Sandisk Corporation
Strong FundamentalsStrong FundamentalsRevenue growing 251% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (4.8K/wk), no spike$1299.30-6.8%YTD+607.9%1Y+800.6%
Price updated 6h ago·X counts updated 5d ago
On X
The complete picture of $SNDK on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.
4,792X posts · last 7 days
Chatter Meter
1×
How loud $SNDK's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $SNDK — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Computer Hardware sits in its cycle right now — and what that implies for $SNDK.
Computer Hardware
No material change from last week — hyperscaler AI server capex continues to drive the cycle.
What this means for $SNDK
Partial — Makes NAND flash storage devices including consumer SSDs, USB drives, and memory cards under the SanDisk brand.
Top industry ETF
$SOXXiShares Semiconductor ETF
+83.9%YTD
+70.7%1Y
Fundamentals & catalyst
Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.
Key ratios
P/E
51.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.ROIC
31.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.Op margin
40.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.FCF yield
1.9%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).P/S
17.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.ROE
42.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.Gross margin
56.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.Past earnings
QuarterReportedActualEstimateSurprise
Q2 2026Aug 5, 2026$39.25$34.96+12.3%
Q1 2026Apr 30, 2026$23.41$14.62+60.1%
Q4 2025Jan 29, 2026$6.20$3.62+71.3%
Q3 2025Nov 6, 2025$1.22$0.88+38.2%
Next earningsThu, Oct 29·consensus EPS $46.20
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$6.0B+251.0%78.4%69.1%$24.43$3.0B
Q2 FY26$3.0B+61.2%50.9%35.5%$5.46$980.0M
Q1 FY26$2.3B+22.6%29.8%8.3%$0.76$438.0M
Q4 FY25$1.9B+8.0%26.2%0.9%$-0.16$49.0M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$20.0B$19.7B – $20.6B$66.66$63.52 – $72.8215
FY26$20.0B$19.7B – $20.6B$66.82$63.67 – $72.9915
FY27$48.8B$40.6B – $58.9B$206.73$176.22 – $249.8815
FY27$48.9B$45.1B – $51.4B$212.53$193.21 – $233.0016
FY28$56.5B$38.5B – $109.1B$244.86$148.38 – $453.7312
FY28$58.2B$42.4B – $68.6B$260.93$178.81 – $330.5015
FY29$52.1B$40.8B – $63.4B$224.91$135.97 – $313.852
FY29$56.5B$34.5B – $83.3B$261.62$152.01 – $424.959
FY30$11.6B$8.8B – $18.0B$13.54$9.32 – $23.401
FY30$98.8B$77.1B – $124.7B$456.50$326.12 – $611.485
Setup & momentum
Volume, range, and moving-average position — the technical setup driving short-term moves.
Right now
Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.52%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-18.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+7.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatMid float · 144.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today6.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β5.225-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
SEC filings
Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.
Recent material filings
8-KOfficer or director changeSep 168-K — Item 5.02: Officer or director change
AI summary
8-KMaterial agreementSep 118-K — Item 1.01: Material agreement
AI summary
+ 13 other (4 13Gs · 2 proxys · 2 8-Ks · 1 ARS) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Micron and Sandisk Have a History of Cyclicality. Is This Time Different?Sandisk Just Dipped Below $1400 Which Means a Lot to Certain InvestorsWhy SandiskStock Dropped (Again) on FridaySK Hynix, SanDisk, and Micron Drop 3% Despite Goldman Sachs Calling China Chip Fears OverdoneSold-Out Chips, Falling Stocks: Why Wall Street Is Suddenly Nervous About AI's Memory Boom
In themes
Explore the broader themes this ticker is being talked about under.
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