Sandisk Shares Soar 100.14% in 13-Day Rally Post WD Spin-Off, AI Demand Surge

Sandisk (SNDK) shares surged 3.38% intraday on September 19, 2025, marking a 100.14% rally over 13 consecutive trading days. The stock hit its highest level since September 2025, driven by renewed investor confidence in its AI-driven growth prospects and strategic repositioning as an independent entity.

The stock’s meteoric rise reflects heightened demand for NAND flash memory in AI infrastructure, with Sandisk leveraging its BICS 8 3D NAND technology to address surging needs for high-speed data processing. Partnerships with SK hynix and Kioxia have bolstered its production capabilities, positioning the company to capitalize on the expanding enterprise storage market. Analysts note that Sandisk’s expertise in advanced memory solutions aligns with the technical requirements of AI workloads, particularly in data centers and edge computing applications.

Recent corporate developments, including its 2025 spin-off from Western Digital, have reshaped investor sentiment. The separation has enabled Sandisk to prioritize R&D investments and targeted partnerships, though risks such as operational integration and profitability challenges remain. Leadership has emphasized the company’s focus on innovation to address AI-driven market demands, reinforcing its competitive edge in the NAND ecosystem.

Despite its valuation premium—reflected in a price-to-sales ratio exceeding the industry average—Sandisk’s long-term potential is supported by its technological leadership and strategic positioning. However, investors must weigh near-term financial pressures, including current negative net income, against its growth trajectory. The stock’s rapid ascent underscores both optimism in its AI-related opportunities and caution over market volatility if demand trends stabilize.