SNDK has surged 2,266% over the past year but sits 50% off its June peak, with 24/7 Wall St. targeting $1,442 for 42% upside.
CEO David Goeckeler expects datacenters to become NAND's largest market in 2026, with Q4 revenue guided to between $7.75 billion and $8.25 billion and 92% odds of an earnings beat.
SanDisk's 78% gross margin crushes WDC's 51% and nearly matches MU's 85%, supporting a premium valuation for pure-play NAND in AI inference workloads.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and SanDisk didn't make the cut. Grab the names FREE today.
SanDisk (NASDAQ:SNDK) embodies the AI storage buildout. The former Western Digital flash unit, spun off in February 2025, has risen from a filing price of $41.55 in August 2025 to $1,015.89 today on structural NAND shortage and datacenter demand.
#sndk #today #NVIDIA
CEO David Goeckeler expects datacenters to become NAND's largest market in 2026, with Q4 revenue guided to between $7.75 billion and $8.25 billion and 92% odds of an earnings beat.
SanDisk's 78% gross margin crushes WDC's 51% and nearly matches MU's 85%, supporting a premium valuation for pure-play NAND in AI inference workloads.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and SanDisk didn't make the cut. Grab the names FREE today.
SanDisk (NASDAQ:SNDK) embodies the AI storage buildout. The former Western Digital flash unit, spun off in February 2025, has risen from a filing price of $41.55 in August 2025 to $1,015.89 today on structural NAND shortage and datacenter demand.
#sndk #today #NVIDIA
3 months ago
