SNDK Sandisk Corporation

bullish · high conviction track record → $1694.98 +53.34 (+3.2%)
Mkt Cap $219B P/E 50.5 fwd 8.4 52wk $36.21 - $1600.00 3d ago
r/
Reddit bullish 8 mentions, 7d
5 bullish · 1 bearish · 2 neutral
Insider selling: $4,358,737 sold by 3 insiders (30d)
Factor divergence: DIVERGENCE: estimate_revisions, analyst_revisions bullish vs price_momentum, options_sentiment beari
Est. revisions: +41.3% (12 up, 0 down in 30d)
Factor Model (net +2.0)

Factor Model

net +2.0 4.1 / 10
Est. Revisions
+1.0
Insider Activity
+0.0
Momentum
-1.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

Sandisk surges 4% on Q3, AI demand, upgrades

Watch: Fiscal Q4 revenue guidance will confirm if AI demand and supply constraints sustain Sandisk’s momentum.

Sandisk jumped 2.98% premarket to $1,636.91 with a 535% YTD gain, driven by a 645% surge in Q3 data center revenue to $1.47B. Barclays upgraded to Overweight and Mizuho maintained Outperform, pushing a price target range up to $2,350. AI-driven NAND flash supply shortages now extend into 2027 amid soaring demand. Retail interest and speculation about a stock split remain active but unconfirmed.

Strong earnings linked to AI infrastructure and tight supply extend Sandisk's powerful growth and justify premium valuation and high analyst confidence through 2027.

Position history (2d) bull bear neutral
2026-05-28 2026-05-29

Evidence

2d ago Jim Cramer Discusses Missing the Massive Sandisk and Peers Rally yahoo-finance
2d ago How’s everyone’s portfolio doing? 2.0 reddit-investing
3d ago Susquehanna main SNDK: Positive → Positive
3d ago how do you get over missed opportunities ? reddit-stocks
3d ago My gains and what I've learnt after 1.5 months @ 16 yo reddit-investing
4d ago Here's my list of best stocks to buy tied to AI and the great data center buildout - CNBC google-news-ai-infra
4d ago Super Micro Computer Spikes 9%, SanDisk Climbs 4% as the AI Infrastructure Trade Heats Up - 24/7 Wall St. google-news-ai-infra
4d ago Where is all this money coming from pumping the stock market? reddit-investing
7 older signals
4d ago Mizuho main SNDK: Outperform → Outperform
5d ago In September 2025, I bought SNDK at a price of 105, and it has since increased by 1400%+. I'm now thinking of selling it and looking for other opportunities. Do you have any good suggestions?
5d ago SNDK stock split announcement any time soon?
5d ago Barclays up SNDK: Equal-Weight → Overweight
5d ago SNDK stock price rises 2.98% in premarket trading, up $47.36 to $1,636.91 - eciks.org
6d ago 1st option trade making $100K -- THANK YOU SNDK
6d ago Google, Meta, Amazon, and 6 other tech stocks powering the stock market's profit excitement
Fundamentals & Data ▾
Sandisk Corporation Technology · Computer Hardware
Mkt Cap
$219B
P/E
50.5 fwd 8.4
52w Range
$36.21 - $1600.00
Short Interest
10.8M 11.41%
Days to Cover
0.7 +34%
Technicals uptrend
vs 20d MA
+16.7%
vs 50d MA
+57.1%
from 52w Hi
0.0%
Vol (20d)
97%
1w return
+9.9%
1m return
+59.3%
Vol ratio
0.7x
Insiders
selling 0B / 2S
Analysts
bullish 1 up / 0 down
EPS Estimate
$33.35 +41.3% 30d 12up / 0dn
Est. Dispersion
14% 16 analysts
Analyst Target
$1609 $1000 - $3250
Options P/C
1.79 3C / 4P unusual
Insider Cluster
sell cluster 0B / 2S
Fund Convergence
strong Citadel, Renaissance, Two Sigma, D.E. Shaw
Financials
Revenue
$6.0B +251% YoY
FCF
$3.0B
Gross Margin
78%
Op Margin
70%
Momentum: accelerating
Top Holders
Citadel $747M
Renaissance $508M
Two Sigma $194M
D.E. Shaw $25M
Recent Filings & Data
insider trade 3
net selling · $4,358,737 sold
3 insiders · 3 transactions (30d)
Recent transactions
SAYINER NECIP · sell · $870,301
CAULFIELD THOMAS · other
POKORNY MICHAEL · sell · $3,488,436
analyst rating 1
Barclays up → Overweight 5d ago
Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-05-19 bullish +14.9% ✓
Full track record across all stocks →
bullish for 2d | 15 signals · latest 2d ago

Keep reading the market

Direction shifts, insider clusters, filing red flags, and earnings call changes stay published on the site.

All stocks → Track record → How it works →