Stocks · Coverage Archive

$SNDK

1,596.08 0.28%

Every Regards of Wallstreet article on $SNDK, newest first — 8 stories and counting.

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  1. 2026-08-14 · 5 min read

    SanDisk Investor Day: The 80% Margin Is the Floor Case

    SanDisk guided to roughly 80% gross margins through fiscal 2030 and the stock rose 13.67%. It earned 84.6% last quarter. The 80% is what $93.9bn of contracted revenue pays at the floor.

  2. 2026-08-10 · 4 min read

    SanDisk Crashed 48% While Sales Grew 370%. I Think the Market Blinked

    Is SanDisk a buy at $1,223, about 48% below its $2,335 record? Sales are up 370% on the NAND shortage and guidance implies 350% more. Yes, at a size built for 40% swings.

  3. 2026-08-05 · 11 min read

    Why Is SanDisk (SNDK) Stock Down After Earnings? It Beat Its Own Guide and Fell Anyway

    SanDisk beat on revenue, EPS and gross margin, then guided fiscal Q1 to $10.3-10.8 billion against $11.16 billion consensus. Why a record quarter got sold, and what it means for memory stocks.

  4. 2026-07-30 · 9 min read

    Why Is SanDisk (SNDK) Up 26% Today? The Memory Bounce, and Whether It's a Bottom or a Dead Cat

    SanDisk closed up 26.29% and Micron ran as high as 16% as Samsung posted record profit and flagged a shortage into 2028. Is this the bottom, and should you buy calls? We take a side on both.

  5. 2026-07-16 · 16 min read

    SanDisk Earnings Preview: Prove the Shortage, Keep the Multiple

    SanDisk's fiscal Q4 print: revenue of $8.965 billion, up 372%, and non-GAAP EPS of $39.25, both above the company's own guide. What it settles about the NAND shortage and memory stocks.

  6. 2026-07-13 · 4 min read

    Memory Stocks Are Dumping Again. The Math Says the Flush Is Almost Done

    MU, SNDK and WDC opened 4% lower Monday after Korea's memory crash. Kioxia is down 32% from its high, MU 22%, SNDK 18%. Whether the memory-stock selloff continues, and the exact levels to trade.

  7. 2026-07-12 · 3 min read

    SNDK: Inside SanDisk's $1,900 NAND-Shortage Rollercoaster

    SanDisk (SNDK) swung from $1,727 to $1,947 in one week. Here's what's driving the NAND flash shortage, why SanDisk keeps hiking prices, and how to trade SNDK from here.

  8. 2026-02-18 · 2 min read

    SNDK: SanDisk Spinoff Mania (Week +12.8%, Month +47.8%)

    SNDK is doing the fresh-spinoff thing where gravity stops working. Here’s what drove the move, what the chart says, and how this could unwind.

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