Compare MACOM Technology (MTSI) vs SanDisk (SNDK) Price & Performance

MACOM TechnologyTrade

SanDiskTrade

Price performance (Past 24H)

Key statistics

MACOM Technology vs SanDisk — how do they compare? MACOM Technology trades at $284.01 (market cap $20.99B), while SanDisk trades at $1,764.3 (market cap $254.47B). The key difference: SanDisk is far larger — about 12.1× MACOM Technology's market cap. Which is the better fit depends on your goals.

	MTSI	SNDK
Market Cap	$20.99B	$254.47B
Sector	Technology	Technology
52-Week High	$409.68	$2.34K
52-Week Low	$122.18	$73.92
Enterprise Value	$20.70B	$249.89B

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

MACOM Technology

No Aura AI signal available yet.

SanDisk

SNDK trades at $1,737.99, down 0.12% on the day, with a neutral technical signal. The stock has surged over 500% in 2026, driven by AI-driven memory demand, and is set to join the S&P 500. Recent quarters show strong EPS beats, with Q2 2026 actual EPS of $39.25 surpassing the $34.96 estimate. Fundamentals are mixed, with a net loss in 2025 but a projected profit margin of 56.46% for 2026, supported by high gross margins and robust ROE of 91.64%.

Outlook is bullish due to AI memory supercycle tailwinds and contracted revenue floors, but risks include volatility from insider selling and valuation concerns. Analysts are overwhelmingly positive, with 87.5% buy ratings and a consensus price target of $2,330, implying 34% upside. Investors should weigh high growth potential against execution risks in a cyclical sector.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Top news

Latest headlines on both assets

MTSI

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SNDK

Micron rated Buy with 26% upside; Sandisk Hold with 13% upside on 2028 outlook.Seeking Alpha · 4 hours agoBullish Memory chip stocks rise as Goldman Sachs says sector's worst downturn may be over.24/7 Wall Street · 19 hours agoBullish SanDisk surges 632% in a year on AI storage demand but is a Hold at $1,740 amid risks and high valuation.24/7 Wall Street · 20 hours agoNeutral View details →

About MACOM Technology

MACOM develops analog, radio frequency, microwave, and optical semiconductors. Its components are used in telecommunications, data centers, industrial systems, aerospace, and defense applications.

About SanDisk

Sandisk is a semiconductor memory company specializing in NAND flash technology. Its storage products support consumer devices, enterprise systems, and cloud and AI infrastructure.