A Top Analyst Says SanDisk Could Buy Back $100 Billion in Stock. If He Is Right, Memory Investors Are Badly Underpricing SNDK Stock

A Top Analyst Says SanDisk Could Buy Back $100 Billion in Stock. If He Is Right, Memory Investors Are Badly Underpricing SNDK Stock

The post A Top Analyst Says SanDisk Could Buy Back $100 Billion in Stock. If He Is Right, Memory Investors Are Badly Underpricing SNDK Stock appeared first on 24/7 Wall St.. Memory has historically been the worst business in the semiconductor industry. Brutal cycles, no pricing power, capacity built at exactly the wrong moment. So when Melius Research’s head of technology tells CNBC that a memory company can hand back roughly its entire pre-2026…

Wedbush isn't fully buying SanDisk's investor day pitch

Memory chip investors have heard this pitch before. This cycle is different, the demand is structural, and the old boom and bust pattern no longer applies. SanDisk Corp. (SNDK) made that case forcefully at its investor day on Thursday, Aug.…

SanDisk CEO reveals what's next after explosive 3,150% stock rally

No day is a dull one when talking about SanDisk (SNDK). We have had lots of interesting positive angles before. On Thursday, Aug. 13, SanDisk gave investors something bigger than a quarterly beat or an analyst upgrade. It gave them…