What investors are saying about Sandisk (SNDK)

Summary

In the past 30 days, 4 people on 5 investor and market shows discussed Sandisk (SNDK) in 5 views. Going by each speaker's latest call, 3 are bullish and 1 is bearish. Chorus has followed Sandisk since October 9, 2026.

Who talks about it most

• Josh Brown · 2
• Mark Newman · 1
• Mehdi Hosseini · 1
• Todd "Bubba" Horwitz · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Mark Newman · BernsteinBullish

  Newman would buy SanDisk on the sharp dip, betting on memory pricing running ahead of supply.

  Newman is still optimistic on the memory names and says he would be buying SanDisk at this level given the sharp dip. His underlying case is that memory demand is far ahead of supply and component prices keep rising even as the stock has fallen. He calls SanDisk a buy, though he ranks Seagate as the lower-risk choice.

  “I still am optimistic on the memory names too, and I'd be buying Sandisk here given this sharp dip.”at 5:51

  CNBC Power Lunch: Election Day, Data Center Debate and AI Sector Fallout · November 3, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  SanDisk is one of the cheapest stocks in the market with a PEG of 0.08, not a bubble.

  Josh names SanDisk as one of the three cheapest stocks, citing a PEG ratio of 0.08. He says a bubble would show a PEG around 5, so these prices show the market is not in a bubble. The cheapness comes from strong semiconductor earnings growth.

  “SanDisk has a price to earnings growth or peg ratio of 0.08.”at 50:17

  Prof G Markets: Josh Brown: If This Is A Bubble, It’s Pathetic · October 30, 2026

• Mehdi Hosseini · Susquehanna International GroupBullish

  Sandisk is set to benefit as AI inference drives flash SSD storage demand into 2027; upside remains.

  AI is migrating from training to inference, and he believes inference requires more storage, specifically flash-based SSDs. This gives 2027 an opportunity to differentiate Sandisk, and he sees annualized earning power of $250 pre-split, so there is still plenty of upside. He argues HBM may not sustain its growth in 2028, but SSD demand will keep growing at the same pace because flash is a critical component of inference. He rates the stock a buy with a $27.45 price target and says the results are not a sell-the-news event.

  “We're migrating from training to inferencing. And in my opinion, inferencing will require more storage. And the kind of storage you need is a flash based SSD.”at 26:25

  CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 · October 29, 2026

• Josh Brown · Ritholtz Wealth ManagementBullish

  SanDisk trades at a PEG of 0.08, among the cheapest stocks in the market.

  SanDisk is the cheapest of his three picks, at a PEG of 0.08. He sets this against rising earnings expectations for tech, which suggests the market is undervaluing its growth.

  “SanDisk is currently selling at a PEG of point o eight.”at 9:37

  CNBC Halftime Report: The AI Correction, Tech Earnings and the Rally 10/27/26 · October 27, 2026

• Todd "Bubba" Horwitz · BubbaTrading.comBearish

  SanDisk looks overbought and bubble-like, though he won't fight the momentum.

  He says SanDisk, which makes memory, is overbought at current levels and in bubble territory. He is not willing to fight the rally, and expects FOMO buying to end at some point, with traders who wait for a better price missing the exit. He says there will be plenty of opportunity to sell or short when the time comes. The view rests on price action and his judgment of bubble territory, not on an analysis of SanDisk's fundamentals.

  “I think they're overbought. I think we're in bubble territory, but, you know, look, I'm not gonna fight what's going on.”at 21:54

  The David Lin Report: 6% Yields By Year-End, 9% Mortgages—Stocks Get ‘Rug Pulled’ | Todd Horowitz · October 9, 2026