Sandisk Corp (SNDK) — chart, structure and Closelook read

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Company snapshot — Sandisk Corp

SNDK in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Sandisk designs and sells NAND flash storage: solid-state drives for PCs and consoles, and embedded flash for phones, tablets, wearables, cars and industrial gear. It also makes removable cards, USB drives, wafers and components, sold mainly to computer makers, cloud providers and retailers. It is based in Milpitas, California.
Where it sits in the stack
In Rubin, our index of the AI build-out supply chain, Sandisk sits in Layer 3, Assembly & Test, in the HBM Memory sleeve, though the diary notes storage is being split into its own sub-index at the next reconstitution. Its NAND dies make it a customer of the wafer-processing layer above it, and its output is a constraint on how much bulk storage capacity the build-out can add alongside compute.
Who it is priced against
Closelook's peer group for this name is built on NAND and storage, curated as who the market prices it against: Micron, Western Digital, Seagate and SK Hynix; Samsung is the other name the market often adds to that set.
Why Closelook tracks it
It holds a seat in the Rubin Build-Out 100 and in the Nasdaq-100, and it carries a Closelook score, with quality the strongest module and valuation the weakest. The diary has flagged it in a Situational Awareness report and named it inside the Midday 10 and Morning 10 chip-and-memory sorts.
What the diary watches
The diary watches whether NAND storage starts showing the same supply strain as high-bandwidth memory as the build-out scales, and whether splitting storage into its own sub-index changes how this name is read against its peers.

Sandisk Corp (SNDK) trades on US exchanges, classified under Technology, and sits in Layer 3 of the build-out stack. Constituent of Rubin Build-Out 100.

The Closelook company score reads 69/100 composite (momentum 58, quality 94, valuation 52) across 7 modules — the full breakdown, chart structure and analog history load live above.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: SNDK news on the tape · index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for SNDK, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 3 analyst actions on the wire · latest: price target by Mizuho, 2026-08-25

The Street on this name

Analyst actions and the latest print for SNDK from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target Mizuho — target 1,875 from 1,900 Target cut to $1875 from $1900 (+25.6% to spot) 2026-08-25
  • Price target RBC Capital — target 1,600 from 1,300 Target raised to $1600 from $1300 (-3.4% to spot) 2026-08-14
  • Price target Wells Fargo — target 1,550 from 1,400 Target raised to $1550 from $1400 (+1.4% to spot) 2026-08-13

3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst wire → · Earnings wire →

Who it is priced against NAND and storage · 4 names with week and year-to-date

Peer group

NAND and storage

Curated competitor set — who the market prices this name against, not just who shares its sector.

Compared against SNDK on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Versus its index Rubin Build-Out 100 — the name, its sleeve and the index over day, week and month

Versus its index

The name against its Closelook index and its own sleeve — equal-weight, nightly closes.

Rubin Build-Out 100 · as of 2026-09-17

DayWeekMonth3 months
SNDK+6.2%−4.6%−0.7%−17.6%
Storage+2.2%−9.1%−1.6%
Rubin Build-Out 100+1.5%−2.2%−2.9%

Against the index: 2.4 pts behind on the week, 2.2 pts ahead on the month; against its Storage sleeve 0.9 pts ahead on the month.

Returns from the index workers’ nightly closes; equal-weight sleeves. A relative reading from the research diary, not advice.

Weather around the name 4 macro readings: Money Temperature, Factor regime, Sector × region …

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sector × region Technology in US: −2.1% week · −3.4% month · −1.2% quarter · +32.1% yearThe Sector Engine cell this name lives in, from XLK.US; the 11 × 4 matrix shows where its sector is being bought and where it is being sold. Sector Engine → 2026-09-16
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Sandisk Corp (SNDK)?

Sandisk Corp trades as SNDK on the US exchange (US) and is classified under Technology in the Closelook research universe, as of the registry build of 2026-09-18.

Is SNDK in a Closelook index?

Yes — Sandisk Corp is a constituent of Rubin Build-Out 100, as of 2026-09-18.

What is Sandisk Corp's Closelook composite score?

69 out of 100, with momentum 58, quality 94 and valuation 52 sub-scores, as of 2026-09-18. Scores are Closelook's own research readings, not ratings or investment advice.

What is Sandisk Corp's earnings print record?

Across the 6 prints Closelook covers, Sandisk Corp beat EPS estimates 6 times and revenue estimates 5 times; the three-day reactions split 4 up, 1 flat and 1 down (moves beyond ±3%), as of the 2026-08-04 card. The full print-record card carries the per-print history.

Where does SNDK trade against its moving averages?

Up 6.2% at the close: Above both trend lines; one of the day's strongest moves. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

How is SNDK doing against its Closelook index?

Over the past month Sandisk Corp is −0.7% against −2.9% for the Rubin Build-Out 100 — 2.2 points ahead of its index, as of 2026-09-17. Its Storage sleeve is −1.6% over the same month. The “Versus its index” table on this page carries the day, the week and the month for the name, its sleeve and the index.

What does Sandisk Corp do?

Sandisk designs and sells NAND flash storage: solid-state drives for PCs and consoles, and embedded flash for phones, tablets, wearables, cars and industrial gear. It also makes removable cards, USB drives, wafers and components, sold mainly to computer makers, cloud providers and retailers. It is based in Milpitas, California. Closelook's peer group for this name is built on NAND and storage, curated as who the market prices it against: Micron, Western Digital, Seagate and SK Hynix; Samsung is the other name the market often adds to that set.

Where does Sandisk Corp sit in the AI build-out?

In Rubin, our index of the AI build-out supply chain, Sandisk sits in Layer 3, Assembly & Test, in the HBM Memory sleeve, though the diary notes storage is being split into its own sub-index at the next reconstitution. Its NAND dies make it a customer of the wafer-processing layer above it, and its output is a constraint on how much bulk storage capacity the build-out can add alongside compute. It holds a seat in the Rubin Build-Out 100 and in the Nasdaq-100, and it carries a Closelook score, with quality the strongest module and valuation the weakest. The diary has flagged it in a Situational Awareness report and named it inside the Midday 10 and Morning 10 chip-and-memory sorts.

What has Wall Street done on Sandisk Corp recently?

The most recent analyst action on Sandisk Corp on the Closelook wire is a price target by Mizuho on 2026-08-25 (target 1,875 from 1,900). 3 actions on the analyst wire since 2026-08-13: 3 target changes. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

Where has Closelook written about Sandisk Corp?

Sandisk Corp appears in 16 Closelook pieces, most recently Morning 10: Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505 (2026-09-18); Midday 10: Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69 (2026-09-16); Morning 10: Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900 (2026-09-16). What Closelook said most recently: Tokyo bought the decision — the Nikkei +1.6% at 65,159, Tokyo Electron +4.2%, SoftBank +1.7% — and Seoul bought harder, the Kospi +2.8% at 6,903 with SK Hynix +6.0% and Samsung +3.5% following Micron and SanDisk; the Taiex closed +1.9%… (Morning 10, 2026-09-18). The "Mentioned on Closelook" block on this page lists the long reads, the reference entries and the dailies that name it.

What does this page show?

A live price chart with SMA overlays and drawing tools for SNDK, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Mentioned on Closelook 16 pieces · newest: Morning 10, “Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505” (2026-09-18)

Mentioned on Closelook

Where SNDK appears in the diary — 16 pieces, newest first. Every link is our own writing.

Long reads

  • Situational Awareness — Crushed While CorrectReport · 2 Aug 2026The fund added or expanded: Nvidia, TSMC, Micron, SanDisk, Core Scientific, IREN, Applied Digital, Lumentum, Coherent, Tower Semiconductor, Seagate, Cipher Mining, Riot, Galaxy Digital.

Dailies

Related in the Closelook universe