WINTON GROUP Ltd Buys New Shares in Sandisk Corporation $SNDK

WINTON GROUP Ltd bought a new position in shares of Sandisk Corporation (NASDAQ:SNDK) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor bought 38,289 shares of the data storage provider’s stock, valued at approximately $4,296,000.

Other large investors have also recently bought and sold shares of the company. Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in shares of Sandisk during the 3rd quarter worth approximately $27,000. CVA Family Office LLC acquired a new stake in shares of Sandisk in the 3rd quarter valued at approximately $28,000. Parallel Advisors LLC bought a new position in shares of Sandisk in the third quarter valued at $30,000. Covestor Ltd bought a new position in shares of Sandisk in the third quarter valued at $37,000. Finally, Cromwell Holdings LLC acquired a new position in Sandisk during the third quarter worth $39,000.

Insider Buying and Selling

In related news, Director Miyuki Suzuki sold 3,500 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $627.53, for a total value of $2,196,355.00. Following the transaction, the director owned 9,907 shares in the company, valued at approximately $6,216,939.71. This represents a 26.11% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have issued reports on SNDK. UBS Group set a $1,000.00 price target on shares of Sandisk in a research report on Monday, February 2nd. Royal Bank Of Canada restated a “sector perform” rating and set a $650.00 price objective on shares of Sandisk in a research note on Friday, January 30th. Jefferies Financial Group upped their target price on shares of Sandisk from $600.00 to $700.00 and gave the company a “buy” rating in a report on Friday, January 30th. Cantor Fitzgerald raised their target price on shares of Sandisk from $550.00 to $800.00 and gave the company an “overweight” rating in a research note on Friday, January 30th. Finally, Wells Fargo & Company lifted their price target on Sandisk from $230.00 to $380.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Sandisk presently has a consensus rating of “Moderate Buy” and an average price target of $542.85.

Sandisk News Summary

Here are the key news stories impacting Sandisk this week:

• Positive Sentiment: Q2 earnings beat and NAND momentum cited as the immediate catalyst — analysts point to rising NAND prices lasting into 2028 and called out Sandisk’s results as a driver of the rally. SanDisk (SNDK) Stock Jumps 12% on NAND Price Momentum and Strong Earnings Beat
• Positive Sentiment: Coverage emphasizes AI memory demand and a NAND shortage as structural tailwinds supporting higher sales and pricing power for Sandisk. SanDisk Stock: AI Memory Demand and NAND Shortage Drive Today’s 11.6% Surge
• Positive Sentiment: Analysts remain bullish even after a strong run — some coverage says Wall Street still rates SNDK a buy, reinforcing momentum and investor confidence. Even After a Monster Rally, Analysts Still Think You Should Buy Sandisk Stock
• Positive Sentiment: Sector rebound: memory/storage peers (MU, WDC) rallied alongside Sandisk, indicating a wider industry repricing that helps SNDK on relative strength. SanDisk (SNDK) Stock Soars 11.6 Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains
• Positive Sentiment: Independent analysis highlights long-term upside from AI-driven memory shortages and surging NAND prices, supporting a bullish medium-term thesis. SanDisk To Benefit From The AI-Driven Memory Squeeze As Prices Surge
• Neutral Sentiment: Analyst comparisons and stock-picking pieces weigh Sandisk vs. Micron — useful for relative positioning but not a single-direction catalyst by itself. Micron or SanDisk? Top Analyst Picks the $1,000 Memory Chip Stock
• Neutral Sentiment: Comparison guides and “which to buy” articles discuss trade-offs between Sandisk and peers (AI bottlenecks, inventory cycles) — helpful for strategy but mixed in near-term impact. Better Memory Stock to Buy: Micron or SanDisk?
• Neutral Sentiment: Performance roundups show SNDK outperforming many tech peers recently — confirms momentum but doesn’t change fundamentals by itself. How is SanDisk’s stock performance compared to other technology stocks?

Sandisk Trading Up 11.6%

SNDK stock opened at $588.76 on Tuesday. Sandisk Corporation has a one year low of $27.89 and a one year high of $725.00. The stock has a market cap of $86.90 billion and a price-to-earnings ratio of -77.57. The company has a fifty day moving average price of $509.78 and a two-hundred day moving average price of $284.48. 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 (NASDAQ:SNDK) last issued its quarterly earnings data on Thursday, January 29th. The data storage provider reported $6.20 earnings per share for the quarter, beating the consensus estimate of $3.31 by $2.89. The company had revenue of $3.03 billion for the quarter, compared to analyst estimates of $2.67 billion. Sandisk had a negative net margin of 11.66% and a positive return on equity of 10.11%. The firm’s revenue was up 61.2% compared to the same quarter last year.

Sandisk 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.