
Sandisk Corp/DE (SNDK) Stock Forecast & Price Target
Sandisk Corp/DE (SNDK) Analyst Ratings
Bulls say
SanDisk's financial performance indicates a robust growth trajectory, evidenced by an increase in NAND sales from $2.2 billion in F3Q25 to $2.3 billion in F4Q25, while record DRAM sales reached $9.0 billion during the same period. The company's guidance for F1Q26 reflects optimism, projecting a 10% increase in sales and a substantial 580 basis point rise in non-GAAP gross margins attributed to improved pricing and execution strategies. Additionally, anticipated 23.8% growth in earnings for F1Q26 highlights not only SanDisk's operational efficiency but also its advantageous position in the NAND flash memory semiconductor market.
Bears say
SanDisk's non-GAAP gross margins for F4Q25 reported at 45.7% indicate a substantial improvement from the 39.0% margin recorded in the previous quarter and significantly higher than the declining trends observed in prior quarters, where margins dipped as low as 20%. Despite this apparent recovery in margins, the underlying performance suggests persistent volatility within the NAND flash memory market, raising concerns about long-term sustainability. Additionally, SanDisk's historical context as a former division of Western Digital may further complicate its financial prospects in a rapidly evolving technology landscape, where competitiveness and innovation are critical.
This aggregate rating is based on analysts' research of Sandisk Corp/DE and is not a guaranteed prediction by Public.com or investment advice.
Sandisk Corp/DE (SNDK) Analyst Forecast & Price Prediction
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