Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$239.2B
146M shares
52-week range
$85.12 – $2,354.39
65% from low
Sector
COMPUTER STORAGE DEVICES
Exchange
NASDAQ
CS
P/S (TTM)
12.0
EV / FCF (TTM)
20.8
Sandisk is one of the five largest suppliers of NAND flash memory semiconductors globally. Sandisk is vertically integrated, producing substantially all of its flash chips at manufacturing sites across Japan via a joint-venture framework with Kioxia. Sandisk then repackages most of its chips into SSDs for consumer electronics, external storage, or cloud storage. Sandisk was formerly a piece of Western Digital for nine years (after being acquired in 2016) and was spun off as an independent company in 2025.
www.sandisk.comNo one on the platform currently holds SNDK.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 799,568 | $508.0M |
| Appaloosa LPas of 2026-03-31 | 281,250 | $178.7M |
No one on the platform has traded SNDK yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 95.7% | — | — | — | ||
| Rev. Growth % | 175.3% | |||||
| Profit Margin % | 56.5% | -0.0% | ||||
| Free Cash Flow Margin % | 56.8% | 8.1% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +11.4% on the P/E track.
At today's price, your expected annual return is +26.2% on the P/E track.
At today's price, your expected annual return is +40.4% on the P/E track.
Also held through funds
2 more books hold SNDK indirectly · AVUS 0.4% of fund, VTI 0.3% of fund
| 9,457 |
| $6.0M |
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $48.9B | +145.0% | $211.82 | $192.58–$232.23 | 7.4× | 12 |
| 2028 | $58.1B | +18.7% | $260.58 | $178.57–$330.06 | 6.0× | 11 |
| 2029 | $56.5B | -2.7% | $261.59 | $152.00–$424.90 | 6.0× | 4 |
| 2030 | $98.8B | +75.0% | $456.50 | $326.38–$611.91 | 3.4× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 7 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $34.96 | $39.25 | +12.3% |
| 2026-04-30 | $14.62 | $23.41 | +60.1% |
| 2026-01-29 | $3.62 | $6.20 | +71.3% |
| 2025-11-06 | $0.88 | $1.22 | +38.2% |
| 2025-08-14 | $0.05 | $0.29 | +522.2% |
| 2025-05-07 | $-0.39 | $-0.30 | +23.1% |
| 2025-03-07 | $1.22 | $1.23 | +0.8% |
| $31.3B |
| — |
| KEYSKeysight Technologies, Inc. | $314.96 | -6.99% | $53.8B | — |
| MDBMongoDB, Inc. | $382.29 | +5.54% | $30.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
$SNDK I expect that on Friday it will close up $100 from Thursday's close as buyers come in due to the rebalancing of the S&P 100. The question is what will be the price at the close on Thursday? Place your bet.
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$SNDK LETS RUN THIS UP TO 2000++++++ TO FCK EVERY SHORT
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$NVDA $NBIS $MRVL $MU $SNDK Taco: "you got a problem with that?"
View on StockTwits ↗$NVDA $NBIS $MRVL $MU $SNDK Nothing is slowing down. It's all a game. Proceed w/caution. https://finance.yahoo.com/markets/article/wall-street-pushes-back-on-anthropics-warning-as-ai-spending-expected-to-roll-on-chart-of-the-day-100000270.html
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$MU I expect one more giant flush here and on $SNDK $AMD before they turn back up, MU TO 890 SNDK TO 1510 AMD TO 475 Then we bounce HARD for good
View on StockTwits ↗$SNDK "FOOL SAYS $3,000!!!" Adding to the S&P 100 on September 21. Expect major buying this week. Imagine being "short" and management announcing a $10 billion share repurchase plan every quarter for the next three years. 😂😂😂 https://www.fool.com/investing/2026/08/28/a-once-in-a-decade-buying-opportunity-sandisk-and/
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$SNDK Buy the dip With the Philadelphia Semiconductor Index falling nearly 6% Monday, Rakesh from Mizuho said he sees this as a buying opportunity with MU, LITE, CRDO, SNDK, AVGO, DELL, LRCX remaining well-positioned.
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$SNDK let’s break thru 1600’to go to 650. ! See it moving up until Friday buy day prior to index inclusion on 21 . If can get to 1650 and hold has a chance to get 1817 test by end of week if good news on world events ect … and if market accepts .25 raise of rates that is expected …. Market could rallly if the expected happens ..
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$SNDK $MU $WDC $STX due for a nice 7%+ run after having a few red days 🙏🏼 👀
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$SNDK So Mr. Huang was on-stage; just where any performer would be. As the most prominent chip monger, of course he would say don't slow down. Though, is it true he has only been selling stock and not buying? Hmm. And please learn to ignore posts from t-bone. The whole china competition narrative is so silly (being diplomatic there) and building a d.c. in finland is not because of red-tape, it is cold there, makes sense; like musk fever-dream of space, but doable. Maybe enjoy some profits and look for a better entry around 1300 for long. GLTA
View on StockTwits ↗$AMD $LITE $MU $SNDK $WDC I paid about $200.00 for my 800 shares of Micron. Now up over 4 x purchase price. Shares hit a high of $1150.00 but backed down to $950.00. Company has great and growing earnings and looks to continue to 2030. Shares should pop at or before earnings date of sept 30.
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$AMD $LITE $MU $SNDK $WDC 😂 Calling these “meme stocks” tells me you haven’t looked at the actual businesses. A 100% correction means ZERO. You’re basically predicting AMD, Micron, Sandisk, Lumentum and Western Digital are all going bankrupt. Good luck with that thesis. Meanwhile: 🔥 AMD Q2 revenue +50% YoY and Data Center revenue +107% 🔥 WDC Q4 revenue +44% YoY with 54%+ gross margins 🔥 SNDK FY26 revenue +175%, Datacenter revenue +437% 🔥 LITE just posted $1B+ quarterly revenue and guided even HIGHER 🔥 MU just reported record results with explosive AI/HBM demand These stocks didn’t run because somebody posted rocket emojis. Earnings, margins, cash flow and AI infrastructure demand exploded. (Advanced Micro Devices, Inc.) Can they correct? Absolutely. Does “they went up a lot” automatically mean the cycle is over? Absolutely not. You’re looking at the STOCK CHART. Bulls are looking at the EARNINGS CHART. 📈🔥
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.