$SanDisk Corp.(SNDK)$ On Augus-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$SanDisk Corp.(SNDK)$

On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally.

On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, operating margins of approximately 75%, and committed to returning 100% of excess cash to shareholders. JPMorgan upgraded SanDisk to Overweight with a $2,250 target price, while Goldman Sachs reiterated its Buy rating with a $2,200 target. The stock has surged over 35% in the past five trading sessions.

@daz999999999：SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":598130313335344,"tweetId":"598130313335344","gmtCreate":1787054398200,"gmtModify":1787054892261,"author":{"id":4088639346266630,"idStr":"4088639346266630","authorId":4088639346266630,"authorIdStr":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.76%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2727,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/6805829ac7a034e5f7dc67ad832d9f64"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/6805829ac7a034e5f7dc67ad832d9f64"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>&nbsp;</p>\n<p>On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally.</p>\n<p>On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, operating margins of approximately 75%, and committed to returning 100% of excess cash to shareholders. JPMorgan upgraded SanDisk to Overweight with a $2,250 target price, while Goldman Sachs reiterated its Buy rating with a $2,200 target. The stock has surged over 35% in the past five trading sessions.</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/6805829ac7a034e5f7dc67ad832d9f64\"></t-t></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a>&nbsp;</p>\n<p>On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally.</p>\n<p>On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, operating margins of approximately 75%, and committed to returning 100% of excess cash to shareholders. JPMorgan upgraded SanDisk to Overweight with a $2,250 target price, while Goldman Sachs reiterated its Buy rating with a $2,200 target. The stock has surged over 35% in the past five trading sessions.</p><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/6805829ac7a034e5f7dc67ad832d9f64\"></t-t></body></html>","text":"$SanDisk Corp.(SNDK)$ On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally. On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, operating margins of approximately 75%, and committed to returning 100% of excess cash to shareholders. JPMorgan upgraded SanDisk to Overweight with a $2,250 target price, while Goldman Sachs reiterated its Buy rating with a $2,200 target. The stock has surged over 35% in the past five trading sessions.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/598130313335344","repostId":588064334205432,"repostType":1,"repost":{"magic":2,"id":588064334205432,"tweetId":"588064334205432","gmtCreate":1784600496365,"gmtModify":1784641848675,"author":{"id":4088639346266630,"idStr":"4088639346266630","authorId":4088639346266630,"authorIdStr":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":12,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.29","exceedPercentage":"93.76%","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.20","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-3","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":2727,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Kioxia Drops First, SanDisk Follows With 9% Loss — Is the Crowded Trade Unwinding?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"Memory reversed Tuesday: SanDisk −9.01%, giving back all of Monday's 8.88%. The 2x long SNXX fell 17.84%, the 2x inverse SNDQ rose 18.00%. It started in Asia — Kioxia −7.5% in Japan pressured SanDisk pre-market — then a sell-side note called SanDisk a crowded trade against an underowned Nvidia, arriving after a month-long run and giving leveraged holders their reason to cut. A separate filing showed a fund that lost heavily in July was almost entirely in Micron and SanDisk. Buy the dip, rotate to Micron, or drop the leveraged products?\n\n","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b","width":"960","height":"1280"},{"img":"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85","width":"1179","height":"561"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b","width":"960","height":"1280"},{"img":"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85","width":"1179","height":"561"}],"title":"SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp;</p>\n<p>Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions.</p>\n<p>The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp;</p>\n<p>SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets highlight:</p>\n<p>Bullish Targets:&nbsp;</p>\n<p>Leading institutional firms like Evercore ISI and Bernstein have set price targets as high as $3,100 and $3,000, respectively.</p>\n<p>Earnings Growth:&nbsp;</p>\n<p>Following a surge in revenue driven by the AI memory super cycle, Wall Street estimates strong earnings acceleration into 2027 as tight NAND memory supply continues to support pricing power.</p>\n<p>Investor Consensus:&nbsp;</p>\n<p>Out of 22 analysts actively tracking the ticker, the majority rate the stock as a Buy, indicating strong confidence in its long-term re-rating potential.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b\" tg-width=\"899\" tg-height=\"520\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b\" tg-width=\"960\" tg-height=\"1280\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85\" tg-width=\"1179\" tg-height=\"561\"><span></span></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;\n<p><br></p>\n<p>SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp;</p>\n<p>Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions.</p>\n<p>The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp;</p>\n<p>SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets highlight:</p>\n<p>Bullish Targets:&nbsp;</p>\n<p>Leading institutional firms like Evercore ISI and Bernstein have set price targets as high as $3,100 and $3,000, respectively.</p>\n<p>Earnings Growth:&nbsp;</p>\n<p>Following a surge in revenue driven by the AI memory super cycle, Wall Street estimates strong earnings acceleration into 2027 as tight NAND memory supply continues to support pricing power.</p>\n<p>Investor Consensus:&nbsp;</p>\n<p>Out of 22 analysts actively tracking the ticker, the majority rate the stock as a Buy, indicating strong confidence in its long-term re-rating potential.</p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b\" tg-width=\"899\" tg-height=\"520\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b\" tg-width=\"960\" tg-height=\"1280\"><span></span></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85\" tg-width=\"1179\" tg-height=\"561\"><span></span></p></body></html>","text":"$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets highlight: Bullish Targets: Leading institutional firms like Evercore ISI and Bernstein have set price targets as high as $3,100 and $3,000, respectively. Earnings Growth: Following a surge in revenue driven by the AI memory super cycle, Wall Street estimates strong earnings acceleration into 2027 as tight NAND memory supply continues to support pricing power. Investor Consensus: Out of 22 analysts actively tracking the ticker, the majority rate the stock as a Buy, indicating strong confidence in its long-term re-rating potential.","highlighted":1,"essential":1,"paper":2,"link":"https://ttm.financial/post/588064334205432","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":1067,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":99,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":877,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/598130313335344"}