Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform

Micron crushed Q3 estimates by 18%, generated $18 billion in free cash flow, yet trades at only 9x forward earnings.

SanDisk's 26-bagger rally masks a $1.64 billion net loss, a 10% sequential consumer sales drop, and a forward P/E of 30.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.

SanDisk (NASDAQ:SNDK) is the ticker every screen is flashing right now, with the stock up 4,841.8% over the past year on a post-spinoff NAND euphoria trade that has Reddit calling it "the next play".

SanDisk went from $47.25 to $2,335 in twelve months. That is a 26-bagger in a commodity NAND business that just printed a full-year FY2025 net loss of $1.64 billion and only became an independent public company in February 2025. Investors are paying a forward earnings multiple of 30 for a consumer-heavy storage maker whose consumer segment just declined 10% sequentially and whose pricing power depends on the Kioxia relationship.

The crowd has noticed. On June 15, an r/wallstreetbets post titled "Sandisk (SNDK) $1000 ITM" pushed retail sentiment to 85 (Very Bullish) before activity collapsed and sent

Fuente original: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/forget-sandisk-coiled-spring-semiconductor-162524245.html)