Added to YB: 2026-01-09
Pitch date: 2026-01-07
SNDK [bullish]
Sandisk Corporation
-7.26%
current return
Author Info
No bio for this author
Company Info
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.
Market Cap
$40.2B
Pitch Price
$360.73
Price Target
450.00 (+35%)
Dividend
N/A
EV/EBITDA
83.59
P/E
-22.87
EV/Sales
5.18
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Sandisk: Between HBM and Hard Drives
SNDK: AI infrastructure demands create inelastic NAND demand as 'warm storage' tier between expensive HBM & slow HDDs. NAND oligopoly emerged post-2023 downturn; Samsung/SK prioritizing HBM over NAND capacity. SanDisk growing datacenter mix to 35% from 12%, targeting primary supplier status. $450 PT on 30% op margins, 18x multiple as cycle extends through structural supply discipline vs demand growth.
Read full article (11 min)