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SNSNDK

Sandisk Corporation

$SNDK·$265B·Computer Hardware·Technology
$1791.82+11.0%YTD+560.7%1Y+1712.3%
Price updated 14h ago·X counts updated 7d ago
SNSNDK
$SNDKSandisk Corporation
$1,791.82+10.99%4.5k posts1×
AI analysisFundamentalsVoices on X
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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.

4,503X posts · last 7 days
Sep 2Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

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.

Bullish sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-09-16

SanDisk posters are ecstatic — the stock is up more than 500% YTD versus the S&P at ~13%, forming a clean cup-and-handle around $1,800-$1,820, and a weekly blue diamond just printed for the first time since around $45 in Aug 2025. Bulls lean on the memory-oligopoly thesis and Nomura's forecast of memory revenue reaching $3.7T by 2030 with 83% from data centers. One cautious voice warns the current print is the psychological embed of "we're geniuses" buyers, but nobody in the window is short.

Read what X is saying about $SNDK

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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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.

Driven by hypeAcceleratingAI verdict · as of 2026-09-20

The move is getting stronger, with heavier trading behind it.

A 17-bagger in a year on the AI-memory oligopoly thesis — the price action is real, but every officer in the building is selling into it.

SanDisk is a NAND flash memory maker — the storage that AI training clusters and hyperscale data centers consume at industrial scale. The stock has gone up 17x in a year on the memory-oligopoly thesis and posters are calling a clean cup-and-handle at $1,800.

  • The mechanics are actually there for once: operating margin is 41%, ROIC 31%, zero net debt — this isn't a story stock in the same sense as most 500%-YTD names, the business is throwing off cash and the memory cycle is genuinely tight, with Nomura modeling a $3.7T memory market by 2030 and 83% of it going to data centers.
  • The tell running the other direction is the insider tape: CEO David Goeckeler dumped $51.7M in one filing, the CFO sold $1.6M, and multiple other officers are selling in the same window — the people who know the cycle best are taking chips off.

The story keeps working while memory pricing stays firm and hyperscaler orders don't crack; the risk to the setup is any softening in the cycle right when the crowd has convinced itself the oligopoly can't lose. Officer selling this heavy into a parabolic move is usually the tell that at least the near-term is priced.

Agrees with X sentimentX's memory-oligopoly thesis is defensible and the fundamentals do back the trend. But when the CEO sells $51.7M in one shot into a 500% run and the crowd doesn't flinch, partial agreement is the honest posture — the direction is right, the entry probably isn't.

What to watch: Nov 5 earnings — memory pricing commentary and any softening in hyperscaler order books is the number that decides whether this continues extending or gives back a leg. A break below $1,600 turns the setup off.

On the calendar: 2026-11-05 — Q1 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

AI server infrastructure build-out is the primary demand driver as hyperscaler capex accelerates; HPE raised its 2027 outlook on AI networking surge and Dell's PowerEdge franchise is labelled a 'powerhouse AI stock,' confirming the cycle has room to run. Quantum computing names are stage-gated by commercialisation timelines.

What this means for $SNDK

Partial — NAND flash SSDs for AI data-centre storage benefit from data-volume growth; analyst named it top chip play post-Sept. 30, but NAND pricing cycles add volatility to the structural storage demand thesis.

Top industry ETF

$SOXXiShares Semiconductor ETF
+68.2%YTD
+99.2%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, Nov 5·consensus EPS $46.23

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

10-year forecast · up to 15 analysts
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$49.2B$45.4B – $51.7B$213.24$193.87 – $233.7815
FY28$56.5B$38.5B – $109.1B$244.86$148.38 – $453.7312
FY28$58.7B$42.8B – $69.3B$263.65$180.67 – $333.9514
FY29$52.1B$40.8B – $63.4B$224.91$135.97 – $313.852
FY29$59.1B$36.1B – $87.3B$275.71$160.20 – $447.829
FY30$11.6B$8.8B – $18.0B$13.54$9.32 – $23.401
FY30$98.8B$77.2B – $124.7B$456.50$326.38 – $611.915

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.1.4×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.75%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.+19.1%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.+67.7%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 today11.7% 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.β5.165-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

SellSep 15Visoso Luis FelipeCFO1.0K sh$1.6MSellSep 14David GoeckelerCEO33.8K sh$51.7MSellSep 8Bernard ShekChief Legal Officer & Secty2.3K sh$4.1MSellSep 3Alper IlkbaharCTO5.1K sh$7.9MSellSep 1Bernard ShekChief Legal Officer & Secty600 sh$915KSellAug 3Bernard ShekChief Legal Officer & Secty600 sh$697KSellJul 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$3.5M
1–10 of 11
+ 33 other (30 inkinds · 2 gifts · 1 exempt) 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-KOfficer or director changeSep 168-K — Item 5.02: Officer or director change
AI summary

Sandisk Corporation (SNDK) filed an 8-K reporting an officer or director change (Item 5.02) effective September 10, 2026; the excerpt contains only the cover page with no detail on the affected individual or role. Sandisk is a recently standalone flash memory and storage company spun off from Western Digital, making leadership continuity significant for execution during its independent growth phase.

8-KMaterial agreementSep 118-K — Item 1.01: Material agreement
AI summary

Sandisk Corporation entered Amendment No. 1 to its existing Loan Agreement with JPMorgan Chase Bank as administrative agent on September 9, 2026, establishing a new $1.5 billion revolving credit facility that refinanced and replaced the prior revolving commitments in full. Borrowings bear interest at Adjusted Term SOFR or daily SOFR plus 1.375% margin (or base rate plus 0.375%), with a 0.175% per annum commitment fee, both subject to step-ups/step-downs based on Net Leverage Ratio or corporate ratings. This is a routine revolving credit refinancing that maintains Sandisk's existing liquidity runway at comparable terms without adding net new debt.

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.

+ 12 other (6 13Gs · 2 8-Ks · 1 10-K · 1 SD) in window

Recent news

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

Sandisk Joins the S&P 100 on Monday -- the Same Day Nike Leaves Itfool.com·2d agoSanDisk Leads As Technology And Crypto Drive Order Flow Activitybenzinga.com·2d agoWhy is SanDisk stock gaining 8% today?invezz.com·2d agoCredo Technology Group vs. Sandisk: Which Technology Stock Is a Better Buy in 2026?fool.com·2d agoWhy Sandisk Stock Rallied Todayfool.com·2d ago

In themes

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

Best PerformersAI InfrastructureAI Memory Supercycle

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Voices on X · last 7 days

No standout posts about $SNDK on X in the last 7 days.

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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