SanDisk Corp. has seen its stock soar approximately 2,800% over the past year, fueled by soaring demand for NAND flash memory in AI applications as the company prepares to join the Nasdaq-100. With recent earnings reaching $3.03 billion and an EPS of $6.20—significantly outpacing estimates—analysts have responded with bullish price target upgrades, some suggesting potential peaks at $2,600. However, the company faces volatility risks amid supply chain challenges and market fluctuations as it transitions to independent operations.
“SanDisk in the past year has gone up 2,500 plus% in the past one year, past 12 months.”
“If you put $100,000 into SanDisk stock a year ago, you're now sitting on $2.58 million.”
“the crazy thing SanDisk used to be owned by Western Digital and and this year they spun SanDisk off to to its own thing.”
“SanDisk is the riskier pick—newer as independent, smaller scale, more volatile memory market swings. NVDA has bigger moat but AI competition risks.”
“With SanDisk up 722%, his position is now worth ~$106M. So he's up roughly $93.1M in total profit.”
“Sandisk (SNDK) spun off from Western Digital in 2025 and 30x'd on AI data center demand for NAND flash. Supply shortages + pricing power (NAND up 85-100%+) fueled 2,850% gains and explosive earnings.”
“Similar potential (high-risk, multi-bagger setups): Micron (MU) shares NAND/DRAM exposure with AI tailwinds and capacity ramps. Smaller AI storage/infra plays could surprise if supply crunch persists into 2027.”
“Couple did blow up on $SNDK Short though”
“サンディスクは、NAB 2026において新型SANDISK Extreme PRO® CFexpress 4.0 Type Bカード、SANDISK Extreme PRO® SDXC™ UHS-II V60およびV90カード2TBモデルを発表しました。”
“It has surged 85% since January despite unchanged fundamentals.”
“The number one performer in the S&P was Sandisk, up 167.7%.”
“Jim Cramer (Mad Money) acknowledged his discipline to sell parabolic moves cost him on SanDisk (SNDK), which continued rallying 85% after he recommended selling.”
