SanDisk Stock Falls 55% From Record High, Erasing $200 Billion in Market Value in 25 Days
SanDisk shares fell more than 50% from their record high over the past 25 trading sessions, erasing roughly $200B in market capitalization since late June. The stock dropped over 17% on Friday, shedding more than $500 a share in just three days.
The selloff accelerated after a major bank warned that NAND memory prices are approaching a peak in late 2026. The rapid decline reverses a recent parabolic advance, with the stock now down roughly 30% over five days and down more than 45% within a month. Investors are reassessing contracted storage pricing models and the sustainability of AI-driven storage demand.
From the sources (8 posts)
@polymarketmoneyBREAKING: SanDisk falls after Morgan Stanley warns memory prices could peak in late 2026.
@stocksavvyshay$SNDK down over 11% after Morgan Stanley warns the memory boom is “approaching an inflection point” with contract chip prices expected to peak in late 2026. But a pricing peak doesn't necessarily mean an earnings peak because SanDisk has $
@thelonginvest$SNDK Parabolic moves are typically followed by equally violent declines. Now down over -47% in just over a month. $SNDK and $MU collapses are now bringing the market down
@stocksavvyshay$SNDK is down more than 50% over the past month 😳
@kobeissiletterBREAKING: SanDisk stock, $SNDK, falls over -17% on the day, now down -30% in 5 days and -55% from its record high. That's officially over -$200 billion in lost market cap since June 22nd.
@trendspiderSandisk $SNDK has now fallen more than $500 / share in just the last 3 trading days, shaving off a third of its total valuation 🩸
@bulltheoryioBREAKING: SanDisk has now crashed -55% in the last 25 trading days, wiping out $196 billion from its market cap.
@kalshi_financeBREAKING: $SNDK has plunged -55% over the last 25 trading sessions