The quick read
Latest quote·Oct 16
Net selling: insiders sold $121.2M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $1K to $15K in 180 days.
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsNet selling: insiders sold $121.2M and bought $0 of SNDK stock on the open market in the 90 days to Oct 16, 2026, according to SEC Form 4 filings. $121.2M 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 Oct 3, 2026.
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.
This summary uses filings available on Oct 16, 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.
8 funds hold a position, insiders have been net selling, and 2 fin-fluencers are discussing it.
Buys/Adds (1)
Situational Awareness
$4.9B
added
Sells/Trims (2)
D.E. Shaw
$532.4M
trimmed
Qube Research
$395.0M
trimmed
Buys (1)
Trader CBFLong
$8.8M
position
Trader E15Short
$2.3M
position
Trader 56ALong
$67K
position
Trader 896Long
$66K
position
Trader EA9Short
$40K
position
Last report
Aug 5, 2026
Financial period
Q4 2026
GAAP EPS
Company release
Revenue
Company release
EPS comparison unavailable.
Q1 2027 guidance
$10.30B to $10.80B
No comparable estimate
| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jun 30, 2026 | Aug 5, 2026 | $43.97 | - | $8.96B / Unavailable | Unavailable |
| Mar 31, 2026 | Apr 30, 2026 | $23.41 / $14.66Yahoo Finance | +59.67% beat | Unavailable | Unavailable |
| Dec 31, 2025 | Jan 29, 2026 | $6.20 / $3.54Yahoo Finance | +74.97% beat | Unavailable | Unavailable |
| Sep 30, 2025 | Nov 6, 2025 | $1.22 / $0.89Yahoo Finance | +36.89% beat | Unavailable | Unavailable |
| Jun 30, 2025 | Aug 14, 2025 | $0.29 / $0.03Alpha Vantage | +$0.26 beat | Unavailable | Unavailable |
| Mar 31, 2025 | May 7, 2025 | -$0.30 / -$0.39Alpha Vantage | +23.08% beat | Unavailable | Unavailable |
| Dec 31, 2024 | Mar 7, 2025 | Unavailable | - | Unavailable | Unavailable |
| Sep 30, 2024 | Nov 27, 2024 | Unavailable | - | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
Estimates as of Oct 16, 2026
EPS expected
$44.05 to $49.80
Revenue expected
18 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
| 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 | — |
| Total operating expenses | $495.0M | $466.0M | $551.0M | $545.0M |
| What was left | ||||
| Operating profit | $192.0M | $1.07B | $4.11B | $7.04B |
| Interest on debt | $40.0M | $25.0M | $18.0M | $2.0M |
| 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 | $7.89B |
This stock is under pressure, and looks oversold after a sharp drop.
Trend
Under pressure
25 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
Coverage is mixed
Why Is Sandisk Stock Falling Tuesday?
BearishOct 14Micron (MU) vs. SanDisk (SNDK): Which Memory Stock Wins on the Dip?
NeutralOct 13Why Is Sandisk Stock Falling Tuesday?
Leans bearishOct 13EXCLUSIVE: SanDisk Has ‘More Upside,’ Says Nicholas Mugalli — His $3,000 Target Implies a 102% Rally for SNDK
BullishOct 13Elon Musk Says China Can Out-Scale the World, but Advanced Memory ‘Will Be Harder to Solve’ — Micron, SK Hynix, SanDisk Drop After-Hours
BearishOct 13Micron, Cerebras Systems, SanDisk, Meta and SoundHound AI: Why These 5 Stocks Are on Investors' Radars Today
Leans bearishOct 13Nasdaq 100 Drops, SanDisk Tumbles 6% as AI Trade Falters: Stock Market Today
BearishOct 12Sandisk Stock Is Falling Monday: What's Going On?
Leans bearishOct 1233 macro signals shaping SNDK right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results