SanDisk surges to record highs: Social media traders are abuzz with excitement over SanDisk's shares jumping 11% in the past day, touching a fresh all-time high near $824 amid Meta's landmark $21 billion AI infrastructure deal. The rally adds to a staggering 46% gain over seven trading sessions, fueled by booming demand for NAND memory in AI applications.
Analyst targets climb higher: Enthusiasts highlight Wall Street's strong buy consensus, with price targets reaching as high as $1,250 from Bernstein and $1,000 from others, citing revenue growth up 61% year-over-year and expanding gross margins. Discussions emphasize SanDisk's pivotal role in the AI supercycle, alongside peers like Micron and Western Digital.
Caution amid euphoria: While bullish sentiment dominates, some voices warn of stretched valuations and potential pullbacks, drawing parallels to past frothy markets. Traders note options flow showing call/put ratios above 1.4, yet advise risk management in this high-momentum environment.
Note: This discussion summary was generated from an AI condensation of post data.
SanDisk Insider Trading Activity
SanDisk insiders have traded $SNDK stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SNDK stock by insiders over the last 6 months:
- MIYUKI SUZUKI sold 3,500 shares for an estimated $2,196,359
- NECIP SAYINER sold 1,271 shares for an estimated $248,026
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
SanDisk Revenue
SanDisk had revenues of $3B in Q2 2026. This is an increase of 61.25% from the same period in the prior year.
You can track SNDK financials on Quiver Quantitative's SNDK stock page.
SanDisk Congressional Stock Trading
Members of Congress have traded $SNDK stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $SNDK stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/13, 01/09 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SanDisk Hedge Fund Activity
We have seen 466 institutional investors add shares of SanDisk stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. removed 6,418,316 shares (-40.0%) from their portfolio in Q4 2025, for an estimated $1,523,579,852
- SLATE PATH CAPITAL LP removed 2,693,657 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $639,420,298
- PRICE T ROWE ASSOCIATES INC /MD/ removed 1,870,903 shares (-56.6%) from their portfolio in Q4 2025, for an estimated $444,114,954
- NEUBERGER BERMAN GROUP LLC removed 1,226,094 shares (-70.8%) from their portfolio in Q4 2025, for an estimated $291,050,193
- GEODE CAPITAL MANAGEMENT, LLC added 1,133,276 shares (+44.9%) to their portfolio in Q4 2025, for an estimated $269,017,056
- QUBE RESEARCH & TECHNOLOGIES LTD added 1,082,597 shares (+inf%) to their portfolio in Q4 2025, for an estimated $256,986,875
- EVERGREEN QUALITY FUND GP, LTD. added 1,077,800 shares (+inf%) to their portfolio in Q4 2025, for an estimated $255,848,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SanDisk Analyst Ratings
Wall Street analysts have issued reports on $SNDK in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- KGI Securities issued a "Outperform" rating on 03/18/2026
- Cantor Fitzgerald issued a "Overweight" rating on 01/30/2026
- Wedbush issued a "Outperform" rating on 01/30/2026
- Jefferies issued a "Buy" rating on 01/30/2026
- Citigroup issued a "Buy" rating on 01/20/2026
- Benchmark issued a "Buy" rating on 01/15/2026
- Mizuho issued a "Outperform" rating on 01/09/2026
To track analyst ratings and price targets for SanDisk, check out Quiver Quantitative's $SNDK forecast page.
SanDisk Price Targets
Multiple analysts have issued price targets for $SNDK recently. We have seen 17 analysts offer price targets for $SNDK in the last 6 months, with a median target of $690.0.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $900.0 on 03/23/2026
- Asiya Merchant from Citigroup set a target price of $875.0 on 03/19/2026
- An analyst from KGI Securities set a target price of $992.0 on 03/18/2026
- Thomas O'Malley from Barclays set a target price of $750.0 on 02/02/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $800.0 on 01/30/2026
- Matt Bryson from Wedbush set a target price of $740.0 on 01/30/2026
- James Schneider from Goldman Sachs set a target price of $700.0 on 01/30/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
