Long-Term Agreements Don’t Protect the Memory Makers the Way You Think Long-term memory deals may support near-term demand, but rising inventories and potential oversupply could still threaten the memory cycle. Barchart · Oct 2
Nasdaq Futures Gain as Chipmakers Rebound; U.S. JOLTS Report and AI Events in Focus December Nasdaq 100 E-Mini futures (NQZ26) are up +0.29% this morning, buoyed by a mild rebound in chip stocks, while investors awaited the U.S. job openings report and a series of AI events. Barchart · Sep 29
MarketBeat Week in Review – 09/21 - 09/25 A weekly roundup of MarketBeat analysis on volatile markets, oil, bond rates, AI stocks, dividend picks, and earnings outlooks, covering companies from NVIDIA to Tesla and Qualcomm. MarketBeat · Sep 26
Why Rosenblatt Thinks Sandisk Stock Is Headed for $2,400 Sandisk is a tech stock that has stunned Wall Street in the last 12 months. Yesterday, it picked up another believer. Barchart · Sep 24
Sandisk Joins the S&P 100—Is the Index Flow, or the AI Story, Driving the Stock? Sandisk joined the S&P 100 this week, but analysts say the rally stems more from strong NAND demand and record earnings than index inclusion, even as valuation suggests peak earnings cycle. MarketBeat · Sep 23
Micron vs. SanDisk: 2 AI Memory Winners, But Only 1 Is Built for the Long Term Despite their massive rallies, Micron and SanDisk are still reasonably valued, but only one is the better play for the long term. Barchart · Sep 23
SanDisk Just Scored a New 'Buy' Rating. Here's Why. SanDisk stock rallies on a bullish Rosenblatt Securities’ research note. Here’s why analyst Kevin Cassidy recommends buying SNDK shares at the current price. Barchart · Sep 22
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock. The firm expects NAND prices to become stable by the end of the year. Barchart · Sep 13
3 High-Momentum AI Hardware Stocks to Buy Now Dell, HPE, and Sandisk show substantial momentum amid the AI infrastructure buildout. Barchart · Sep 10
Dear Sandisk Stock Fans, Mark Your Calendars for August 31 Sandisk will join the MSCI World Index on Aug. 31. Barchart · Aug 31
A $31 Billion Reason to Buy Sandisk Stock Now Sandisk’s massive Japan expansion could strengthen its supply position and give the company a bigger role in the AI data center boom. Barchart · Aug 31
Sandisk Reported Layoffs at Its Israel Locations. This Is an Efficiency Push, Not a Warning Sign for SNDK Stock. SanDisk laid off dozens of development employees at its Israel R&D centers even as fiscal fourth-quarter revenue jumped 372% to $8.97 billion and the stock remains the S&P 500 Index’s top performer. Barchart · Aug 29
Sandisk Stock Could Nearly Double to $3,000, According to Wall Street SNDK stock has a $3,000 high price target. These catalysts could make it possible. Barchart · Aug 28
Sandisk Sinks 37%, but Wall Street Still Backs SNDK Stock Sandisk’s recent decline has made the stock more attractive, especially as earnings growth remains solid. Barchart · Aug 24
Barchart · Aug 21 Situational Awareness Bet Billions on Sandisk Before Imploding. The Supercycle Is Far From Over for SNDK Stock. Situational Awareness’s multibillion-dollar bet on Sandisk highlights its conviction in the AI-driven memory boom, while the fund’s subsequent implosion raises broader questions about leverage, crowded positioning, and what comes next for SNDK investors.
Barchart · Aug 20 SanDisk’s Long-Term Financial Outlook Is Turning Heads on Wall Street SanDisk’s ambitious long-term targets suggest its explosive growth may be more sustainable than investors expect, giving Wall Street another reason to stay bullish on the stock.
Barchart · Aug 19 Forced Out of $5.6B in Sandisk, Leopold’s Bull Case Is Still Alive. Here’s How You Should Play It. Sandisk's brutal July selloff was amplified by a forced hedge-fund unwind, but its latest results and long-term contracts suggest the underlying business is getting stronger and more predictable.
Kiplinger · Aug 17 Stocks Struggle as Long-Term Yields Rise: Stock Market Today Fear of a Fed move to tighten monetary policy has receded, but market-based interest rates are still trending higher.
Benzinga · Aug 14 NBIS, SMCI, CRWV and More: 5 Stocks Investors Couldn't Stop Buzzing About This Week Retail investors talked up five hot stocks during the week (Aug. 10 to Aug. 14) on X and Reddit’s r/WallStreetBets, driven by retail hype, earnings, AI infrastructure momentum, and corporate news flow.
Barchart · Aug 14 Sandisk Stock Jumps on Its Investor Day Success. Why Wedbush Analysts Aren’t 100% Buying the Story. SanDisk stock rallies as markets cheer bullish Investor Day updates. But Wedbush Securities recommends some caution moving forward.
Benzinga · Aug 14 Stock Market Today: Dow Jones Futures Slip, S&P 500, Nasdaq 100 Gains as US Says it Can Maintain Iran Blockade 'Indefinitely'—SanDisk, Workday, Applied Materials in Focus (UPDATED) U.S. stock futures were mixed on Friday, as the Dow Jones index slipped and the Nasdaq 100 and S&P 500 indices rose, following Thursday’s higher close.
Benzinga · Aug 13 SanDisk Surges 55% From its July Low: Wall Street Just Got a New Roadmap SanDisk Corporation (NASDAQ:SNDK) stock has gone from a brutal selloff to another explosive rally in just few sessions.
Barchart · Aug 11 What to Know as Sandisk Stock Scores a 'New' Buy Rating Argus Research upgrades Sandisk stock to Buy. Here’s why analyst Jim Kelleher sees significant further upside in SNDK shares.
Barchart · Aug 10 Sandisk's Pullback Looks Like a Buying Opportunity Demand for AI memory remains robust, and analysts still see substantial upside for SNDK stock.
Barchart · Aug 10 After Falling Nearly 50%, Sandisk Stock Looks Compelling With 85% Upside Potential While Sandisk is growing rapidly, investors anticipate softer NAND pricing ahead. This has weighed on SNDK stock.