Explosive yearly surge: Social media discussions spotlight SanDisk's remarkable ascent from around $34 to over $930 in the past year, propelled by intense AI storage demand. Traders note recent intraday reversals and after-hours pushes toward $1,020, with the stock ranking as the S&P 500's top performer up more than 300% year-to-date.
Analyst targets ignite buzz: Conversations emphasize bullish analyst calls, such as Bernstein's $1,250 target and blue-sky projections nearing $3,000 on peak earnings multiples. Low forward PE ratios of 7-8 are seen as compelling, underscoring memory sector undervaluation amid AI supercycle tailwinds.
Earnings caution prevails: Ahead of April 30 results, sentiment mixes excitement with warnings of parabolic risks and potential pullbacks akin to other semis. Key support at $850-$950 draws attention, as investors debate chasing momentum versus awaiting dips.
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. You can access data on insider stock transactions through the Quiver Quantitative API.
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. You can access data on congressional stock trades through the Quiver Quantitative API.
SanDisk Hedge Fund Activity
We have seen 546 institutional investors add shares of SanDisk stock to their portfolio, and 259 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. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
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 18 analysts offer price targets for $SNDK in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Aaron Rakers from Wells Fargo set a target price of $975.0 on 04/20/2026
- Wamsi Mohan from B of A Securities set a target price of $1080.0 on 04/17/2026
- Amit Daryanani from Evercore ISI Group set a target price of $1200.0 on 04/14/2026
- Asiya Merchant from Citigroup set a target price of $980.0 on 04/13/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $1000.0 on 04/09/2026
- 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
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.
