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Sandisk Corp (SNDK)



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Upturn Advisory Summary
08/14/2025: SNDK (2-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $57.83
1 Year Target Price $57.83
5 | Strong Buy |
1 | Buy |
5 | Hold |
1 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 0.15% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.99B USD | Price to earnings Ratio - | 1Y Target Price 57.83 |
Price to earnings Ratio - | 1Y Target Price 57.83 | ||
Volume (30-day avg) 12 | Beta - | 52 Weeks Range 27.89 - 58.36 | Updated Date 06/14/2025 |
52 Weeks Range 27.89 - 58.36 | Updated Date 06/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Analyzing Revenue: Products, Geography and Growth
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-08-14 | When After Market | Estimate 0.03 | Actual 0.29 |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 5918118539 | Price to Sales(TTM) - |
Enterprise Value 5918118539 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 145000000 | Shares Floating - |
Shares Outstanding 145000000 | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
Sandisk Corp
Company Overview
History and Background
SanDisk was founded in 1988 by Eli Harari, Sanjay Mehrotra, and Jack Yuan. It focused on non-volatile memory products and pioneered flash memory technology. Over time, it grew to be a major player in flash storage solutions.
Core Business Areas
- Retail Storage Solutions: Consumer-facing products like SD cards, microSD cards, USB flash drives, and solid-state drives (SSDs) marketed under the SanDisk and Western Digital brands.
- Embedded Solutions: Flash memory components integrated into smartphones, tablets, automotive systems, and other electronic devices.
- Enterprise Storage Solutions: SSDs and other storage solutions for data centers and enterprise applications.
Leadership and Structure
SanDisk was acquired by Western Digital in 2016. The leadership structure is now integrated within Western Digital. Western Digital leadership: David Goeckeler (CEO), Wissam Jabre (CFO).
Top Products and Market Share
Key Offerings
- SD Cards & MicroSD Cards: SanDisk SD cards and microSD cards are widely used in cameras, smartphones, and other devices. Market share is competitive with Samsung, Lexar, and Transcend. Revenue varies but is significant part of retail segment revenue. Competitors: Samsung, Lexar, Transcend.
- USB Flash Drives: SanDisk offers a range of USB flash drives for portable storage. Market share varies by region and product category. Competitors: Kingston, Samsung, HP.
- Solid State Drives (SSDs): SanDisk SSDs are used in consumer laptops and desktops, as well as enterprise servers. Competitors: Samsung, Intel, Micron, SK Hynix.
Market Dynamics
Industry Overview
The storage industry is driven by increasing data generation, the demand for faster performance, and the need for more compact storage solutions. It's highly competitive, with technological advancements occurring rapidly.
Positioning
Before acquisition, SanDisk was a major player in flash memory technology and storage solutions. It had a strong brand reputation and a broad product portfolio. After the acquisition, their products are combined with the capabilities of Western Digital
Total Addressable Market (TAM)
The total addressable market for data storage (HDD and SSD) is estimated to be worth hundreds of billions of USD annually. SanDisk, as part of Western Digital, is well-positioned to address a significant portion of this TAM through its diverse product offerings.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (SanDisk)
- Extensive product portfolio
- Advanced flash memory technology
- Established distribution channels
- Part of a larger company, Western Digital
Weaknesses
- Reliance on flash memory market trends
- Exposure to price fluctuations in raw materials
- Intense competition
- Integration risks post-acquisition (now mostly addressed)
Opportunities
- Growing demand for flash storage in mobile devices and data centers
- Expansion into emerging markets
- Development of new storage technologies
- Increasing adoption of SSDs over HDDs
- Artificial Intelligence and Machine Learning adoption
Threats
- Intense price competition
- Technological obsolescence
- Economic downturns
- Supply chain disruptions
- Geopolitical risks
Competitors and Market Share
Key Competitors
- Samsung (SMSN.IL)
- Micron (MU)
- SK Hynix (000660.KS)
Competitive Landscape
SanDisk, as part of Western Digital, is a major player in the storage industry. It faces competition from Samsung, Micron, and SK Hynix. It has advantages in product breadth and brand recognition but must innovate to compete on price and performance.
Major Acquisitions
Fusion-io
- Year: 2014
- Acquisition Price (USD millions): 1100
- Strategic Rationale: Expanded SanDisk's enterprise SSD capabilities and product portfolio.
Growth Trajectory and Initiatives
Historical Growth: SanDisk experienced significant growth driven by the increasing demand for flash memory. It's products are incorporated in WD's current portfolio and contributes to WD growth. This can't be distinguished as a separate line.
Future Projections: Future growth projections are integrated into Western Digital's overall outlook and are part of analysts' expectations for WDC.
Recent Initiatives: Recent initiatives are not public since the company has been acquired but include continued investment in NAND flash technology, SSDs, and data center solutions as part of Western Digital's strategy.
Summary
SanDisk, now part of Western Digital, remains a significant force in the storage market due to its established brand and technology. The company's performance is heavily influenced by flash memory market trends and competition. Western Digital's acquisition and integration of SanDisk appear to be mostly a success, and now, WD needs to be wary of technological changes and supply chain issues while capitalizing on opportunities in growing markets for SSDs and data center solutions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (Western Digital)
- Industry Reports (Gartner, IDC)
- Market Research Reports
- Financial News Outlets (Bloomberg, Reuters)
Disclaimers:
This analysis is based on publicly available information and represents a general overview. Financial data and market share estimates are subject to change. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Sandisk Corp
Exchange NASDAQ | Headquaters Milpitas, CA, United States | ||
IPO Launch date 2025-02-24 | Chairman & CEO Mr. David V. Goeckeler | ||
Sector Technology | Industry Computer Hardware | Full time employees 12000 | Website https://www.sandisk.com |
Full time employees 12000 | Website https://www.sandisk.com |
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, cloud service providers, resellers, distributors, and retailers. It offers its products through online. Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.

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