SNDK Sandisk Corporation
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Computer Hardware · Milpitas, CA · 11,100 employees · sandisk.com
Sandisk Corporation designs, produces, and distributes data storage solutions utilizing flash memory technology. Its lineup ranges from solid state drives and embedded memory for consumer devices to removable media, components, and enterprise storage. The business generates revenue by supplying these products to personal computer manufacturers, cloud datacenters, and retail distributors across global markets.
Bull case
The business converts a large share of its revenue into free cash flow after stock-based pay while holding more cash than debt and operating profitably. It also stands to gain from enterprise demand as a provider of hardware consumed by artificial intelligence workloads.
- Turns 59% of revenue into free cash after stock pay.
- Annual revenue growth rose from +11% to +272%.
- It holds more cash than debt and is profitable.
Bear case
The company's prospects tied to the artificial intelligence infrastructure cycle remain vulnerable to any slowdown in the continued build-out of that capacity.
- The share price trend is still falling.
- Its sector cycle (AI Infrastructure CapEx) is in saturation.
Features
- V-ACCELERATING Growth accelerating Annual revenue growth rose from +11% to +272%. Shared by most companies we track
- H-FORTRESS Fortress balance sheet It holds more cash than debt and is profitable.
- F-UPSIDE Analyst upside Analysts' average target is 80% above the price. Shared by most companies we track
AI impact
Supplies what AI runs on Tailwind
The company sells flash memory and solid-state storage devices used in data centers, edge devices, and consumer products. Growing AI workloads are increasing demand and revenue for its storage products, though results could fluctuate with the pace of data center investments and customer deployments.
Where AI helps it
- Sells what AI workloads consume
Where AI could hurt it
- Depends on the AI build-out continuing
In the company's words
With a differentiated innovation engine driving advancements in storage and semiconductor technologies, our broad and ever-expanding portfolio delivers powerful flash storage solutions for artificial intelligence (“AI”) workloads in datacenters, edge devices, and consumer applications.
• Our operating results may fluctuate due to changes in demand, industry cycles and the timing of customer deployments, including AI-related data center investments, and our ability to accurately forecast demand as a result of these changing market conditions.
Assessed by AI from the company's own annual report filed 17 Aug 2026 and quarterly report filed 30 Oct 2026. A reading of the business, not a forecast or a recommendation.
Measurement status
No usable valuation history
What the price assumes
The measured price implies roughly -2.1% annual cash-flow growth, between -7.6% and +1.9% under other reasonable assumptions.
An estimate that depends on its assumptions, not a forecast.
Quality versus peers
Each dimension is shown on its own; they are not combined into a score.
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not triggered — Revenue decline
- Not triggered — Margin break
- Not triggered — Cash burn with rising debt
- Not triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.