
Sandisk Corp/DE (SNDK) Stock Forecast & Price Target
Sandisk Corp/DE (SNDK) Analyst Ratings
Bulls say
SanDisk recently reported significant growth in its NAND sales, increasing from $2.2 billion in F3Q25 to $2.3 billion in F4Q25, while also achieving record DRAM sales of $9.0 billion during the same period. The company provided guidance indicating a robust 10% increase in sales and an impressive 580 basis points rise in non-GAAP gross margins, attributed to improved pricing, product mix, and execution strategies. Moreover, SanDisk anticipates a substantial 23.8% increase in earnings for F1Q26, reflecting strong financial health and a favorable outlook for continued growth in the semiconductor market.
Bears say
SanDisk's financial outlook may be negatively impacted by a significant trend in its non-GAAP gross margins, which, despite recovering to 45.7% in F4Q25, showed a volatile history with previous margins ranging from a low of 20% to a high of only 39.0% in the last six quarters. This fluctuation raises concerns about the sustainability of profitability amid potential pressures from competitive dynamics and market conditions in the NAND flash memory sector. Further, the transition to a standalone entity following its spin-off from Western Digital may present challenges in operational efficiencies and market positioning that could exacerbate financial performance issues going forward.
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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