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Sandisk Corp

Nasdaq: SNDK·Milpitas, California·

Price
$1,787.69
Base IV
$511.69
Your value
$511.69
-71.4%

Valuation snapshot

Above bull caseOut of date
$1,787.69
price, off scale
$511.69
base IV/share
Bear $277.29Bull $721.21

Price is above even the bull case. Price as of Oct 2, 2026 · Valuation Aug 16, 2026.

Researched bygpt-5.6-sol

Track record

Reported financials are not available yet.

Why the gap?

At $1,787.69 the market is pricing Sandisk Corp as if revenue grows 76.5% a year. This valuation assumes it grows 31.0% a year. That single disagreement accounts for most of the distance between the two numbers — which makes it the first thing worth auditing.

Implied by price

+76.5%

revenue growth a year, holding everything else researched

Assumed here

+31.0%

researched base case, grounded in filings and guidance

Many combinations of assumptions reproduce the same price. These are ways to read what the market might expect, not its actual view.

Your valuation

Four judgments stand between the filing and a number. Audit them one at a time and leave with a valuation that is yours.

  • 01 Revenue growth85.0%
  • 02 Operating margin60.0%
  • 03 Risk and beta4.00
  • 04 Long-run growth2.5%
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What drives the base case

All three cases →

Sandisk's recent improvement reflects both higher prices and a shift toward data-center and other higher-value customers. Multi-year customer agreements should make demand more predictable, although they cannot eliminate memory-market swings. The forecast therefore keeps strong near-term growth, then settles near management's longer-term range with profitability below its stated best-case model.

What shapes the assumptions

No structured value drivers are attached to this valuation yet.

How confident is this estimate?

Quality checks
53/100Moderate

Some of any gap to the price is model uncertainty rather than real disagreement. Start with the weakest components.

  • Scenario dispersion5.7
  • Terminal-value dependency5.3
  • Historical stability—
  • Margin predictability0.0

Why the number moved

No prior valuation bridge is available yet. Future recalculations will explain what moved.

Explore StockValuer's full research

All cases, evidence, value drivers, sensitivity, quality checks, and calculation detail.

Financials

Reported quarters with derived margins, cash flow, and net cash.

Methodology

How reported facts, researched judgments and deterministic math are kept apart.

Base estimate

$511.69 -71.4%

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