Significant Inflows into ETFs: IJR, SNDK, STRL, SPXC
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy SNDK?
Source: NASDAQ.COM
52-Week Range Analysis: IJR's share price has a 52-week low of $89.22 and a high of $128.61, with the last trade recorded at $116.89.
200-Day Moving Average: The article suggests that comparing the current share price to the 200-day moving average can be a useful technical analysis tool.
ETFs Trading Mechanism: Exchange-traded funds (ETFs) function like stocks, where investors buy and sell "units" that can be created or destroyed based on demand.
Monitoring ETF Flows: Weekly monitoring of changes in shares outstanding helps identify ETFs with significant inflows or outflows, which can affect the underlying assets held within those ETFs.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SNDK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SNDK
Wall Street analysts forecast SNDK stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SNDK is 283.69 USD with a low forecast of 220.00 USD and a high forecast of 410.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 599.340
Low
220.00
Averages
283.69
High
410.00
Current: 599.340
Low
220.00
Averages
283.69
High
410.00
About SNDK
SanDisk Corporation is a developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology and has consumer brands and franchises globally. The Company's solutions include a range of solid state drives (SSDs) embedded products, removable cards, universal serial bus (USB) drives, and wafers and components. Its broad portfolio of technology and products addresses multiple end markets of cloud, client and consumer. Its cloud end market is comprised primarily of products for public or private cloud environments and enterprise customers. The Company, through the client end market, provides numerous data solutions that it incorporates into its client’s devices, which consist of solid state drive desktop and notebook personal computers, gaming consoles and set top boxes, and flash-based embedded storage products. The Company serves the consumer end market with a portfolio of solid state drives and removable flash, including cards and USB flash drives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SanDisk Stock Soars Amid Memory Shortage Outlook
- Memory Shortage Outlook: SanDisk's stock surge is attributed to tightening supply-demand dynamics for NAND memory, with expectations for earnings and margins to reach cycle highs, reflecting strong market demand for memory chips.
- DRAM Market Forecast: Goldman Sachs anticipates significant undersupply of DRAM and NAND memory in 2026 and 2027, with projected DRAM undersupply at 4.9% and 2.5%, respectively, which will drive price increases and enhance margins for major memory producers.
- Strong Market Performance: SanDisk shares have surged over 1,500% in the past year, climbing from a low of $29.62 to a high of $695.51, indicating robust bullish momentum and a sustained upward trend.
- Optimistic Financial Outlook: SanDisk is set to release its financial update on May 6, 2026, with an EPS estimate of $10.58 and revenue estimate of $4.37 billion, showcasing strong profitability and market confidence.
See More
Wall Street Rattled by Cisco's Cautious Outlook
- Cisco's Stock Plunge: Despite beating earnings and revenue expectations, Cisco Systems Inc. (NASDAQ:CSCO) saw its shares drop over 11%, marking the worst single-day decline since May 2022, as investors expressed concerns over profit durability.
- Tech Sector Decline: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) fell 3.7%, revisiting lows from last week, indicating heightened sensitivity to AI disruption risks following Cisco's outlook.
- Small Caps Underperform: The Nasdaq 100 dropped 1.7%, while both the S&P 500 and Dow Jones Industrial Average lost 1.2%, with the Russell 2000 small-cap index sliding 2.4%, reflecting a cautious market sentiment.
- Increased Volatility: The VIX surged 16%, as investors rotated into defensive sectors, with utilities and consumer staples outperforming, highlighting a risk-off tone in the market.
See More
US Stock Market Volatility as Tech Stocks Weigh Down Indices
- Tech Stock Pressure: The S&P 500 index fell by 0.52% and the Nasdaq 100 index dropped by 1.08% due to weakness in the Magnificent Seven tech stocks, indicating investor concerns that could dampen market confidence.
- Cisco Profit Warning: Cisco Systems forecasted that rising memory chip prices would erode profitability, leading to a more than 10% drop in its stock price, which may prompt investors to revise down their future performance expectations, negatively impacting overall market sentiment.
- Employment Data Impact: Initial US jobless claims fell by 5,000 to 227,000, reflecting a slightly weaker labor market, which could influence the Federal Reserve's monetary policy decisions and lower market expectations for future rate cuts.
- Chip Demand Recovery: Sandisk's stock rose over 7% following Kioxia's forecast of strong demand for NAND memory chips, indicating growth potential in the AI infrastructure sector, which may create new investment opportunities for related companies.
See More
Analysis of Smart Money Flows
- Concentration of Money Flows: Most portfolios are now heavily concentrated in the 'Magnificent Seven' stocks, indicating a high dependency on these companies, which could lead to concentrated investment risks.
- Apple's Outflow: In early trading, Apple Inc (AAPL) experienced negative money flows, suggesting a decline in investor confidence that may impact its short-term stock performance.
- Divergent ETF Performance: Both SPDR S&P 500 ETF Trust (SPY) and Nasdaq 100 ETF (QQQ) saw positive money flows in early trading, reflecting market optimism towards these indices, potentially driving related stocks higher.
- Investment Strategy Advice: Investors are advised to continue holding quality long-term positions while adding tactical investments based on market signals, and to stay within the Arora Protection Band to participate in upside while protecting against downside risks.
See More
Crocs Shares Surge 21% on Strong Earnings Guidance
- Crocs Strong Guidance: Crocs shares surged 21% after the company projected adjusted earnings between $2.67 and $2.77 per share for the current quarter, exceeding the market expectation of $2.52, indicating resilience and growth potential in the current economic climate.
- Restaurant Brands Challenges: Despite reporting revenue and profit beats, Restaurant Brands' shares fell 6%, primarily due to rising costs, including beef, which pressured profits, reflecting the dual challenges of intensified industry competition and cost pressures.
- Cognex Stock Surge: Cognex shares jumped over 37% after reporting adjusted earnings and revenue beats for the fourth quarter, along with optimistic guidance for the current quarter, showcasing significant advancements in AI-enabled industrial machine vision technology.
- Equinix Exceeds Guidance: Equinix shares rose 12% after projecting adjusted EBITDA of $5.141 billion to $5.221 billion by 2026, surpassing analyst expectations, demonstrating strong growth potential in the digital infrastructure sector.
See More
Mixed U.S. Stock Market Performance with Tech Stocks Under Pressure
- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
SanDisk Stock Soars Amid Memory Shortage Outlook
- Memory Shortage Outlook: SanDisk's stock surge is attributed to tightening supply-demand dynamics for NAND memory, with expectations for earnings and margins to reach cycle highs, reflecting strong market demand for memory chips.
- DRAM Market Forecast: Goldman Sachs anticipates significant undersupply of DRAM and NAND memory in 2026 and 2027, with projected DRAM undersupply at 4.9% and 2.5%, respectively, which will drive price increases and enhance margins for major memory producers.
- Strong Market Performance: SanDisk shares have surged over 1,500% in the past year, climbing from a low of $29.62 to a high of $695.51, indicating robust bullish momentum and a sustained upward trend.
- Optimistic Financial Outlook: SanDisk is set to release its financial update on May 6, 2026, with an EPS estimate of $10.58 and revenue estimate of $4.37 billion, showcasing strong profitability and market confidence.
See More
Wall Street Rattled by Cisco's Cautious Outlook
- Cisco's Stock Plunge: Despite beating earnings and revenue expectations, Cisco Systems Inc. (NASDAQ:CSCO) saw its shares drop over 11%, marking the worst single-day decline since May 2022, as investors expressed concerns over profit durability.
- Tech Sector Decline: The iShares Tech-Expanded Software Sector ETF (NYSE:IGV) fell 3.7%, revisiting lows from last week, indicating heightened sensitivity to AI disruption risks following Cisco's outlook.
- Small Caps Underperform: The Nasdaq 100 dropped 1.7%, while both the S&P 500 and Dow Jones Industrial Average lost 1.2%, with the Russell 2000 small-cap index sliding 2.4%, reflecting a cautious market sentiment.
- Increased Volatility: The VIX surged 16%, as investors rotated into defensive sectors, with utilities and consumer staples outperforming, highlighting a risk-off tone in the market.
See More
US Stock Market Volatility as Tech Stocks Weigh Down Indices
- Tech Stock Pressure: The S&P 500 index fell by 0.52% and the Nasdaq 100 index dropped by 1.08% due to weakness in the Magnificent Seven tech stocks, indicating investor concerns that could dampen market confidence.
- Cisco Profit Warning: Cisco Systems forecasted that rising memory chip prices would erode profitability, leading to a more than 10% drop in its stock price, which may prompt investors to revise down their future performance expectations, negatively impacting overall market sentiment.
- Employment Data Impact: Initial US jobless claims fell by 5,000 to 227,000, reflecting a slightly weaker labor market, which could influence the Federal Reserve's monetary policy decisions and lower market expectations for future rate cuts.
- Chip Demand Recovery: Sandisk's stock rose over 7% following Kioxia's forecast of strong demand for NAND memory chips, indicating growth potential in the AI infrastructure sector, which may create new investment opportunities for related companies.
See More
Analysis of Smart Money Flows
- Concentration of Money Flows: Most portfolios are now heavily concentrated in the 'Magnificent Seven' stocks, indicating a high dependency on these companies, which could lead to concentrated investment risks.
- Apple's Outflow: In early trading, Apple Inc (AAPL) experienced negative money flows, suggesting a decline in investor confidence that may impact its short-term stock performance.
- Divergent ETF Performance: Both SPDR S&P 500 ETF Trust (SPY) and Nasdaq 100 ETF (QQQ) saw positive money flows in early trading, reflecting market optimism towards these indices, potentially driving related stocks higher.
- Investment Strategy Advice: Investors are advised to continue holding quality long-term positions while adding tactical investments based on market signals, and to stay within the Arora Protection Band to participate in upside while protecting against downside risks.
See More
Crocs Shares Surge 21% on Strong Earnings Guidance
- Crocs Strong Guidance: Crocs shares surged 21% after the company projected adjusted earnings between $2.67 and $2.77 per share for the current quarter, exceeding the market expectation of $2.52, indicating resilience and growth potential in the current economic climate.
- Restaurant Brands Challenges: Despite reporting revenue and profit beats, Restaurant Brands' shares fell 6%, primarily due to rising costs, including beef, which pressured profits, reflecting the dual challenges of intensified industry competition and cost pressures.
- Cognex Stock Surge: Cognex shares jumped over 37% after reporting adjusted earnings and revenue beats for the fourth quarter, along with optimistic guidance for the current quarter, showcasing significant advancements in AI-enabled industrial machine vision technology.
- Equinix Exceeds Guidance: Equinix shares rose 12% after projecting adjusted EBITDA of $5.141 billion to $5.221 billion by 2026, surpassing analyst expectations, demonstrating strong growth potential in the digital infrastructure sector.
See More
Mixed U.S. Stock Market Performance with Tech Stocks Under Pressure
- Strong Chip Demand: Sandisk's stock surged over 8% following Kioxia's forecast of robust demand for NAND memory chips, indicating strong global demand for AI infrastructure, which boosts market confidence in tech stocks.
- Tech Stock Pressure: Cisco Systems' stock fell more than 9% as it warned that rising memory chip prices would erode profitability, limiting overall gains in tech stocks and reflecting cost pressures faced by the industry.
- Labor Market Data: U.S. initial jobless claims fell by 5,000 to 227,000, indicating a slightly weaker labor market than the expected 223,000, which may affect market expectations for future economic growth.
- Corporate Earnings Optimism: Over two-thirds of S&P 500 companies have reported earnings, with 78% exceeding expectations, and Q4 earnings growth is projected at 8.4%, providing support for the market and demonstrating corporate resilience.
See More
