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Sandisk Corp Stock: price and insider trades · United States
Sandisk Corp: what insiders have been doing
This page follows insider dealings at Sandisk Corp as filed with SEC (Form 4), a company from the Technology sector. Over the twelve months to 18 October 2026, 130 filings were filed, from 16 insiders.
No insider bought on the market over the period, while 7 insiders filed 69 sales totalling €109.3M. Goeckeler David filed the largest sale, €18.9M, on 16 September 2026, which represents 0.0081% of the company's market value.
Across the 5,814 companies tracked on its exchange, the median is 19 filings; at 130 filings, this issuer sits above that mark. Over the whole record (from 2025), the tally stands at no purchases and 69 sales. On the fundamentals side, the SEC filing (10-K) for the period ending 3 July 2026 lists revenue at 20.25 bn USD and net income at 11.43 bn USD.
Filings reach the SEC (Form 4) feed a median of 4 days after the trade. US insiders must file a Form 4 within two business days of a trade. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
In the same sector, recent insider purchases at Core Scientific, Inc./tx and Gitlab Inc. also feature in our signals. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
176
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€109M
69 ops. · all time
Who traded when
BuySaleAlper Ilkbahar34 sales
David Goeckeler28 sales
Bernard Shek3 sales
Luis Felipe Visoso1 sale
Michael Pokorny1 sale
Sayiner Necip1 sale
+1 other insider
Analyst consensus: bullish or bearish?
Analysts rate Sandisk Corp Buy (bullish), based on 24 analysts. Average price target: US$2,173.00.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 1,823 of 24,148 companies
76.2
score / 100
Value57
Quality95
FCF yld5.7%
Earn yld5.6%
EV/EBITDA15.3x
ROE92%
Gross mgn71%
Net mgn56%
Debt/EBITDA0.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$1,403.34
Analyst consensus
24 analystsBuy
US$1,000.00Target US$2,173.00(+55%)US$3,600.00
Income statement
RevenueUS$20.2B
Gross profitUS$14.5B71% margin
EBITDAUS$13.2B65% margin
Net incomeUS$11.4B56.5% margin
Valuation
PER (trailing)20.1x
PER (forward)5.3x
P/Book13.3x
Balance sheet & cash
Market capUS$202.8B
Total debtUS$177M
Free Cash FlowUS$11.5B
Debt / Equity1%
Profitability & ownership
ROE91.6%
ROA43.9%
% insiders1.1%
% institutions81.9%
Last declaration on 2 October 2026
Declarations176 total
600 shares@ US$1,734.940.0004% mcap9.9% of flowCommon StockSEC:0001242648-26-000045:0
1,480 shares@ US$1,580.24650.0009% mcap1.2% of flowCommon StockSEC:0001242648-26-000041:12
1,520 shares@ US$1,585.84870.0009% mcap1.2% of flowCommon StockSEC:0001242648-26-000041:14
1,001 shares0Common StockSEC:0001242648-26-000040:0
458 shares0Common StockSEC:0001242648-26-000043:0
1,619 shares0Common StockSEC:0001242648-26-000039:0
3,296 shares0Common StockSEC:0001242648-26-000041:0
306 shares@ US$1,573.15410.0002% mcap0.2% of flowCommon StockSEC:0001242648-26-000041:6
640 shares@ US$1,579.4050.0004% mcap0.5% of flowCommon StockSEC:0001242648-26-000041:11
1,080 shares@ US$1,583.79890.0006% mcap0.8% of flowCommon StockSEC:0001242648-26-000041:13
165 shares@ US$1,587.000.0001% mcap0.1% of flowCommon StockSEC:0001242648-26-000041:15
118 shares@ US$1,791.820.0001% mcap2.2% of flowCommon StockSEC:0001242648-26-000040:1
1,635 shares0Common StockSEC:0001242648-26-000042:0
40 shares@ US$1,567.25550.0000% mcap0.0% of flowCommon StockSEC:0001242648-26-000041:1
9,604 shares@ US$1,568.99880.0056% mcap7.4% of flowCommon StockSEC:0001242648-26-000041:2
910 shares@ US$1,570.04070.0005% mcap0.7% of flowCommon StockSEC:0001242648-26-000041:3
4,558 shares@ US$1,571.21080.0027% mcap3.5% of flowCommon StockSEC:0001242648-26-000041:4
1,157 shares@ US$1,572.60260.0007% mcap0.9% of flowCommon StockSEC:0001242648-26-000041:5
2,588 shares@ US$1,574.56740.0015% mcap2.0% of flowCommon StockSEC:0001242648-26-000041:7
2,778 shares@ US$1,575.58290.0016% mcap2.2% of flowCommon StockSEC:0001242648-26-000041:8
4,139 shares@ US$1,576.82040.0024% mcap3.2% of flowCommon StockSEC:0001242648-26-000041:9
2,876 shares@ US$1,578.34010.0017% mcap2.2% of flowCommon StockSEC:0001242648-26-000041:10
33,841 shares@ US$1,519.970.020% mcap48.5% of flowCommonSEC144:0001950047-26-009626
2,280 shares@ US$1,526.44630.0013% mcap1.7% of flowCommon StockSEC:0001242648-26-000032:3
4,080 shares@ US$1,528.44640.0023% mcap3.0% of flowCommon StockSEC:0001242648-26-000032:4
25 of 176 declarations
About Sandisk Corp
Sandisk Corp (ticker SNDK) is a U.S.-based technology company listed on the NASDAQ in the United States. Headquartered in Milpitas, California, Sandisk is a major player in NAND flash memory and advanced data-storage solutions. The company serves a broad set of end markets, including datacenter, enterprise storage, consumer computing, mobile devices, and embedded applications. Its portfolio includes solid-state drives (SSDs), embedded products, removable memory cards, USB drives, as well as wafers and components sold into industrial and partner channels.
Sandisk’s recent corporate history is defined by its separation from Western Digital, completed on February 21, 2025, which transformed Sandisk into an independent publicly traded company. That transaction gave investors a cleaner pure-play exposure to flash storage. Since then, management has positioned the business as a focused NAND innovator with a long operating legacy and a renewed emphasis on higher-value end markets. Recent company disclosures highlight the ramp of BiCS8, improved product mix, and a strategic shift toward datacenter and other higher-margin opportunities.
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From a competitive standpoint, Sandisk operates in a highly cyclical, capital-intensive industry where scale, process technology, yield, energy efficiency, and customer relationships are critical. The company competes with a small number of global memory manufacturers and differentiates itself through flash technology leadership, product reliability, and system-level storage capabilities. It also benefits from longstanding strategic ties to Kioxia through their Yokkaichi joint venture, which has recently been extended through 2034. In addition, Sandisk has been active in next-generation memory initiatives, including High Bandwidth Flash (HBF™), which the company is promoting as a potential solution for AI inference workloads that require large memory capacity, bandwidth, and power efficiency.
Geographically, Sandisk has a global footprint across the Americas, Europe, the Middle East, and Asia. Its principal executive offices are in Milpitas, California, with additional U.S. presence in Irvine and operations across Israel, the U.K., mainland China, Taiwan, and India. For French, Belgian, and Swiss investors, the equity case is best viewed through a semiconductor-storage lens: exposure to structurally growing data demand, but with the typical memory-cycle volatility that can drive sharp swings in revenue, margins, and earnings.
Recent milestones include strong fiscal 2026 results, improving datacenter revenue, ongoing commercialization of BiCS8, a renewed brand push around Sandisk-branded SSD products, the extension of the Kioxia joint venture, and collaboration with SK hynix on HBF standardization. Overall, Sandisk is a technology stock with a clear strategic narrative: pure-play flash, AI-linked storage demand, and a long runway if execution and industry conditions remain favorable.
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