[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-sandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher-EN":222},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[150,154,158,162,166,170,174,178,182,186,190,194,198,202,206,210,214,218],{"slug":151,"title":152,"modified":153},"bloomberg","Bloomberg","2025-01-16T14:23:44",{"slug":155,"title":156,"modified":157},"morningstar","Morningstar","2025-01-16T14:25:16",{"slug":159,"title":160,"modified":161},"sentieo","Sentieo","2025-01-16T17:58:27",{"slug":163,"title":164,"modified":165},"googlefinance","Google Finance","2025-01-17T19:39:37",{"slug":167,"title":168,"modified":169},"tradingview","TradingView","2025-01-16T18:17:01",{"slug":171,"title":172,"modified":173},"factset","Factset","2025-01-16T18:20:16",{"slug":175,"title":176,"modified":177},"finviz","Finviz","2025-01-16T18:23:40",{"slug":179,"title":180,"modified":181},"ycharts","YCharts","2025-01-16T18:32:19",{"slug":183,"title":184,"modified":185},"marketbeat","MarketBeat","2025-03-11T00:27:23",{"slug":187,"title":188,"modified":189},"benzinga","Benzinga","2025-03-11T00:31:00",{"slug":191,"title":192,"modified":193},"gurufocus","Gurufocus","2025-03-11T00:31:12",{"slug":195,"title":196,"modified":197},"fast-graphs","FAST Graphs","2025-03-11T00:31:19",{"slug":199,"title":200,"modified":201},"tipranks","TipRanks","2025-03-11T00:31:26",{"slug":203,"title":204,"modified":205},"seeking-alpha","Seeking Alpha","2025-03-11T00:31:45",{"slug":207,"title":208,"modified":209},"thestreet","TheStreet","2025-03-11T00:31:52",{"slug":211,"title":212,"modified":213},"investing-com","Investing.com","2025-03-11T00:32:00",{"slug":215,"title":216,"modified":217},"zacks","Zacks","2025-03-26T15:40:40",{"slug":219,"title":220,"modified":221},"alphasense","AlphaSense","2025-03-11T00:32:15",{"post":223,"seo":259,"relatedPosts":265,"suggestedPosts":342},{"id":224,"title":225,"date":226,"modified":227,"excerpt":228,"content":229,"wordCount":230,"lang":231,"uri":232,"slug":233,"cloudinaryAssetId":234,"featuredImageOriginalUrl":235,"featuredImageMetadata":236,"author":239,"editor":245,"categories":250,"relatedPosts":256,"seo":257},110690,"SanDisk Stock Has Surged 40% This Month. Here’s What’s Driving It Higher","2026-06-12T12:00:00","2026-06-12T03:39:12","\u003Cp> SanDisk (SNDK) has climbed roughly 40% in the past month, powered by a Morgan Stanley upgrade and fresh AI inference demand spelled out at the Mizuho Technology Conference. \u003C\u002Fp>\n","\n\u003Ch3 class=\"wp-block-heading\" id=\"h-k-ey-stats-for-sandisk-stock\">K\u003Cstrong>ey Stats\u003C\u002Fstrong> for \u003Cstrong>SanDisk Stock\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $1,865.28\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$2,330\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Street Target:\u003C\u002Fstrong> ~$1,751\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~42%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~9% \u002F year\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Earnings Reaction:\u003C\u002Fstrong> +8.25% (April 30, 2026)\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Max Drawdown:\u003C\u002Fstrong> 31.34% (December 3, 2025)\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-happened\">What Happened?\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cstrong>Sandisk Corporation (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=1860586153&tid=1929119896&?ref=tikrblog\">\u003Cstrong>SNDK\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> is up roughly 40% in the past month, climbing from around $1,333 in mid-May to $1,865.28 as of June 11. The stock has returned more than 4,000% since its spinoff from Western Digital in February 2025. Bears argue the valuation has run far ahead of a commodity memory business. Bulls say the business model has fundamentally changed. Both sides got fresh data on June 9 when CEO David Goeckeler and CFO Luis Felipe Visoso presented at the Mizuho Technology Conference, and what management said makes it clear this debate is nowhere near settled.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>What Just Sent the Stock Up 40%\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The catalyst arrived on June 3, when \u003Ca href=\"https:\u002F\u002Ffinance.yahoo.com\u002Fmarkets\u002Fstocks\u002Farticles\u002Fmorgan-stanley-lifts-mu-sndk-140700195.html\">Morgan Stanley analyst Joseph Moore raised his price target on SNDK to $1,750 from $1,100\u003C\u002Fa>, keeping an Overweight rating. Shares jumped roughly 6.7% that day, leading the Nasdaq even as the broader market sold off. Moore’s case: there is “no quick fix to the memory shortage,” with NAND supply constraints likely to persist for two to three years or longer. He lifted his fiscal 2026 and 2027 EPS estimates for SanDisk by 12% and 24%, respectively.\u003C\u002Fp>\n\n\n\n\u003Cp>Five days later,\u003Ca href=\"https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F06\u002F08\u002Fbank-of-america-hikes-sandisk-price-target-to-2100-heres-why.html\"> Bank of America raised its target to $2,100 from $1,550\u003C\u002Fa> and kept its Buy rating, citing SanDisk’s multi-year supply agreements, continued pricing strength, and limited new NAND supply expected before 2028 or 2029. The Mizuho conference followed on June 9, with management adding the details behind both upgrades.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_Sandisk-Corporation-SNDK-Drawdowns\u002FTIKR.com_Sandisk-Corporation-SNDK-Drawdowns.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234273\u002Fimages\u002FTIKR.com_Sandisk-Corporation-SNDK-Drawdowns\u002FTIKR.com_Sandisk-Corporation-SNDK-Drawdowns.webp?_i=AA\" alt=\"\" class=\"wp-post-110690 wp-image-110698\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234273\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk Drawdowns \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">See historical and forward estimates for SanDisk stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-what-management-said-at-mizuho\">\u003Cstrong>\u003Cstrong>What Management Said at Mizuho\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Goeckeler’s central argument at Mizuho was about where NAND sits in the AI infrastructure stack. Hyperscalers are actively figuring out the right mix of compute, DRAM, and NAND to scale inference globally. His conclusion: NAND wins as architectures scale, because it is the most cost-efficient semiconductor technology available at that density. He cited 14 consecutive upward revisions to data center CapEx forecasts as evidence that this is a structural shift, not a one-quarter demand spike.\u003C\u002Fp>\n\n\n\n\u003Cp>Two products are driving the enterprise SSD business, which management says has grown approximately 7x year-over-year and now accounts for close to 25% of revenues. The first is TLC (triple-level cell) performance NAND products used in KV Cache deployments, where AI systems store attention computations temporarily to speed up inference. The second is the Stargate storage-density product line. Goeckeler confirmed that fiscal Q4 2026 will be the first quarter recognizing meaningful Stargate revenue. One growth engine is fully ramped. The second is just starting.\u003C\u002Fp>\n\n\n\n\u003Cp>CFO Visoso explained the financial mechanics of the New Business Model agreements, or NBMs. SanDisk now has five signed with hyperscale customers, structured with a floor and ceiling on pricing so neither side is exposed to extreme market moves. His key statement: even at the pricing floor, margins “will be consistent with the margins that we guided for the fourth quarter.” Per SanDisk’s April 30 earnings release, Q4 guidance calls for revenue of $7.75 billion to $8.25 billion and a non-GAAP gross margin of 79% to 81%. That floor is also the highest sustained margin profile this company has ever delivered.\u003C\u002Fp>\n\n\n\n\u003Cp>Goeckeler put the broader goal plainly: “If you start growing faster, you oversupply the market and then pricing comes down and volatility goes up.” The NBMs are built to prevent that by tying volume commitments to supply availability rather than short-term demand swings.\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"1706\" data-public-id=\"images\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_1706,c_scale\u002Ff_webp,q_auto\u002Fv1781234282\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA.webp?_i=AA\" alt=\"\" class=\"wp-post-110690 wp-image-110699\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234282\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk Revenue & EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-the-hbf-technology-option\">\u003Cstrong>The HBF Technology Option\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>SanDisk is also developing High-Bandwidth Flash, or HBF, a re-architected NAND die built for AI inference with higher write bandwidth and better endurance, designed to be stacked similarly to HBM (High Bandwidth Memory) but at a fraction of the cost. The die is expected in the second half of calendar 2026, with the full controller hardware following in 2027.\u003C\u002Fp>\n\n\n\n\u003Cp>HBF is not plug-and-play. Goeckeler was clear that it requires system-level co-design with customers, and those conversations are active now. If it finds adoption in AI inference racks, it opens a sizable market currently dominated by expensive DRAM. If it does not, the core NAND business carries on unaffected.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>How SanDisk Compares to Peers\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>Per TIKR, SanDisk trades at 7.09x NTM \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation\">EV\u002FEBITDA\u003C\u002Fa>, compared to Western Digital (WDC) at 21.17x and Samsung Electronics at 3.78x. On NTM P\u002FE, SanDisk sits at 9.84x versus Western Digital’s 31.27x and Samsung’s 5.45x.\u003C\u002Fp>\n\n\n\n\u003Cp>The discount to Western Digital is notable given SanDisk’s stronger margin profile and contracted revenue base. The premium to Samsung reflects the difference between a pure-play enterprise NAND business with NBM contracts and a diversified conglomerate where memory is one segment among many.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See how SanDisk performs against its peers in TIKR (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>TIKR Advanced Model Analysis\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>Current Price:\u003C\u002Fstrong> $1,865.28\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Target Price (Mid):\u003C\u002Fstrong> ~$2,330\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Potential Total Return:\u003C\u002Fstrong> ~42%\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>Annualized IRR:\u003C\u002Fstrong> ~9% \u002F year\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"2560\" height=\"2104\" data-public-id=\"images\u002FSNDK_valuation_model_11070096793\u002FSNDK_valuation_model_11070096793.webp\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_2560,h_2104,c_scale\u002Ff_webp,q_auto\u002Fv1781234312\u002Fimages\u002FSNDK_valuation_model_11070096793\u002FSNDK_valuation_model_11070096793.webp?_i=AA\" alt=\"\" class=\"wp-post-110690 wp-image-110700\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1781234312\" data-seo=\"1\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk Advanced Valuation Model \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">See analysts’ growth forecasts and price targets for SanDisk stock (It’s free!) >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>The TIKR mid-case assumes a\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\"> revenue CAGR\u003C\u002Fa> of around 23% and a net income margin of around 62%. The two revenue drivers are enterprise SSD share gains and the mid-to-high teens annual NAND bit growth, Goeckeler called a “built-in growth lever.” The margin driver is the NBM pricing floor, which Visoso confirmed holds margins at Q4-guidance levels even in a soft pricing environment.\u003C\u002Fp>\n\n\n\n\u003Cp>The downside is real. The TIKR low-case scenario puts the target around $1,690, below today’s price. That assumes NAND pricing reverts faster than the NBM contracts absorb it, and that the 78.4% Q3 gross margin proves to be a cycle peak rather than a floor.\u003C\u002Fp>\n\n\n\n\u003Cp>The street mean target of $1,751 now sits below the current price of $1,865.28 the stock has moved faster than analyst models have updated. Per TIKR as of June 10, analyst sentiment stands at 15 Buys, 3 Outperforms, 3 Holds, 1 Underperform, and 1 Sell across 23 analysts. That is a constructive setup, and the next forced update comes on August 13.\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Conclusion\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>The number to watch on August 13 is Q4 gross margin. Guidance calls for 79% to 81% non-GAAP. If SanDisk delivers at or above that range and Goeckeler signals continued progress on new NBM negotiations, street targets will need another round of upgrades. If margins miss or NBM language softens, the bear case that this is a cycle peak gets significantly louder. Visoso said at Mizuho that “several conversations” on additional NBMs “are progressing well.” August 13 is when the market finds out whether that holds.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>See what stocks billionaire investors are buying so you can follow the smart money with TIKR.\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-should-you-invest-in-sandisk\">Should You Invest in SanDisk?\u003C\u002Fh2>\n\n\n\n\u003Cp>The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.\u003C\u002Fp>\n\n\n\n\u003Cp>Pull up \u003Cstrong>SanDisk\u003C\u002Fstrong>, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.\u003C\u002Fp>\n\n\n\n\u003Cp>You can build a free watchlist to track \u003Cstrong>\u003Cstrong>SanDisk\u003C\u002Fstrong>\u003C\u002Fstrong> alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>Analyze SanDisk on TIKR Free →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 class=\"wp-block-heading\" id=\"h-looking-for-new-opportunities\">Looking for New Opportunities?\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>See what stocks \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">billionaire investors are buying\u003C\u002Fa> \u003C\u002Fstrong>so you can follow the smart money.\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Analyze stocks in as little as 5 minutes\u003C\u002Fa>\u003C\u002Fstrong> with TIKR’s all-in-one, easy-to-use platform.\u003C\u002Fli>\n\n\n\n\u003Cli>The more rocks you overturn… the more opportunities you’ll uncover. \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">Search 100K+ global stocks, global top investor holdings, and more with TIKR.\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 class=\"wp-block-heading\">\u003Cstrong>Disclaimer:\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp>\u003Cem>Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!\u003C\u002Fem>\u003C\u002Fp>\n",1388,"en","\u002Fblog\u002Fsandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","sandisk-stock-has-surged-40-this-month-heres-whats-driving-it-higher","images\u002F2-3_110691d2590\u002F2-3_110691d2590","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781234109\u002Fimages\u002F2-3_110691d2590\u002F2-3_110691d2590.png?_i=AA",{"altText":237,"imageCredit":238},"SanDisk Stock Has Surged 40% This Month. Here’s What’s Driving It Higher","@gosiak1980 from pixabay via Canva",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":244},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":246,"slug":247,"role":248,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":249},"David Hanson","davidtikr","editor",[],[251],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},"General Investing","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",0,[],{"title":237,"metaDesc":258,"opengraphDescription":258,"twitterTitle":237,"twitterDescription":258},"SanDisk (SNDK) has climbed roughly 40% in the past month, powered by a Morgan Stanley upgrade and fresh AI inference demand spelled out at the Mizuho Technology Conference.",{"title":225,"description":258,"twitterTitle":225,"twitterDescription":258,"author":240,"articlePublisher":260,"articlePublishedTime":226,"articleModifiedTime":227,"twitterLabel1":261,"twitterData1":262,"ogTitle":225,"ogDescription":258,"ogUrl":232,"ogImage":235,"ogImageWidth":263,"ogImageHeight":264,"ogImageSecureUrl":235,"ogImageAlt":237,"twitterImage":235},"TIKR.com","Est. reading time","8 minutes",1200,630,[266,282,298,313,327],{"id":255,"title":267,"date":268,"excerpt":269,"wordCount":270,"uri":271,"slug":272,"cloudinaryAssetId":273,"featuredImageOriginalUrl":274,"featuredImageMetadata":275,"author":277,"categories":279,"relatedPosts":281},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year","2026-06-11 15:30:00","The one question weighing on S&P Global (SPGI) all year finally got a direct answer this week. At the Mizuho Technology Conference on June 10, SVP of Investor Relations Mark Grant revealed specific figures that reframe the AI disruption debate, and made the case that the market's fear is concentrated on a much smaller slice of the business than most investors realize.\n",1745,"\u002Fblog\u002Fsp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","sp-global-just-answered-the-ai-question-investors-have-been-asking-all-year","images\u002F10-1_110630819ab\u002F10-1_110630819ab","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186590\u002Fimages\u002F10-1_110630819ab\u002F10-1_110630819ab.png?_i=AA",{"altText":276},"S&P Global Just Answered the AI Question Investors Have Been Asking All Year",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":278},[],[280],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":283,"date":284,"excerpt":285,"wordCount":286,"uri":287,"slug":288,"cloudinaryAssetId":289,"featuredImageOriginalUrl":290,"featuredImageMetadata":291,"author":293,"categories":295,"relatedPosts":297},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle","2026-06-11 15:20:00","At the Evercore Consumer & Retail Conference on June 10, P&G's CIO laid out how AI is reshaping R&D, media buying, and supply chain. The market is focused on a $1 billion oil headwind.",1934,"\u002Fblog\u002Fprocter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","procter-gamble-cio-just-explained-how-ai-and-data-will-drive-the-companys-next-growth-cycle","images\u002F9-1_110629eac72\u002F9-1_110629eac72","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186582\u002Fimages\u002F9-1_110629eac72\u002F9-1_110629eac72.png?_i=AA",{"altText":292},"Procter & Gamble CIO Just Explained How AI and Data Will Drive the Company's Next Growth Cycle",{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":294},[],[296],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":299,"date":300,"excerpt":301,"wordCount":302,"uri":303,"slug":304,"cloudinaryAssetId":305,"featuredImageOriginalUrl":306,"featuredImageMetadata":307,"author":308,"categories":310,"relatedPosts":312},"ARM Holdings Stock Just Fell 27% From Its All-Time High. Is the FTC the Story, or Just the Noise?","2026-06-11 15:10:00"," Arm Holdings hit an all-time intraday high near $421 on June 1 after Nvidia's Computex reveal, then pulled back sharply as the FTC's antitrust investigation moved to the center of the investment debate. ",1673,"\u002Fblog\u002Farm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","arm-holdings-stock-just-fell-27-from-its-all-time-high-is-the-ftc-the-story-or-just-the-noise","images\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186573\u002Fimages\u002F7-1_1106275e3a1\u002F7-1_1106275e3a1.png?_i=AA",{"altText":299},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":309},[],[311],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":314,"date":300,"excerpt":315,"wordCount":316,"uri":317,"slug":318,"cloudinaryAssetId":319,"featuredImageOriginalUrl":320,"featuredImageMetadata":321,"author":322,"categories":324,"relatedPosts":326},"Walmart Fell 12% in May. Here's What Two Days of Management Meetings Just Revealed","Walmart fell 12% in May despite beating Q1 estimates, as cautious Q2 guidance spooked a market paying 40x earnings. Back-to-back investor conferences on June 9 and 10 gave management a platform to disclose operational metrics the selloff may have overlooked.",1719,"\u002Fblog\u002Fwalmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","walmart-fell-12-in-may-heres-what-two-days-of-management-meetings-just-revealed","images\u002F8-1_110628b2c82\u002F8-1_110628b2c82","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186579\u002Fimages\u002F8-1_110628b2c82\u002F8-1_110628b2c82.png?_i=AA",{"altText":314},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":323},[],[325],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],{"id":255,"title":328,"date":329,"excerpt":330,"wordCount":331,"uri":332,"slug":333,"cloudinaryAssetId":334,"featuredImageOriginalUrl":335,"featuredImageMetadata":336,"author":337,"categories":339,"relatedPosts":341},"Super Micro Computer Fell 28% in One Day. Does a $39 Billion AI Backlog Make It Worth Buying?","2026-06-11 15:00:00"," Super Micro Computer fell nearly 28% in one session after announcing $7 billion in equity financing tied to $39 billion in new AI server orders. The market saw dilution. The data raises a different question: can Supermicro actually execute?",1601,"\u002Fblog\u002Fsuper-micro-computer-fell-28-in-one-day-does-a-39-billion-ai-backlog-make-it-worth-buying","super-micro-computer-fell-28-in-one-day-does-a-39-billion-ai-backlog-make-it-worth-buying","images\u002F2-2_1106225c3ac\u002F2-2_1106225c3ac","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781186542\u002Fimages\u002F2-2_1106225c3ac\u002F2-2_1106225c3ac.png?_i=AA",{"altText":328},{"name":240,"slug":241,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":338},[],[340],{"name":252,"slug":253,"uri":254,"description":243,"postsCount":255},[],[343,363,378,393,408,423,442,457,474,488,503,521,536],{"id":255,"title":344,"date":345,"excerpt":346,"wordCount":347,"uri":348,"slug":349,"cloudinaryAssetId":350,"featuredImageOriginalUrl":351,"featuredImageMetadata":352,"author":353,"categories":357,"relatedPosts":362},"CoStar Group Stock's Operating Leverage Is Inflecting After 60 Quarters of Revenue Growth and a $33 Price","2026-06-12 11:20:00","CoStar Group stock delivered 60 straight quarters of double-digit revenue growth. The question is whether the cost structure can hold. ",1520,"\u002Fblog\u002Fcostar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","costar-group-stocks-operating-leverage-is-inflecting-after-60-quarters-of-revenue-growth-and-a-33-price","images\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781234579\u002Fimages\u002FFEATURED-IMAGE-MAKER-836\u002FFEATURED-IMAGE-MAKER-836.png?_i=AA",{"altText":344},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":356},"Gian Estrada","giantikr",[],[358],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},"Stock Reviews","reviews","\u002Fblog\u002Fcategory\u002Freviews",[],{"id":255,"title":364,"date":365,"excerpt":366,"wordCount":367,"uri":368,"slug":369,"cloudinaryAssetId":370,"featuredImageOriginalUrl":371,"featuredImageMetadata":372,"author":373,"categories":375,"relatedPosts":377},"Is Domino's Pizza Stock Undervalued in 2026? The Income Statement Suggests the Market Got It Wrong","2026-06-12 10:30:00","Domino's Pizza stock's gross margins hit 29% in Q1 2026, an eight-quarter high, while operating income grew faster than revenue.",1305,"\u002Fblog\u002Fis-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","is-dominos-pizza-stock-undervalued-in-2026-the-income-statement-suggests-the-market-got-it-wrong","images\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781233382\u002Fimages\u002FFEATURED-IMAGE-MAKER-835\u002FFEATURED-IMAGE-MAKER-835.png?_i=AA",{"altText":364},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":374},[],[376],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":379,"date":380,"excerpt":381,"wordCount":382,"uri":383,"slug":384,"cloudinaryAssetId":385,"featuredImageOriginalUrl":386,"featuredImageMetadata":387,"author":388,"categories":390,"relatedPosts":392},"Why Cloudflare Stock Looks Undervalued After Its Q1 2026 Developer Platform Results","2026-06-12 10:00:00","Cloudflare stock's fastest revenue growth in six quarters masks a gross margin compression that makes the $701 TIKR target conditional.",1603,"\u002Fblog\u002Fwhy-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","why-cloudflare-stock-looks-undervalued-after-its-q1-2026-developer-platform-results","images\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781231486\u002Fimages\u002FFEATURED-IMAGE-MAKER-834\u002FFEATURED-IMAGE-MAKER-834.png?_i=AA",{"altText":379},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":389},[],[391],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":394,"date":395,"excerpt":396,"wordCount":397,"uri":398,"slug":399,"cloudinaryAssetId":400,"featuredImageOriginalUrl":401,"featuredImageMetadata":402,"author":403,"categories":405,"relatedPosts":407},"Norwegian Cruise Line Stock's Cost Recovery Story: What the Margins Say About a $30 Target","2026-06-11 17:00:00","Norwegian Cruise Line Holding's operating margins just rose to 11% while yield guidance fell. Is 2026 the trough the TIKR model is pricing?",1488,"\u002Fblog\u002Fnorwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","norwegian-cruise-line-stocks-cost-recovery-story-what-the-margins-say-about-a-30-target","images\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781165538\u002Fimages\u002FFEATURED-IMAGE-MAKER-832\u002FFEATURED-IMAGE-MAKER-832.png?_i=AA",{"altText":394},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":404},[],[406],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":409,"date":410,"excerpt":411,"wordCount":412,"uri":413,"slug":414,"cloudinaryAssetId":415,"featuredImageOriginalUrl":416,"featuredImageMetadata":417,"author":418,"categories":420,"relatedPosts":422},"Toast Stock's Margin Story: Eight Quarters of Gross Margin Expansion and What It Means for Valuation","2026-06-11 16:30:00","Toast stock's gross margin expanded from 23% to 28% across eight quarters while operating income grew 120% year-over-year in Q1 2026",1146,"\u002Fblog\u002Ftoast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","toast-stocks-margin-story-eight-quarters-of-gross-margin-expansion-and-what-it-means-for-valuation","images\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781177653\u002Fimages\u002FFEATURED-IMAGE-MAKER-833\u002FFEATURED-IMAGE-MAKER-833.png?_i=AA",{"altText":409},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":419},[],[421],{"name":359,"slug":360,"uri":361,"description":243,"postsCount":255},[],{"id":255,"title":424,"date":425,"excerpt":426,"wordCount":427,"uri":428,"slug":429,"cloudinaryAssetId":430,"featuredImageOriginalUrl":431,"featuredImageMetadata":432,"author":434,"categories":436,"relatedPosts":441},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm","2026-06-11 09:15:00"," Core & Main beat Q1 estimates with $1.9B in revenue and adjusted EPS of $0.72, even as residential volumes slid.",1029,"\u002Fblog\u002Fcore-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","core-main-stock-beats-q1-estimates-with-1-9b-in-revenue-as-municipal-demand-holds-firm","images\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781142940\u002Fimages\u002FFEATURED-IMAGE-MAKER-824\u002FFEATURED-IMAGE-MAKER-824.png?_i=AA",{"altText":433},"Core & Main Stock Beats Q1 Estimates With $1.9B in Revenue as Municipal Demand Holds Firm",{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":435},[],[437],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},"Earnings Updates","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":255,"title":443,"date":444,"excerpt":445,"wordCount":446,"uri":447,"slug":448,"cloudinaryAssetId":449,"featuredImageOriginalUrl":450,"featuredImageMetadata":451,"author":452,"categories":454,"relatedPosts":456},"Oracle Stock: Q4 2026 Beats Estimates as OCI Revenue Surges 93% Year-Over-Year","2026-06-11 08:59:00","Oracle posted record results on 93% cloud infrastructure growth and a $638 billion RPO, with TIKR pointing to roughly 200% upside by 2030.",1152,"\u002Fblog\u002Foracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","oracle-stock-q4-2026-beats-estimates-as-oci-revenue-surges-93-year-over-year","images\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781141728\u002Fimages\u002FFEATURED-IMAGE-MAKER-823\u002FFEATURED-IMAGE-MAKER-823.png?_i=AA",{"altText":443},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":453},[],[455],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":458,"date":459,"excerpt":460,"wordCount":461,"uri":462,"slug":463,"cloudinaryAssetId":464,"featuredImageOriginalUrl":465,"featuredImageMetadata":466,"author":467,"categories":471,"relatedPosts":473},"Netskope Stock Plunges 25% After Widening Losses and Weak Cash Flow;  Despite Strong Cloud Revenue Growth","2026-06-11 01:21:49","Netskope stock plunged 21% after earnings as widening losses and negative cash flow overshadowed 28% revenue growth. Here's what happened.",668,"\u002Fblog\u002Fnetskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","netskope-nasdaq-stock-plunges-twenty-one-percent-after-widening-losses-and-weak-cash-flow-overshadow-strong-cloud-revenue-growth","images\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781093966\u002Fimages\u002FNTSK-stock_110427cdfe9\u002FNTSK-stock_110427cdfe9.png?_i=AA",{"altText":458},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":470},"Aditya Raghunath","adityatikr",[],[472],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":475,"date":476,"excerpt":477,"wordCount":478,"uri":479,"slug":480,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":481,"featuredImageMetadata":482,"author":483,"categories":485,"relatedPosts":487},"J.M. Smucker Stock Q4: What Drove the 10% Single-Day Surge After Earnings","2026-06-10 13:25:00","J.M. Smucker beat Q4 FY26 estimates on EPS and FCF while Uncrustables crossed $1 billion and free cash flow hit a company record.",1085,"\u002Fblog\u002Fj-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","j-m-smucker-stock-q4-what-drove-the-10-single-day-surge-after-earnings","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F06\u002FFEATURED-IMAGE-MAKER-819-600x360.png",{"altText":475},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":484},[],[486],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":489,"date":490,"excerpt":491,"wordCount":492,"uri":493,"slug":494,"cloudinaryAssetId":495,"featuredImageOriginalUrl":496,"featuredImageMetadata":497,"author":498,"categories":500,"relatedPosts":502},"SailPoint Beats Q1 FY27 on Both Lines as Agentic Pipeline Doubles and ARR Tops $1.16 Billion. What's Next?","2026-06-10 13:05:00","SailPoint beat Q1 FY27 estimates on revenue and EPS as SaaS ARR grew 36% and the Agentic pipeline doubled quarter over quarter.",1041,"\u002Fblog\u002Fsailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","sailpoint-beats-q1-fy27-on-both-lines-as-agentic-pipeline-doubles-and-arr-tops-1-16-billion-whats-next","images\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1781095682\u002Fimages\u002FFEATURED-IMAGE-MAKER-818\u002FFEATURED-IMAGE-MAKER-818.png?_i=AA",{"altText":489},{"name":354,"slug":355,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":499},[],[501],{"name":438,"slug":439,"uri":440,"description":243,"postsCount":255},[],{"id":255,"title":504,"date":505,"excerpt":506,"wordCount":507,"uri":508,"slug":509,"cloudinaryAssetId":510,"featuredImageOriginalUrl":511,"featuredImageMetadata":512,"author":513,"categories":515,"relatedPosts":520},"Up 500% in the Past Year, Can Ciena Stock Keep Climbing in 2026?","2026-06-10 12:54:00","Ciena stock is up 508% in a year. With AI driving network demand and a $7.7B backlog, can CIEN hit $745 by 2028? See our valuation model.",1018,"\u002Fblog\u002Fdoubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","doubled-in-last-6-months-can-ciena-nyse-stock-keep-climbing-in-2026","images\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781083130\u002Fimages\u002FCIEN-stock_110404d1d30\u002FCIEN-stock_110404d1d30.png?_i=AA",{"altText":504},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":514},[],[516],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},"Valuation","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":255,"title":522,"date":523,"excerpt":524,"wordCount":525,"uri":526,"slug":527,"cloudinaryAssetId":528,"featuredImageOriginalUrl":529,"featuredImageMetadata":530,"author":531,"categories":533,"relatedPosts":535},"Up 25% in the Last 12 Months, Can Ambarella Stock Keep Climbing in 2026?","2026-06-09 12:37:00","Ambarella stock is up 25% in a year. With Edge AI ramping and an $800M Hanwha deal, can AMBA hit $99 by 2029? See our valuation model.",1007,"\u002Fblog\u002Fup-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","up-25-in-the-last-12-months-can-ambarella-nasdaq-amba-stock-keep-climbing-in-2026","images\u002FAMBA-stock\u002FAMBA-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1781003990\u002Fimages\u002FAMBA-stock\u002FAMBA-stock.png?_i=AA",{"altText":522},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":532},[],[534],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[],{"id":255,"title":537,"date":538,"excerpt":539,"wordCount":540,"uri":541,"slug":542,"cloudinaryAssetId":543,"featuredImageOriginalUrl":544,"featuredImageMetadata":545,"author":546,"categories":548,"relatedPosts":550},"Up 140% in the Last 12 Months, Can Fastly Stock Keep Climbing in 2026?","2026-06-09 05:50:00","Fastly stock is up 118% in a year. With security up 47% and AI tailwinds building, can FSLY hit $26 by 2028? See our valuation model.",986,"\u002Fblog\u002Fup-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","up-118-in-the-last-12-months-can-fastly-nasdaq-fsly-stock-keep-climbing-in-2026","images\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1780928762\u002Fimages\u002FFSLY-stock_1101114c0b5\u002FFSLY-stock_1101114c0b5.png?_i=AA",{"altText":537},{"name":468,"slug":469,"role":242,"roleTitle":243,"biography":243,"avatar":243,"socialMediaLinks":547},[],[549],{"name":517,"slug":518,"uri":519,"description":243,"postsCount":255},[]]