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Stocks/Information Technology/Technology Hardware, Storage & Peripherals

SandiskSNDK

Technology Hardware, Storage & Peripherals · Milpitas, California · In the S&P 500
High qualityCheaper than peers
$1,150.89−13.47%After hours: $1,157.58 (+0.58%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 463.2% over 1 year
Sandisk over 1 yearDaily close, $, to 30 Oct 2026
$1,000$2,000Nov2026MarMayJulSep$1,151$2,000NovMarJul$1,151
Source: Nasdaq daily closes
Market value$166B
Price to earnings9.2x
Forward P/E5.4x
Dividend yield–
Year to date+384.8%
One year+463.2%
Next earningsNot scheduled
52-week range (closes)
$194.38$2,335.00

Quality and valuation

How Sandisk compares with other information technology stocks. A description, not a recommendation.

Sandisk and 7 technology hardware, storage & peripherals peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: stronger than mostValuation: cheaper than most

A stronger business than most information technology companies, priced below most of them.

Sandisk trades at 5.4 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +272.4% vs +20.6%
  • Keeps more of each sale (gross margin): 80.0% vs 61.5%
  • More profitable (operating margin): 72.5% vs 17.0%
  • Turns more of its sales into cash: 59.9% vs 21.7%
SNDK trades at 5.4x forward earnings, below the sector medianForward p/e, Technology Hardware, Storage & Peripherals peers
SNDK5.4xHPE11.9xWDC14.9xDELL15.0xSTX16.0xNTAP20.0xAAPL37.4xP38.9xSector median 22.2xSNDK5.4xHPE11.9xWDC14.9xDELL15.0xSTX16.0xNTAP20.0xAAPL37.4xP38.9xSector median 22.2x
Source: CNBC quotes; Mostly Markets

Financials

From Sandisk's SEC filings, through the quarter ending 2 Oct 2026. Hover or tap a bar for its value.

Revenue grew 377.9% from a year earlierQuarterly revenue, $bn, latest Q1 ’27
$0bn$5bn$10bnQ2 ’25Q4 ’25Q2 ’26$11.0bnQ1 ’27$0bn$5bn$10bnQ2 ’25Q4 ’25Q2 ’26$11.0bnQ1 ’27
Source: SEC filings
Growth sped up to +377.9% last quarterRevenue growth, year on year, %
0%100%200%300%Q2 ’25Q4 ’25Q2 ’26377.9%Q1 ’270%200%Q2 ’25Q4 ’25Q2 ’26377.9%Q1 ’27
Source: SEC filings
Operating margin was 79.6% last quarterOperating income as a share of revenue, %
−100%−50%0%50%Q2 ’25Q4 ’25Q2 ’2679.6%Q1 ’27−100%0%Q2 ’25Q4 ’25Q2 ’2679.6%Q1 ’27
Source: SEC filings
Free cash flow was $17.4 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$0bn$2bn$4bn$6bnQ2 ’25Q4 ’25Q2 ’26$6.3bnQ1 ’27$0bn$2bn$5bnQ2 ’25Q4 ’25Q2 ’26$6.3bnQ1 ’27
Source: SEC filings
Last 12 monthsSNDKSector median
Revenue growth+272.4%+20.6%
Gross margin80.0%61.5%
Operating margin72.5%17.0%
Free cash flow margin59.9%21.7%
Price to earnings9.2x33.1x

Stories on Sandisk

Friday, 30 October
Earnings

Sandisk (SNDK) Tops Fiscal Q1 Estimates as Data Center Sales Jump 61%

Sandisk's revenue rose 378% to $11.03 billion, beating the $10.69 billion Zacks consensus, and it set an 8-for-1 split. The stock was down 9.4% early Friday.

SNDK▼ 5.3%
A blank memory card cracking as it falls from a shelf
Thursday, 29 October
Big movers

Stocks Making the Biggest Moves Yesterday: F5, Vertiv, Oracle, Alphabet and Sandisk

F5 plunged 20.4% on its forecast, Vertiv soared 16.5% and Oracle 10.7% on Wednesday, and Alphabet plunged 10.8% after hours, as of 5:53 p.m. ET, after its search revenue missed.

FFIV▼ 0.6%
Screens of market charts
Wednesday, 28 October
Why it moved

Sandisk (SNDK) and Micron (MU) Shares Jump After SK Hynix's Record Quarter

Sandisk jumped 7.7% and Micron 5.9% on Wednesday after SK hynix posted its first quarter above 100 trillion won in revenue and said memory demand will outrun supply through 2030.

SNDK▲ 7.7%
A silicon wafer
Thursday, 22 October
Chart

Three of the S&P 500's Five Best Stocks This Year Make AI Hardware

Sandisk, Dell and Micron are up 200% to 431% in 2026, behind only Moderna, while AppLovin has lost 60.8%, the worst in the index.

SNDK▼ 8.5%
Screens of market charts

Similar companies

Technology Hardware, Storage & Peripherals, by market value.

CompanyPriceTodayYTDValue
AAPLApple$344.63−1.23%+26.8%$5.03T
DELLDell Technologies$424.30−10.77%+237.1%$270B
STXSeagate Technology$644.58−7.98%+134.1%$148B
WDCWestern Digital$366.11−7.41%+112.5%$137B
HPEHewlett Packard Enterprise$55.09−6.42%+129.4%$73.13B
PEverpure$126.98−7.45%+89.5%$42.31B
NTAPNetApp$199.18−8.81%+86.0%$39.12B
HPQHP$28.78−9.58%+29.2%$25.95B