US Stocks Rise as ASML Reports Record Orders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy SNDK?
Source: NASDAQ.COM
- Strong Market Performance: The S&P 500 index rose by 0.28% to reach a new all-time high, while the Nasdaq 100 increased by 0.81%, reflecting strong investor confidence in tech stocks, particularly chipmakers and AI infrastructure.
- ASML Order Surge: ASML Holding NV reported record Q4 bookings of €13.2 billion, significantly exceeding the consensus of €6.85 billion, indicating sustained growth in AI spending and further boosting market optimism.
- Earnings Beat Expectations: Positive earnings reports from companies like Seagate Technology and Texas Instruments have led to stock price increases, enhancing investor confidence in the tech sector and likely stimulating further market activity.
- Economic Data Focus: The market will be attentive to new tariff news and government funding resolutions this week, with expectations that the FOMC will keep interest rates unchanged, influencing market sentiment regarding future economic policies.
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Analyst Views on SNDK
Wall Street analysts forecast SNDK stock price to fall
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 600.400
Low
220.00
Averages
283.69
High
410.00
Current: 600.400
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.
Growth Prospects in Storage and Semiconductor Industries
- Storage Market Shortage: The surge in demand from AI data centers has led to a significant shortage of DRAM and NAND memory, causing prices to nearly double since the end of last year, with expectations for continued increases, creating a favorable environment for memory manufacturers like Sandisk, which analysts predict will see its revenue double this fiscal year, helping the company return to profitability.
- Sandisk Earnings Outlook: Sandisk's earnings per share are expected to double from $39.76 to $80.90, with the current stock price only 8 times the latter figure, indicating substantial future growth potential, although investors should be cautious about entry points after a 130% rebound from its 2025 low.
- ASML's Market Position: ASML holds over 80% market share in the ultraviolet lithography equipment sector, and despite its machines costing around $400 million each, major semiconductor companies like TSMC and Samsung will continue to invest in its technology to avoid falling behind in competition.
- AI Hardware Market Growth: Global Market Insights forecasts that the global AI hardware market will grow at an average annual rate of 18%, with ASML's revenue expected to at least match this growth rate, suggesting that its stock may still have room for further appreciation after significant gains.
See More
Sandisk's Stock Soars 1600% Amid AI Demand
- Stock Surge: Since spinning off from Western Digital last year, Sandisk's shares have skyrocketed over 1600% in the past 12 months, making it one of the hottest stocks in the S&P 500, highlighting its crucial role in the artificial intelligence ecosystem.
- Market Demand: As a key supplier of advanced storage devices, Sandisk benefits from a supply shortage in data center storage, allowing it to sell products at prices higher than usual, thus boosting its profit margins.
- Future Risks: Despite the strong current stock performance, the near-perfect expectations priced into Sandisk's stock pose risks; once competitors ramp up production, Sandisk's profit margins are likely to decline, necessitating price reductions to remain competitive.
- Investment Advice: Given Sandisk's current valuation and potential peak performance, the downside risks outweigh the upside potential, leading to a recommendation for prospective investors to stay cautious and avoid entering at these elevated price levels.
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Tesla Stock Remains Popular Among Retail Investors, Yet Continues to Decline
- Retail Investor Interest: Tesla stock continues to attract retail investors despite experiencing recent declines in its value.
- Market Sentiment: The ongoing popularity among retail investors suggests a strong belief in Tesla's long-term potential, even amid short-term fluctuations.
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Tesla Shares Decline: Reasons Retail Investors Continue to Purchase Along with Micron and Microsoft.
- Retail Investor Interest: Tesla stock continues to attract retail investors despite experiencing recent declines in its value.
- Market Sentiment: The ongoing popularity among retail investors suggests a strong belief in Tesla's long-term potential, even amid short-term fluctuations.
See More
Valuation Challenges Intensify for Tech Stocks
- Tech Stock Sell-off: A wave of selling in technology shares is occurring as investors express uncertainty about their future value, particularly as price-to-earnings ratios shrink dramatically, which negatively impacts overall investment sentiment.
- Danaher-Masimo Acquisition Risks: Danaher is acquiring Masimo at nearly 25 times next year's earnings, despite the latter's inability to justify its multiple over the years, raising concerns that could adversely affect Danaher's stock performance.
- CrowdStrike-Microsoft Partnership: CrowdStrike's Falcon platform is now available on the Microsoft Marketplace, which could significantly boost revenue; however, its current P/E ratio of 85 has led to a tepid market reaction, reflecting investor anxiety over high valuations.
- ServiceNow Management Confidence Issues: Despite ServiceNow's announcement of a $5 billion stock buyback and intentions from executives to buy shares, the stock price still fell, indicating market skepticism about its growth prospects amid intensifying AI competition.
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Analysis of Power Inflow Signal and SNDK Performance
- Power Inflow Signal: The Power Inflow alert, developed by TradePulse, is issued within the first two hours of trading, indicating a significant shift in order flow that suggests a strong trend toward buying activity, thereby hinting at a bullish price movement for the rest of the day.
- Real-Time Order Flow Analysis: By analyzing buying and selling trends from both retail and institutional traders, order flow analytics provide a deeper understanding of stock price behavior and market sentiment, enabling traders to make more informed decisions and potentially increase their trading success rate.
- SNDK Price Performance: At the time of the Power Inflow signal, SNDK was priced at $597.00, and it reached an intraday high of $616.98 (+3.35%) by 2:45 PM EST, demonstrating the effectiveness of the signal in predicting price movements.
- Investment Risk Advisory: While the Power Inflow signal presents potential trading opportunities, the article emphasizes that investing involves risks, including the possibility of principal loss, and advises investors to consult licensed financial advisors before making investment decisions.
See More
Growth Prospects in Storage and Semiconductor Industries
- Storage Market Shortage: The surge in demand from AI data centers has led to a significant shortage of DRAM and NAND memory, causing prices to nearly double since the end of last year, with expectations for continued increases, creating a favorable environment for memory manufacturers like Sandisk, which analysts predict will see its revenue double this fiscal year, helping the company return to profitability.
- Sandisk Earnings Outlook: Sandisk's earnings per share are expected to double from $39.76 to $80.90, with the current stock price only 8 times the latter figure, indicating substantial future growth potential, although investors should be cautious about entry points after a 130% rebound from its 2025 low.
- ASML's Market Position: ASML holds over 80% market share in the ultraviolet lithography equipment sector, and despite its machines costing around $400 million each, major semiconductor companies like TSMC and Samsung will continue to invest in its technology to avoid falling behind in competition.
- AI Hardware Market Growth: Global Market Insights forecasts that the global AI hardware market will grow at an average annual rate of 18%, with ASML's revenue expected to at least match this growth rate, suggesting that its stock may still have room for further appreciation after significant gains.
See More
Sandisk's Stock Soars 1600% Amid AI Demand
- Stock Surge: Since spinning off from Western Digital last year, Sandisk's shares have skyrocketed over 1600% in the past 12 months, making it one of the hottest stocks in the S&P 500, highlighting its crucial role in the artificial intelligence ecosystem.
- Market Demand: As a key supplier of advanced storage devices, Sandisk benefits from a supply shortage in data center storage, allowing it to sell products at prices higher than usual, thus boosting its profit margins.
- Future Risks: Despite the strong current stock performance, the near-perfect expectations priced into Sandisk's stock pose risks; once competitors ramp up production, Sandisk's profit margins are likely to decline, necessitating price reductions to remain competitive.
- Investment Advice: Given Sandisk's current valuation and potential peak performance, the downside risks outweigh the upside potential, leading to a recommendation for prospective investors to stay cautious and avoid entering at these elevated price levels.
See More
Tesla Stock Remains Popular Among Retail Investors, Yet Continues to Decline
- Retail Investor Interest: Tesla stock continues to attract retail investors despite experiencing recent declines in its value.
- Market Sentiment: The ongoing popularity among retail investors suggests a strong belief in Tesla's long-term potential, even amid short-term fluctuations.
See More
Tesla Shares Decline: Reasons Retail Investors Continue to Purchase Along with Micron and Microsoft.
- Retail Investor Interest: Tesla stock continues to attract retail investors despite experiencing recent declines in its value.
- Market Sentiment: The ongoing popularity among retail investors suggests a strong belief in Tesla's long-term potential, even amid short-term fluctuations.
See More
Valuation Challenges Intensify for Tech Stocks
- Tech Stock Sell-off: A wave of selling in technology shares is occurring as investors express uncertainty about their future value, particularly as price-to-earnings ratios shrink dramatically, which negatively impacts overall investment sentiment.
- Danaher-Masimo Acquisition Risks: Danaher is acquiring Masimo at nearly 25 times next year's earnings, despite the latter's inability to justify its multiple over the years, raising concerns that could adversely affect Danaher's stock performance.
- CrowdStrike-Microsoft Partnership: CrowdStrike's Falcon platform is now available on the Microsoft Marketplace, which could significantly boost revenue; however, its current P/E ratio of 85 has led to a tepid market reaction, reflecting investor anxiety over high valuations.
- ServiceNow Management Confidence Issues: Despite ServiceNow's announcement of a $5 billion stock buyback and intentions from executives to buy shares, the stock price still fell, indicating market skepticism about its growth prospects amid intensifying AI competition.
See More
Analysis of Power Inflow Signal and SNDK Performance
- Power Inflow Signal: The Power Inflow alert, developed by TradePulse, is issued within the first two hours of trading, indicating a significant shift in order flow that suggests a strong trend toward buying activity, thereby hinting at a bullish price movement for the rest of the day.
- Real-Time Order Flow Analysis: By analyzing buying and selling trends from both retail and institutional traders, order flow analytics provide a deeper understanding of stock price behavior and market sentiment, enabling traders to make more informed decisions and potentially increase their trading success rate.
- SNDK Price Performance: At the time of the Power Inflow signal, SNDK was priced at $597.00, and it reached an intraday high of $616.98 (+3.35%) by 2:45 PM EST, demonstrating the effectiveness of the signal in predicting price movements.
- Investment Risk Advisory: While the Power Inflow signal presents potential trading opportunities, the article emphasizes that investing involves risks, including the possibility of principal loss, and advises investors to consult licensed financial advisors before making investment decisions.
See More
