The Motley Fool
06 Jul 2026, 09:25 UTC · 2h ago
After Surging 4,885%, Is Sandisk Stock Still a Buy? Here's What History Says.
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
The Motley Fool
06 Jul 2026, 09:25 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
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Sandisk reports a $42 billion order backlog and over $11 billion in financial guarantees through new contracts. — Massive guaranteed future revenue provides high visibility into growth and reduces near-term downside risk.
+0.80The company grew sequential revenue by 97% to $5.95 billion and non-GAAP earnings by 247% to $23.41 per share in the latest quarter. — Hyper-growth in both top and bottom lines confirms the company is successfully capturing the AI-driven storage supercycle.
+0.70Analysts predict the demand/supply imbalance for flash memory may persist through 2030. — A long-term structural undersupply supports sustained pricing power and revenue growth for years.
+0.60Continue reading
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Sandisk forecasts fourth-quarter revenue growth between 30% and 38% and EPS growth between 28% and 41%. — Positive forward guidance confirms the growth trajectory remains intact for the immediate term.
The stock is trading at 61 times earnings and 31 times forward earnings, having fallen 25% from its late June all-time high. — High valuation multiples increase the risk of volatility and further profit-taking corrections.
-0.30Which stocks this story touches
The company reports massive revenue growth, strong earnings, and significant backlog driven by AI demand.
Mentioned only as the company that previously acquired Sandisk in 2016.
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Finbold
2h ago
