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Friday 11 September 2026 08:22:15 GMT
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Sandisk is making millionaires. Is it too late to get in? 📊I ran the valuation — and the answer isn’t as crazy as people think. 🧐I noticed a pattern that makes sense of Wall Street’s revised price targets. Here’s what I found - 📝Sandisk just posted one of the best earnings reports any investor could ask for. 1. Revenues of $5.95b vs $4.6b expected. 2. Earnings per share of $23.41 vs $14 expected. 3. Gross Margins of 78.4% in a hardware business. 4. Operating expenses remain flat 5. They authorized a $6b share buyback program, signed 5 long term supply agreements with more in the pipeline, have a backlog of $42 billion, and are guiding for even better. Management says they’re being “conservative”. ❌But the markets typically discount memory companies due to their cyclical nature. Before earnings, Sandisk ran up nearly 100% from the March lows, trading at nearly 30x 2026 earnings. And here’s the pattern: At $700 last quarter - 20x 2026 earnings. Pre-earnings at $1100 - 30x 2026 earnings. We update with the latest numbers from management and today’s closing price of $1190 we’re back at ~20x 2026 earnings. This tells you that the market consensus is keeping their valuation around this range. 20x 2026 earnings for a company growing this rapidly is cheap, but it’s also pricing in cyclicality fears. 🧠This is where judgment comes into play. Every company that’s reported earnings reaffirmed AI demand is intact and spending will grow. Google even hinted at increased spending for 2027 already. Other semiconductor players are seeing similar things and reporting record results. If everyone is correct, this stock could actually still be cheap today. I played around with some options on the dip today - comment below if you want to see how I’m positioning myself for this AI supercycle and I’ll post more about my holdings. #sandisk #stock #investing
Sandisk is making millionaires. Is it too late to get in? 📊I ran the valuation — and the answer isn’t as crazy as people think. 🧐I noticed a pattern that makes sense of Wall Street’s revised price targets. Here’s what I found - 📝Sandisk just posted one of the best earnings reports any investor could ask for. 1. Revenues of $5.95b vs $4.6b expected. 2. Earnings per share of $23.41 vs $14 expected. 3. Gross Margins of 78.4% in a hardware business. 4. Operating expenses remain flat 5. They authorized a $6b share buyback program, signed 5 long term supply agreements with more in the pipeline, have a backlog of $42 billion, and are guiding for even better. Management says they’re being “conservative”. ❌But the markets typically discount memory companies due to their cyclical nature. Before earnings, Sandisk ran up nearly 100% from the March lows, trading at nearly 30x 2026 earnings. And here’s the pattern: At $700 last quarter - 20x 2026 earnings. Pre-earnings at $1100 - 30x 2026 earnings. We update with the latest numbers from management and today’s closing price of $1190 we’re back at ~20x 2026 earnings. This tells you that the market consensus is keeping their valuation around this range. 20x 2026 earnings for a company growing this rapidly is cheap, but it’s also pricing in cyclicality fears. 🧠This is where judgment comes into play. Every company that’s reported earnings reaffirmed AI demand is intact and spending will grow. Google even hinted at increased spending for 2027 already. Other semiconductor players are seeing similar things and reporting record results. If everyone is correct, this stock could actually still be cheap today. I played around with some options on the dip today - comment below if you want to see how I’m positioning myself for this AI supercycle and I’ll post more about my holdings. #sandisk #stock #investing

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