Western Digital Sells Off Sandisk Shares: Reasons for the Decision.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy SNDK?
Source: Barron's
Sandisk's Stock Movement: Sandisk's stock was declining early on Wednesday due to news of its former parent company, Western Digital, planning to sell shares in the flash memory firm.
Impact on Shareholders: The share sale by Western Digital is not expected to be a concern for Sandisk shareholders.
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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: 692.730
Low
220.00
Averages
283.69
High
410.00
Current: 692.730
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 Datacenter, Edge and Consumer. Its Datacenter end market is composed primarily of products for public or private cloud environments and enterprise customers. The Company, through the Edge end market, provides original equipment manufacturer and channel customers a broad array of high-performance flash solutions across personal computer, mobile, gaming, automotive, virtual reality headsets, at-home entertainment, and industrial spaces. The Company serves the Consumer end market with a broad range of retail and other end-user products.
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.
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- Impressive Financials: In the most recent quarter, Sandisk reported revenues exceeding $3 billion, a 61% year-over-year increase, with net income soaring from $104 million to $803 million, showcasing its robust performance and profitability in the flash memory market.
- Future Growth Expectations: The company anticipates revenues could reach as high as $4.8 billion in the current quarter, indicating significant growth potential amid rising demand for artificial intelligence and high-speed storage solutions.
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See More
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- Technological Advancements: The analyst highlights that TurboQuant was first explored in 2025, with recent results on AI inference performance gains indicating that various algorithms from Google will drive increased memory demand, further enhancing the bullish stance on these stocks.
- Market Dynamics: Rakesh believes that the adoption of virtualized machines has paradoxically increased server demand, and the launch of DeepSeek has not led to a GPU slowdown but rather accelerated AI growth, demonstrating sustained demand for memory products.
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