SNDK — Sandisk Corporation
Technology · Computer Hardware
About Sandisk Corporation
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers, and subsidiaries. Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.
The AI hardware & storage industry
This layer sells the machines, materials and hardware that make and connect AI systems — semiconductor manufacturing equipment, networking, optics, memory and servers. It is a concentrated, “picks-and-shovels” business one level below the chipmakers. As AI pushes fabs to expand and data centers to scale, demand rises, though the equipment side is cyclical and heavily exposed to China export restrictions. SanDisk, spun out of Western Digital, sells NAND flash memory and SSDs — the storage side of the memory trade, and a top-ten holding of the Roundhill Memory ETF (DRAM).
Key data · delayed ~15 min, as of 20 July 2026
| Ticker | SNDK |
| Company | Sandisk Corporation |
| Price | $1354.82 |
| Market cap | $200.6B |
| Sector / industry | Technology / Computer Hardware |
| Analyst mean target | $2144 (22 analysts, buy) |
Valuation read
What the price implies: the market is pricing in roughly ~-10%/yr earnings growth (discounted), on a reverse-DCF of forward earnings ($212.60). Run your own assumptions in the fair-value calculator.
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