David Goeckeler
Chief executive and chair, Sandisk
David Goeckeler is a chief executive and chair at Sandisk. They also file at Automatic Data Processing (director). Their most recent Section 16 filing is from September 2026.
- Known for
- chief executive and chair at Sandisk
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Silicon
Goldman Hands SanDisk a $150 Billion Story and the Stock Falls 7%
Goldman's map of High-Bandwidth Flash names SanDisk, SK Hynix and Samsung as the owners of AI's next memory tier, and its wafer arithmetic tightens the flash supply behind it. The October 29 earnings report decides whether a 575% run was a new regime or a cycle top.
· 3 min read
Money
Sandisk's insiders sold $130 million of the AI memory boom and bought nothing
Seventy-three insider sales, zero purchases: the officers of the AI memory boom's pure play cashed out roughly $130 million in six months, even as $93.9 billion in price-floored contracts backs the bull case into a October 29 earnings test.
· 2 min read
Money
Citi's $2,100 Sandisk call leans on Micron; Sandisk's own guide leans the other way
Citi kept its $2,100 buy on Sandisk the day after Micron's NAND revenue jumped 42% sequentially. The 29 October report tests that extrapolation: guidance cuts growth to a third of last quarter's pace, and $2.8 billion of the July quarter's $7.1 billion of operating cash flow was customer deposits and unpaid taxes.
· 3 min read