Added to YB: 2026-08-11
Pitch date: 2026-08-07
SNDK [neutral]
Sandisk Corporation
+2.87%
current return
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
$180.6B
Pitch Price
$1.2K
Price Target
1.8K (+48%)
Dividend
N/A
EV/EBITDA
13.80
P/E
16.43
EV/Sales
8.60
Sector
Technology Hardware, Storage and Peripherals
Category
turnaround
Sandisk 4QFY26: The Earnings That Stay
SNDK (earnings): Q4 rev $8.97B, 84.6% GM, $39.25 adj EPS, $5.04B FCF; Datacenter bits 12%→38%. Thesis shift from cyclical peak to duration: $93.9B min contracted rev at floors, >50% FY27 & ~⅔ FY28 bits committed, $16.5B guarantees. $4.5B buybacks. Base case 12x $151 EPS; PWV ~$1,790, ~10% IRR/3yr.
Read full article (7 min)