
Sandisk Corp/DE (SNDK) Stock Forecast & Price Target
Sandisk Corp/DE (SNDK) Analyst Ratings
Bulls say
SanDisk has demonstrated strong financial performance, with consumer segment sales increasing by 39% quarter-over-quarter, reflecting robust demand and positively impacting average selling prices (ASPs) and margins. Data center revenues soared by 64% quarter-over-quarter, contributing to an optimistic outlook as margins are projected to reach 60%-65% as 2026 transitions into 2027. Additionally, sustained demand from consumer customers, evidenced by a 50% year-over-year revenue increase, underscores the company's competitive position in the NAND flash memory market.
Bears say
The outlook for SanDisk's stock is negatively influenced by anticipated declines in bit shipments, projected to be down modestly on a quarter-over-quarter basis, despite expectations for a significant increase in average selling prices. Furthermore, the company faces increased competitive pressures from other NAND manufacturers in the market, which could lead to lower selling prices and potential market share losses from its build-to-demand strategy. Additionally, technological risks associated with managing product transitions and development could further jeopardize SanDisk's competitiveness and profitability in the evolving semiconductor landscape.
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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