Sandisk, US80004C2008

Goldman sets USD 2,200 target for Sandisk stock

Published on 10/19/2026 at 09:16 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Sandisk reports fiscal first-quarter results on October 29, 2026. Sandisk stock costs EUR 1,195.00 on October 19, 2026 before that report.

Analyst view and company milestones

Goldman Sachs set a USD 2,200.00 target for Sandisk on October 12, 2026.
Fiscal fourth-quarter revenue reached USD 8.97 billion on July 3, 2026.
Sandisk stock traded at EUR 1,195.00 at 9:12 a.m. CEST at Lang & Schwarz on October 19, 2026.
Sandisk scheduled its fiscal first-quarter results for October 29, 2026.

Sandisk, US80004C2008, Illustration mit AI erstellt.

Sandisk (ISIN US80004C2008) received a USD 2,200.00 price target from Goldman Sachs in a research note dated October 12, 2026, according to Yahoo Finance. The target gives the current memory-cycle debate a concrete valuation marker, while the company prepares its next results release.

Mizuho target adds a second view

Goldman's view followed Mizuho analyst Vijay Rakesh raising his target to USD 2,050.00 from USD 1,875.00 on October 5, 2026, while keeping an Outperform rating, Yahoo Finance reported. The two targets point to a bullish analyst view, but they also leave the stock exposed to changing assumptions about NAND pricing and demand.

Sandisk's fiscal fourth-quarter revenue reached USD 8.97 billion for the period ended July 3, 2026, up 371.60 percent year over year. Adjusted earnings per share came to USD 39.25, above the USD 33.28 consensus, according to Yahoo Finance.

What does the next report test?

The fiscal first-quarter outlook calls for revenue of USD 10.30 billion to USD 10.80 billion and adjusted earnings per share of USD 44.00 to USD 46.00. The same outlook puts adjusted gross margin at 83.00 percent to 85.00 percent, making pricing power the central operating test for the October report.

Three dated milestones shape the case

On August 5, 2026, Sandisk reported fiscal fourth-quarter revenue of USD 8.97 billion and adjusted earnings per share of USD 39.25. On October 5, 2026, Mizuho raised its target from USD 1,875.00 to USD 2,050.00. On October 12, 2026, Goldman Sachs assigned a USD 2,200.00 target, according to Yahoo Finance.

Results and annual meeting dates

Sandisk scheduled its fiscal first-quarter earnings call for October 29, 2026, and its annual meeting of stockholders for November 17, 2026. The October date was announced in the company's September 29, 2026 release, which is available from Sandisk.

Price meets a demanding earnings setup

Sandisk was trading at EUR 1,195.00 at Lang & Schwarz on October 19, 2026 at 9:12 a.m. CEST. The upcoming revenue and margin figures will determine whether the latest analyst targets remain supported by operating performance.

The further course of trading is shown by the continuously updated real-time quote of Sandisk stock.