Added to YB: 2026-02-03
Pitch date: 2026-01-30
SNDK [neutral]
Sandisk Corporation
+5.48%
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
$85.0B
Pitch Price
$588.81
Price Target
1.2K (+93%)
Dividend
N/A
EV/EBITDA
59.84
P/E
-80.54
EV/Sales
9.44
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Sandisk 2QFY26 Earnings: The Confession
SNDK (earnings): AI broke memory hierarchy - HBM too small, HDDs too slow, SSDs now architecturally required. Q2 ASPs up 35-57% sequentially, 65-67% gross margin guidance vs street's 42%. Revenue guidance $4.4-4.8B vs street $2.9B. Bull case $1,200 (15x PE), base $650 (13x), bear $180.
Read full article (7 min)