SNDKSanDisk

Ranked by model assessment and recency. Labels use the original model impact, not expected returns. Impact percentages are model estimates, not observed price changes, probabilities or guaranteed returns.

• 🔥🔥🔥#1Impact7%FavorableDirectMicron and Sandisk Hit Record Memory Margins. There's One Clear Winner.20d ago

  As a headline name, improving NAND pricing and shipment mix directly boost Sandisk’s gross margin, and with only four analysts covering next quarter EPS, limited visibility makes further margin records more valuation-sensitive.

  Impact chain →

  Also named: MU · WDC · STX · AMAT · LRCX · KLAC

• 🔥🔥#2Impact4.5%AdverseDirectCXMT posts 613% jump in revenue as Micron, SanDisk shares tumble14d ago

  Although SanDisk is more NAND-focused, it still faces the same memory oversupply and pricing reset narrative, which reduces confidence in peak earnings sustainability.

  Impact chain →

  Also named: MU · 000100.SZ · 688012.SH · 002371.SZ · 603501.SH

• 🔥#3Impact8%AdverseDirectMicron, SanDisk, SK Hynix plunge up to 20% as memory stocks selloff intensifies8d ago

  SanDisk's NAND exposure is more sensitive to spot and contract pricing, and its rich margins already embed an optimistic supply-demand recovery; when risk appetite cools, the de-rating tends to be sharper.

  Impact chain →

  Also named: MU · 000660.KS · 028260.KS · 005930.KS · AMAT · LRCX

• #4Impact6.2%AdverseDirectSanDisk Slides 7%, Micron and Western Digital Fall 5% as Lawmaker's Call for AI Pause Extends Memory Rout8d ago

  SanDisk is highly exposed to the NAND cycle, and the headline specifically names the stock while investors are trading the risk that slower AI demand weakens flash pricing and shipments.

  Impact chain →

  Also named: MU · WDC · STX · AMAT · LRCX · KLAC

• #5Impact4.8%AdverseDirectSanDisk Slides 5%, Micron and Western Digital Fall 3% as Election and Memory Price Worries Weigh9d ago

  SanDisk is especially sensitive to NAND pricing and channel destocking, so any price softening can amplify its earnings beta; the stock already moved lower in the headline, leaving limited but still negative follow-through.

  Impact chain →

  Also named: MU · WDC · AMAT · LRCX · GLD · BTC

• #6Impact4.5%AdverseDirectMicron, SK Hynix, SanDisk stocks fall: why Dems' Texas win is spooking investors9d ago

  SanDisk is exposed to the same memory-sector sentiment, and investors may translate political uncertainty into NAND/flash pricing and customer purchasing timing, lowering the stock through valuation compression before any order impact shows up.

  Impact chain →

  Also named: MU · 000660.KS · KLAC · ASML · DELL · HPE

• #7Impact2.8%FavorableDirectMicron and Sandisk Have a History of Cyclicality. Is This Time Different?28d ago

  SanDisk is also directly named; if NAND demand stays firm thanks to data-center and device refresh cycles, that eases fears of another flash-price downturn, but with limited analyst coverage and only moderate consensus reliability, the market still lacks a strong shared view on the duration of the upcycle.

  Impact chain →

  Also named: MU · STX · WDC · AMAT · LRCX · ASML

• #8Impact5%FavorableDirectSandisk, Super Micro, IonQ, Six Flags, and More Stocks That Explain Today's Market51d ago

  Rising NAND flash pricing combined with AI-driven storage demand is lifting revenue and margin expectations.

  Impact chain →

  Also named: SMCI · MU · NVDA · IONQ · RGTI · QBTS

• #9Impact4.5%FavorableDirectSandisk Unveiled an $14 Billion Buyback and Warren Buffett Has Something to Say About It57d ago

  The $14B buyback, roughly 123% of annual net income of $11.4B, will materially shrink share count and boost EPS, underscoring management's confidence in sustained cash generation.

  Impact chain →

  Also named: WDC · MU

• #10Impact3%FavorableDirectApple, Palantir, AMD, Sandisk, Onsemi, and More Stocks That Explain Today's Market10d ago

  Sandisk is directly levered to memory pricing and AI data-center expansion sentiment, making it a high-beta beneficiary of a NAND upcycle narrative.

  Impact chain →

  Also named: AMD · ON · MU · AAPL · QRVO · PLTR