1,129 Shares in Sandisk Corporation $SNDK Bought by Kaizen Financial Strategies

Kaizen Financial Strategies purchased a new stake in Sandisk Corporation (NASDAQ:SNDK) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor purchased 1,129 shares of the data storage provider’s stock, valued at approximately $127,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of SNDK. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in shares of Sandisk in the third quarter worth about $27,000. CVA Family Office LLC acquired a new position in Sandisk during the 3rd quarter worth approximately $28,000. Covestor Ltd purchased a new position in Sandisk in the 3rd quarter worth approximately $37,000. Cromwell Holdings LLC purchased a new position in Sandisk in the 3rd quarter worth approximately $39,000. Finally, True Wealth Design LLC acquired a new stake in Sandisk in the third quarter valued at approximately $40,000.

Wall Street Analysts Forecast Growth

SNDK has been the topic of a number of recent research reports. Fox Advisors raised shares of Sandisk from a “hold” rating to a “strong-buy” rating in a research report on Friday, November 7th. Cantor Fitzgerald lifted their price target on shares of Sandisk from $550.00 to $800.00 and gave the stock an “overweight” rating in a research note on Friday, January 30th. Bank of America boosted their price objective on shares of Sandisk from $300.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 7th. Jefferies Financial Group raised their target price on Sandisk from $600.00 to $700.00 and gave the company a “buy” rating in a research note on Friday, January 30th. Finally, Mizuho set a $600.00 price target on Sandisk in a research note on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $542.85.

Insider Activity at Sandisk

In other Sandisk news, Director Miyuki Suzuki sold 3,500 shares of the stock in a transaction that occurred on Wednesday, February 25th. The stock was sold at an average price of $627.53, for a total transaction of $2,196,355.00. Following the transaction, the director owned 9,907 shares of the company’s stock, valued at $6,216,939.71. This trade represents a 26.11% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Necip Sayiner sold 1,271 shares of Sandisk stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $195.14, for a total value of $248,022.94. Following the completion of the transaction, the director owned 3,479 shares of the company’s stock, valued at approximately $678,892.06. The trade was a 26.76% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 0.21% of the company’s stock.

Key Sandisk News

Here are the key news stories impacting Sandisk this week:

• Positive Sentiment: SanDisk formed a partnership with SK hynix to create a global standard for high-bandwidth flash aimed at AI inference — this strengthens SanDisk’s positioning in data-center AI storage and could accelerate enterprise demand for its premium flash products. Read More.
• Positive Sentiment: An analyst described an “unprecedented” NAND cycle ahead of SanDisk’s presentation, supporting expectations of sustained pricing power and revenue upside across the memory oligopoly. This macro view underpins investor confidence in continued margin improvement. Read More.
• Positive Sentiment: Multiple long-form writeups (InvestorPlace, MarketWise/MarketWatch-style pieces, The Motley Fool) reiterate that AI-driven demand plus a NAND supply crunch remain the core bull case, highlighting SanDisk’s JV scale and premium enterprise focus as durable advantages. Read More.
• Neutral Sentiment: SanDisk presented at Bernstein Insights (Bernstein forum transcript available), offering management visibility to investors on strategy and product roadmap — useful for the long term but not an immediate catalyst on its own. Read More.
• Neutral Sentiment: Valuation and momentum pieces (e.g., Benzinga coverage of the memory rally, Forbes Q&A on whether to sell at high levels) emphasize that while fundamentals support gains, much of the bull case is already priced in — signaling higher sensitivity to downside news. Read More.
• Negative Sentiment: Short-seller Citron Research issued a bearish note arguing SanDisk sells a commodity and lacks the moat of peers, which triggered a pullback and a ~4% drop in recent sessions — the attack increases headline risk and can amplify volatility despite strong fundamentals. Read More.
• Negative Sentiment: Analysts/commentary warning of limited remaining upside (TipRanks piece suggesting only 6–9 months of upside left) and repeated concerns about the memory cycle flipping imply downside risk if supply ramps or AI demand cools. Read More.

Sandisk Trading Up 3.1%

NASDAQ SNDK opened at $651.90 on Friday. The company has a market capitalization of $96.22 billion and a price-to-earnings ratio of -85.89. The company has a debt-to-equity ratio of 0.06, a current ratio of 3.11 and a quick ratio of 1.92. Sandisk Corporation has a 12 month low of $27.89 and a 12 month high of $725.00. The company’s fifty day moving average price is $462.13 and its two-hundred day moving average price is $254.88.

Sandisk (NASDAQ:SNDK) last issued its earnings results on Thursday, January 29th. The data storage provider reported $6.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.31 by $2.89. Sandisk had a negative net margin of 11.66% and a positive return on equity of 10.11%. The business had revenue of $3.03 billion for the quarter, compared to analyst estimates of $2.67 billion. The business’s revenue for the quarter was up 61.2% on a year-over-year basis.

Sandisk Company Profile

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.