Argus Upgrades SanDisk (SNDK) to Buy, 'strong fundamentals'

Sandisk investor day preview: Evercore ISI names key focus items

August 12, 2026 5:00 PM EDT

Evercore ISI outlined five key items to watch when Sandisk (NASDAQ: SNDK) hosts its 2026 Investor Day this Thursday, saying the event could be the next major catalyst for the stock.

Analyst Amit Daryanani, who reiterated an Outperform rating and $2,800 target on SNDK, said he expects management to provide an updated financial outlook from its... More

Cantor on Semis: 'we view the selloff as overdone'

August 10, 2026 6:36 AM EDT

Cantor on Semis: 'we view the selloff as overdone'.

The analyst comments "After a massive drawdown over the last 5+ weeks (with SOX down ~30% peak to trough vs. S&P 500 -3%), Semiconductor stocks have finally caught a bid (SOX +12% this week vs. S&P500 +3%). We would be adding to positions... More

Active options: SNDK GOOGL META SOUN MSTR NFLX SOFI IREN NBIS RKLB

August 6, 2026 1:30 PM EDT

Active options: SNDK GOOGL META SOUN MSTR NFLX SOFI IREN NBIS RKLB

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Nvidia Weighs Less Rubin Ultra Chip Memory - Information

August 6, 2026 12:21 PM EDT

(Updated - August 6, 2026 12:22 PM EDT)

Nvidia Weighs Less Rubin Ultra Chip Memory - Information

INvidia has been testing at least three versions of the Rubin Ultra GPU, some of which have less memory than what the company initially announced - Information... More

Sandisk (SNDK) call put ratio 1.4 calls to 1 put as share price down 3.3% after quarter results and outlook

August 6, 2026 11:24 AM EDT

Sandisk (NASDAQ: SNDK) 30-day option implied volatility is at 107; compared to its 52-week range of 44 to 163. Call put ratio 1.4 calls to 1 put as share price down 3.3% after quarter results and outlook.

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Active options: SNDK SOUN GOOGL IREN NFLX META PFE NBIS APP

August 6, 2026 10:10 AM EDT

Active options: SNDK SOUN GOOGL IREN NFLX META PFE NBIS APP

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Bernstein SocGen Group Reiterates Outperform Rating on SanDisk (SNDK)

August 6, 2026 9:25 AM EDT

Bernstein SocGen Group analyst Mark C. Newman reiterated an Outperform rating and $3,000.00 price target on SanDisk (NASDAQ: SNDK).

The analyst comments "Strong Q4 results driven by both pricing and bit shipment growth. Revenue came in at $8.97 billion (vs. $8.64 billion consensus) implying 30% QoQ ASP growth (better than expected). EPS of $39.25 was 14% ahead of consensus. FQ1'27 outlook appears conservative... More

SanDisk (SNDK) PT Lowered to $1,750 at Jefferies

August 6, 2026 8:37 AM EDT

Jefferies analyst Blayne Curtis lowered the price target on SanDisk (NASDAQ: SNDK) to $1,750.00 (from $3,000.00) while maintaining a Buy rating.

The analyst comments "Mixed print as strong June execution was offset by only an in-line September guide. Investor focus will center on moderating pricing, lower GM guidance, and whether Edge inventory builds create a NT headwind to bit growth. All that said, NBM momentum continues to build with 8 customers signed and >50% of F27 and ~67% of F28 bits already committed. We look forward to SNDK Analyst Day next Thursday (08/13) in NYC. Delivered another... More

Lynx Equity on Sandisk: 'Strong buyer into investor confusion', Raises PT to $2,550

August 6, 2026 8:31 AM EDT

(Updated - August 6, 2026 8:31 AM EDT)

Lynx Equity on Sandisk: 'Strong buyer into investor confusion', Raises PT to $2,550.

The analyst comments "SNDK management has fundamentally changed the nature of its business. It is no longer a scrappy Tier2 storage provider in an industry rife with cyclicality, gross margin dipping into the 2-handle during troughs and EPS barely break even. It has instead transformed its technical output to become a provider of an essential element of the trillion $ AI industry. It now has a new class of customers, the AI and IT industry heavyweights, with... More