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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 175.53-0.5%Oct 28 9:30 AM EDT
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From: Sam2/25/2025 12:47:52 PM
1 Recommendation

Recommended By
Bruno Cipolla

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For historical reasons, I am expanding this thread to look at WDC spinoff Sandisk (SNDK) in addition to WDC.
What goes around comes around!

Sandisk in focus as Wells Fargo starts coverage following Western Digital split

Feb. 25, 2025 11:09 AM ET Sandisk Corporation (SNDK) Stock WDC

By: Chris Ciaccia, SA News Editor
(1min)

  • Sandisk (NASDAQ: SNDK) was in focus on Tuesday as Wells Fargo started coverage on the company, as Western Digital ( WDC) officially split its flash and hard disk drive businesses.
  • "Initiate SNDK at Equal Weight and $56 PT," analyst Aaron Rakers wrote in a note to clients. Rakers said he has seen "tangible" signs of a recovery occurring in the market, though he is "more tempered" compared to management's expectations.
  • "SNDK is in the early stages of ramping their 218-layer BiCS8 3D NAND; leveraging new CMOS Bonded Array architecture," Rakers added. "CBA was highlighted a key architectural advancement that enables future independent scaling of memory array and CMOS; I/O speed enhancement. SNDK’s BiCS8 ramp + path to future generations (including recently announced 332-layer BiCS10), and the Sandisk + Kioxia economies-of- scale underpin a strong competitive positioning that we think is underappreciated."

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