Added to YB: 2026-05-01
Pitch date: 2026-04-30
SNDK [neutral]
Sandisk Corporation
Author Info
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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
$147.9B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
104.49
P/E
-140.10
EV/Sales
16.49
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Earnings Edge for None: Setups for Sandisk
SNDK (earnings): Datacenter rev +64% QoQ in Q2 on AI SSD demand; Melius Buy w/ $1,350 PT. HBF (High-Bandwidth Flash) samples expected H2 2026, new AI memory tier. Nasdaq-100 inclusion drives flows. Stock rallied 3,000% past year to ~$1,090, above $928 avg PT. Risks: negative TTM EPS, NAND commodity cyclicality, zero moat per Morningstar, Druckenmiller exited position.
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