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Overview
Smart money at a glance
Filings to Sep 26, 2026Net selling: insiders sold $121.4M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $1K to $15K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$121.4M netNet selling
- CongressSTOCK Act, last 180 days
- +$1K to +$15K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 15 cutMore cutting
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 25- Open
- $1,791.94
- 52-wk high
- $2,354.39
- High
- $1,815.00
- 52-wk low
- $103.35
- Low
- $1,742.95
- Prev close
- $1,753.62
- Mkt cap
- $256.76B
- P/E
- 24.6x
- Volume
- 7.32M
- Fwd P/E
- 8.0x
- P/S
- 12.7x
- P/B
- 16.9x
- Profit margin
- +56.5%
- Op margin
- +78.5%
- ROE
- +91.6%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about SNDK filings
Are insiders buying or selling Sandisk Corp (SNDK) stock?
Net selling: insiders sold $121.4M and bought $0 of SNDK stock on the open market in the 90 days to Sep 26, 2026, according to SEC Form 4 filings. $121.4M of the sales were made under pre-set Rule 10b5-1 trading plans. The largest was Goeckeler, David (Chairman & CEO), who sold $105M. The latest filing was on Sep 21, 2026.
Which members of Congress have traded SNDK recently?
Rep. Josh Gottheimer (D) bought $1K to $15K on May 7, 2026, disclosed 27 days later. In total, 1 member disclosed 1 SNDK trade with trade dates in the last 180 days, filed a median 27 days after trading.
How current is this SNDK smart-money data?
This summary uses filings available on Sep 26, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position, insiders have been net selling, and 5 fin-fluencers are discussing it.
What funds are doing
Buys/Adds (1)
- SA
Situational Awareness
$4.9B
added
Sells/Trims (2)
- DS
D.E. Shaw
$532.4M
trimmed
- QR
Qube Research
$395.0M
trimmed
What insiders are doing
Sells (3)
- GD
Goeckeler David
$53.3M
sold
- GD
Goeckeler David
$51.7M
sold
- VL
Visoso Luis Felipe
$1.6M
sold
What Congress is doing
Buys (1)
What fin-fluencers are saying
How top traders are positioned
Trader BC1Long
$8.3M
position
Trader E15Long
$439K
position
Trader EA9Short
$53K
position
Show all 5 positionsShow fewer positions
Trader 977Long
$17K
position
Trader 977Long
$11K
position
Earnings
Earnings came in 16.6% above what analysts expected.
Earnings per share
$33.28 expected
Revenue
No comparable estimate
Company GAAP EPS
From the company's release
The company and the analyst consensus count earnings differently, so the two figures differ. The comparison above uses the analyst basis.
Q1 2027 guidance
$10.30B to $10.80B
No comparable estimate
Reports Nov 5, 2026, in 40 days
Estimates as of Sep 26, 2026
EPS expected
$44.05 to $49.80
Revenue expected
18 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.31B | $3.02B | $5.95B | $8.96B |
| Cost of what it sold | $1.62B | $1.48B | $1.29B | $1.38B |
| Gross profit | $687.0M | $1.54B | $4.66B | $7.58B |
| What it spent | ||||
| Research and development | $316.0M | $327.0M | $337.0M | $348.0M |
| Sales and admin | $179.0M | $139.0M | $161.0M | $197.0M |
| Other operating costs | — | — | $53.0M | $26.0M |
| Total operating expenses | $495.0M | $466.0M | $551.0M | $571.0M |
| What was left | ||||
| Operating profit | $192.0M | $1.07B | $4.11B | $7.01B |
| Interest on debt | $40.0M | $25.0M | $18.0M | $10.0M |
| Profit before tax | $124.0M | $937.0M | $4.11B | $7.85B |
| Tax | $12.0M | $134.0M | $492.0M | $946.0M |
| Net profit | $112.0M | $803.0M | $3.62B | $6.90B |
| EBITDA | $200.0M | $1.00B | $4.16B | $7.73B |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
100 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Tone of tracked coverage
Chip Rally To Sustain? Intel, SanDisk, Micron, Nvidia, SK Hynix Futures Edge Higher Day After Up To 10% Surge
BullishSep 18Prediction: A $5,000 Investment Split Between Micron and Sandisk Will Triple Before 2028
BullishSep 17Intel, SanDisk among market cap stock movers on Thursday
BullishSep 17SK Hynix, Intel, Micron, SanDisk, Other Chip Stocks Surge Up To 7% As AI Optimism Outweighs Fed Jolt
NeutralSep 17AI 'Slowdown' Jitters Fading? Micron, Intel, SanDisk, Nvidia, SK Hynix Up Pre-Market Day After Crash
Leans bullishSep 15SanDisk Shares Fall 5.5% as AI Demand Concerns Weigh on Memory Stocks
NeutralSep 14
Macro
33 macro signals shaping SNDK right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
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