
Sandisk Corp/DE (SNDK) Stock Forecast & Price Target
Sandisk Corp/DE (SNDK) Analyst Ratings
Bulls say
SanDisk has reported a notable increase in NAND sales, with revenues rising to $2.3 billion in F4Q25, up from $2.2 billion in F3Q25, indicating positive momentum in the semiconductor market. The company's guidance for F1Q26 reflects a robust outlook, projecting a 10% increase in sales alongside a significant 580 basis point improvement in non-GAAP gross margins, driven by effective pricing strategies and product mix optimization. Additionally, an anticipated 23.8% rise in earnings for F1Q26 underscores SanDisk's potential for continued financial growth within the competitive landscape of NAND flash memory supply.
Bears say
SanDisk's financial outlook appears negative due to concerns regarding its declining trend in non-GAAP gross margins, which while improved to 45.7% in F4Q25, have shown significant volatility over the previous six quarters, fluctuating between 20% and 39%. This inconsistency in margin stabilization raises questions about the company's pricing power and operational efficiency within a highly competitive NAND flash market. Additionally, given SanDisk's reliance on the production and repackaging of flash chips, any adverse shifts in demand for consumer electronics or external storage could further compound its financial vulnerabilities.
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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