SNDK Sandisk Corp

Barclays analyst Thomas O’Malley maintained a Hold rating on SanDisk Corp (SNDK) with a price target of $220.00, noting O'Malley's strong track record in the Technology sector. This follows a similar Hold rating from J.P. Morgan, though Bernstein issued a Buy rating. Corporate insider sentiment for SNDK is currently negative, with increased insider selling reported.

SanDisk (SNDK) closed sharply higher on Thursday, December 11, 2025, but saw a slight pullback in after-hours trading due to profit-taking and options positioning. Analysts continue to debate its valuation amidst a "historic upcycle" in memory spurred by AI, with some seeing it as undervalued despite a significant year-to-date surge. The article provides detailed analysis of its trading performance, news catalysts, fundamental strengths, and technical outlook, offering clear insights for investors before the December 12 open.

Bernstein analyst Mark Newman has reiterated a "Buy" rating for SanDisk Corp (SNDK.US) and maintained a target price of $300. Newman has a strong track record, with a 68.8% success rate and an average return of 15.6% over the past year. The information is provided for informational purposes and does not constitute investment advice.

S&P Global Ratings has upgraded Sandisk Corp.'s outlook to positive from stable, affirming its 'BB' credit rating, due to anticipated stronger cash flow generation and improving leverage. This revision is driven by expectations of significant revenue growth, fueled by strong demand and industry-wide supply shortages in NAND technology through 2026. S&P projects Sandisk's revenue to reach $10 billion in fiscal year 2026, up from $7.3 billion in 2025, with further growth and improved margins expected from new technology adoption and moderating startup costs.

SanDisk Corp (SNDK) initially saw its stock fall due to concerns about increased capital spending and memory market shortages. However, the stock surged by 8% after the company's inclusion in the S&P 500. Analysts have since raised price targets, citing tightening memory supply and growing demand from data centers and AI, despite ongoing concerns about financial performance and valuation.

Transcend Information Inc., a Taiwan-based memory module maker, has issued a warning to its customers regarding a significant increase in manufacturing costs. The company cites a severe shortage of NAND flash chips from Samsung Electronics Co. and Western Digital’s SanDisk unit as the cause, leading to a doubling of its costs in the past week. This incident highlights the growing impact of the AI boom on the global semiconductor supply chain.