The last race in the technology sector focuses on developing the appropriate infrastructure for artificial intelligence (AI) needed to deal with a new generation of intensive data applications. This creates a classic “choice and shovel” opportunity for investors who want to expand their views in an industry.
Sandesk today
As of 10/3/2025 04:00 pm
- 52 weeks
- $ 27.89
▼
137.05 dollars
- The target price
- 77.50 dollars
Certainly, the winners are so far, they are semiconductor makers and chips, but there are greater growth potential in those surrounding space.
Take Data Center Building Through the United States, for example. This trend is fueled by both the high burdens of artificial intelligence and pushed to the wild infrastructure, which can greatly benefit companies like Mandisk Corp. Nasdaq: SNDK That has become a decisive calm of this ecosystem.
The cloud works that were ignored to Sandisk
Most investors still connect Sandisk to actual flash memory devices, but cloud storage solutions and data center gain strength and speed. Last year, This part grew from 6 % to only 12 % of the total revenue. When artificial intelligence becomes more implicit in commercial operations, the demand for rapid, reliable and developmental storage continues to rise.
What makes this ascending in particular is that Sandisk’s The cloud sector provides the highest margins In the company’s portfolio, which means expanding this field, it can significantly enhance both profits and cash flow. Wall Street started the price in this capabilities.
Although Sandisk is not the only player in this space, Unification is unlikely. The urge to complete these projects – along with the current American technology restrictions It leads a boom of parallel development through multiple service providers. This background creates more bullish trend of companies like Sandisk.
While Sandisk is not alone in this industry, Monotheism Unlikely Given the urgency to complete these projects, the current technology restrictions of the United States and the United States will only create more rear winds.
Analysts reflect confidence in the upward trend
SANDISK stock forecast today
77.50 dollars
-39.65 % negative sideModerate purchase
Based on 20 analyst classification
| The current price | 128.41 dollars |
|---|---|
| High expectations | 125.00 dollars |
| Average expectations | 77.50 dollars |
| Low expectations | 32.00 dollars |
Expected SANDISK stocks
while The purpose of the consensus price remains on $ 77.50With the recommendation of most analysts from Sandisk Stock as a purchase, three of whom decided to get out of this template and raise their price goals.
Mark Miller (standard), ASIYA (Citigroup), and Wamsi Mohan (Bank of America) set SNDK shares targeted for $ 125 per share, which means 11 % and a new level for 52 weeks. Their promotions indicate an increasing condemnation about the sophisticated role Infrastructure for the AI-Ai Data Center.
With many analysts arriving independently at the same targeted price, the basic thesis shows alignment: Sandisk is no longer just a memory brand. It has become a basic empowerment factor for cloud architecture from the next generation.
In fact, some institutions have benefited from this momentum and new awareness of the brand to unify their sites. Blackrock, for example, increased its shares in SANDISK inventory by 16.5 % in June 2025, making his contract higher than 760.3 million dollars today. This type of positioning indicates faith in more bullish direction and enhances confidence in the path of the near -range stock.
Will the march continue, or is it too far?
Mandisk Corporation (SNDK) for Monday, 6 October, 2025
After such a sharp update, Investors naturally wonder if they are too late. While some expect a decline, the current basics indicate otherwise. The upgrades of these analysts and lights can maintain the role of SANDISK in artificial intelligence data centers on ascending momentum.
There is one certain thing, and that is that Sandisk tomorrow will be much different from what it is today, especially given Last quarter of the financial results. The cloud revenue, although it is still small, showed a 195 % net growth on an annual basis, as investors have been intensified by the company’s density to the company.
This is not limited to a huge growth engine for Sandisk, but also his upper margin works, which means that it requires a greater share of total revenue, this efficiency will eventually be reflected in the company’s profits per share (EPS). When this ends until the result, the assessments will eventually be followed.
However, by the time this trend becomes clear, the shares may have already been priced in most of this growth. Although In the 12.4x assessments (P/E) todayLess than its peers in technology, and very far away from its price in a small part of this future growth capabilities.
Before you think about Sandisk, you will want to hear this.
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