SNDK - Sandisk Corporation So'nggi Yangiliklar | Finranks

28.03.2026

Sandisk: The Market Is Dead Wrong (Rating Upgrade)

Sandisk stock fell ~7% after Google TurboQuant, but compression applies only to KV cache, not total storage demand. Data center growth accelerated from 29% to 64% sequentially, driven by adoption of 8TB and 16TB PCIe Gen 5 SSDs. SanDisk allocates 75% of OpEx to R&D, enabling BiCS8 architecture and targeting High-Bandwidth Flash production by 2026.

28.03.2026

What Moved Markets This Week

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.

27.03.2026

Could a Stock Split Be Coming for Sandisk Amid the AI Memory Chip Supercycle?

Sandisk has emerged as a major beneficiary of the AI memory and storage supercycle. The stock has gained 160% so far in 2026 -- an astounding feat amid an otherwise struggling technology sector.

27.03.2026

No, Alphabet Won't 'DeepSeek' Micron, Sandisk

Micron Technology, Inc. and Sandisk Corporation remain Strong Buys despite Alphabet Google TurboQuant's memory optimization announcement triggering a sharp sell-off. TurboQuant's efficiency gains target inference costs and memory usage, but do not fundamentally alter the robust, structural demand for DRAM and NAND flash. Recent price normalization in DRAM is unrelated to TurboQuant and presents an appealing entry point for investors seeking exposure to MU and SNDK.

27.03.2026

Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade)

TurboQuant cuts KV-cache needs by at least 6x for HBM/DRAM during AI inference, but it does not reduce persistent SSD storage demand. Therefore, Sandisk Corporation's NAND thesis remains intact. The recent double-digit drop looks tied to headlines, risk-off trading, and memory industry beta, while the Street's revenue and EPS estimates for the next four years remain unchanged. I'm bullish as SNDK's AI storage story still looks early, with datacenter revenue only 15% of total sales despite 64% sequential growth and 76% YOY growth in the last quarter.

27.03.2026

SNDK, WDC and STX Forecasts – Computer Companies Fall with Everything Else

AI data centers are driving demand for many parts, but the overall fear and interest rate environment continues to be a massive problem for all stocks, not just these.

26.03.2026

Buy The Dip: Best Stocks To Buy As Stagflation Fear Overshadows Growth Potential

For investors willing to take risk amid elevated stagflation fear, now can be a good time to buy high-quality stocks that have the potential to rebound quickly as market sentiment normalizes. These Quant Strong Buys are stocks to consider, as investors may be overestimating market risks while overlooking the potential for a return to growth. From a range of diverse sectors, each stock has either dipped significantly or returns have been capped by fear.

Videolar

04.03.2026

Negative

Selling in the hottest semiconductor stocks was brutal, says Jim Cramer

02.03.2026

Positive

2026 Memory Chip Bull Case: Why MU, SNDK & LRCX Will Rally

Reytinglar oshishi / pasayishi

Ticker	Tashkilot	Reyting o‘zgarishi	Maqsadli narx	Sana
SNDK	Raymond James	Outperform	undefined >> $725	January 30th 2026
SNDK	RBC Capital Mkts	Sector Perform	undefined >> $400	January 15th 2026
SNDK	JP Morgan	Neutral	undefined >> $235	December 8th 2025
SNDK	China Renaissance	Buy	undefined >> $322	December 5th 2025
SNDK	The Benchmark Company	Buy	$85 >> $125	September 24th 2025
SNDK	Citigroup	Buy	$80 >> $125	September 24th 2025

Sandisk Corporation (SNDK)

Aksiya tahlili uchun eng kuchli vositalarga ega bo'ling

Finranks

Kompaniya

Biz bilan bog'lanish

Bizni kuzating

Sandisk Corporation (SNDK)

Sandisk: The Market Is Dead Wrong (Rating Upgrade)

What Moved Markets This Week

Could a Stock Split Be Coming for Sandisk Amid the AI Memory Chip Supercycle?

No, Alphabet Won't 'DeepSeek' Micron, Sandisk

Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade)

SNDK, WDC and STX Forecasts – Computer Companies Fall with Everything Else

Buy The Dip: Best Stocks To Buy As Stagflation Fear Overshadows Growth Potential

Videolar

Reytinglar oshishi / pasayishi