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SNDK does not currently pay a dividend.
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SanDisk Corporation specializes in designing, manufacturing, and supplying storage solutions and devices leveraging advanced NAND flash technology. Its diverse product line features solid-state drives (SSDs), embedded memory solutions, removable memory cards, universal serial bus (USB) devices, and underlying wafers and components. Founded on June 1, 1988, the company maintains its principal executive offices in Milpitas, California.
Micron (MU) and SanDisk (SNDK) remained under pressure on Friday as investors continued pulling back from memory-chip stocks following a weaker outlook from San
Sandisk Corporation delivered 84.6% Q4 gross margins and $5.04 billion adjusted free cash flow despite softer near-term revenue guidance. New Business Models secure $93.9 billion in minimum revenue, with roughly two-thirds of FY2028 bits already contractually committed. Datacenter revenue surged 437% in FY2026 as hyperscalers increasingly secured NAND supply through multi-year agreements with financial guarantees.
Sandisk Corporation is now upgraded to Buy as the memory and storage cycle appears to be bottoming, offering a timely entry point for investors. SNDK's high-bandwidth flash (HBF) is positioned as a pivotal growth driver, while Sandisk navigates cyclical concerns with longer-term agreements. Despite a recent 60% decline, SNDK maintains +80% margins and has secured $94B in minimum revenue commitments with financial guarantees.
Sandisk Corporation delivered record Q4 and FY results, driven by surging enterprise demand and robust pricing in NAND flash and enterprise SSDs. SNDK reported 51% sequential and 372% year-over-year revenue growth, with data center segment revenues up 1,298% year-over-year. Gross profit margins expanded to 84.6%, aided by strong pricing and new enterprise agreements, but SNDK lacks exposure to high-bandwidth memory products.
Sandisk Corporation is upgraded to Strong Buy with a $3,900 price target, implying 200% upside as AI transforms memory from cyclical to core infrastructure. SNDK's PCIe Gen 5, QLC, and BiCS8 technologies, combined with vertical integration and Kioxia partnership, position it as a key AI infrastructure supplier. Consensus underappreciates SNDK's shift from consumer electronics to AI-driven demand, supporting a re-rating from 5x to 15x P/E as margins and growth accelerate.