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SanDisk’s Latest Results Reset Expectations Again
Trefis103d agoneutral
SanDisk’s Latest Results Reset Expectations Again

Here’s a number that makes you look twice: in a single quarter, SanDisk (NASDAQ: SNDK) generated nearly $3 billion in free cash flow, posted EPS of $23.41 vs estimates of $14.62, and then guided the next quarter to as much as $8.25 billion in revenue. About a year ago, the stock was at $40. Now it’s around $1,400. That’s not hype, it’s timing, execution, and a massive shift in demand all lining up. See, SanDisk’s Surge Explained: What’s Fueling the Move.

Jim Cramer says two stocks will decide stock market's next move
TheStreet103d agoneutral
Jim Cramer says two stocks will decide stock market's next move

Jim Cramer has a habit of cutting through the noise and pointing at something most investors are overlooking. On May 4, he did it again. In a X post, the "Mad Money" host wrote: "Oracle and SanDisk have become the tells of this market." That's a bold claim. But when you look at what these two ...

Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade
24/7 Wall St.104d agobullish
Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

Memory chip stocks are ripping higher again this morning, with Micron Technology (NASDAQ:MU) shares up 12% and SanDisk (NASDAQ:SNDK) shares climbing 10% in mid-morning trading on Tuesday. MU stock is changing hands near $644, while SNDK shares are pushing through $1,380. The synchronized rally extends what’s already been a parabolic year for memory names. Micron ... Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

Is It Too Late To Consider Sandisk (SNDK) After A 331.3% Year To Date Surge?
Simply Wall St.104d agobullish
Is It Too Late To Consider Sandisk (SNDK) After A 331.3% Year To Date Surge?

If you are trying to figure out whether Sandisk is still reasonably priced after a huge run, the recent share moves make valuation hard to ignore. The stock last closed at US$1,187, with returns of 10.9% over 7 days, 69.2% over 30 days and 331.3% year to date, while the 1 year return is a very large multiple of the starting price. Recent coverage has focused on Sandisk's sharp share price gains and shifting expectations around its position in the Tech sector. This kind of attention often...

Sandisk (SNDK) is Enjoying the Current Environment, Says Jim Cramer
Insider Monkey105d agoneutral
Sandisk (SNDK) is Enjoying the Current Environment, Says Jim Cramer

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Sandisk Corporation (NASDAQ:SNDK) is one of the stocks discussed by Jim Cramer. Computer memory products manufacturer Sandisk Corporation (NASDAQ:SNDK)’s shares have been among the top performers in the market in today’s AI-driven investing era. They are up by an unbelievable […]

SanDisk Stock’s 3,314% Rally Leaves Little Room to Run
24/7 Wall St.105d agobullish
SanDisk Stock’s 3,314% Rally Leaves Little Room to Run

Few stocks have rewritten their narrative as quickly as SanDisk (NASDAQ:SNDK). Shares have surged from $32.11 to $1,096.51 over the past year, a gain of 3,314.86%, on structural NAND pricing reset and datacenter mix shift. Our 24/7 Wall St. price target for SanDisk is $1,025.88 over the next 12 months, slightly below current levels. 24/7 ... SanDisk Stock’s 3,314% Rally Leaves Little Room to Run

Jim Cramer Says Stocks Like Seagate  “Are Really Overextended” For Him
Insider Monkey106d agoneutral
Jim Cramer Says Stocks Like Seagate “Are Really Overextended” For Him

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer was slightly bearish on the stock during the episode, as he commented: Seagate, which had just reported a terrific quarter, but with Western Digital, Sandisk, those stocks though, are really overextended for me. They’re […]

Do New Inverse Lumentum ETFs Quietly Reframe the AI Optics Story for LITE Investors?
Simply Wall St.106d agoneutral
Do New Inverse Lumentum ETFs Quietly Reframe the AI Optics Story for LITE Investors?

In April 2026, Tradr ETFs launched two new Cboe-listed short leveraged funds offering two times the inverse daily performance of Lumentum Holdings and Sandisk, adding fresh tools for traders to express bearish single-stock views without using margin or options. These launches arrived just as Lumentum drew heightened attention for its role in AI-focused optical infrastructure, growing institutional ownership, and contrasting signals from insider selling and valuation models. Now we’ll examine...

Sandisk Reshapes Earnings With Long Term Deals And AI Data Center Pivot
Simply Wall St.107d agoneutral
Sandisk Reshapes Earnings With Long Term Deals And AI Data Center Pivot

Sandisk (NasdaqGS:SNDK) has introduced multi year supply agreements with firm financial guarantees, securing over US$42b in long term commitments. The company is pairing this new contracting model with a US$6b share repurchase program. Management is repositioning the business toward higher value datacenter and AI markets, signaling a shift in how Sandisk participates in the memory industry. For investors, the key change at Sandisk is less about a single quarter and more about how the...