WINTON GROUP Ltd Invests $4.30 Million in Sandisk Corporation $SNDK

WINTON GROUP Ltd purchased a new position in shares of Sandisk Corporation (NASDAQ:SNDK) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 38,289 shares of the data storage provider’s stock, valued at approximately $4,296,000.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. acquired a new position in Sandisk in the 3rd quarter valued at $1,970,388,000. Victory Capital Management Inc. acquired a new stake in shares of Sandisk during the third quarter worth $120,363,000. Parnassus Investments LLC bought a new stake in shares of Sandisk in the third quarter valued at about $103,815,000. Dimensional Fund Advisors LP bought a new stake in shares of Sandisk in the third quarter valued at about $100,080,000. Finally, DNB Asset Management AS acquired a new position in shares of Sandisk in the third quarter valued at about $94,540,000.

Key Sandisk News

Here are the key news stories impacting Sandisk this week:

• Positive Sentiment: Q2 earnings beat and NAND momentum cited as the immediate catalyst — analysts point to rising NAND prices lasting into 2028 and called out Sandisk’s results as a driver of the rally. SanDisk (SNDK) Stock Jumps 12% on NAND Price Momentum and Strong Earnings Beat
• Positive Sentiment: Coverage emphasizes AI memory demand and a NAND shortage as structural tailwinds supporting higher sales and pricing power for Sandisk. SanDisk Stock: AI Memory Demand and NAND Shortage Drive Today’s 11.6% Surge
• Positive Sentiment: Analysts remain bullish even after a strong run — some coverage says Wall Street still rates SNDK a buy, reinforcing momentum and investor confidence. Even After a Monster Rally, Analysts Still Think You Should Buy Sandisk Stock
• Positive Sentiment: Sector rebound: memory/storage peers (MU, WDC) rallied alongside Sandisk, indicating a wider industry repricing that helps SNDK on relative strength. SanDisk (SNDK) Stock Soars 11.6 Today: Micron Technology (MU) and Western Digital (WDC) Also See Strong Gains
• Positive Sentiment: Independent analysis highlights long-term upside from AI-driven memory shortages and surging NAND prices, supporting a bullish medium-term thesis. SanDisk To Benefit From The AI-Driven Memory Squeeze As Prices Surge
• Neutral Sentiment: Analyst comparisons and stock-picking pieces weigh Sandisk vs. Micron — useful for relative positioning but not a single-direction catalyst by itself. Micron or SanDisk? Top Analyst Picks the $1,000 Memory Chip Stock
• Neutral Sentiment: Comparison guides and “which to buy” articles discuss trade-offs between Sandisk and peers (AI bottlenecks, inventory cycles) — helpful for strategy but mixed in near-term impact. Better Memory Stock to Buy: Micron or SanDisk?
• Neutral Sentiment: Performance roundups show SNDK outperforming many tech peers recently — confirms momentum but doesn’t change fundamentals by itself. How is SanDisk’s stock performance compared to other technology stocks?

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on SNDK shares. Wedbush raised their price target on shares of Sandisk from $600.00 to $740.00 and gave the stock an “outperform” rating in a research report on Friday, January 30th. Weiss Ratings restated a “sell (d+)” rating on shares of Sandisk in a research report on Monday, December 29th. China Renaissance started coverage on shares of Sandisk in a report on Friday, December 5th. They set a “buy” rating and a $322.00 target price on the stock. Morgan Stanley set a $690.00 price target on shares of Sandisk in a research report on Friday, January 30th. Finally, Sanford C. Bernstein boosted their price target on Sandisk from $300.00 to $580.00 and gave the company an “outperform” rating in a research note on Wednesday, January 14th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Sandisk has an average rating of “Moderate Buy” and an average target price of $542.85.

Insider Activity

In related news, Director Miyuki Suzuki sold 3,500 shares of Sandisk stock in a transaction that occurred on Wednesday, February 25th. The shares were sold at an average price of $627.53, for a total value of $2,196,355.00. Following the transaction, the director directly owned 9,907 shares of the company’s stock, valued at $6,216,939.71. This trade represents a 26.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 0.21% of the company’s stock.

Sandisk Stock Up 11.6%

SNDK stock opened at $588.76 on Tuesday. Sandisk Corporation has a 52 week low of $27.89 and a 52 week high of $725.00. The business has a 50-day simple moving average of $509.78 and a 200 day simple moving average of $284.48. The company has a quick ratio of 1.92, a current ratio of 3.11 and a debt-to-equity ratio of 0.06. The company has a market cap of $86.90 billion and a PE ratio of -77.57.

Sandisk (NASDAQ:SNDK) last announced its quarterly earnings data on Thursday, January 29th. The data storage provider reported $6.20 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.31 by $2.89. The firm had revenue of $3.03 billion for the quarter, compared to the consensus estimate of $2.67 billion. Sandisk had a negative net margin of 11.66% and a positive return on equity of 10.11%. The firm’s revenue was up 61.2% compared to the same quarter last year.

Sandisk Profile

SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices.