SNDK

Sandisk Corp

Nasdaq · Computer Storage Devices · Inc. DE · CIK 0002023554
$1,392.56 +0.67% $204.9B
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)5 New Institutional Positions
Vol
Market Cap$204.9B
Cap SizeMega Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders10 funds
Inst. Value$11.6B
Inst. Activity5 buys / 1 sells
Insider Activity0B / 3S
Insider Net $-$6.6M
Reddit Sentiment61° Warm
SEC Reports1
Congressional1 trades
Exchange Nasdaq·Sector Computer Storage Devices·Inc. DE·CIK 0002023554·Prev Close $1,383.29

Recent Activity

May 12, 2026 Insider
Pokorny Michael sold 2,446 shares
VP, Chief Accounting Officer @ $1,426.18 ($3.5M)
May 12, 2026 Insider
Caulfield Thomas sold 9,666 shares
Director @ $0.00 ($0.00)
May 9, 2026 Insider
Pokorny Michael sold 1,429 shares
VP, Chief Accounting Officer @ $1,562.34 ($2.2M)
Apr 30, 2026 earnings_calendar
SNDK Q3 2026 Earnings Scheduled — 2026-04-30
Feb 28, 2026 SEC
Five major institutions, including sovereign wealth fund Norges Bank and quant funds RenTech and Two Sigma, significantl
INST-CLUSTER — Impact 8/10
Inst.
NORGES BANK — NEW
2,185,899 shares ($518.9M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — ADD
1,209,000 shares ($287.0M)
Jan 9, 2026 Congress
Gilbert Cisneros buy
$1,001 - $15,000 — House

Price Targets

$1,460.41 +4.9% upside Hold
Current $1,392.56 Low $1,000.00 Median $1,350.00 High $2,350.00 22 analysts
$1,000.00 $2,350.00

Analyst Ratings

Strong Buy81% buy · 27 analysts
8Strong Buy
14Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 Citigroup MAINTAIN Buy → Buy
May 4, 2026 Bernstein MAINTAIN Outperform → Outperform
May 1, 2026 Citigroup MAINTAIN Buy → Buy
May 1, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
May 1, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $33.05 ▲ +53.1% $32.00 — $36.50 11298% YoY 16
Next Q $39.87 ▲ +50.2% $33.71 — $45.51 3168% YoY 16
Current FY $64.82 ▲ +48.4% $62.82 — $72.22 2068% YoY 19
Next FY $173.60 ▲ +57.8% $137.87 — $212.69 168% YoY 20

Top Institutional Holders

FundValueMove
FMR LLC$5.1BNEW
VANGUARD GROUP INC$4.0BNEW
MORGAN STANLEY$705.1MADD
NORGES BANK$518.9MNEW
BANK OF AMERICA CORP$390.5MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Pokorny MichaelSELL$3.5M
May 12, 2026Caulfield ThomasG$0.00
May 9, 2026Pokorny MichaelF$2.2M
May 8, 2026Sayiner NecipSELL$870.3K
Apr 20, 2026Shek BernardF$37.4K

Reddit Sentiment

61°
Warm
Bearish Neutral Bullish
32 mentions 13 bullish 5 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Gilbert CisnerosDBUY$1,001 - $15,000
10 institutional holders with $11.6B total value (48,922,906 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, MORGAN. Net buying activity: 5 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC21,466,285$5.1B43.9%NEW
2VANGUARD GROUP INC16,976,485$4.0B34.7%NEW
3MORGAN STANLEY2,970,361$705.1M6.1%ADD +51.3%
4NORGES BANK2,185,899$518.9M4.5%NEW
5BANK OF AMERICA CORP /DE/1,645,125$390.5M3.4%DOUBLED +382.5%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,642,168$389.8M3.4%NEW
7RENAISSANCE TECHNOLOGIES LLC1,209,000$287.0M2.5%ADD +44.8%
8TWO SIGMA INVESTMENTS, LP715,225$169.8M1.5%DOUBLED +174.7%
9WELLS FARGO & COMPANY/MN69,450$16.5M0.1%ADD +27.1%
10Mawer Investment Management Ltd.42,908$10.2M0.1%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW2,185,899$518.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD835,2001,209,000+44.8%$287.0M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED260,361715,225+174.7%$169.8M2025-Q4
WELLS FARGO & COMPANY/MNADD54,65069,450+27.1%$16.5M2025-Q4
Mawer Investment Management Ltd.NEW42,908$10.2M2025-Q4
Duquesne Family Office LLCEXIT166,2350-100.0%$0.002025-Q4
MORGAN STANLEYADD1,831,7492,770,816+51.3%$310.9M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED351,7151,697,188+382.5%$190.4M2025-Q3
UBS Group AGTRIM3,350,745955,473-71.5%$107.2M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED413,100835,200+102.2%$93.7M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW260,361$29.2M2025-Q3
WELLS FARGO & COMPANY/MNTRIM73,99654,650-26.1%$6.1M2025-Q3
Duquesne Family Office LLCNEW166,235$18.7K2025-Q3
NORGES BANKEXIT1,750,7270-100.0%$0.002025-Q3
Elliott Investment Management L.P.EXIT749,9970-100.0%$0.002025-Q3
NORGES BANKNEW1,750,727$79.4M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW413,100$18.7M2025-Q2
BANK OF AMERICA CORP /DE/TRIM470,535351,715-25.3%$16.0M2025-Q2
Elliott Investment Management L.P.EXIT749,9970-100.0%$0.002025-Q2
FMR LLCNEW20,574,141$979.5M2025-Q1
VANGUARD GROUP INCNEW13,684,572$651.5M2025-Q1
UBS Group AGNEW3,498,100$166.5M2025-Q1
CITADEL ADVISORS LLCNEW3,202,894$152.5M2025-Q1
MORGAN STANLEYNEW1,632,771$77.7M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,284,871$61.2M2025-Q1
8 unique insiders with 3 transactions. Net insider value: -$6.6M ($0.00 bought, $6.6M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Pokorny MichaelVP, Chief Accounting OfficerSELL2,446$1,426.18$3.5M
May 12, 2026Caulfield ThomasDirectorG9,666$0.00$0.00
May 9, 2026Pokorny MichaelVP, Chief Accounting OfficerF1,429$1,562.34$2.2M
May 8, 2026Sayiner NecipDirectorSELL579$1,503.11$870.3K
Apr 20, 2026Shek BernardChief Legal Officer & SectyF41$913.02$37.4K
Apr 20, 2026Ilkbahar AlperEVP, Chief Technology OfficerF2,251$913.02$2.1M
Mar 20, 2026Shek BernardChief Legal Officer & SectyF117$709.71$83.0K
Mar 3, 2026Caulfield ThomasDirectorG14,500$0.00$0.00
Feb 25, 2026Shek BernardChief Legal Officer & SectyF211$632.38$133.4K
Feb 25, 2026Ilkbahar AlperEVP, Chief Technology OfficerF566$632.38$357.9K
Feb 25, 2026Goeckeler DavidChairman & CEOF1,569$632.38$992.2K
Feb 25, 2026Suzuki MiyukiDirectorSELL3,500$627.53$2.2M
Feb 21, 2026Goeckeler DavidChairman & CEOF1,032$649.97$670.8K
Feb 21, 2026Visoso Luis FelipeEVP and CFOF1,594$649.97$1.0M
Feb 21, 2026Shek BernardChief Legal Officer & SectyF107$649.97$69.5K
Feb 21, 2026Ilkbahar AlperEVP, Chief Technology OfficerF223$649.97$144.9K
Feb 20, 2026Ilkbahar AlperEVP, Chief Technology OfficerF122$649.97$79.3K
Feb 20, 2026Goeckeler DavidChairman & CEOF1,300$649.97$845.0K
Feb 20, 2026Shek BernardChief Legal Officer & SectyF117$649.97$76.0K
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 8.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (81% buy). Based on 27 analysts: 8 strong buy, 14 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$1,460.41 mean target +4.9% upside Hold (1.59)
$1,000.00 Low $2,350.00 High
MetricValue
Current Price$1,392.56
Target Low$1,000.00
Target Mean$1,460.41
Target Median$1,350.00
Target High$2,350.00
# Analysts22
RecommendationHold (1.59)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$33.05 $32.00 $36.50 11297.5% +53.1% 8↑ 0↓ $8.1B 328.5% 16
Next Q
2026-09-30
$39.87 $33.71 $45.51 3168.1% +50.2% 9↑ 0↓ $9.8B 324.7% 16
Current FY
2026-06-30
$64.82 $62.82 $72.22 2067.9% +48.4% 16↑ 0↓ $19.5B 164.9% 19
Next FY
2027-06-30
$173.60 $137.87 $212.69 167.8% +57.8% 17↑ 0↓ $42.0B 115.3% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$33.053
7d ago$33.053
30d ago$21.596+11.457
60d ago$18.336+14.717
90d ago$17.815+15.238
18 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 5 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 Citigroup MAINTAIN Buy Buy
May 4, 2026 Bernstein MAINTAIN Outperform Outperform
May 1, 2026 Citigroup MAINTAIN Buy Buy
May 1, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
May 1, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
May 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
May 1, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
May 1, 2026 Susquehanna MAINTAIN Positive Positive
Apr 29, 2026 Wedbush MAINTAIN Outperform Outperform
Apr 20, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 17, 2026 B of A Securities MAINTAIN Buy Buy
Apr 14, 2026 Evercore ISI Group INITIATE Hold Outperform
Apr 13, 2026 Citigroup MAINTAIN Buy Buy
Apr 9, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Mar 23, 2026 B of A Securities MAINTAIN Buy Buy
Mar 19, 2026 Citigroup MAINTAIN Buy Buy
Mar 18, 2026 KGI Securities INITIATE Outperform
Feb 2, 2026 Citigroup MAINTAIN Buy Buy
Feb 2, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 30, 2026 Jefferies MAINTAIN Buy Buy
Jan 30, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 30, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Jan 30, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 30, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Jan 30, 2026 Wedbush MAINTAIN Outperform Outperform
Jan 20, 2026 Citigroup MAINTAIN Buy Buy
Jan 15, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 15, 2026 Benchmark MAINTAIN Buy Buy
Jan 15, 2026 RBC Capital INITIATE Sector Perform
Jan 14, 2026 Bernstein MAINTAIN Outperform Outperform
Jan 9, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 7, 2026 B of A Securities MAINTAIN Buy Buy
Dec 8, 2025 Susquehanna MAINTAIN Positive Positive
Dec 8, 2025 JP Morgan INITIATE Neutral
Dec 5, 2025 China Renaissance INITIATE Buy
Nov 24, 2025 Morgan Stanley MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202681450081%
Apr 1, 202681350081%
Mar 1, 202661360076%
Feb 1, 202671380071%
Jan 1, 202671270073%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000SANDISK CORPFeb 16, 2026 (39d)
61°
Warm
Bearish Neutral Bullish
32 mentions 13 bullish 5 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026150° Neutral001
May 19, 2026150° Neutral001
May 19, 2026150° Neutral001
May 19, 2026250° Neutral002
May 18, 2026160° Warm101
May 18, 2026160° Warm101
May 18, 2026150° Neutral001
May 18, 2026150° Neutral001
May 17, 2026150° Neutral001
May 15, 2026160° Warm101
May 15, 2026160° Warm101
May 15, 2026144° Neutral001
May 15, 2026160° Warm101
May 14, 2026160° Warm101
May 14, 2026140° Cool011
May 14, 2026140° Cool011
May 14, 2026150° Neutral001
May 14, 2026250° Neutral112
May 14, 2026160° Warm101
May 13, 2026160° Warm101
May 13, 2026160° Warm101
May 13, 2026150° Neutral001
May 13, 2026150° Neutral001
May 12, 2026140° Cool011
May 12, 2026140° Cool011
May 12, 2026144° Neutral001
May 12, 2026144° Neutral001
May 12, 2026160° Warm101
May 12, 2026160° Warm101
May 11, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bullish 2mo ago
Is the SNDK run over?
▲ 53 💬 112 ⚡ 4.0
r/wallstreetbets Neutral 1d ago
Saguro pattern forming on the SNDK 1m Chart
▲ 3 💬 2 ⚡ 0.5
r/investing Neutral 16d 11h ago
How to find next MU, SNDK, NVDA, ASTS , RKLB,
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
TY SNDK
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1d 9h ago
I get the SNDK bull case, but I’m struggling with what multiple this stock deserves
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 16d 11h ago
How to find next MU, SNDK, NVDA, ASTS , RKLB,
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 20d 2h ago
SNDK Smashed
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
This last year’s performance
▲ 1 💬 1 ⚡ 0.5
r/options Bearish 2mo ago
IV Crush Day
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 10d 22h ago
SNDK can smd
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 1mo ago
Crazy war-resistant ai-related stock
▲ 1 💬 1 ⚡ 0.5
r/stocks Bullish 1mo ago
SNDK still looks strong, just trading the bands for now
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 10d 16h ago
Need opinions on selling most of my stocks to buy another. NVida vs SNDK
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 22d 8h ago
How many times has your SNDK multiplied?
▲ 1 💬 0 ⚡ 0.5
Apr 30, 2026
earnings_calendar
SNDK Q3 2026 Earnings Scheduled — 2026-04-30
Apr 27, 2026
short_interest
FTD: SNDK — 1,685 shares ($1.7M) failed to deliver
Settlement: 20260427, Price: $989.90, FTD Value: $1,667,981.5, SANDISK CORP COM
Apr 27, 2026
dark_pool
Dark Pool: SNDK — 11.1M shares, 365,426 trades
Week starting 2026-04-27. Total ATS volume: 11,072,362 shares across 365,426 trades.
Apr 20, 2026
dark_pool
Dark Pool: SNDK — 8.1M shares, 246,230 trades
Week starting 2026-04-20. Total ATS volume: 8,118,839 shares across 246,230 trades.
Apr 13, 2026
short_interest
FTD: SNDK — 4,663 shares ($4.0M) failed to deliver
Settlement: 20260413, Price: $851.77, FTD Value: $3,971,803.51, SANDISK CORP COM
Apr 13, 2026
dark_pool
Dark Pool: SNDK — 13.7M shares, 367,828 trades
Week starting 2026-04-13. Total ATS volume: 13,690,946 shares across 367,828 trades.
Apr 6, 2026
dark_pool
Dark Pool: SNDK — 9.9M shares, 293,890 trades
Week starting 2026-04-06. Total ATS volume: 9,927,497 shares across 293,890 trades.
Apr 6, 2026
short_interest
FTD: SNDK — 19,153 shares ($13.4M) failed to deliver
Settlement: 20260406, Price: $701.59, FTD Value: $13,437,553.27, SANDISK CORP COM
Apr 2, 2026
short_interest
FTD: SNDK — 1,566 shares ($1.1M) failed to deliver
Settlement: 20260402, Price: $692.73, FTD Value: $1,084,815.18, SANDISK CORP COM
Apr 1, 2026
short_interest
FTD: SNDK — 1,583 shares ($1.0M) failed to deliver
Settlement: 20260401, Price: $635.34, FTD Value: $1,005,743.22, SANDISK CORP COM
Mar 30, 2026
dark_pool
Dark Pool: SNDK — 12.4M shares, 309,864 trades
Week starting 2026-03-30. Total ATS volume: 12,438,061 shares across 309,864 trades.
Mar 25, 2026
short_interest
FTD: SNDK — 10,155 shares ($7.1M) failed to deliver
Settlement: 20260325, Price: $702.48, FTD Value: $7,133,684.4, SANDISK CORP COM
Mar 23, 2026
dark_pool
Dark Pool: SNDK — 12.4M shares, 338,539 trades
Week starting 2026-03-23. Total ATS volume: 12,389,810 shares across 338,539 trades.
Mar 23, 2026
short_interest
FTD: SNDK — 2,387 shares ($1.7M) failed to deliver
Settlement: 20260323, Price: $709.71, FTD Value: $1,694,077.77, SANDISK CORP COM
Mar 16, 2026
dark_pool
Dark Pool: SNDK — 13.5M shares, 357,723 trades
Week starting 2026-03-16. Total ATS volume: 13,482,406 shares across 357,723 trades.