Market Cap
$254.8B
SNDK
Sandisk Corp
$1,738.46 ▼ -2.75%
Prev close $1,787.69Market cap$254.8B
ConsensusStrong Buy
12-mo target$2,136.54 (+22.9%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (2 insiders)High Impact Filing (8/10)33 New Institutional Positions17 Institutional Exits Software & IT
Snapshot
The big-picture read on SNDK right now — valuation, ownership and activity at a glance.
Cap Size
Mega Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$291.5B
Inst. Activity
33 buys / 17 sells
Insider Activity
$0.00 buy / $112.2M sell
Insider Net $
-$112.2M
Social Sentiment
52° Neutral
SEC Reports
3
Congressional
3 trades
Price chart 30d +11.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 29, 2026 short_volume
Short Volume: SNDK — 59.6% short (1.9M / 3.2M)
Short: 1,914,024 | Exempt: 6,062 | TRF Vol: 3,211,354 | Short Ratio: 59.6% | Off-exchange volume (da
Sep 20, 2026 Insider
Shek Bernard surrendered for taxes 118 shares
Chief Legal Officer and Secty @ $1,791.82 ($211.4K)
Sep 17, 2026 Insider
Ilkbahar Alper was granted 1,619 shares
EVP & Chief Technology Officer
Sep 17, 2026 Insider
Shek Bernard was granted 1,001 shares
Chief Legal Officer and Secty
Jun 30, 2026 Inst.
FMR LLC — TRIM
7,861,665 shares ($17.9B)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC JPMORGAN CHASE & CO — DOUBLED
3,941,436 shares ($8.1B)
Institutional cluster for Sandisk Corp (SNDK) in Q3 2025 shows mixed activity: two mega-passive buyers (BofA and Morgan
INST-CLUSTER — Impact 3/10
Two Sandisk senior executives sold approximately $2.8M in open-market shares over a 3-day window. The CTO also made a no
CLUSTER — Impact 3/10
Analyst ratings buy % +16.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 33 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 22, 2026 | Rosenblatt | INITIATE | Buy | 54% |
| Aug 25, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Aug 14, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 14, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 14, 2026 | Wedbush | REITERATE | Outperform | 57% |
| Aug 14, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Aug 10, 2026 | Argus Research | UPGRADE | Buy | 54% |
| Aug 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 6, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 6, 2026 | Citigroup | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 17 | 5 | 0 | 0 | 85% | |
| Aug 1, 2026 | 9 | 17 | 5 | 0 | 0 | 84% | |
| Jul 1, 2026 | 9 | 17 | 4 | 0 | 0 | 87% | |
| Jun 1, 2026 | 9 | 16 | 4 | 0 | 0 | 86% | |
| May 1, 2026 | 8 | 14 | 5 | 0 | 0 | 81% | |
| Apr 1, 2026 | 8 | 13 | 5 | 0 | 0 | 81% | |
| Mar 1, 2026 | 6 | 13 | 6 | 0 | 0 | 76% | |
| Feb 1, 2026 | 7 | 13 | 8 | 0 | 0 | 71% |
Price targets
Where 24 covering analysts think SNDK trades over the next 12 months.
$2,136.54 +22.9% upside Strong Buy
Current$1,738.46 Low$1,000.00 Median$2,150.00 High$3,600.00 24 analysts
$1,000.00$3,600.00
Analyst rating Buy· 1.5/5 as of Oct 2, 2026
Social media sentiment mood +50.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
52°
Neutral
BearishNeutralBullish
Recent posts
Made $550k in 90 days. Can't stop / won't stop 🚂
▲ 1 · 💬 5· ⚡ 0.5
What is the bull case for Micron and Sandisk beyond rising AI demand?
▲ 1 · 💬 5· ⚡ 0.5
$10k -> +$94k (~4 months “investing”)
▲ 1 · 💬 7· ⚡ 0.5
why testing will be the next AI bottleneck industry DD - AEHR
▲ 1 · 💬 5· ⚡ 0.5
why testing will be the next AI bottleneck industry DD - AEHR
▲ 1 · 💬 1· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 1 neutral · avg impact 4.7/10.
MIXEDINST-CLUSTER3/10
Institutional cluster for Sandisk Corp (SNDK) in Q3 2025 shows mixed activity: two mega-passive buye
Jun 11, 2026
NEUTRALCLUSTER3/10
Two Sandisk senior executives sold approximately $2.8M in open-market shares over a 3-day window. Th
Jun 5, 2026
BULLISHINST-CLUSTER8/10
Five major institutions, including sovereign wealth fund Norges Bank and quant funds RenTech and Two
Feb 28, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 29, 2026
short_volume
Short Volume: SNDK — 59.6% short (1.9M / 3.2M)
Short: 1,914,024 | Exempt: 6,062 | TRF Vol: 3,211,354 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SNDK — 59.4% short (2.0M / 3.4M)
Short: 2,039,896 | Exempt: 3,662 | TRF Vol: 3,436,622 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SNDK — 60.6% short (2.4M / 4.0M)
Short: 2,414,652 | Exempt: 7,903 | TRF Vol: 3,981,940 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: SNDK — 57.7% short (2.4M / 4.2M)
Short: 2,406,330 | Exempt: 3,761 | TRF Vol: 4,172,892 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: SNDK — 60.3% short (2.3M / 3.9M)
Short: 2,323,212 | Exempt: 10,500 | TRF Vol: 3,854,004 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $46.18 | $44.05–$49.80 | 3685.6% | -0.0% | 10↑ 3↓ | $10.7B | 18 |
| Next Q | $52.79 | $48.40–$59.94 | 751.4% | +0.0% | 7↑ 7↓ | $12.2B | 18 |
| Current FY | $213.90 | $186.97–$238.36 | 201.8% | -0.1% | 12↑ 7↓ | $49.0B | 21 |
| Next FY | $263.49 | $173.37–$361.20 | 23.2% | -0.5% | 7↑ 4↓ | $57.9B | 20 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $46.184 | — |
| 7d ago | $46.207 | -0.023 |
| 30d ago | $46.207 | -0.023 |
| 60d ago | $44.207 | +1.977 |
| 90d ago | $41.937 | +4.247 |
Institutional ownership
Which big funds own SNDK (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $291.5B total value (128,631,796 shares) as of 2026-Q2. Top holders: SUSQUEHANNA, BlackRock,, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,996,500 | $25.0B | 8.6% | TRIM -67.4% |
| BlackRock, Inc. | 10,295,300 | $23.4B | 8.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 9,668,255 | $22.0B | 7.5% | — |
| FMR LLC | 7,861,665 | $17.9B | 6.1% | TRIM -41.3% |
| JANE STREET GROUP, LLC | 6,435,799 | $14.6B | 5.0% | TRIM -35.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,434,300 | $14.6B | 5.0% | TRIM -67.4% |
| STATE STREET CORP | 5,927,453 | $13.5B | 4.6% | — |
| Invesco Ltd. | 5,610,346 | $12.8B | 4.4% | — |
| GOLDMAN SACHS GROUP INC | 5,531,700 | $12.6B | 4.3% | TRIM -29.1% |
| CITADEL ADVISORS LLC | 5,155,949 | $11.7B | 4.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | TRIM | 13,389,985 | 7,861,665 | -41.3% | $17.9B |
| JPMORGAN CHASE & CO | DOUBLED | 1,428,862 | 3,941,436 | +175.8% | $8.1B |
| Clear Street Group Inc. | DOUBLED | 1,224,583 | 2,983,392 | +143.6% | $6.8B |
| Situational Awareness LP | DOUBLED | 1,140,119 | 2,495,344 | +118.9% | $5.7B |
| NORGES BANK | NEW | — | 2,055,094 | — | $4.7B |
| GOLDMAN SACHS GROUP INC | TRIM | 2,042,540 | 1,448,361 | -29.1% | $3.3B |
| JANE STREET GROUP, LLC | TRIM | 1,787,655 | 1,157,795 | -35.2% | $2.6B |
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 623,172 | 1,066,886 | +71.2% | $2.4B |
| Nuveen, LLC | ADD | 457,231 | 848,714 | +85.6% | $1.9B |
| WELLS FARGO & COMPANY/MN | DOUBLED | 309,105 | 839,305 | +171.5% | $1.9B |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 50 transactions. Net -$112.2M — $0.00 bought, $112.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 20, 2026 | Shek Bernard | Chief Legal Officer and Secty | TAX W/H | 118 | $1,791.82 | $211.4K |
| Sep 17, 2026 | Ilkbahar Alper | EVP & Chief Technology Officer | AWARD | 1,619 | — | — |
| Sep 17, 2026 | Shek Bernard | Chief Legal Officer and Secty | AWARD | 1,001 | — | — |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | AWARD | 3,296 | — | — |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 40 | $1,567.26 | $62.7K |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 9,604 | $1,569.00 | $15.1M |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 910 | $1,570.04 | $1.4M |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 4,558 | $1,571.21 | $7.2M |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 1,157 | $1,572.60 | $1.8M |
| Sep 17, 2026 | Goeckeler David | Chairman & CEO | SELL | 306 | $1,573.15 | $481.4K |
Congressional trades
SNDK trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 7, 2026 | Josh Gottheimer | D | HOUSE | BUY | $1,001 - $15,000 | SANDISK CORP | Jun 4, 2026(29d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | SANDISK CORP | Jul 22, 2026(117d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | SANDISK CORP | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SNDK.
Shares short
5,618,213
Settlement Sep 15, 2026
Change vs prior
-6.3%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
Of shares outstanding
≈3.8%
Estimate — not % of float
All SNDK filing & press-release reports (3)
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 5, 2026
- INST-CLUSTER reportFeb 28, 2026