Sandisk Corporation
SNDK · Technology
$1,536.87
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Why ASML Holding Stock Bumped 4% Higher Today
ASML Holding stock rose 4% following a bullish analyst report from Lynx Equity Strategies on memory chipmakers Micron Technology and Sandisk. The report cited strong prospects for these chipmakers as they ramp up production to meet AI-driven demand for computing power. ASML, which supplies essential lithography systems to chipmakers, is positioned to benefit from this industry expansion.
Why Sandisk Stock Rallied Today
Sandisk stock surged 8.35% following Nvidia's $12.9 billion acquisition of Hugging Face, an open-source AI platform with 18 million users. The rally reflects investor confidence that Nvidia's expanded AI capabilities will drive demand for Sandisk's NAND flash memory chips, which are critical components in AI data centers. Dell's recent comments about memory constraints further supporting the outlook for memory chip demand.
Bullish EPS Revisions Back IBKR, SNDK, and ROKU
Interactive Brokers, SanDisk, and Roku all carry Zacks Rank #1 (Strong Buy) ratings driven by positive earnings estimate revisions and strong business fundamentals. IBKR benefits from account growth and trading activity, SNDK is seeing explosive AI-driven datacenter demand with improved NAND pricing, and ROKU is improving monetization of its streaming platform through advertising and subscriptions.
NTAP Q1 Earnings & Revenues Top Estimates on AI and All-Flash Strength
NetApp delivered record Q1 fiscal 2027 results with EPS up 66.5% to $2.58 and revenues climbing 29.9% to $2.03 billion, driven by strong AI spending and all-flash array sales reaching $1.31 billion. The company raised full-year guidance to $7.975-$8.225 billion in revenues with EPS of $9.73-$10.03, reflecting 17% and 22% growth respectively.
Data Centers Now Deliver a Third of Sandisk's Revenue -- $2.98 Billion in a Single Quarter
Sandisk has undergone a dramatic business transformation since separating from Western Digital in February 2025. Data center revenue now represents one-third of total quarterly revenue at $2.98 billion, up from just $213 million a year earlier. The company has signed 10 multiyear supply agreements (New Business Model) with eight customers representing a minimum of $93.9 billion in expected revenue with price floors and ceilings. Fiscal 2026 revenue surged 175% to $20.25 billion, driven primarily by higher pricing rather than volume growth, with gross margins reaching 84.6%. However, the stock has declined 35% from its 52-week high, suggesting the market has already priced in expectations of a significant memory pricing downturn.