Yahoo · Sep 11, 2026
SanDisk Drops Over 3% as Oracle's AI Boom Fails to Lift Memory
Explosive cloud demand remains visible, but SanDisk's valuation already assumes years of scarce storage capacity.

NASDAQ · SNDK
Technology · Hardware, Equipment & Parts
$1,530.90
Down-$21.09 (-1.36%)
Updated Sep 16, 2026, 12:00 PM
SID Score
6.5/10
Composite research score
Smart Money
62/100
Neutral
Price performance
1M range · 20 trading sessions · Daily adjusted prices
SNDK closed at $1,530.90 after 20 trading sessions, down 5.84% for the selected period.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Sep 15, 2026 | $1,569.71 | $1,579.99 | $1,509.1401 | $1,530.895 | 6.87M |
| Sep 14, 2026 | $1,521.525 | $1,581.8399 | $1,505.00 | $1,551.99 | 9.59M |
| Sep 11, 2026 | $1,713.50 | $1,720.70 | $1,616.8022 | $1,633.35 | 9.37M |
| Sep 10, 2026 | $1,725.435 | $1,733.95 | $1,674.00 | $1,692.59 | 8.74M |
| Sep 9, 2026 | $1,751.30 | $1,807.22 | $1,728.02 | $1,764.17 | 9.57M |
| Sep 8, 2026 | $1,769.43 | $1,807.38 | $1,733.78 | $1,737.99 | 11.2M |
| Sep 4, 2026 | $1,586.00 | $1,740.00 | $1,581.00 | $1,740.00 | 16.56M |
| Sep 3, 2026 | $1,544.55 | $1,576.80 | $1,511.00 | $1,554.99 | 8.69M |
| Sep 2, 2026 | $1,531.62 | $1,587.8589 | $1,509.24 | $1,553.40 | 8.94M |
| Sep 1, 2026 | $1,526.01 | $1,609.605 | $1,513.00 | $1,536.87 | 11.73M |
| Aug 31, 2026 | $1,486.40 | $1,572.6899 | $1,449.50 | $1,566.70 | 23.38M |
| Aug 28, 2026 | $1,448.00 | $1,517.75 | $1,435.61 | $1,484.98 | 8.14M |
| Aug 27, 2026 | $1,549.42 | $1,557.89 | $1,456.00 | $1,484.95 | 8.85M |
| Aug 26, 2026 | $1,455.57 | $1,511.77 | $1,450.05 | $1,499.37 | 8.97M |
| Aug 25, 2026 | $1,533.69 | $1,564.9864 | $1,467.01 | $1,480.77 | 9.03M |
| Aug 24, 2026 | $1,494.09 | $1,516.9999 | $1,416.56 | $1,493.12 | 14.03M |
| Aug 21, 2026 | $1,604.805 | $1,614.06 | $1,570.01 | $1,596.08 | 7.58M |
| Aug 20, 2026 | $1,569.00 | $1,631.40 | $1,554.00 | $1,600.62 | 11.46M |
| Aug 19, 2026 | $1,682.405 | $1,698.9999 | $1,542.00 | $1,568.87 | 16.28M |
| Aug 18, 2026 | $1,677.54 | $1,724.9899 | $1,600.20 | $1,625.78 | 18.65M |
The latest Smart Investors Daily articles mentioning SNDK.
SNDK research
Company profile and research snapshot.
Sandisk is one of the five largest suppliers of NAND flash memory semiconductors globally. Sandisk is vertically integrated, producing substantially all of its flash chips at manufacturing sites across Japan via a joint-venture framework with Kioxia. Sandisk then repackages most of its chips into SSDs for consumer electronics, external storage, or cloud storage. Sandisk was formerly a piece of Western Digital for nine years (after being acquired in 2016) and was spun off as an independent company in 2025.
Visit company websiteConsensus and target data currently published for this company.
| Date | Firm | Rating | Target |
|---|---|---|---|
| Aug 25, 2026 | Mizuho | Outperform | — |
| Aug 14, 2026 | Wells Fargo | Equal-Weight | — |
| Aug 14, 2026 | RBC Capital | Sector Perform | — |
| Aug 14, 2026 | JP Morgan | Overweight | — |
| Aug 14, 2026 | Wedbush | Outperform | — |
No generated briefing is available yet.
Yahoo · Sep 11, 2026
Explosive cloud demand remains visible, but SanDisk's valuation already assumes years of scarce storage capacity.
Yahoo · Sep 11, 2026
Arm earns royalties every time a chip uses its architecture, while Sandisk has locked in billions in guaranteed revenue from the world's largest cloud companies.
Yahoo · Sep 11, 2026
According to a CNBC report on Friday, Situational Awareness was also active in names like SK Hynix, SanDisk and the Roundhill Memory ETF.
Yahoo · Sep 11, 2026
The question for investors is how Micron stock will perform in the runup to fiscal fourth-quarter earnings on Sept. 30.
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.


The latest Smart Investors Daily articles mentioning SNDK.