27Price target increased by 10% to US$1,543Up from US$1,399, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$1,590. Stock is up 4,063% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.
お知らせ • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.
Price Target Changed • Apr 30Price target increased by 13% to US$1,051Up from US$928, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$1,097. Stock is up 3,265% over the past year. The company is forecast to post earnings per share of US$45.58 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • Apr 27Price target increased by 8.8% to US$968Up from US$889, the current price target is an average from 21 analysts. New target price is 9.6% below last closing price of US$1,070. Stock is up 3,216% over the past year. The company is forecast to post earnings per share of US$41.75 next year compared to a net loss per share of US$11.32 last year.
分析記事 • Jun 19Sandisk (SNDK) Stock Could Be 577.8% Overvalued After Its Recent Run UpSandisk (SNDK) has recently drawn attention after its stock delivered a 58% return over the past month and a very large gain over the past 3 months, inviting closer inspection from investors. See our latest analysis for Sandisk. The latest share price of $2,182.45 comes after a 1 month share price return of 57.77% and a 7 day share price return of 15.99%, building on a very large year to date share price return of 692.93% and a very large 1 year total shareholder return. Together these...
ライブニュース • Jun 17Sandisk Stock Rallies on Record AI Supply Deals and Nasdaq-100 Inclusion BoostSandisk has secured roughly $42b in multi-year AI-focused supply contracts, with about $11b backed by financial guarantees and terms that include minimum revenue commitments and tiered pricing through 2031. The company reports non-GAAP gross margins of 78.4%, supported by a focus on higher-value datacenter products, a structural NAND shortage and multi-year agreements that cover more than one-third of expected fiscal 2027 bit shipments. Sandisk is returning capital through a $6b share repurchase program, carries no debt, and is set to join the Nasdaq-100 Index, which is expected to increase its visibility and index-related ownership. These developments indicate Sandisk shifting from a traditionally cyclical memory supplier toward a model with greater revenue visibility, higher margins and tighter ties to hyperscale AI customers. Investors still need to weigh these changes against familiar memory-sector risks such as potential future supply increases, pricing pressure and the concentration of demand in AI and hyperscaler spending.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment improves as stock rises 28%After last week's 28% share price gain to US$2,108, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 17x in the Tech industry in the US. Total returns to shareholders of 4,668% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$863 per share.
Seeking Alpha • Jun 15Sandisk: The Supercycle Won't Last As Long As Investors HopeSummary Sandisk Corporation has surged on the AI-driven memory supercycle, posting Q3 FY2026 revenue up 251% year-over-year and record margins. SNDK's pure-play NAND focus leaves it vulnerable to cyclical pricing downturns, lacking HBM or DRAM diversification to cushion future supply increases. NAND faces unique supply and demand dynamics that lead it to be exposed to a correction in prices. I rate SNDK a Sell, as the upside from potential HBF adoption is too distant and uncertain to offset imminent NAND cycle risks and valuation concerns. Read the full article on Seeking Alpha
ライブニュース • Jun 10SanDisk Rallies on AI Supply Boom but Faces Volatility as Rivals Eye US MarketsSanDisk reported record Q3 2026 results, with data center revenue up 233% sequentially and total revenue up 251% year over year, supported by gross margins of 78.4% and strong free cash flow used to retire long-term debt and authorize a US$6b buyback. The company has secured over US$42b in multi-year AI-focused supply agreements that include minimum revenue guarantees, while also extending its flash memory joint venture with Kioxia through 2034 to support long-term production. Despite these positives, the stock has seen sharp swings, including a drop of more than 10% on June 5 tied to profit-taking and Fed rate hike concerns, and some research now rates the stock as Strong Sell, citing extreme valuation, variable-priced backlog and potential competition if SK Hynix lists in the US. The key story is a business model that is becoming more contract-driven and less tied to spot pricing, while the stock trades in a sector where sentiment can turn quickly on macro news and valuation worries. For investors considering SNDK, the main trade-off is between strong AI-related demand visibility and rising concern that high margins, tight supply and a scarcity premium may not be permanent, especially if a large rival like SK Hynix gains easier access to US capital markets.
Price Target Changed • Jun 08Price target increased by 13% to US$1,751Up from US$1,552, the current price target is an average from 22 analysts. New target price is 6.7% above last closing price of US$1,642. Stock is up 3,826% over the past year. The company is forecast to post earnings per share of US$64.39 next year compared to a net loss per share of US$11.32 last year.
Recent Insider Transactions • Jun 03Executive VP & CTO recently sold US$3.5m worth of stockOn the 1st of June, Alper Ilkbahar sold around 2k shares on-market at roughly US$1,757 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$10m more than they bought in the last 12 months.
ライブニュース • Jun 03Sandisk Delivers Record Growth With US$42 Billion AI Contracts and Debt-Free Balance SheetSandisk reported record fiscal Q3 2026 results, with revenue up 251% year over year and gross margin at 78.4%, driven largely by a 233% quarter-over-quarter jump in data center sales tied to AI demand. The company has secured around US$42b in multi-year AI supply contracts and retired all long-term debt, while also authorizing a US$6b share repurchase program and committing to return 50% of free cash flow over two years. Since its 2025 spin-off from Western Digital, Sandisk has seen very large share price gains and roughly 250% revenue growth, helped by multi-year agreements totaling about US$11b and a growing AI-focused SSD portfolio, including upcoming high-density QLC Stargate drives. This mix of record profitability, long-term AI contracts and a debt-free balance sheet points to a business that currently has strong visibility into future demand and cash generation. The key trade-off for you is that, while analysts are broadly positive and view Sandisk as a pure play on AI memory, you are paying for that profile at a premium valuation in a market that still depends on NAND pricing and industry supply conditions.
Recent Insider Transactions Derivative • Jun 02Executive VP & CTO notifies of intention to sell stockAlper Ilkbahar intends to sell 2k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of June. If the sale is conducted around the recent share price of US$1,757, it would amount to US$3.5m. Since September 2025, Alper's direct individual holding has increased from 9.81k shares to 54.68k. Company insiders have collectively sold US$6.8m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$1,761, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 17x in the Tech industry in the US. Total returns to shareholders of 4,619% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$875 per share.
Price Target Changed • May 31Price target increased by 7.8% to US$1,609Up from US$1,493, the current price target is an average from 22 analysts. New target price is 5.1% below last closing price of US$1,695. Stock is up 4,397% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • May 27Price target increased by 10% to US$1,543Up from US$1,399, the current price target is an average from 22 analysts. New target price is approximately in line with last closing price of US$1,590. Stock is up 4,063% over the past year. The company is forecast to post earnings per share of US$63.85 next year compared to a net loss per share of US$11.32 last year.
Recent Insider Transactions • May 17VP & Chief Accounting Officer recently sold US$3.5m worth of stockOn the 12th of May, Michael Pokorny sold around 2k shares on-market at roughly US$1,426 per share. This transaction amounted to 9.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.8m more than they bought in the last 12 months.
分析記事 • May 12Analysts' Revenue Estimates For Sandisk Corporation (NASDAQ:SNDK) Are Surging HigherCelebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...
Valuation Update With 7 Day Price Move • May 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to US$1,340, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 15x in the Tech industry in the US. Total returns to shareholders of 3,555% over the past year. Simply Wall St's valuation model estimates the intrinsic value at US$875 per share.
お知らせ • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.
Reported Earnings • May 01Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue exceeded analyst estimates by 26%. Earnings per share (EPS) also surpassed analyst estimates by 62%. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Tech industry in the US.
Price Target Changed • Apr 30Price target increased by 13% to US$1,051Up from US$928, the current price target is an average from 21 analysts. New target price is approximately in line with last closing price of US$1,097. Stock is up 3,265% over the past year. The company is forecast to post earnings per share of US$45.58 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • Apr 27Price target increased by 8.8% to US$968Up from US$889, the current price target is an average from 21 analysts. New target price is 9.6% below last closing price of US$1,070. Stock is up 3,216% over the past year. The company is forecast to post earnings per share of US$41.75 next year compared to a net loss per share of US$11.32 last year.
Price Target Changed • Apr 11Price target increased by 8.4% to US$825Up from US$761, the current price target is an average from 19 analysts. New target price is approximately in line with last closing price of US$852. Stock is up 2,564% over the past year. The company is forecast to post earnings per share of US$39.37 next year compared to a net loss per share of US$11.32 last year.
お知らせ • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026
New Risk • Mar 26New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 16% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (16% average weekly change). Minor Risk Significant insider selling over the past 3 months (US$2.2m sold).
Recent Insider Transactions • Feb 27Independent Director recently sold US$2.2m worth of stockOn the 25th of February, Miyuki Suzuki sold around 4k shares on-market at roughly US$628 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.4m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Feb 26Independent Director notifies of intention to sell stockMiyuki Suzuki intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of February. If the sale is conducted around the recent share price of US$628, it would amount to US$2.2m. Since March 2025, Miyuki's direct individual holding has decreased from 14.64k shares to 13.41k. There has only been one transaction (US$248k sale) from insiders over the last 12 months.
お知らせ • Feb 18+ 1 more updateSandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,821,135 Price\Range: $545 Discount Per Security: $14.9875
分析記事 • Feb 04News Flash: Analysts Just Made A Dazzling Upgrade To Their Sandisk Corporation (NASDAQ:SNDK) ForecastsCelebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...
Reported Earnings • Jan 30Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) also surpassed analyst estimates by 61%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Tech industry in the US.
お知らせ • Jan 30Sandisk Corporation Provides Earnings Guidance for the Fiscal Third Quarter of 2026Sandisk Corporation provided earnings guidance for the fiscal third quarter of 2026. For the quarter, the company expected revenue of $4,400 million to $4,800 million.
お知らせ • Jan 03Sandisk Corporation Appoints Alexander R. Bradley to Board of Directors and Audit Committee, Effective December 30, 2025Sandisk Corporation announced that Alexander R. Bradley has joined its board of directors and been appointed to the audit committee, effective December 30, 2025. Since 2016, Bradley has served as Chief Financial Officer of First Solar, a leading American solar technology and manufacturing company. He first joined the company in 2008 and held key leadership roles, including as vice president of both treasury and project finance, where he structured and financed major solar projects across the globe. Prior to joining First Solar, Bradley worked in investment banking and leveraged finance at HSBC in London and New York, focusing on the energy and utilities sector. He also served as an officer and board member of the general partner of 8point3 Energy Partners. Bradley holds a Master of Arts degree from the University of Edinburgh, Scotland. With this appointment, Sandisk’s board of directors is comprised of eight directors, seven of whom are external and independent.
お知らせ • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026
New Risk • Dec 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of American stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Nov 27Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value IndexSandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value Index
分析記事 • Nov 11Analyst Forecasts For Sandisk Corporation (NASDAQ:SNDK) Are Surging HigherSandisk Corporation ( NASDAQ:SNDK ) shareholders will have a reason to smile today, with the analysts making...
Reported Earnings • Nov 07First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue exceeded analyst estimates by 7.4%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Tech industry in the US.
お知らせ • Nov 07Sandisk Corporation Provides Earnings Guidance for Second Quarter of Fiscal 2026Sandisk Corporation provided earnings guidance for second quarter of fiscal 2026. For the quarter, the company's revenue expected to be in the range of $2.55 billion to $2.65 billion.
Buy Or Sell Opportunity • Nov 03Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 394% to US$207. The fair value is estimated to be US$168, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
分析記事 • Oct 28Investors Appear Satisfied With Sandisk Corporation's (NASDAQ:SNDK) Prospects As Shares Rocket 82%Sandisk Corporation ( NASDAQ:SNDK ) shares have continued their recent momentum with a 82% gain in the last month...
Board Change • Oct 10High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Buy Or Sell Opportunity • Oct 09Now 21% undervaluedOver the last 90 days, the stock has risen 181% to US$130. The fair value is estimated to be US$165, however this is not to be taken as a buy recommendation but rather should be used as a guide only.
お知らせ • Oct 08Sandisk Corporation, Annual General Meeting, Nov 18, 2025Sandisk Corporation, Annual General Meeting, Nov 18, 2025.
New Risk • Oct 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (US$17.7b market cap). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
お知らせ • Sep 22Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)
分析記事 • Sep 05Sandisk Corporation (NASDAQ:SNDK) Stocks Shoot Up 49% But Its P/S Still Looks ReasonableDespite an already strong run, Sandisk Corporation ( NASDAQ:SNDK ) shares have been powering on, with a gain of 49% in...
Reported Earnings • Aug 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 1.6%. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Tech industry in the US.
お知らせ • Aug 15Sandisk Corporation Provides Earnings Guidance for Fiscal First Quarter of 2026Sandisk Corporation provided earnings guidance for Fiscal First Quarter of 2026. For the quarter, the company's revenue expected to be in the range of $2.10 billion to $2.20 billion.
お知らせ • Aug 05Sandisk Showcases UltraQLC Technology Platform with Milestone Enterprise SSD Capacity at FMS 2025Sandisk demonstrated a high-capacity 256TB1 NVMe enterprise SSD, a breakthrough in storage capacity, performance and power efficiency, made possible by Sandisk's new enterprise-grade UltraQLC platform. Offering extraordinary capacity, the UltraQLC platform marks a significant achievement in NAND architecture, built with a combination of BiCS8 QLC CBA NAND, custom controllers and advanced system optimizations. As workloads and business requirements evolve in the AI era, flash storage must become more customizable to match complex workloads. The new SANDISK 256TB1 NVMe SSD, built on the UltraQLC platform, is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud. The SANDISK UltraQLC 256TB1 NVMe SSD sets a new benchmark for hyperscale flash storage, purpose-built for the fast, intelligent data lakes powering AI at scale. With lower latency, higher bandwidth, and greater reliability, it delivers the performance needed for today's most demanding AI workloads. Key innovations include: Direct Write QLC, which eliminates SLC buffering by enabling power-loss safe writes on the first pass; BiCS8 2Tb QLC die that doubles storage density while maintaining compact die sizes; UltraQLC power optimization, which uses Dynamic Frequency Scaling for up to 10% higher performance for a given power level2 (projected); Scalable multi-core controller that helps ensure high throughput and endurance at extreme capacities; Data Retention (DR) profile that reduces DR recycles by up to 33%3 (projected), improving drive reliability, resilience and continuous access to data while decreasing power consumption. The SANDISK SN670 128TB1 NVMe SSD and SANDISK UltraQ LC 256TB1 NVMe SSD will be available in U.2 form factor in the first half of 2026, with additional form factors available later in the year.
お知らせ • Jul 25Sandisk Corporation Announces Advisory Board AppointmentsSandisk Corporation announced the formation of a Technical Advisory Board to guide the development and strategy of its groundbreaking High Bandwidth Flash (HBF™) memory technology. The board includes industry experts and senior technical leaders from both within and outside the company. Appointed on July 24, 2025, Professor David Patterson and Raja Koduri will provide strategic guidance, technical insight, market perspective, and shape open standards as Sandisk prepares to launch HBF. Professor David Patterson, Pardee Professor of Computer Science, Emeritus at the University of California at Berkeley and a Google distinguished engineer, will lead the Technical Advisory Board and guide the group toward actionable insights and decisions. He is a prominent computer scientist known for co-developing Reduced Instruction Set Computing (RISC), which revolutionized processor design. He played key roles in the development of Redundant Array of Inexpensive Disks (RAID), and Networks of Workstations (NOW). Patterson co-authored the seminal textbook Computer Architecture: A Quantitative Approach and was also awarded the 2017 ACM Turing Award for his contributions to the industry. Raja Koduri is a computer engineer and business executive renowned for leading graphics architecture, with previous positions at AMD as Senior Vice President and Chief Architect and at Intel as Executive Vice President of Accelerated Computing Systems and Graphics. He directed the development of AMD’s Polaris, Vega, and Navi GPU architectures, Intel’s Arc and Ponte Vecchio GPUs, and spearheaded Intel’s foray into discrete graphics. In early 2023, he founded a startup focused on generative AI for gaming, media, and entertainment, and joined the Board of Tenstorrent in the AI and RISC-V semiconductor space. Most recently, he serves as Founder/CEO of Oxmiq Labs and Co-Founder of Mihira Visual Studios and continues to shape graphics and AI innovation through advisory and board roles across the semiconductor industry.
お知らせ • Jul 17Sandisk Corporation to Report Q4, 2025 Results on Aug 14, 2025Sandisk Corporation announced that they will report Q4, 2025 results on Aug 14, 2025
分析記事 • Jun 29Even With A 25% Surge, Cautious Investors Are Not Rewarding Sandisk Corporation's (NASDAQ:SNDK) Performance CompletelySandisk Corporation ( NASDAQ:SNDK ) shareholders are no doubt pleased to see that the share price has bounced 25% in...
お知らせ • Jun 06Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,534,581 Price\Range: $38.5 Discount Per Security: $1.155
Buy Or Sell Opportunity • Jun 03Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to US$38.64. The fair value is estimated to be US$31.85, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.7% in a year. Earnings are forecast to grow by 99% in the next year.
お知らせ • May 31Sandisk Corporation has filed a Follow-on Equity Offering.Sandisk Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
Buy Or Sell Opportunity • May 12Now 30% overvaluedThe stock has been flat over the last 90 days, currently trading at US$41.20. The fair value is estimated to be US$31.64, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue is forecast to grow by 9.7% in a year. Earnings are forecast to grow by 99% in the next year.
Reported Earnings • May 09Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: US$13.33 loss per share. Net loss: US$1.93b (flat on 3Q 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Tech industry in the US.
お知らせ • May 08+ 1 more updateSandisk Corporation Reports Impairment Charges for the Third Quarter Ended March 28, 2025Sandisk Corporation reported impairment charges for the third quarter ended March 28, 2025. For the quarter, the company reported goodwill impairment of $1,830 million.
お知らせ • Apr 23Sandisk Corporation to Report Q3, 2025 Results on May 07, 2025Sandisk Corporation announced that they will report Q3, 2025 results on May 07, 2025
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 28%After last week's 28% share price decline to US$38.26, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Tech industry in the US.
Valuation Update With 7 Day Price Move • Mar 20Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$56.21, the stock trades at a forward P/E ratio of 117x. Average forward P/E is 3x in the Tech industry in the US.
Seeking Alpha • Mar 19Sandisk Soars While Western Digital Stutters Post SpinoffSummary Sandisk's split from Western Digital has led to divergent stock trajectories, with SNDK soaring and WDC tanking, validating Elliott Management's push for separation. Sandisk's innovative High Bandwidth Flash (HBF) technology could revolutionize NAND applications, offering significant capacity and bandwidth advantages over traditional HBM DRAM. Despite recent financial struggles, Sandisk projects strong revenue growth and positive free cash flow by FY 2025, with a bullish outlook from analysts like Morgan Stanley. The NAND market remains oversupplied, posing risks, but Sandisk's cutting-edge products and potential market shifts offer substantial upside for contrarian investors. Read the full article on Seeking Alpha
お知らせ • Mar 12Sandisk Corporation Appoints Michael R. Pokorny as Chief Accounting OfficerOn March 6, 2025, the Board of Directors of Sandisk Corporation appointed Michael R. Pokorny as Chief Accounting Officer of the Company. In this position, Mr. Pokorny will serve as the Company’s principal accounting officer.Mr. Pokorny, 48, previously served as Vice President, Controller at Splunk Inc., a cybersecurity software company, from November 2022 to October 2024. Between 2012 and 2022, Mr. Pokorny served in various roles of increasing responsibility within the accounting team at Amazon.com Inc., including as Director, AWS Accounting from October 2020 to November 2022. Prior to that, between 2004 and 2012, Mr. Pokorny served as Vice President, Financial Reporting at Walker & Dunlop Inc. as a Staff Accountant at the U.S. Securities and Exchange Commission, and in progressive roles in public accounting at KPMG LLP. Mr. Pokorny holds a Bachelor of Science degree in Accounting from the University of Maryland.
Reported Earnings • Mar 09Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: US$0.91. Net income: US$104.0m (up US$104.0m from 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Tech industry in the US.
お知らせ • Feb 25+ 5 more updatesSandisk Corporation(NasdaqGS:SNDK) dropped from S&P 500 ValueSandisk Corporation(NasdaqGS:SNDK) dropped from S&P 500 Value
お知らせ • Feb 20Kioxia and Sandisk Unveil Next-Generation 3D Flash Memory Technology Achieving 4.8Gb/s NAND Interface SpeedKioxia Corporation and Sandisk Corporation have pioneered a 3D flash memory technology, setting the industry benchmark with a 4.8Gb/s NAND interface speed, superior power efficiency, and heightened density. Unveiled at ISSCC 2025, the new 3D flash memory innovation, together with the companies’ revolutionary CBA (CMOS directly Bonded to Array) technology,incorporates one of the latest interface standards, Toggle DDR6.0 for NAND flash memory, and leverages the SCA (Separate Command Address) protocol, a novel command address input method of its interface, and PI-LTT (Power Isolated Low-Tapped Termination) technology, which is instrumental in further reducing power consumption. Leveraging this unique high-speed technology, the companies expect the new 3D flash memory to achieve a 33% improvement in NAND interface speed compared with their 8th generation 3D flash memory currently in mass production, reaching a 4.8Gb/s interface speed. The technology can also deliver enhanced power efficiency of data input/output, reducing power consumption by 10% for input and 34% for output, thereby achieving a balance of high performance and low power consumption. Previewing the 10th generation 3D flash memory, the companies detailed that by increasing the number of memory layers to 332 and optimizing the floor plan for increased planar density, the technology improves bit density by 59%. Kioxia and Sandisk also shared plans for the upcoming 9th generation 3D flash memory. Enabled by their unique CBA technology, the companies can combine the new CMOS technology with an existing memory cell technology to deliver capital-efficient, high-performance, low-power products. Both companies remain committed to developing cutting-edge flash memory technologies, offering tailored solutions to meet customer needs, and contributing to the advancement of the digital society.