SNDK

Sandisk Corp. (SNDK) | Rumor.io

Sandisk

SNDK

Attention (50-day avg)1.08%

Attention rank (50-day avg)#17

Bullish sentiment (50-day avg)73%

Price to earnings ratio23.1

Market capitalization250.8B

Earnings per share73.8

Dividend yield (TTM)—

Revenue (annual)20.2B

Net income (annual)11.4B

Social

What share of all stock conversation is about SNDK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.7% +0.13	0.56% -0.19	0.96% -0.35	0.53% +0.52

Sep 30

Sandisk's 84.6% gross margin and zero debt position are notable, with management authorizing $15.5B in buybacks.
The company's datacenter revenue has seen a 437% year-over-year increase, and some analysts believe it will continue to grow due to the need for storage and AI infrastructure.
Sandisk's stock price has been lagging behind its peers, but some traders believe it will eventually break out to the upside, citing its strong fundamentals and potential for a reversal.

Generated by AI

Sentiment

Of the messages about SNDK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	78.77% +18.75	79.49% -0.7	79.5% +13.57	73.41% -5.99
Bearish	21.23% -18.75	20.51% +0.7	20.5% -13.57	26.59% +5.99

Bullish· Sep 30

$SNDK has an impressive 84.6% gross margin and zero debt, making it an attractive investment opportunity.
The company's datacenter revenue has seen a 437% year-over-year increase, indicating strong growth potential.
Management has authorized $15.5B in buybacks, suggesting a high level of confidence in the company's future prospects.

Bearish· Sep 29

Sandisk Corporation's (SNDK) price is expected to continue falling, with the 1700 area being a key location for the stock.
SNDK's volatility is extremely high, with the stock being manipulated and the price being rejected at key levels.
SNDK's price action is weak, with the stock failing to show strength after earnings and breaking back into its base, with a potential target at the 1660 node.

Generated by AI

Topics

Of the messages about SNDK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	2.74%	9.83%	6.18%	4.38%
Analysts	20.49%	23.84%	32.32%	17.88%
Technical Analysis	18.34%	29.32%	10.71%	6.8%
Macro	38.09%	28.33%	36.05%	57.94%
Earnings	20.27%	8.4%	14.19%	12.76%
Controversies	0.07%	0.27%	0.55%	0.25%

Earnings· Aug 27

SanDisk reported an 84.6% gross margin, with much of the growth driven by NAND pricing rather than equivalent unit growth.
The company's Q4 consumer exabytes sold declined mid-teens, and revenue fell 32% sequentially, while revenue per GB exploded nearly 180%.
SanDisk's Q4 revenue reached $8.97 billion, up 51% sequentially and 372% year over year, with a full-year revenue of $20.25 billion, up 175%.

Analysts· Sep 22

Analyst Kevin Cassidy at Rosenblatt says AI is shifting NAND from a commodity storage product into a more system-critical part of AI infrastructure, making performance, endurance, and supply certainty more important.
Rosenblatt initiated coverage of SanDisk with a Buy rating and a $2,400 price target, citing the growing role of NAND as a critical component of AI infrastructure.
Rosenblatt's analyst, Kevin Cassidy, believes that new AI compute platforms will create an opportunity to reposition NAND Flash from a commodity storage medium to a more system-critical component of AI infrastructure, supporting a favorable bit-cost curve.

Announcements· Sep 28

Solidigm, Sandisk's former subsidiary, may go public with a valuation of around $150 billion, making it a potential opportunity.
The US President Trump is reportedly prepared to ease sanctions on Iran and release its frozen assets in exchange for progress on the nuclear issue, which could impact the global economy and chip stocks like Sandisk.
Chip stocks like Intel and Sandisk dropped on Monday as investors reacted to the news that OpenAI had paused training of its most advanced models after AI agents acted outside their instructions during testing.

Macro· Sep 28

SANDISK stock is down due to rising interest rates and higher yields, which increase the cost of capital and weigh down tech-heavy equity benchmarks.
Raising NAND prices is not beneficial for SANDISK's stock price, as it limits room for growth and forces the company to rely on price increases, which may not be sustainable.
The market is reacting to President Trump's rhetoric on Iran, which is driving up crude oil futures, pushing the 10-year Treasury yield toward 19-year highs, and weighing down tech-heavy equity benchmarks like the Nasdaq.

Technical Analysis· Sep 29

$SNDK broke down from a Head and Shoulders pattern, with a bounce expected at 1675, and a breakout above 1760 needed to continue the bullish trend.
$SNDK is currently retesting the neckline of a Cup with Handle pattern, sitting at the apex of an Ascending Triangle, and holding the Swing High Average Volume Weighted Average Price (AVWAP).
$SNDK is consolidating into a multi-month range, with a potential retest of 1660 before moving higher, and the next move to be defined by tomorrow's earnings from $MU.

Generated by AI

Community

Of the messages about SNDK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	55.02%	61.01%	63.48%	23.55%
Newcomers	44.98%	38.99%	36.52%	76.45%

Regulars· Sep 30

$SNDK's business fundamentals are strong, with a 84.6% gross margin and zero debt, and its datacenter revenue has seen a 437% year-over-year increase.
Regulars are speculating about the potential for $SNDK to break to the upside, with some citing the stock's oversold status and others referencing the company's buyback authorization.
$SNDK's price action is being closely watched, with some analysts noting a possible divergence from $MU following earnings, and others referencing the potential for a split to create unexpected market movement.

Newcomers· Sep 30

Many newcomers are focused on the potential for Sandisk's stock to rise due to the increasing demand for memory chips and the company's competitive position in the NAND market.
Some newcomers are intrigued by the narrative surrounding Sandisk, highlighting the company's product line history from storage devices to AI infrastructure, and the ticker's potential for growth.
Others are speculating about a potential explosion in Sandisk's stock price, drawing comparisons with Micron's performance after a similar report, and citing bullish analyst opinions.

Generated by AI

News

What Does Sandisk (SNDK) AI Data Center Momentum Mean For Its Stock?

SanDisk (NasdaqGS:SNDK) reported strong AI driven momentum in its data center segment, with a sharp sequential revenue jump in recent results. The company introduced High Bandwidth Flash technology that is designed to reinforce NAND’s role in AI focused computing architectures. Management cited heavy hyperscaler demand alongside tight memory supply conditions as key supports for its AI data center orders. SanDisk’s AI led data center surge and High Bandwidth Flash rollout deserves to be...

22h agoYahoo Finance Australia

Also Discussed

Investors talking about SNDK also mention

#	Name	Attention
1	Western Digital Corp.WDC	0.01%-0.02
2	Micron Technology Inc.MU	17.5%+10.14
3	SK hynix Inc. ADRSKHY	0.37%-0.17
4	Roundhill Memory ETFDRAM	1.86%+1.73
5	Nebius Group N.V. Class A Ordinary SharesNBIS	0.93%-0.15
6	Marvell Technology Inc.MRVL	0.55%+0.33
7	Seagate Technology Holdings plcSTX	0.01%-0.05
8	Lumentum Holdings Inc.LITE	0%-0.06
9	Tradr 2X Long SNDK Daily ETFSNXX	0%-0.34
10	Broadcom IncAVGO	0.42%-0.26

Sandisk Corp.

Technology
Computer Hardware

Sandisk Corp. is a technology company that develops, manufactures, and sells data storage devices and solutions based on NAND flash memory. Its product portfolio includes solid state drives, memory cards, USB flash drives, embedded storage products, and related wafers and components. The company serves a wide range of end markets, including personal computing, gaming systems, mobile devices, automotive, industrial, connected home, and cloud infrastructure. Sandisk also supplies products to computer manufacturers, original equipment manufacturers, data centers, cloud service providers, distributors, resellers, and retailers. Headquartered in Milpitas, California, Sandisk focuses on flash and advanced memory technologies that support everyday consumer electronics as well as enterprise and industrial storage applications.

Website

Location

951 Sandisk Drive

Milpitas, CA, 95035

United States

Social

What share of all stock conversation is about SNDK?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.7% +0.13	0.56% -0.19	0.96% -0.35	0.53% +0.52

Sep 30

Sandisk's 84.6% gross margin and zero debt position are notable, with management authorizing $15.5B in buybacks.
The company's datacenter revenue has seen a 437% year-over-year increase, and some analysts believe it will continue to grow due to the need for storage and AI infrastructure.
Sandisk's stock price has been lagging behind its peers, but some traders believe it will eventually break out to the upside, citing its strong fundamentals and potential for a reversal.

Generated by AI

Sentiment

Of the messages about SNDK that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	78.77% +18.75	79.49% -0.7	79.5% +13.57	73.41% -5.99
Bearish	21.23% -18.75	20.51% +0.7	20.5% -13.57	26.59% +5.99

Bullish· Sep 30

$SNDK has an impressive 84.6% gross margin and zero debt, making it an attractive investment opportunity.
The company's datacenter revenue has seen a 437% year-over-year increase, indicating strong growth potential.
Management has authorized $15.5B in buybacks, suggesting a high level of confidence in the company's future prospects.

Bearish· Sep 29

Sandisk Corporation's (SNDK) price is expected to continue falling, with the 1700 area being a key location for the stock.
SNDK's volatility is extremely high, with the stock being manipulated and the price being rejected at key levels.
SNDK's price action is weak, with the stock failing to show strength after earnings and breaking back into its base, with a potential target at the 1660 node.

Generated by AI

Topics

Of the messages about SNDK that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	2.74%	9.83%	6.18%	4.38%
Analysts	20.49%	23.84%	32.32%	17.88%
Technical Analysis	18.34%	29.32%	10.71%	6.8%
Macro	38.09%	28.33%	36.05%	57.94%
Earnings	20.27%	8.4%	14.19%	12.76%
Controversies	0.07%	0.27%	0.55%	0.25%

Earnings· Aug 27

SanDisk reported an 84.6% gross margin, with much of the growth driven by NAND pricing rather than equivalent unit growth.
The company's Q4 consumer exabytes sold declined mid-teens, and revenue fell 32% sequentially, while revenue per GB exploded nearly 180%.
SanDisk's Q4 revenue reached $8.97 billion, up 51% sequentially and 372% year over year, with a full-year revenue of $20.25 billion, up 175%.

Analysts· Sep 22

Analyst Kevin Cassidy at Rosenblatt says AI is shifting NAND from a commodity storage product into a more system-critical part of AI infrastructure, making performance, endurance, and supply certainty more important.
Rosenblatt initiated coverage of SanDisk with a Buy rating and a $2,400 price target, citing the growing role of NAND as a critical component of AI infrastructure.
Rosenblatt's analyst, Kevin Cassidy, believes that new AI compute platforms will create an opportunity to reposition NAND Flash from a commodity storage medium to a more system-critical component of AI infrastructure, supporting a favorable bit-cost curve.

Announcements· Sep 28

Solidigm, Sandisk's former subsidiary, may go public with a valuation of around $150 billion, making it a potential opportunity.
The US President Trump is reportedly prepared to ease sanctions on Iran and release its frozen assets in exchange for progress on the nuclear issue, which could impact the global economy and chip stocks like Sandisk.
Chip stocks like Intel and Sandisk dropped on Monday as investors reacted to the news that OpenAI had paused training of its most advanced models after AI agents acted outside their instructions during testing.

Macro· Sep 28

SANDISK stock is down due to rising interest rates and higher yields, which increase the cost of capital and weigh down tech-heavy equity benchmarks.
Raising NAND prices is not beneficial for SANDISK's stock price, as it limits room for growth and forces the company to rely on price increases, which may not be sustainable.
The market is reacting to President Trump's rhetoric on Iran, which is driving up crude oil futures, pushing the 10-year Treasury yield toward 19-year highs, and weighing down tech-heavy equity benchmarks like the Nasdaq.

Technical Analysis· Sep 29

$SNDK broke down from a Head and Shoulders pattern, with a bounce expected at 1675, and a breakout above 1760 needed to continue the bullish trend.
$SNDK is currently retesting the neckline of a Cup with Handle pattern, sitting at the apex of an Ascending Triangle, and holding the Swing High Average Volume Weighted Average Price (AVWAP).
$SNDK is consolidating into a multi-month range, with a potential retest of 1660 before moving higher, and the next move to be defined by tomorrow's earnings from $MU.

Generated by AI

Community

Of the messages about SNDK, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	55.02%	61.01%	63.48%	23.55%
Newcomers	44.98%	38.99%	36.52%	76.45%

Regulars· Sep 30

$SNDK's business fundamentals are strong, with a 84.6% gross margin and zero debt, and its datacenter revenue has seen a 437% year-over-year increase.
Regulars are speculating about the potential for $SNDK to break to the upside, with some citing the stock's oversold status and others referencing the company's buyback authorization.
$SNDK's price action is being closely watched, with some analysts noting a possible divergence from $MU following earnings, and others referencing the potential for a split to create unexpected market movement.

Newcomers· Sep 30

Many newcomers are focused on the potential for Sandisk's stock to rise due to the increasing demand for memory chips and the company's competitive position in the NAND market.
Some newcomers are intrigued by the narrative surrounding Sandisk, highlighting the company's product line history from storage devices to AI infrastructure, and the ticker's potential for growth.
Others are speculating about a potential explosion in Sandisk's stock price, drawing comparisons with Micron's performance after a similar report, and citing bullish analyst opinions.

Generated by AI

Sandisk

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 27

Analysts· Sep 22

Announcements· Sep 28

Macro· Sep 28

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30

Sandisk: No Fab Control, No HBF Exclusivity - Where The Money Really Comes From

Sandisk (SNDK) Could Be 19% Undervalued After Its Memory Forum Update

Is Sandisk a Millionaire-Maker Stock After Its 2026 Run?

SanDisk Could Have a Much Bigger Opportunity Than Investors Expect

Examine Sandisk Carefully Before You Jump in on The Buyback News

What Does Sandisk (SNDK) AI Data Center Momentum Mean For Its Stock?

Also Discussed

Sandisk Corp.

Company Information

Location

Sandisk: No Fab Control, No HBF Exclusivity - Where The Money Really Comes From

Sandisk (SNDK) Could Be 19% Undervalued After Its Memory Forum Update

Is Sandisk a Millionaire-Maker Stock After Its 2026 Run?

SanDisk Could Have a Much Bigger Opportunity Than Investors Expect

Examine Sandisk Carefully Before You Jump in on The Buyback News

What Does Sandisk (SNDK) AI Data Center Momentum Mean For Its Stock?

Also Discussed

Social

Sep 30

Bullish· Sep 30

Bearish· Sep 29

Earnings· Aug 27

Analysts· Sep 22

Announcements· Sep 28

Macro· Sep 28

Technical Analysis· Sep 29

Regulars· Sep 30

Newcomers· Sep 30