SNDK

Sandisk Corporation

TechnologyComputer HardwareNASDAQ

$1,694.98

+$167.87 (9.90%)today

Conviction

0/ 10

Fair Value$770.32

Upside-54.55%

Signal0

Market Cap$125.7B

52W Range$28.27–$777.60

Next EarningsApr 30

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$132.94

Current Price$709.71

Upside / Down-81.3%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

37.9%/yr

±1.7% · revenue growth to justify current price

FCF-Based Reverse DCF

61.0%/yr

±4.4% · FCF growth to justify current price

THE GAP

Market pricing margin compression or rising capex

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Quick Take

Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.

Forward P/E8.2x

P/S11.8x

EPS (TTM)-$7.44

Analyst Target$770.32

Analyst Upside-54.6%

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Bull Case

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Bear Case

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Research Feed

sec_10qMar 1

Conviction: unchanged

SNDK Q2 FY2026 10-Q: NAND Supercycle in Full Bloom Post-Spinoff

Sandisk (spun off from WDC Feb 2025) delivered a blowout Q2 FY2026: revenue +61% YoY to .0B, gross margin expanded 1,900 bps to 50.9%, operating income .07B (35.2% margin), net income M. In H1, the co...