Added to YB: 2026-08-18
Pitch date: 2026-08-14
SNDK [neutral]
Sandisk Corporation
+5.06%
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
$244.5B
Pitch Price
$1.7K
Price Target
N/A
Dividend
N/A
EV/EBITDA
18.86
P/E
22.25
EV/Sales
11.75
Sector
Technology Hardware, Storage and Peripherals
Category
growth
Is $SNDK Back? Investor Day Recap
SNDK (overview): Investor day sent stock +14%. Q4 rev $8.97B (+51% QoQ), 84.6% GM, EPS $39.25 beat. FY28-30 guide: mid-high teens rev growth, ~80% GM, 75% op margin, 50% FCF. Backlog $93.9B min at floor pricing (10 deals, 8 customers), 80% GM even at floors. HBF free optionality (zero in model). 6x fwd P/E. Author long memory. Risk: LTAs untested in downturn, new 2027 capacity.
Read full article (5 min)