Company Dossier · Information Technology
Sandisk
- S&P 500
- S&P 100
- Nasdaq-100
- Russell 1000
What Sandisk is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 3, 2026: $20.3 billion, up 175% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 3, 2026: $11.5 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 3, 2026: $0.18 billion, down 10% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to July 3, 2026: $4.52 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed August 17, 2026): 2 risk factors added, 10 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $121 million on the open market.SEC Form 4
- 1,830 institutional managers reported a position at June 30, 2026 (+648 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 123 (85 a year earlier).U.S. Department of Labor (OFLC)
- Headlines in the last 30 days: 7, of which 2 read positive and 0 negative.Palanor headline tone
Company Posture
How Company Posture is measured →What Sandisk is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Mixed
Expanding ↔ Retrenching
Steady
- Capital spending13th pct
- Debt raised—
- Buybacks vs capex—
- Hiring filings76th pct
- Deals and private raises48th pct
- Patent publications72nd pct
Confident ↔ Hedging
Mixed
- Call sentiment55th pct
- Call confidence63rd pct
- Guidance changes37th pct
- Risk factors added21st pct
- Insider open-market trades41st pct
- − Risk factors added
- − Guidance changes
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver77th pct
- Stress filings49th pct
Credit
How these are built →Sandisk's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$0.0B
- Due within a year $0.0B
- Longer term $0.0B
- Default point $0.0B (short + ½ long)
Finance leases included · Jul 3, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
News
Sandisk: headline tone
Net share of positive headlines, trailing 28 days, −1 to +1
In the news
Headlines that name Sandisk, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NeutralSandisk: 12% Cash Return, With Earnings Up Next (NASDAQ:SNDK)
seekingalpha.com · via Marketaux · Oct 11, 2026
- PositiveSandisk (SNDK): The Buyback Pays More Than My Base Case, Wait For A Better Entry Point
seekingalpha.com · via Marketaux · Oct 7, 2026
- NeutralSandisk: Customer Money Is Keeping Pace With The Contract Boom (NASDAQ:SNDK)
seekingalpha.com · via Marketaux · Oct 6, 2026
- PositiveSandisk: Great Long-Term Deal Coverage Balanced By Richer Valuations (Upgrade) (SNDK)
seekingalpha.com · via Marketaux · Oct 2, 2026
- NeutralSanDisk (SNDK) vs. Seagate (STX): Which Storage Stock Is the Better Buy Right Now?
insidermonkey.com · via Marketaux · Oct 2, 2026
- NeutralSandisk Just Got a $2,100 Price Target as AI Keeps NAND Supply Tight
gurufocus.com · via Marketaux · Oct 1, 2026
- NeutralSandisk: No Fab Control, No HBF Exclusivity, Buy (NASDAQ:SNDK)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)third_quarter 2026 · $0.1 million
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 20, 2026Patent
- Oct 13, 2026LobbyingLobbying report (THE WESSEL GROUP INCORPORATED)third_quarter 2026 · $0.0 million
- Sep 16, 20268-KDirector or officer changeItem 5.02
- Sep 11, 20268-KMaterial agreement signedItem 1.01
- Aug 17, 202610-KAnnual report (10-K)2 risk factors added, 10 removed
- Jul 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)second_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (THE WESSEL GROUP INCORPORATED)second_quarter 2026 · $0.0 million
- Apr 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (THE WESSEL GROUP INCORPORATED)first_quarter 2026 · $0.0 million
- Mar 25, 20268-KMaterial agreement signedItem 1.01
- Jan 20, 2026LobbyingLobbying report (BGR GOVERNMENT AFFAIRS)fourth_quarter 2025 · $0.1 million
- Jan 19, 2026LobbyingLobbying report (THE WESSEL GROUP INCORPORATED)fourth_quarter 2025 · $0.0 million
- Jan 2, 20268-KDirector or officer changeItem 5.02
- Nov 20, 20258-KShareholder vote resultsItem 5.07
- Oct 1, 2025Risk event
- Aug 21, 202510-K
- Apr 18, 2025S-1
- Mar 11, 20258-KDirector or officer changeItem 5.02
- Feb 24, 20258-KMaterial agreement signedItem 1.01
- Feb 24, 20258-KChange in controlItem 5.01
- Feb 24, 20258-KDirector or officer changeItem 5.02
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Western Digital WDC | $12.9B | $3.5B | Jul 3, 2026 |
| Seagate Technology STX | $12.2B | $3.1B | Jul 3, 2026 |
| Supermicro SMCI | $39.1B | −$7.0B | Jun 30, 2026 |
| Hewlett Packard Enterprise HPE | $41.9B | $4.2B | Jul 31, 2026 |
| NetApp NTAP | $7.4B | $1.6B | Jul 31, 2026 |
| HP Inc. HPQ | $59.2B | $3.9B | Jul 31, 2026 |
| Everpure P | $4.3B | $0.1B | Aug 2, 2026 |
| Dell Technologies DELL | $151B | $8.6B | Jul 31, 2026 |