Sandisk Management
Management criteria checks 0/4
Sandisk's CEO is David V. Goeckeler, appointed in Feb 2025, has a tenure of 1.58 years. total yearly compensation is $22.92M, comprised of 2% salary and 98% bonuses, including company stock and options. directly owns 0.31% of the company’s shares, worth $684.70M. The average tenure of the management team and the board of directors is 1.6 years and 1.6 years respectively.
Key information
David V. Goeckeler
Chief executive officer
US$22.9m
Total compensation
| CEO salary percentage | 1.96% |
| CEO tenure | 1.6yrs |
| CEO ownership | 0.3% |
| Management average tenure | 1.6yrs |
| Board average tenure | 1.6yrs |
Recent management updates
Recent updates
Seeking Alpha • Sep 14
Sandisk And The NAND Stabilization Test
Summary Sandisk Corporation's major upcoming test will be preserving and attempting to increase its earnings power as potentially NAND supply stabilizes and pricing becomes less favorable. Multi-year New Business Model agreements covering about half of projected fiscal 2027 bit shipments and roughly two-thirds of fiscal 2028 bits could reduce SNDK’s exposure to the NAND cycle. Growing enterprise SSD demand from AI inference, combined with Sandisk’s UltraQLC, BiCS9, BiCS10, and High Bandwidth Flash initiatives, could support a higher-value product mix and lower costs per bit. While acknowledging risks, I rate SNDK stock a cautious Buy, as the company has unique tools for this stage of the cycle, including increased exposure to AI inference. Read the full article on Seeking Alpha
Narrative Update • Sep 04
SNDK: AI Long Term Contracts Will Support Structurally Higher Margins
Sandisk's updated analyst price target of $3,317.37, up from $3,169.00, reflects analysts' focus on the company's investor day framework. This framework points to structurally higher margins, a reset NAND pricing model, and multi year demand tied to AI and high bandwidth flash.
Narrative Update • Aug 21
SNDK: AI Memory Contracts Will Support Structurally Higher Margins Despite Cyclicality Risk
Analysts have raised their Sandisk fair value estimate from about $1,773 to roughly $2,126. They point to updated models that reflect higher projected revenue growth, stronger profit margins, and a lower future P/E multiple under the company's new business framework.
Narrative Update • Aug 07
SNDK: Cooling AI Memory Pricing Will Pressure Margins And Reset Expectations
SanDisk's updated analyst price target of $1,000 reflects a reset from prior four digit targets as analysts factor in moderating pricing, recent target revisions across firms, and a wider range of possible outcomes for margins and long term memory demand. Analyst Commentary Recent Street research on SanDisk shows a wide range of views, but with a clear tilt toward more conservative assumptions on pricing, margins, and growth.Narrative Update • Jul 24
SNDK: Long-Term AI Memory Contracts And Tight Supply Will Support Upside
Analysts have trimmed their Sandisk fair value estimate from $3,250 to $3,169, reflecting updated assumptions that combine stronger projected revenue growth with more moderate profit margins and slightly adjusted price targets following recent research updates. Analyst Commentary Street research on Sandisk currently leans constructive, with many bullish analysts pointing to tight memory conditions, AI related demand and revised long term contracts as key supports for the stock's valuation framework.Narrative Update • Jul 10
SNDK: AI Supply Deals And Tight Memory Support Further Upside Potential
SanDisk's analyst price target has been raised from $322.0 to $3,250.0 as analysts factor in a tight NAND supply backdrop, new long-term memory agreements with firmer pricing, and stronger assumed profit margins, despite moderating revenue growth expectations and a higher future P/E multiple. Analyst Commentary Recent Street research on SanDisk leans clearly positive, with a series of higher price targets and rating upgrades clustered around similar themes, including tight memory supply, firmer pricing and growing confidence in long-term demand for NAND and DRAM tied to AI and data center spending.Narrative Update • Jun 26
SNDK: AI Memory Contracts Will Eventually Expose Extreme Margin And Pricing Risk
Analysts have raised the SanDisk fair value estimate from $264.95 to $1,772.91, reflecting higher Street price targets, expectations for tight NAND supply through 2027, stronger AI-driven memory demand, and a more robust margin profile supported by improved pricing. Analyst Commentary Recent Street research on SanDisk points to a cluster of higher price targets, with analysts leaning heavily on tighter memory supply conditions, AI-related demand for DRAM and NAND, and firmer pricing to support their valuation work.Analysis Article • Jun 19
Sandisk (SNDK) Stock Could Be 577.8% Overvalued After Its Recent Run Up
Sandisk (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...Analysis Article • May 12
Analysts' Revenue Estimates For Sandisk Corporation (NASDAQ:SNDK) Are Surging Higher
Celebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...Analysis Article • Feb 04
News Flash: Analysts Just Made A Dazzling Upgrade To Their Sandisk Corporation (NASDAQ:SNDK) Forecasts
Celebrations may be in order for Sandisk Corporation ( NASDAQ:SNDK ) shareholders, with the analysts delivering a...Analysis Article • Nov 11
Analyst Forecasts For Sandisk Corporation (NASDAQ:SNDK) Are Surging Higher
Sandisk Corporation ( NASDAQ:SNDK ) shareholders will have a reason to smile today, with the analysts making...Analysis Article • Oct 28
Investors 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...Seeking Alpha • Mar 19
Sandisk Soars While Western Digital Stutters Post Spinoff
Summary 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 AlphaCEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jul 03 2026 | n/a | n/a | US$11b |
| Apr 03 2026 | n/a | n/a | US$5b |
| Jan 02 2026 | n/a | n/a | -US$1b |
| Oct 03 2025 | n/a | n/a | -US$2b |
| Jun 27 2025 | US$23m | US$450k | -US$2b |
Compensation vs Market: David V.'s total compensation ($USD22.92M) is above average for companies of similar size in the US market ($USD14.71M).
Compensation vs Earnings: Insufficient data to compare David V.'s compensation with company performance.
CEO
David V. Goeckeler (64 yo)
1.6yrs
Tenure
US$22,919,536
Compensation
Mr. David V. Goeckeler serves as Chief Executive Officer since February 2025 and serves as Chair of the Board of Sandisk Corporation since February 2025 and serves as its Director since January 2025. Mr. G...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 1.6yrs | US$22.92m | 0.31% $ 684.7m | |
| Executive VP & CFO | 1.6yrs | US$7.94m | 0.090% $ 202.1m | |
| Executive VP & CTO | 1.5yrs | US$4.33m | 0.028% $ 62.0m | |
| Senior VP | 1.6yrs | US$2.15m | 0.017% $ 38.7m | |
| Executive VP & COO | no data | no data | no data | |
| VP & Chief Accounting Officer | no data | no data | 0.014% $ 32.3m | |
| Vice President of Investor Relations | no data | no data | no data | |
| Executive VP & Chief People Officer | no data | no data | no data | |
| Chief Consumer Officer | no data | no data | no data | |
| Senior VP & Chief Product Officer | no data | no data | no data | |
| Executive VP & Chief Revenue Officer | 1.7yrs | no data | no data |
1.6yrs
Average Tenure
57.5yo
Average Age
Experienced Management: SNDK's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman & CEO | 1.7yrs | US$22.92m | 0.31% $ 684.7m | |
| Independent Director | 1.7yrs | US$285.99k | 0.0068% $ 15.2m | |
| Independent Director | 1.6yrs | US$297.22k | 0.0020% $ 4.4m | |
| Independent Director | 1.6yrs | US$289.72k | no data | |
| Independent Director | 1.7yrs | US$288.02k | 0.0049% $ 10.9m | |
| Member of Technical Advisory Board | 1.2yrs | no data | no data | |
| Independent Director | 1.6yrs | US$289.72k | 0.000010% $ 22.4k | |
| Member of Technical Advisory Board | 1.2yrs | no data | no data | |
| Independent Director | 1.6yrs | US$309.72k | no data | |
| Director | less than a year | no data | no data |
1.6yrs
Average Tenure
64yo
Average Age
Experienced Board: SNDK's board of directors are not considered experienced ( 1.6 years average tenure), which suggests a new board.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/09/16 21:46 |
| End of Day Share Price | 2026/09/16 00:00 |
| Earnings | 2026/07/03 |
| Annual Earnings | 2026/07/03 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sandisk Corporation is covered by 26 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| James Fontanelli | Arete Research Services LLP |
| Thomas O'Malley | Barclays |
| Mark Newman | Bernstein |