Sandisk

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US$ 1.142,27

+US$ 6,96 (+0,61%)desde 00:00 UTC

+US$ 15,75 (+1,4%)desde o fechamento dos EUA

Preço onchain: US$ 1.141,70
Prêmio / desconto: -0,05%

Atualizado 4 de nov. de 2026, 10:29 UTCReferência 4 de nov. de 2026, 10:20 UTC

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Análises

Seeking Alpha cites durable AI demand and contract-backed pricing. Trefis questions whether recent earnings are a new normal or the top of a memory cycle.

Contract-backed visibility

Seeking Alpha reports that new multiyear agreements cover over half of bits shipped, with price floors and financial guarantees.

Seeking Alpha says those agreements reduce cyclicality but do not eliminate risk. AInvest says uncontracted business remains exposed to a 2027 glut.

Sandisk: The NAND Supercycle Makes This A Strong Buy (NASDAQ:SNDK) | Seeking Alpha Sandisk: The NAND Supercycle Makes This A Strong Buy (NASDAQ:SNDK) | Seeking Alpha The $91 Billion Contract Inside SanDisk's 50% Crash

AI demand versus future supply

Trefis says datacenter is Sandisk's fastest-growing end market and management says demand is growing faster than supply.

TrendForce projects that the NAND market will flip to oversupply in the second half of 2027 as new capacity adds bits faster than demand grows.

SanDisk Stock Looks Cheap, But Can It Keep Earning This Much? | Trefis The $91 Billion Contract Inside SanDisk's 50% Crash

Margin durability

Seeking Alpha reports management targets non-GAAP gross margins of 80% and operating margins of 75% through FY2028–FY2030.

Trefis notes operating margin of 61.6% over the last twelve months versus a three-year average of 24.1%. Trefis says the gap makes repetition of the recent margin central.

Sandisk: The Market Is Still Underestimating Its New Earnings Power (NASDAQ:SNDK) | Seeking Alpha SanDisk Stock Looks Cheap, But Can It Keep Earning This Much? | Trefis

Valuation and cycle risk

Trefis says SanDisk trades at 19.5 times earnings against an S&P 500 median of 22.4.

AInvest says a 21x peak-earnings valuation assumes AI inference demand permanently smooths NAND cycles.

SanDisk Stock Looks Cheap, But Can It Keep Earning This Much? | Trefis SanDisk's Small Print Points to the Bet Behind a 3,000% Run

Notícias

SanDisk (SNDK) Q1 2027 Earnings Call Transcript

On its fiscal first-quarter 2027 earnings call, Sandisk said data center revenue rose 61% sequentially, as AI demand reshapes memory markets.

fool.com · 30 de out. de 2026, 14:44 UTC

CEO da SanDisk, David Goeckeler, vê ‘forte demanda’ enquanto clientes garantem oferta e voltam a comprar — pipeline se estende até 2030

A CEO da Sandisk, David Goeckeler, disse a analistas que os clientes estão garantindo oferta de memória por anos e que um grande comprador voltou para uma segunda rodada.

benzinga.com · 30 de out. de 2026, 09:03 UTC

Sandisk Corporation Non-GAAP EPS of $49.51 beats by $3.10, revenue of $11.03B beats by $330M

Sandisk reported fiscal first-quarter non-GAAP EPS of $49.51 and revenue of $11.03B, which Seeking Alpha says beat estimates by $3.10 and $330M respectively.

seekingalpha.com · 29 de out. de 2026, 20:08 UTC

Earnings Snapshot: SanDisk crushes Q1 estimates as datacenter revenue skyrockets 61%

Seeking Alpha reports Sandisk's datacenter revenue rose 61% in the first quarter, as the company's results beat estimates.

seekingalpha.com · 29 de out. de 2026, 20:14 UTC

SanDisk Sees Q2 Adj EPS $55.00-$57.00 vs $53.19 Est; Sees Sales $12.200B-$12.600B vs $12.176B Est

Sandisk guided fiscal second-quarter adjusted EPS of $55.00-$57.00 and sales of $12.200B-$12.600B, against a $12.176B sales estimate, according to Benzinga.

benzinga.com · 29 de out. de 2026, 20:14 UTC

Token

Token: SNDKc
Ações por token: 1.00000000 SNDK
Contrato: 0xb200000000000000000000397293cb8cda9a10c5

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