Added to YB: 2026-06-24
Pitch date: 2026-06-21
SNDK [neutral]
Sandisk Corporation
Author Info
Alpha Talon Investment Research is a Hong Kong–based private family office deploying only proprietary capital across biotech, value turnarounds, and catalyst-driven shorts, focused on intrinsic value, regulatory odds, and mispriced fundamentals. Sign up for the newsletter.
Company Info
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally.
Market Cap
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
51.61
P/E
N/A
EV/Sales
21.97
Sector
Technology Hardware, Storage and Peripherals
Category
N/A
SanDisk Corporation (Nasdaq: SNDK): Growth Miracle or Valuation Trap?
SNDK (overview): Post-WD spinoff pure-play flash/AI storage. Q3 FY26 rev $5.95B (+97% QoQ), 78.4% GM, EPS $24.43 vs ~$14.5 est, FCF $2.99B, net cash $3.7B, zero debt, $6B buyback, $42B backlog. DC seg +645% YoY. Risks: rising DSO 167d, 70% Asia, peak-cycle margins. DCF fair value $400-700 vs lofty 38x P/S, 68x P/E pricing permanent AI supercycle.
Read full article (25 min)