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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
SNDK AI Data Center Fabric

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 $835.06
1D change +3.55%
Market cap $118.82B
Sector Technology

Shared metric table

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Metric SNDK
Price $835.06
1D Change +3.55%
Market Cap $118.82B
Enterprise Value $113.82B
Trailing P/E 6.7
Forward P/E 2.9
PEG Ratio —
Price / Sales 4.1
EV / Revenue 3.9
Revenue Growth 377.9%
Earnings Growth 6913.3%
Gross Margin 80.0%
Operating Margin 79.6%
Net Margin 67.0%
ROE 141.2%
Free Cash Flow $11.24B
FCF Margin 38.8%
Debt / Equity 1.11x
Current Ratio 2.58x
Dividend Yield 0.00%
Next Earnings —
Quarterly Revenue $11.03B
Revenue QoQ +23.0%
Quarterly Net Income $8.10B
Net Income QoQ +17.4%

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.