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SNSNDK

Sandisk Corporation

$SNDK·$201B·Computer Hardware·Technology
$1354.82-4.0%YTD+454.5%1Y+3163.1%
Mentions · last 7 days
2026-07-11: 353 posts2026-07-12: 2,246 posts2026-07-13: 3,269 posts2026-07-14: 2,281 posts2026-07-15: 4,017 posts2026-07-16: 2,992 posts2026-07-17: 3,967 posts19,163+29%
Price updated 7h ago·X counts updated 7h ago
SNSNDK
$SNDKSandisk Corporation
$1,354.82-3.99%19k posts+29%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SNDK, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Left for dead after the 2021 memory bust — until AI made storage the new bottleneck. Up 20x, now digesting.

SanDisk is the pure-play NAND flash maker that spent years in the memory-bust wilderness — until AI inference workloads made storage the new capacity constraint. The stock is up more than 20x from a year ago and just started digesting the run.

  • The demand shift is real and structural: Q3 FY26 revenue grew 251% YoY, gross margin expanded from 26% two quarters ago to 78%, and operating margin hit 69% — memory pricing power is where the earnings leverage lives, and it's showing up in the P&L cleanly.
  • Analyst consensus is pricing another cycle leg: FY27 revenue is modelled at ~$48B versus ~$20B FY26, so the 51x trailing P/E is only cheap if the NAND upcycle runs another two years — a memory-price rollover would break that math immediately.
  • The insider action is scheduled harvesting, not distribution: officer Bernard Shek sold $1.25M on July 1 at $2,088 — meaningful in absolute dollars, tiny against total holdings, and reads like RSU-vest sale rather than a signal.

The August 5 print and the imminent SK Hynix U.S. ADR debut are the two nearby tells. A clean FY27 guide plus in-line NAND ASP commentary re-extends the run; any hint of memory-price softening — or a hyperscaler inventory build-out finishing — snaps the whole memory-comp complex in the same direction.

Agrees with X sentimentX frames this as a full-throated memory-supercycle bull run, citing the Aschenbrenner-driven inflow, +55% Q1'26 hedge-fund adds, and Jensen and Michael Dell publicly labeling memory the new AI bottleneck. Mechanics validate the bull thesis: revenue +251% YoY at 78% gross margin, with Commerce Secretary Lutnick urging Samsung and SK Hynix to add US capacity. The minor bear thread on SKHY IPO liquidity risk is worth noting but secondary.

What to watch: The August 5 earnings print — specifically the FY27 revenue guide vs the ~$48B consensus and NAND ASP commentary — plus the SK Hynix U.S. ADR debut for real-time read-through on memory-pricing sentiment.

On the calendar: 2026-08-05 — Q4 FY26 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment31 posts analyzed · as of 2026-07-17

SanDisk is deep in its worst drawdown of the past year, down roughly 32% from a $2,354 all-time high on June 22 and testing $1,485-$1,600 support after losing both the 20-DMA and 50-DMA for the first time since August 2025. Bulls emphasize AI datacenter NAND demand, the WDC storage-boom read-through, and describe management as consistently shaking out weak hands before major breakouts; several posters flag $2,000 as a reasonable re-test target and treat the sub-$1,600 zone as sale prices. Bears highlight highest daily volume in two months (distribution), triggered daily sell signals, and clean head-and-shoulders topping patterns across MU, LRCX and AMD that could take the whole memory complex materially lower before basing.

Read the AI verdict + X sentiment for $SNDK

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes NAND flash storage devices including consumer SSDs, USB drives, and memory cards under the SanDisk brand.

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 · Technology

No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.

What this means for $SNDK

Partial — Makes NAND flash storage devices including consumer SSDs, USB drives, and memory cards under the SanDisk brand; this segment overlaps with the AI data center networking and compute hardware buildout but is not the dominant revenue driver.

Top industry ETF

$SOXXiShares Semiconductor ETF
+69.1%YTD
+111.7%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
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%
Q2 2025Aug 14, 2025$0.29$0.05+522.2%
Next earningsWed, Aug 5·consensus EPS $34.38

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

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$19.9B$19.8B – $20.2B$66.54$63.59 – $73.1114
FY27$47.9B$40.4B – $52.7B$203.33$176.21 – $249.8615
FY28$56.3B$43.6B – $78.6B$242.61$168.46 – $320.3611
FY29$58.8B$45.6B – $82.2B$254.93$180.48 – $386.725
FY30$11.6B$9.0B – $16.2B$13.54$9.58 – $20.536

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.1.6×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.57%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.-21.4%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.+73.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 146.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today13.5% 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.β4.745-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.

Recent transactions

SellJul 1Bernard ShekChief Legal Officer & Secty600 sh$1.3MSellJun 3Bernard ShekChief Legal Officer & Secty600 sh$1.0MSellJun 1Alper IlkbaharCTO2.0K sh$3.5MSellMay 12Michael PokornyVP, Chief Accounting Officer2.4K sh$3.5MSellMay 8Necip SayinerDirector579 sh$870KSellFeb 25Miyuki SuzukiDirector3.5K sh$2.2M
+ 29 other (26 inkinds · 3 gifts) in window

See when $SNDK insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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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-KMaterial agreementMar 258-K — Item 1.01: Material agreement · Item 8.01: Other event
AI summary

SNDK entered into a material definitive agreement (8-K Item 1.01, dated 2026-03-25). Counterparty: Taiwan Securities and Exchange Act (“SEA”) and. Size: approximately $1.0 billion. Rate: 3.9%. Material definitive agreement — investors should review the full exhibit for covenants, conditions, and use of proceeds.

S-3ASRAuto-shelf registrationFeb 17S-3ASR
+ 11 other (5 13Gs · 2 10-Qs · 1 SD · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

The Tech Shakeout: Market Extremes & Gavin Baker's Bold Callzacks.com·16h agoSandisk Has Surged More Than 3,000% in the Last 12 Months. Could a Stock Split Be Coming?fool.com·17h ago4 Top-Ranked Memory Stocks to Buy as AI Infrastructure Expands Globallyzacks.com·17h agoAMD Falls 5%, Intel Drops 4%, NVIDIA Slides 3% Before Recovering as Rotation Hits Semiconductor Stocks247wallst.com·19h agoSandisk: What the Chart Is Trying to Tell Usmarketbeat.com·19h ago

In themes

Explore the broader themes this ticker is being talked about under.

Best PerformersAI InfrastructureAI Memory Supercycle

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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