SanDisk Corp (SNDK) Stock Research

Thursday

What You Missed On Wall Street On Thursday

+26

Aug 6, 4:15 PM

Midday Fly By: SanDisk, Western Digital slide despite Q4 beats

+25

Aug 6, 11:58 AM

Cboe data shows mixed options sentiment in Sandisk Corporation with shares down 3.38%

SNDK

Aug 6, 11:51 AM

Morning Movers: Datadog sinks following quarterly report

+15

Aug 6, 8:56 AM

SanDisk price target lowered by $300 at Evercore ISI

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Aug 6, 8:53 AM

Video: Sandisk, Western Digital slide after earnings

Aug 6, 8:40 AM

SanDisk price target lowered by $1,250 at Jefferies, here's why

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Aug 6, 7:21 AM

SanDisk price target lowered by $300 at Mizuho, here's why

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Aug 6, 7:18 AM

SanDisk price target raised by $300 at RBC Capital, here's why

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Aug 6, 7:09 AM

SanDisk price target lowered by $220 at Wells Fargo, here's why

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Aug 6, 6:28 AM

SanDisk price target lowered by $400 at Citi, here's why

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Aug 6, 5:55 AM

Wednesday

Sandisk sees Q1 adjusted EPS $44-$46, consensus $44.21

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Aug 5, 4:10 PM

Sandisk reports Q4 adjusted EPS $39.25, consensus $34.51

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Aug 5, 4:10 PM

Tuesday

SanDisk, Kioxia unveil QLC 3D flash memory technology

Aug 4, 8:41 AM

Monday

Sandisk, SK Hynix announce release of HBF technical specification through OCP

Aug 3, 7:38 PM

Over a week ago

Cboe data shows mixed options sentiment in Sandisk Corporation with shares down 4.84%

SNDK

Jul 31, 11:35 AM

Closing Bell Movers: Apple slides 6% after soft guidance

+18

Jul 30, 8:08 PM

Early notable gainers among liquid option names on July 30th

Jul 30, 9:55 AM

Option traders moderately bearish in Sandisk Corporation with shares down 14.58%

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Jul 28, 10:47 AM

SanDisk falls -7.4%

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Jul 27, 10:00 AM

SanDisk price target lowered by $200 at Susquehanna, here's why

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Jul 23, 9:31 AM

SanDisk price target raised by $370 at Wells Fargo, here's why

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Jul 22, 6:21 AM

Early notable gainers among liquid option names on July 21st

Jul 21, 9:55 AM

Early notable gainers among liquid option names on July 20th

Jul 20, 9:55 AM

Option traders moderately bearish in Sandisk Corporation with shares down 0.79%

SNDK

Jul 17, 11:03 AM

NAND Flash Technology Leadership: SanDisk was a pioneer and leader in developing and commercializing NAND flash memory, maintaining a competitive edge through continuous innovation in performance, density, and cost.

Extensive Intellectual Property Portfolio: The company possessed a vast and critical IP portfolio encompassing flash memory architecture, controllers, and manufacturing processes, creating significant barriers to entry and a strong licensing position.

Vertical Integration and Manufacturing Control: Through strategic joint ventures (notably with Toshiba), SanDisk maintained direct access to and control over its flash fabrication facilities, ensuring cost efficiency, quality control, and rapid technology adoption.

Intense Price Competition and Margin Erosion: SanDisk operates in a highly competitive market where aggressive pricing by competitors can lead to declining average selling prices for flash memory products, significantly impacting revenue and profit margins.

Rapid Technological Change and Innovation Requirements: The flash memory industry is characterized by rapid technological advancements, requiring significant ongoing investment in research and development to keep pace with new generations of NAND technology and product designs, risking obsolescence if not agile.

Dependence on Joint Venture Manufacturing Partners and Supply Chain Stability: SanDisk relies heavily on joint ventures (e.g., with Toshiba) for the manufacturing of its NAND flash components, exposing it to risks related to partner operational issues, capital expenditure disputes, and broader supply chain disruptions.