Earnings Surge: Social media traders are abuzz with SanDisk's explosive Q2 results, featuring 60% revenue growth to $3 billion and net income soaring 672%. The stock, up over 170% year-to-date, has claimed the top spot in the S&P 500 amid surging data center demand up 64%. Discussions portray it as the pinnacle of the AI memory trade.
AI Memory Frenzy: Enthusiasts highlight SanDisk's NAND storage dominance in the AI infrastructure buildout, outshining peers post its 2025 spin-off from Western Digital. Posts celebrate margin expansion to 51% and analyst targets climbing to $1,000. The narrative frames it as essential for infinite AI data storage needs.
Parabolic Caution: Despite the rally adding 15% recently, some voices note extreme extension—330% above its 200-day average—flagging short opportunities. Hard-to-borrow locates signal bearish bets amid the hype. Yet, forward growth estimates keep bulls dominant.
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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SNDK stock by insiders over the last 6 months:
- 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 3 times in the past 6 months. Of those trades, 1 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 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 363 institutional investors add shares of SanDisk stock to their portfolio, and 196 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DNB ASSET MANAGEMENT AS removed 6,266,681 shares (-88.1%) from their portfolio in Q3 2025, for an estimated $703,121,608
- FIL LTD removed 4,525,301 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $507,738,772
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,346,387 shares (-41.5%) from their portfolio in Q3 2025, for an estimated $263,264,621
- BALYASNY ASSET MANAGEMENT L.P. removed 2,333,522 shares (-93.7%) from their portfolio in Q3 2025, for an estimated $261,821,168
- SLATE PATH CAPITAL LP removed 2,044,961 shares (-43.2%) from their portfolio in Q3 2025, for an estimated $229,444,624
- CITADEL ADVISORS LLC removed 1,821,691 shares (-84.8%) from their portfolio in Q3 2025, for an estimated $204,393,730
- MADISON AVENUE PARTNERS, LP removed 1,508,588 shares (-42.2%) from their portfolio in Q3 2025, for an estimated $169,263,573
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:
- 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
- B of A Securities issued a "Buy" rating on 01/07/2026
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 $450.0.
Here are some recent targets:
- Thomas O'Malley from Barclays set a target price of $750.0 on 02/02/2026
- Asiya Merchant from Citigroup set a target price of $750.0 on 02/02/2026
- Blayne Curtis from Jefferies set a target price of $700.0 on 01/30/2026
- James Schneider from Goldman Sachs set a target price of $700.0 on 01/30/2026
- Matt Bryson from Wedbush set a target price of $740.0 on 01/30/2026
- C.J. Muse from Cantor Fitzgerald set a target price of $800.0 on 01/30/2026
- Joseph Moore from Morgan Stanley set a target price of $690.0 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.
