Sandisk

Pre-market

Open Mo

$1,140.39

+$5.08 (+0.45%)since 00:00 UTC

+$13.87 (+1.23%)since US close

Onchain price: $1,141.70
Premium / discount: +0.11%

Updated Nov 4, 2026, 10:26 UTCReference Nov 4, 2026, 10:20 UTC

Price differences before fees and execution costs. Compare prices

Insights

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

News

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 · Oct 30, 2026, 14:44 UTC

SanDisk CEO David Goeckeler Sees ‘Tremendous Pull’ as Customers Lock in Supply and Come Back for More — Pipeline Runs Through 2030

Sandisk CEO David Goeckeler told analysts that customers are locking in memory supply for years and that one large buyer has come back for a second round.

benzinga.com · Oct 30, 2026, 09:03 UTC

Token

Token: SNDKc
Shares per token: 1.00000000 SNDK
Contract: 0xb200000000000000000000397293cb8cda9a10c5

Get Mo

Hold it in Mo

Hold SNDKc in a Mo smart wallet on Base that you control.

Trade it in-app

Check a quote to trade SNDKc against supported assets in Mo. Availability and eligibility vary.

Move it fast

Send SNDKc to another Mo user for free, or transfer to any compatible Base wallet near-instantly.

Your money. More possibilities.

Download on the App Store

Get it on Google Play