NASDAQ · SNDK
Sandisk Corporation
Technology · Computer Hardware
$1,686.59▼ 5.13% ($91.22)today
As of 11:42 AM ET
Market cap
$249.77B
P/E
22.87
EPS (TTM)
$73.76
Next earnings
Nov 5, 2026
Valuation
Revenue & margin DCF
Verdict: expensive. Price above all scenarios.
The price needs 39.0% revenue growth a year for 10 years. Our scenarios assume 14.1–24.4%.
That's 1.9× its past 4-year pace.
Value per share
Base case
$623.07
Price used $1,686.59 is 2.7× this
USD · TTM ending Jul 3, 2026 · Price Sep 28, 3:42 PM UTC
Revenue each value needs
Revenue today $20.2B. The price needs $544B by 2036. Base case: $121B. At its recent pace: $126B. Bear to Bull: $75.4B to $180B.
Revenue today $20.2B. The price needs $544B by 2036. Base case: $121B. At its recent pace: $126B. Bear to Bull: $75.4B to $180B.
Revenue in 2036
today $20.2B
+$423Bmore than the Base case · 4.5×
Value per share · Base case
$623.07
Price $1,686.59
2.7× this
- 10-yr revenue CAGR
- 19.6%
- Ending operating margin
- 30.0%
- Discount rate
- 18.9%
USD · TTM ending Jul 3, 2026 · Price Sep 28, 3:42 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 1,387.81% over the last year. Revenue grew 175.3% over the trailing twelve months. Operating margin moved from 6.58% to 61.19%.
What the market seems to be pricing
The stock move broadly lines up with stronger business momentum. The operating data is doing enough work that the move does not need an overvaluation story to explain it.
What would invalidate this read
Operating margin is at 61.19%. Revenue grew 175.3% — this thesis depends on that trajectory holding. If revenue growth, margins, or free cash flow roll over while the stock keeps climbing, more of the move would be coming from multiple expansion than business progress.
Performance
Monthly returns
Company profile
SanDisk Corporation specializes in designing, manufacturing, and supplying storage solutions and devices leveraging advanced NAND flash technology.
Market multiples
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Analyst consensus
14
Buy
2
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Nov 5, 2026
Q4 FY26 · EPS est $46.23 · Revenue est $10.63B
View
Institutional Sentiment
Sandisk Corporation · SNDK
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.