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Compute Stack AI Platforms Power Buildout Robotics
SNDK Compute / Networking

Sandisk

AI storage / enterprise flash

Detail page

Sandisk adds the storage layer to the AI infrastructure map, especially enterprise SSD and flash demand tied to data-heavy workloads.

Price $709.71
1D change -8.08%
Market cap $104.75B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric SNDK
Price $709.71
1D Change -8.08%
Market Cap $104.75B
Enterprise Value $104.00B
Trailing P/E —
Forward P/E 8.1
Price / Sales 11.7
EV / Revenue 11.6
Revenue Growth 61.2%
Earnings Growth 618.0%
Gross Margin 34.8%
Operating Margin 35.5%
Net Margin -11.7%
ROE -9.4%
Free Cash Flow $1.25B
FCF Margin 14.0%
Debt / Equity 7.96x
Current Ratio 3.11x
Dividend Yield —
Next Earnings May 06, 2026
Quarterly Revenue $3.02B
Revenue QoQ +31.1%
Quarterly Net Income $803.0M
Net Income QoQ +617.0%

SNDK thesis lens

AI storage / enterprise flash

Why it could benefit

  • Sandisk adds the storage layer to the AI infrastructure map, especially enterprise SSD and flash demand tied to data-heavy workloads.
  • Training and inference clusters still need fast storage, not just accelerators and networking.
  • This gives the dashboard a way to express the idea that AI bottlenecks can show up in memory-adjacent storage systems too.

Moat / edge

  • Established NAND and flash-storage capabilities.
  • Relevance to datacenter buyers that need performance and capacity together.
  • Exposure to an infrastructure layer that scales with AI data intensity.

What to watch

  • Datacenter SSD mix and margins.
  • NAND pricing and supply discipline.
  • How durable AI-driven storage demand proves to be.

Key risks

  • Storage is still cyclical and heavily influenced by NAND pricing.
  • This is less central to the AI stack than HBM or high-speed interconnect.