闪迪(SNDK)

搜索文档
Citi Raises PT on Sandisk Corporation (SNDK), Keeps a Buy
Yahoo Finance· 2025-09-30 08:13
Sandisk Corporation (NASDAQ:SNDK) is one of the Most Promising New Technology Stocks to Buy According to Hedge Funds. On September 25, Asiya Merchant from Citi raised the price target on Sandisk Corporation (NASDAQ:SNDK) from $80 to $125, while keeping a Buy rating on the stock. Merchant noted that they expect the company’s earnings per share to increase over the next fiscal year, backed by improved margins. She noted that the company is experiencing strong demand for hyperscale enterprise SSDs. Moreover, ...
Kioxia and Sandisk Announce Beginning of Operation of Fab2 at Kitakami Plant, Japan to Meet the Market Demand Driven by AI
Businesswire· 2025-09-29 23:00
TOKYO & MILPITAS, Calif.--(BUSINESS WIRE)--Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (NASDAQ: SNDK) today announced the start of operation at the Fab2 (K2), a state-of-the-art semiconductor fabrication facility, at the Kitakami Plant in Iwate Prefecture, Japan. Fab2 has the capability to produce eighth-generation, 218-layer 3D flash memory, featuring the companies' revolutionary CBA (CMOS directly Bonded to Array) technology, and futur. ...
Overlooked Stock: SNDK Hits Record High
Youtube· 2025-09-29 21:40
Welcome back to Market on Close. I'm Sam Bartis live from the floor of the New York Stock Exchange. Shares of SanDisk have rallied to a new record high today.The Western Digital spin-off is now up over 110% this month. It's time now for overlooked stocks and I'm joined by joined by George Sillis who is the senior markets correspondent for a look at this stock. So, it is up quite considerably today 17%.What's behind that move, George. Well, behind the move is what you mentioned, Sam. I mean, Western Digital ...
Tilray Brands, SNDL, Innoviz Technologies, Pony AI And Other Big Stocks Moving Higher On Monday
Benzinga· 2025-09-29 15:54
U.S. stocks were mixed, with the Nasdaq Composite gaining more than 100 points on Monday.Shares of Tilray Brands, Inc. (NASDAQ: TLRY) rose sharply during Monday's session.Shares of cannabis-linked stocks traded higher after President Donald Trump posted a video on Truth Social on Sunday, promoting the potential health benefits of cannabis. Cannabis stocks lit up on Monday after Trump resurrected hopes for a change in federal drug policy.Tilray Brands shares jumped 39.2% to $1.5983 on Monday.Here are some ot ...
Analyst Says SanDisk (SNDK) is Among the Top Undervalued Data Storage Stocks
Yahoo Finance· 2025-09-25 13:49
We recently published Wall Street Analysts Like These 10 Stocks. Sandisk Corporation (NASDAQ:SNDK) is one of the stocks analysts were recently talking about. Mark Newman, Bernstein senior analyst, recently said during a program on CNBC that the market is underappreciating SanDisk Corp (NASDAQ:SNDK), and the stock is undervalued. Here is how the analyst made the case for the stock: “I mean, SanDisk Corp (NASDAQ:SNDK) just spun out from Western Digital earlier in the year. I think it’s not well appreciated ...
Why Sandisk Bulls Are Becoming Even More Bullish After Micron's Results
Investopedia· 2025-09-24 20:15
Sandisk's stock has nearly tripled in value since it was spun off from Western Digital in February. Thomas Fuller / SOPA Images / LightRocket / Getty Images Close Citi analysts boosted their price target for drive maker Sandisk (SNDK) by over 50% to $125 from $80 on Wednesday, citing "further-improving industry fundamentals" after memory chip maker Micron Technology (MU) posted record quarterly sales driven by gains from its data center business. The analysts added they see better margins from Sandisk thank ...
Why Sandisk Bulls Are Becoming Even More Bullish After Micron’s Results
Yahoo Finance· 2025-09-24 19:30
Thomas Fuller / SOPA Images / LightRocket / Getty Images Sandisk's stock has nearly tripled in value since it was spun off from Western Digital in February Key Takeaways Stronger-than-expected quarterly results from memory chip maker Micron Technology led Citi analysts to boost their price target for Sandisk Wednesday, saying it should benefit from the same AI-driven tailwinds. Data storage stocks like Sandisk have already seen strong gains in recent months as demand continues to outpace supply. Dem ...
芯片狂潮向存储蔓延,大摩:NAND好于DRAM,存在显著上涨潜力
华尔街见闻· 2025-09-24 07:26
根据摩根士丹利的分析,半导体行业,尤其是内存领域,正处在一个关键的周期转折点。 从历史上看,费城半导体指数(SOX Index)的走势呈现出从"狂热"到"悲观"再回归的循环,而当前市场正处于"乐观阶段"。 AI引发的芯片狂热正从GPU等逻辑芯片,迅速蔓延至存储芯片领域。摩根士丹利认为,存储市场,特别是闪存(NAND), 正处于一个持久上升周期的"早期阶段"。 9月23日华尔街见闻提及,受AI数据中心推升的存储器强劲需求,三星本周大幅上调NAND产品价格,DRAM产品涨幅高达 30%,交期也从单月延长至半年以上。美光、闪迪等竞争对手同步跟进涨价措施。 据硬AI,摩根士丹利同日发布研报指出,AI驱动的芯片投资狂潮正从GPU向存储领域蔓延。研报强调当前市场正处于周期性 转向的关键节点,预计2026年将出现存储价格双底探底后的复苏周期。 摩根士丹利认为,与市场普遍关注的DRAM内存和机械硬盘相比,闪存市场因其供需格局的急剧扭转,展现出更显著的上涨 潜力。 因此研报强调投资者应重点关注纯闪存制造商如铠侠(KIOXIA)和闪迪(SanDisk),以及三星、SK海力士等综合性厂商 和相关的模组制造商。 AI叙事蔓延,内存接 ...
SanDisk Set To Gain From AI Demand And Tight Supply, Says Analyst
Benzinga· 2025-09-23 18:30
Sandisk Corporation SNDK shares jumped Tuesday as investor sentiment rallied around the company’s prospects in a strengthening NAND flash memory market.The surge reflects growing optimism driven by rising demand from AI data centers and constrained supply conditions, which are expected to support higher pricing and improved margins for the data storage leader.Bank of America Securities analyst Wamsi Mohan maintained a Buy rating on the stock, lifting his price forecast from $59 to $125.Also Read: What’s Goi ...
Sandisk Stock Jumps After Analyst Doubles Price Target. Data Storage Stocks Are Getting AI Boost.
Investors· 2025-09-23 16:24
TRENDING: Top Fund Manager Pinpoints Many 'Worthwhile' RisksSandisk (SNDK) stock jumped Tuesday after BofA analysts more than doubled their price target for shares of the flash memory maker. Optimism about AI driving demand for data storage and memory hardware has fueled a rally for shares of Sandisk and other firms in the category, including Western Digital (WDC) and Seagate Technology (STX).Analysts with BofA Securities upped their price target for Sandisk stock to 125 from 59. Analyst Wamsi Mohan wrote t ...