| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | MENTIONED | LOW | Rob Black Show Afternoon podcast 10-2-26 |
SanDisk named among the day's underperformers alongside Micron. [audio] | — | — | — |
| 2026-10-01 | MENTIONED | LOW | Rob Black Show Beginning The Month Of October 2026 |
SanDisk edged up fractionally while Micron slipped 1.6%, the two seen as similar US memory plays. [audio] | — | — | — |
| 2026-09-30 | MENTIONED | LOW | Rob Black Show Stocks Rise After Inflation Slowed Last Month |
SanDisk was named among memory players (with Micron, Samsung, SK Hynix) ahead of Micron's earnings. [audio] | — | — | — |
| 2026-09-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-29-26 |
SanDisk was cited among the day's stock gainers, rising about 16 dollars. [audio] | — | — | — |
| 2026-09-24 | MENTIONED | LOW | Rob Black Show Stocks Slide Again As Treasury Yields Push Higher |
SanDisk down 5% as memory stocks took another hit; memory remains a top AI-boom beneficiary but is now very expectation-sensitive. [audio] | — | — | — |
| 2026-09-23 | MENTIONED | LOW | Rob Black Show Stocks Fall As Yields Shoot Higher |
SanDisk was among technology stocks down roughly 1% to 2% as higher yields pressured the market. [audio] | -3.6% | — | — |
| 2026-09-22 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-22-26 |
SanDisk was a strong session winner as the host discussed persistent flash-memory supply constraints. [audio] | -8.3% | — | — |
| 2026-09-22 | BUY | MEDIUM | Rob Black Show Markets Near High As Oil Falls |
Rob highlighted Rosenblatt's buy initiation and $2,400 target, citing memory shortages and SanDisk's manufacturing cost advantages. [audio] | -8.3% | — | — |
| 2026-09-16 | MENTIONED | LOW | Rob Black Show Stocks Higher Ahead Of Fed Rate Decision |
SanDisk was cited among the day's semiconductor movers. [audio] | +19.5% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-15-26 |
SanDisk was cited among semiconductor movers. [audio] | +23.3% | — | — |
| 2026-09-15 | MENTIONED | LOW | Rob Black Show Markets Fall As Losses Accelerate |
SanDisk was cited as an AI-memory play and was sharply lower. [audio] | +23.3% | — | — |
| 2026-09-10 | MENTIONED | LOW | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob names SanDisk among momentum stocks falling about 4% in the risk-off session. [audio] | -4.6% | — | — |
| 2026-09-09 | MENTIONED | LOW | Rob Black Show Rising Oil Prices Continue To Rattle Investors |
Rob reports that SanDisk is up about 3% despite broader technology weakness. [audio] | -13.8% | — | — |
| 2026-09-08 | MENTIONED | LOW | Rob Black Show Stocks Drop As Oil Prices Climb |
SanDisk was up 3.2% as one of the few notable movers on a quiet tape. [audio] | -11.9% | — | — |
| 2026-09-04 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 9-4-26 |
SanDisk jumped more than 8% as the semiconductor space rallied ahead of the long weekend, and he listed it in the networking/memory layer of his AI investment map. [audio] | -6.1% | — | — |
| 2026-08-27 | MENTIONED | LOW | Rob Black Show Nvidia Revenue Outlook Lifts Chip Stocks |
Mentioned alongside Micron as trading lower on the day despite NVIDIA's strength. [audio] | +4.7% | +19.7% | — |
| 2026-08-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-24-26 |
Down 6.4% in the memory-chip selloff. [audio] | +4.9% | +21.7% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Listed alongside Micron and Western Digital as an AI server memory supplier. [audio] | -7.0% | +12.3% | — |
| 2026-08-18 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-18-26 |
Named alongside Micron as a memory maker that may regret setting prices and margins so high. [audio] | -8.9% | -0.7% | — |
| 2026-08-18 | MENTIONED | HIGH | Rob Black Show Trouble In Tech Land |
SanDisk fell roughly 8% alongside Micron in the memory selloff. [audio] | -8.9% | -0.7% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Afternoon podcast 8-17-26 |
SanDisk was the day's big winner, up 8.88% and gaining five straight days for a 35% run. [audio] | -16.4% | -14.9% | — |
| 2026-08-17 | BUY | HIGH | Rob Black Show Investors Weigh AI Optimism |
SanDisk was up 10% to $153 as JP Morgan initiated at overweight with a $2,200 target and Wedbush kept outperform at $2,000, citing $93.9 billion in contracts and 80% target gross margins, though Rob framed it as higher risk, higher reward rather than another NVIDIA. [audio] | -16.4% | -14.9% | — |
| 2026-08-14 | BUY | HIGH | Rob Black Show Afternoon podcast 8-14-26 |
SanDisk continued its run, up 13.7% yesterday and another 6% today, after JP Morgan initiated coverage at buy citing long-term agreements that should reset margins higher and reduce dependence on traditional memory cycles. [audio] | -2.7% | -0.5% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show Afternoon podcast 8-13-26 |
SanDisk rose 16% on an investor-day outlook of mid-to-high-teens revenue growth through 2030 with 80% gross margins, with multi-year contracts already covering half of 2027 and two-thirds of 2028 capacity; Rob owns it but flagged the risk when supply catches up. [audio] | +4.7% | +6.9% | — |
| 2026-08-13 | BUY | HIGH | Rob Black Show More Encouraging Inflation Data |
SanDisk soared 15% on an investor-day growth plan of mid-to-high-teens revenue growth, 80% gross margins, 50% free cash flow margins and returning all excess cash, though pricing declines are the catch to watch. [audio] | +4.7% | +6.9% | — |
| 2026-08-11 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Stabilize |
SanDisk rose about 3% to $40, diverging from Micron, which Rob noted is unusual for the memory names. [audio] | +27.9% | +33.2% | — |
| 2026-08-06 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-6-26 |
SanDisk fell 6.8% as strong quarterly results were offset by disappointing guidance, though Rob said sustaining those high margins is a good problem to have and cited its forecast for a $300 billion flash market. [audio] | +21.4% | +38.3% | — |
| 2026-08-06 | BUY | MEDIUM | Rob Black Show Traders Keep An Eye On The Middle East |
Lower after earnings on guidance, but host calls it a strong report - NAND flash a major beneficiary of AI data requirements, with ~15% sequential EPS growth implied and weakness attributed to elevated expectations rather than deteriorating demand. [audio] | +21.4% | +38.3% | — |
| 2026-08-05 | HOLD | HIGH | Rob Black Show Afternoon podcast 8-5-26 |
SanDisk beat by $4.29 with data center revenue up 437% and guided higher, but fell about 3% after hours because the stock had already run so far. [audio] | -0.5% | +28.8% | — |
| 2026-08-05 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 8-4-26 |
SanDisk rose 10.8% in the broad memory and semiconductor advance. [audio] | -0.5% | +28.8% | — |
| 2026-08-04 | BUY | HIGH | Rob Black Show Oil Prices Dropped Amid Optimism |
SanDisk surged 10% and Rob named it one of the memory leaders he plans to invest behind in the AI buildout. [audio] | -11.0% | +8.9% | — |
| 2026-08-03 | WATCH | MEDIUM | Rob Black Show Afternoon podcast 8-3-26 |
SanDisk was named among the memory companies reporting results in the coming days. [audio] | -3.9% | +20.6% | — |
| 2026-07-30 | MENTIONED | LOW | Rob Black Show Semiconductors Help Drive Gains |
SanDisk up 23% today; mentioned as a big mover. [audio] | -1.7% | +16.0% | — |
| 2026-07-29 | MENTIONED | MEDIUM | Rob Black Show Stocks Stumble As Oil Surges |
SanDisk fell 7% yesterday but is up 291% this year. [audio] | +32.9% | +46.2% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-28-26 |
SanDisk is mentioned as being down 14% amid chip sector volatility. [audio] | +30.2% | +35.5% | — |
| 2026-07-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-27-26 |
Host notes SanDisk was down 11% and increasing chip prices; discusses China-related roadblocks. [audio] | +30.2% | +35.5% | — |
| 2026-07-27 | MENTIONED | LOW | Rob Black Show Markets Meander As Oil Falls |
SanDisk down 12%; trade reversed; affected by Chinese memory chip maker IPO; Western Digital down 7%. [audio] | +0.8% | +17.3% | — |
| 2026-07-22 | MENTIONED | LOW | Rob Black Show Oil Prices Hitting Their Highest Levels In Over A Month |
SanDisk moving higher; listed as a beneficiary of AI/cloud spending. [audio] | -36.5% | -0.2% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-21-26 |
SanDisk was up 14.2 percent today and discussed as a semiconductor stock leading the advance. [audio] | -31.0% | +0.7% | — |
| 2026-07-20 | MENTIONED | LOW | Rob Black Show Oil Prices Fluctuated |
SanDisk up 4.4%; mentioned among chip-related stocks. [audio] | -8.1% | +12.8% | — |
| 2026-07-15 | BUY | MEDIUM | Rob Black Show Afternoon podcast 7-15-26 |
SanDisk rolled higher this year; referenced as a momentum player in memory chips. [audio] | -1.0% | +1.6% | — |
| 2026-07-15 | MENTIONED | MEDIUM | Rob Black Show Stocks Rise On Big Tech Gains |
SanDisk was up 5% yesterday, but down 12.2% today; referenced as a momentum stock. [audio] | -1.0% | +1.6% | — |
| 2026-07-13 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-13-26 |
SanDisk discussed as a semiconductor stock hit hard today, price target doubled by analyst, part of memory play for AI. [audio] | -16.9% | -19.7% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
SanDisk is referenced as part of the semiconductor sector weakness. [audio] | -16.9% | -19.7% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Afternoon podcast 7-9-26 |
SanDisk was up 7.5% as part of semiconductor sector gains. [audio] | -24.1% | -34.8% | — |
| 2026-07-09 | MENTIONED | LOW | Rob Black Show Stocks Rose Supported By Jump In Semiconductors |
SanDisk is up 7-9 percent, noted among semiconductor winners. [audio] | -24.1% | -34.8% | — |
| 2026-07-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-8-26 |
Sandisk crushed S&P 500 with 764% increase, but down 28% from peak. [audio] | -6.5% | -29.8% | — |
| 2026-07-08 | MENTIONED | LOW | Rob Black Show Markets Tumble As Oil Rises Due To End Of Ceasefire |
Mentioned as a memory chip maker in a strong position for next year's earnings. [audio] | -6.5% | -29.8% | — |
| 2026-06-30 | BUY | HIGH | Rob Black Show Markets Rise To Close Out First Half Of 2026 |
SanDisk up 717% year-to-date; looks attractive on valuation; up 7% today. [audio] | -28.9% | -43.7% | -24.7% |
| 2026-06-29 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-29-26 |
SanDisk was down $40 while Micron was up; trading hand-in-hand recently. [audio] | -14.9% | -50.5% | -13.3% |
| 2026-06-26 | MENTIONED | HIGH | Rob Black Show Afternoon podcast 6-25-26 |
SanDisk up 21 percent, cited as a strong performer in memory/semiconductor sector. [audio] | -16.5% | -31.3% | -16.1% |
| 2026-06-25 | MENTIONED | LOW | Rob Black Show DJIA Notches Record As Market Divides |
SanDisk is discussed as benefiting from higher memory prices and rallying on Micron's results. [audio] | -25.3% | -38.5% | -22.2% |
| 2026-06-24 | BUY | MEDIUM | Rob Black Show Afternoon podcast 6-24-26 |
Host mentions acquiring Sandisk shares along with Micron in the last 90 days. [audio] | +6.2% | -25.0% | -1.4% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-23-26 |
SanDisk was down 12% and is mentioned as a memory chip provider for AI data centers. [audio] | +15.8% | -18.0% | -10.0% |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Global Chip Rout |
SanDisk is mentioned for daily performance and historical returns. [audio] | +15.8% | -18.0% | -10.0% |
| 2026-06-22 | WATCH | MEDIUM | Rob Black Show Declines In Technology Stocks |
SanDisk is cited as an AI beneficiary, up 4500%, and among stocks that have doubled. [audio] | -9.8% | -29.7% | -21.2% |
| 2026-06-18 | MENTIONED | MEDIUM | Rob Black Show Thinking About AI Stocks |
SanDisk mentioned as trading under 10 times earnings and as a potential shopping list candidate. [audio] | +6.9% | -38.0% | -30.4% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Afternoon podcast 6-15-26 |
SanDisk's stock performance as memory names rallied. [audio] | +7.9% | -23.4% | -22.5% |
| 2026-06-15 | MENTIONED | MEDIUM | Rob Black Show Iran Peace Deal Lifting The Markets |
SanDisk is an outsized winner, up 6.2%, and included in momentum ETF picks. [audio] | +7.9% | -23.4% | -22.5% |
| 2026-06-08 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 6-8-26 |
SanDisk up 82 points and up 5.3%. [audio] | +28.4% | +5.2% | +6.0% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Oil Jumps |
Mentioned as a stock that is up 70 points today. [audio] | -6.8% | +15.4% | -15.7% |
| 2026-05-29 | BUY | HIGH | Rob Black Show Thinking About A Shopping List |
The host recommended buying SanDisk if comfortable with the risk, noting valuations look cheap. [audio] | -8.0% | +23.3% | -12.4% |
| 2026-05-28 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-28-26 |
Host mentions Memory stocks jumped with SanDisk up 3.3%. [audio] | +7.2% | +27.4% | -8.7% |
| 2026-05-26 | BUY | MEDIUM | Rob Black Show Hope Over A Potential Deal With Iran |
Host mentions picking up shares of Sandisk and Flash Memory Maker. [audio] | +8.0% | +46.9% | -6.1% |
| 2026-05-21 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 5-21-26 |
Host discusses SanDisk's massive price gain, stating 'I own SanDisk' and expressing excitement. [audio] | +6.4% | +41.7% | +1.7% |
| 2026-05-20 | MENTIONED | LOW | Rob Black Show Markets Move Higher Thanks In Part To Declining Oil Prices |
Host notes SanDisk's stock price increase. [audio] | +14.2% | +56.9% | +16.7% |
| 2026-05-18 | BUY | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
Host lists SanDisk as a stock they like alongside others in the AI sector. [audio] | +10.9% | +46.9% | +23.1% |
| 2026-05-15 | MENTIONED | LOW | Rob Black Show What Is Lifecording |
Host mentions SanDisk's ascent and notes it is now bigger than the company that spun it off. [audio] | +5.0% | +40.7% | +8.6% |
| 2026-05-14 | MENTIONED | LOW | Rob Black Show Stocks Rise Led By Tech Investments |
Host notes Sandisk is down $50 today to $1,400 a share. [audio] | +11.5% | +43.2% | -2.8% |
| 2026-05-11 | MENTIONED | LOW | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Host notes SanDisk was negative but is now positive, up eight bucks. [audio] | -13.9% | +6.2% | -21.7% |
| 2026-05-08 | BUY | HIGH | Rob Black Show Good Year In The Stock Market So Far |
Host highlights SanDisk as cheap (trading at 9.5x earnings) with strong demand due to AI and memory shortages, noting it is booked out for years. [audio] | -9.9% | -0.2% | -19.4% |
| 2026-05-06 | MENTIONED | MEDIUM | Rob Black Show Earnings Jump |
SanDisk was mentioned as the second-best performing stock in 1999, up 581%, and up 3,960% in the last year. [audio] | +2.6% | +10.6% | +1.3% |
| 2026-05-05 | BUY | HIGH | Rob Black Show Afternoon podcast 5-5-26 |
Host recommends buying SanDisk, citing its spinoff from Western Digital, AI data center demand, and strong earnings. [audio] | +3.2% | +25.1% | -8.4% |
| 2026-05-05 | MENTIONED | LOW | Rob Black Show Stocks Get Boost From Oil Pullback |
SanDisk stock is surging on booming memory chip demand and is up 117 to 1374. [audio] | +3.2% | +25.1% | -8.4% |
| 2026-05-04 | BUY | HIGH | Rob Black Show Afternoon podcast 5-4-26 |
Host states he bought the stock in March, notes Bernstein raised its price target to $1,700, and describes it as having 'strong demand' and being a 'strong stock'. [audio] | +23.2% | +45.8% | -3.3% |
| 2026-05-04 | MENTIONED | MEDIUM | Rob Black Show Traders Eye Oil Again |
Host mentions Bernstein raised SanDisk's price target to $1,700 from $1,250 after a strong earnings beat. [audio] | +23.2% | +45.8% | -3.3% |
| 2026-05-01 | BUY | HIGH | Rob Black Show Kicking Off May With Record Levels |
SanDisk's strong earnings, revenue growth, and increased price targets from analysts due to AI infrastructure demand. [audio] | +31.6% | +42.8% | +7.8% |
| 2026-04-30 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-30-26 |
Sandisk reported numbers and is down 4.6% aftermarket. [audio] | +22.2% | +54.6% | -7.4% |
| 2026-04-29 | MENTIONED | MEDIUM | Rob Black Show Oil Prices Continue Their Rally |
SanDisk is mentioned as moving higher today. [audio] | +32.5% | +59.3% | +3.0% |
| 2026-04-27 | BUY | MEDIUM | Rob Black Show Afternoon podcast 4-27-26 |
Host mentioned liking SanDisk at these levels if one can tolerate volatility. [audio] | +17.3% | +48.6% | +34.2% |
| 2026-04-27 | BUY | HIGH | Rob Black Show The Performance Of Semiconductor Stocks |
Mellius initiated coverage of SanDisk with a buy rating and a two-year target of $1,350, which is 36% upside. [audio] | +17.3% | +48.6% | +34.2% |