11,573 Shares in Sandisk Corporation $SNDK Acquired by Delta Investment Management LLC

Delta Investment Management LLC bought a new position in Sandisk Corporation (NASDAQ:SNDK) in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund bought 11,573 shares of the data storage provider’s stock, valued at approximately $2,747,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Whittier Trust Co. purchased a new position in shares of Sandisk during the 4th quarter worth $26,000. Westfuller Advisors LLC increased its stake in Sandisk by 51.8% in the 4th quarter. Westfuller Advisors LLC now owns 126 shares of the data storage provider’s stock worth $30,000 after acquiring an additional 43 shares during the last quarter. Torren Management LLC purchased a new stake in shares of Sandisk during the 4th quarter worth approximately $37,000. Assetmark Inc. boosted its position in shares of Sandisk by 71.6% during the 4th quarter. Assetmark Inc. now owns 175 shares of the data storage provider’s stock valued at $42,000 after acquiring an additional 73 shares during the last quarter. Finally, Blue Trust Inc. grew its holdings in shares of Sandisk by 411.4% in the fourth quarter. Blue Trust Inc. now owns 179 shares of the data storage provider’s stock valued at $42,000 after purchasing an additional 144 shares in the last quarter.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Raymond James Financial raised Sandisk from a “market perform” rating to an “outperform” rating and set a $725.00 price objective on the stock in a research note on Friday, January 30th. KGI Securities initiated coverage on Sandisk in a research report on Wednesday, March 18th. They set an “outperform” rating and a $992.00 target price on the stock. Cantor Fitzgerald set a $1,400.00 price target on Sandisk in a report on Monday. Wedbush lifted their price objective on shares of Sandisk from $740.00 to $1,200.00 and gave the stock an “outperform” rating in a research note on Wednesday. Finally, Melius Research started coverage on shares of Sandisk in a research note on Monday. They issued a “buy” rating on the stock. Three analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $812.95.

Sandisk Trading Up 2.1%

Shares of NASDAQ:SNDK traded up $22.01 during trading on Thursday, reaching $1,086.22. 2,447,811 shares of the company were exchanged, compared to its average volume of 18,348,248. The business’s fifty day simple moving average is $743.66 and its 200-day simple moving average is $465.19. 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 Corporation has a 12-month low of $32.48 and a 12-month high of $1,115.00. The firm has a market capitalization of $160.33 billion, a PE ratio of -142.61 and a beta of 5.04.

Sandisk (NASDAQ:SNDK) last issued its earnings results on Thursday, January 29th. The data storage provider reported $6.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.31 by $2.89. The company had revenue of $3.03 billion for the quarter, compared to analysts’ expectations of $2.67 billion. Sandisk had a negative net margin of 11.66% and a positive return on equity of 10.11%. Sandisk’s revenue was up 61.2% on a year-over-year basis. On average, research analysts anticipate that Sandisk Corporation will post 39.01 EPS for the current year.

Insiders Place Their Bets

In other Sandisk news, Director Miyuki Suzuki sold 3,500 shares of the business’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 completion of the transaction, the director directly owned 9,907 shares in the company, valued at approximately $6,216,939.71. The trade was a 26.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.21% of the stock is currently owned by insiders.

Key Sandisk News

Here are the key news stories impacting Sandisk this week:

• Positive Sentiment: Sector confirmation — Seagate’s strong results reinforced robust AI/data‑center storage demand, a tailwind for SanDisk’s NAND and SSD sales. SanDisk (SNDK) Stock Surges 7.8% as Seagate Results Confirm Robust AI Storage Market
• Positive Sentiment: Analyst support — Morgan Stanley and other analysts have lifted price targets and highlighted strong profitability prospects ahead of Q3, supporting investor confidence. Top Analyst Lifts SanDisk Stock (SNDK) Price Target Ahead of Q3 Earnings. Here’s Why
• Positive Sentiment: Earnings momentum — Multiple previews (Zacks, BofA coverage) expect SanDisk to beat on revenue and margins thanks to data‑center SSD demand, reinforcing the bullish narrative into the report. SanDisk (SNDK) Will Report Q3 Earnings Tomorrow. What Investors Should Know
• Neutral Sentiment: Volatility priced in — Options markets imply a very large post‑earnings move (reports cite ~21% implied swing), so traders are positioning for a sharp reaction regardless of beat/miss. That raises near‑term risk even if fundamentals are strong. SanDisk Q3 Earnings Today: Options Market Braces for a Massive 21% in SNDK Stock
• Neutral Sentiment: Market positioning — Coverage notes shares hit record highs into the print and remain one of 2026’s top performers; that momentum can amplify both upside and downside on the earnings release. SanDisk Earnings Preview: Shares Hit Record High Into Print as Markets Brace for Volatility
• Negative Sentiment: Valuation risk — 24/7 Wall St. warns SanDisk may be overvalued after its parabolic rally and models a substantial downside (their 12‑month target implies a large pullback), highlighting that upside may be priced in. SanDisk Looks Overvalued, Stock Set for 32% Drop

Sandisk Company 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.