NASDAQ · US · Computer Hardware

SNDK SanDisk

NAND flash and enterprise SSDs

Tight but sold off Its supply chain is tightening but the stock is below its 50-day average — price and fundamentals disagree. (automatic: supply-chain trend + price vs 50-day average)

AI Storage (Enterprise SSD & HDD) · 72

Last close (delayed) · 2026-10-30

$1,150.9

−13.47% today

−7.0%

−35.6%

−10.7%

YTD

+384.8%

+487.7%

Off 52w high

−50.7%

Next earnings (est.): 2026-10-29

Market cap$166B

P/E (trailing)15.6Forward 4.2

EV / sales9.4×EV/EBITDA 15.1×

Revenue (TTM)$20.25BGrowth 371.6% y/y

Margins71.5%gross · op 78.5%

Free cash flow$7.72BCash $4.76B · debt $201M

Analyst target$2,143.8+86.3% upside · 24 analysts · buy

Riskβ —Short 3.3% of float

Fundamentals from public market data, refreshed daily (2026-10-30 21:21 UTC). Figures in reporting currency.

SNDK · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

7 events

7

2026-10-29EarningsBeat / raise

Reported EPS 49.51 vs 46.41 expected (+6.7% surprise).
6

2026-08-05EarningsBeat / raise

Reported EPS 39.25 vs 34.52 expected (+13.7% surprise).
5

2026-04-30EarningsBeat / raise

Reported EPS 23.41 vs 14.66 expected (+59.7% surprise).
4

2026-01-29EarningsBeat / raise

Reported EPS 6.2 vs 3.54 expected (+75.0% surprise).
3

2025-11-06EarningsBeat / raise

Reported EPS 1.22 vs 0.89 expected (+36.9% surprise).
2

2025-08-14EarningsBeat / raise

Reported EPS 0.29 vs 0.03 expected (+771.1% surprise).
1

2025-05-07EarningsBeat / raise

Reported EPS -0.3 vs -0.39 expected (+22.4% surprise).

Latest headlines

Auto-updated daily

Alternative data that moves SNDK

Korea semiconductor exports+262.8% y/y

Predictions involving SNDK

Tight to 2028 Micron & SamsungOn track

Earnings history

EPS vs expectations

Date	Expected EPS	Reported EPS	Surprise
2026-10-29	46.41	49.51	+6.7%
2026-08-05	34.52	39.25	+13.7%
2026-04-30	14.66	23.41	+59.7%
2026-01-29	3.54	6.2	+75.0%
2025-11-06	0.89	1.22	+36.9%
2025-08-14	0.03	0.29	+771.1%
2025-05-07	-0.39	-0.3	+22.4%

About SanDisk

Website ↗

Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the Americas, Europe, the Middle East, Africa, Asia, and internationally. The company provides solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers, and subsidiaries. Sandisk Corporation was incorpora…

11,100 employees · Milpitas, United States

AI Storage (Enterprise SSD & HDD)

AI training data and inference logs need exabytes of storage. Two companies make nearly all hard drives and a few make NAND, so supply is slow to follow demand.

NAND / platters→Drive→Storage server→Cluster

What would prove us wrong. Weakens if NAND and HDD makers add capacity faster than AI storage demand grows.

Peers at the same bottleneck

Who else supplies this

Stock	Role	Last	1D	1M	YTD
WDC Western Digital	Hard drives for AI data storage	$366.1	−7.41%	−20.9%	+112.8%
STX Seagate Technology	Hard drives (HAMR) for AI data storage	$644.6	−7.98%	−31.8%	+134.8%
285A.T Kioxia	NAND flash and enterprise SSDs	¥13,470	−7.14%	−25.6%	+287.2%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.