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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 $1.2K
1D change -3.68%
Market cap $176.98B
Sector Technology

Shared metric table

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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.

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Metric SNDK
Price $1.2K
1D Change -3.68%
Market Cap $176.98B
Enterprise Value $175.86B
Trailing P/E 16.4
Forward P/E 4.6
PEG Ratio —
Price / Sales 8.7
EV / Revenue 8.7
Revenue Growth 371.6%
Earnings Growth —
Gross Margin 71.5%
Operating Margin 78.5%
Net Margin 56.5%
ROE 91.6%
Free Cash Flow $7.74B
FCF Margin 38.3%
Debt / Equity —
Current Ratio 2.29x
Dividend Yield 0.00%
Next Earnings Nov 06, 2026
Quarterly Revenue $nan
Revenue QoQ nan%
Quarterly Net Income $nan
Net Income QoQ nan%

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.