Sandisk (SNDK) will release its second-quarter fiscal 2026 financial results on Jan. 29. Shares of SNDK have been among the strongest performers in the S&P 500 ($SPX), climbing more than 98% year-to-date (YTD) and rising over 1,000% during the past six months. SNDK stock’s explosive run has been driven by accelerating demand for Sandisk’s NAND memory products, driven by the investments in artificial intelligence (AI) infrastructure. As companies continue to invest heavily in data centers and AI infrastruc ...

Not all tech stocks are experiencing a bout of investor fatigue. Enter Sandisk (SNDK), a once-forgotten memory chip player founded in 1988 that has seen its stock skyrocket more than 100% in 2026. The stock price gain over the past year has been an eye-popping 1,200%. The AI capex boom sweeping the US has funneled its way down to Sandisk and rival Micron (MU). As AI systems are built for hyperscalers, demand for memory chips has surged. These chips store and move data for AI models, which require large v ...

Expected Tradr launches: Three first-to-market single-stock leveraged ETFs seeking 200% long exposure NEW YORK, Jan. 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three new single stock leveraged ETFs on Tuesday, January 27. The funds will be listed on Cboe and all three represent first-to-market strategies. Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock. ...

Three first-to-market single-stock leveraged ETFs seeking 200% long exposureNEW YORK, Jan. 26, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, announced that it expects to launch three new single stock leveraged ETFs on Tuesday, January 27. The funds will be listed on Cboe and all three represent first-to-market strategies. Each ETF aims to deliver twice (200%) the daily performance of its specific underlying stock.Expected Tradr launches:Tr ...

A stock that just doubled in a month is life-changing for existing investors, attractive for onlookers, and scary for those looking to get in at current prices. Sandisk (SNDK) is one such stock, up almost 100% in just a month and up roughly 1,000% in six months. The company is known for its various memory devices, and the reason for SNDK stock's surge is the ongoing demand for and shortage of memory products in the market. There are multiple ways to look at the question of buying SNDK stock now. But one ...

We recently published 14 Stocks Jim Cramer Talked About.  Sandisk Corporation (NASDAQ:SNDK) is one of the stocks Jim Cramer talked about. Sandisk Corporation (NASDAQ:SNDK)’s shares are among the top performers in the market. They are up by an unbelievable 935% since they started to trade in February 2025. During this time period, Cramer’s views on the stock have varied. His views have ranged from being wary about recommending the stock due to its parabolic move to pointing out that the stock has performed ...

Core Insights - SanDisk has transformed from a struggling legacy storage card company to the best-performing stock in the S&P 500, achieving nearly 1000% returns in just five months due to an unexpected market surge driven by AI applications [1][4]. Group 1: Market Dynamics - The surge in demand for AI applications has shifted the focus to storage chips, leading to a significant increase in memory chip prices since September, with NAND flash prices rising over 300% and DRAM costs increasing by approximately 280% [4][5]. - The unexpected demand for "context" storage has created a new technology bottleneck, as highlighted by industry leaders, emphasizing that without storage, AI cannot function effectively [5]. Group 2: Financial Performance - SanDisk's stock price has skyrocketed, reaching an all-time high, with a market capitalization increase of over $50 billion since last year [4]. - Analysts predict that SanDisk's adjusted earnings per share will grow by over 170% year-on-year, with sales expected to surge by about 40% [9]. Group 3: Competitive Advantage - SanDisk benefits from operational leverage, allowing it to convert additional sales from price increases into profits without incurring extra costs for hiring or equipment [7]. - The company's long-standing joint venture with Kioxia provides a cost advantage, enabling it to acquire core NAND chips at lower prices than competitors [7]. Group 4: Investment Sentiment - Elliott Management, which pushed for SanDisk's spin-off, missed out on significant gains as it sold its shares before the recent price surge, highlighting the unpredictable nature of market movements [8]. - Bernstein Research has identified SanDisk as a top pick for 2026, citing unprecedented NAND shortages and price increases, with strong demand expected to persist for at least six quarters [9].

Core Insights - Sandisk has emerged as the top-performing stock in the S&P 500, having doubled in value year to date as of January 21, 2026, and is expected to continue its strong performance [2][3] Company Overview - Sandisk, a pioneer in solid-state memory, went public over 30 years ago and was acquired in 2015, later being spun out again in 2025 with a market cap of $5 billion [1] - The company is experiencing significant growth, with its stock performance indicating a strong recovery and potential for future gains [2] Market Dynamics - The demand for Sandisk's solid-state memory products is surging, driven by the increasing need for memory in AI applications, particularly in inference processes [7] - Management anticipates that total shipped memory capacity will more than double from the end of 2025 to the end of 2029, indicating robust future growth prospects [7] Investment Considerations - While Sandisk's profits are increasing, there remains uncertainty regarding the sustainability and peak of this profitability [8] - The challenge of predicting future cash flows complicates investment decisions, highlighting the inherent risks in stock investments [5][6]

Core Insights - Sandisk has experienced a significant stock price increase of nearly 1,030% over the past 11 months, making it the best-performing stock in the S&P 500 for 2025 [1][3] Company Performance - The spin-off from Western Digital has allowed Sandisk to focus on its core storage device business, which is crucial for the growing demand in AI infrastructure [3][4] - Sandisk's revenue from data centers currently accounts for about 12% of total revenue, but it is expected to be a major growth driver in the coming years as hyperscalers invest heavily in storage solutions [5] Market Dynamics - The demand for high-speed storage devices is increasing due to the complexities of AI, while the supply has not kept pace, allowing Sandisk to raise prices and achieve its cash goals ahead of schedule [4][5] - Sandisk's market capitalization stands at $74 billion, with a current trading price of $473.83, reflecting a high price-to-earnings ratio of 30.8, which is considered expensive compared to some tech giants [6][8] Investment Considerations - While Sandisk's stock has surged, there are concerns about potential corrections, and a gradual investment strategy such as dollar-cost averaging is suggested for building a stake in the company [7][9] - The long-term growth of Sandisk will depend on sustained demand for AI technologies, which will drive the need for storage solutions [9]

Core Viewpoint - Sandisk Corporation (SNDK) is positioned well to continue its trend of beating earnings estimates, with a strong history of surprises in recent quarters [1][2]. Earnings Performance - For the last reported quarter, Sandisk achieved earnings of $1.22 per share, exceeding the Zacks Consensus Estimate of $0.89 per share, resulting in a surprise of 37.08% [2]. - In the previous quarter, the company was expected to earn $0.02 per share but reported $0.29 per share, delivering a remarkable surprise of 1,350.00% [2]. Earnings Estimates - Recent estimates for Sandisk have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating potential for another earnings beat [5][8]. - The current Earnings ESP for Sandisk is +3.07%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Predictive Power - Sandisk holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, indicates a high likelihood of beating consensus estimates, with historical data showing nearly 70% success in such cases [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions, which are often more accurate [7].