Earnings Reaction: SanDisk shares moved sharply after the company posted better-than-expected results, with traders noting the stock's initial drop despite the beat.
Analyst Moves: A major downgrade from Jefferies drew attention as the firm slashed its price target, prompting debate over whether the memory sector's momentum is fading.
Market View: Discussions highlighted continued AI-driven demand supporting long-term growth, even as some observers pointed to recent volatility and industry warnings from other banks.
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 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $SNDK stock by insiders over the last 6 months:
- ALPER ILKBAHAR (EVP, Chief Technology Officer) has made 0 purchases and 3 sales selling 2,000 shares for an estimated $3,513,152.
- MICHAEL POKORNY (VP, Chief Accounting Officer) sold 2,446 shares for an estimated $3,488,436
- BERNARD SHEK (Chief Legal Officer & Secty) has made 0 purchases and 3 sales selling 1,800 shares for an estimated $2,991,696.
- MIYUKI SUZUKI sold 3,500 shares for an estimated $2,196,359
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 insider transaction endpoint.
SanDisk Revenue
SanDisk had revenues of $9B in Q4 2026. This is an increase of 371.59% from the same period in the prior year.
You can track SNDK financials on Quiver Quantitative's SNDK stock page.
You can access data on SNDK stock through the Quiver Quantitative API.
SanDisk Congressional Stock Trading
Members of Congress have traded $SNDK stock 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $SNDK stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 05/07.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
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 Congress trades endpoint.
SanDisk Hedge Fund Activity
We have seen 1,061 institutional investors add shares of SanDisk stock to their portfolio, and 415 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 8,076,300 shares (-37.6%) from their portfolio in Q1 2026, for an estimated $5,131,196,442
- GOLDMAN SACHS GROUP INC added 1,383,884 shares (+210.1%) to their portfolio in Q1 2026, for an estimated $879,236,860
- CLEAR STREET GROUP INC. added 1,224,583 shares (+inf%) to their portfolio in Q1 2026, for an estimated $778,026,563
- JANE STREET GROUP, LLC added 941,492 shares (+111.3%) to their portfolio in Q1 2026, for an estimated $598,167,527
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 872,962 shares (+769.9%) to their portfolio in Q1 2026, for an estimated $554,627,677
- HRT FINANCIAL LP added 826,112 shares (+1250.5%) to their portfolio in Q1 2026, for an estimated $524,861,998
- MADISON AVENUE PARTNERS, LP removed 815,162 shares (-56.8%) from their portfolio in Q1 2026, for an estimated $517,905,025
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 13F endpoint.
SanDisk Analyst Ratings
Wall Street analysts have issued reports on $SNDK in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Susquehanna issued a "Positive" rating on 05/01/2026
- KGI Securities issued a "Outperform" rating on 03/18/2026
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 14 analysts offer price targets for $SNDK in the last 6 months, with a median target of $2000.0.
Here are some recent targets:
- Wamsi Mohan from B of A Securities set a target price of $2500.0 on 07/01/2026
- Mark C. Newman from Bernstein set a target price of $3000.0 on 06/30/2026
- Asiya Merchant from Citigroup set a target price of $2500.0 on 06/25/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $2900.0 on 06/08/2026
- Vijay Rakesh from Mizuho set a target price of $2200.0 on 06/08/2026
- Joseph Moore from Morgan Stanley set a target price of $1750.0 on 06/03/2026
- Mehdi Hosseini from Susquehanna set a target price of $3250.0 on 05/29/2026
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.
