SanDisk Corporation (SNDK) Outperforms on AI-Driven Storage Demand

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RegExp("[?&]notifications=1(&|#|$)");"desktop"===y&&i&&b.test(window.location.search)&&(i.checked=!0)};ge("ybar-mod-notification",(function(e){var t={isUH3:"crunch"===e.getConfig().ytheme,notifContainer:document.getElementById("notification-container"),notifBadge:document.getElementById("notif-badge"),notifMenu:document.getElementById("ybarNotificationMenu"),notifMenuOpener:document.querySelector("#ybarNotificationMenu + label"),notifDropdown:document.getElementById("notifDropdownContainer"),tooltipContainer:document.querySelector(".".concat($n)),notifLabel:document.querySelector(".".concat(Xn))};t.notifDropdown&&so(e,t)}))}()}};]]>Attiya ZainibFri, February 27, 2026 at 3:14 PM GMT+1 3 min readThe Harbor Capital Advisors released its “Mid Cap Value Fund’s” Q4 2025 investor letter. A copy of the letter can be downloaded here. Harbor Mid Cap Value Fund, subadvised by LSV Asset Management, delivered solid outperformance in the fourth quarter of 2025, with the Institutional Class returning 4.07% versus 1.42% for the Russell Midcap Value Index, benefiting from strength in value stocks as the Russell Midcap Growth Index declined 3.7% during the period. U.S. equities broadly advanced, with the S&P 500 Index rising 2.7% in the quarter and 17.9% for the full year, while mid-caps lagged, with the Russell Midcap Index up just 0.2% in Q4. For 2025, the Fund gained 15.95% (Institutional Class), outperforming the benchmark’s 11.05% return. Attribution data show a total quarterly excess return of 2.82%, largely from selection effects, underscoring the manager’s quantitative value discipline focused on fundamental undervaluation, improving momentum, and risk control. Looking ahead, management noted that while AI-driven large-cap leadership has elevated valuations in certain segments, mid- and small-cap value stocks continue to trade at more attractive multiples, positioning the Fund to capitalize on opportunities within economically sensitive and cash-generative businesses. In addition, please check the Fund’s top five holdings to know its best picks in 2025.In its fourth-quarter 2025 investor letter, Harbor Capital Advisors' Mid Cap Value Fund highlighted stocks like SanDisk Corporation (NASDAQ:SNDK). SanDisk Corporation (NASDAQ:SNDK) is a data storage solutions provider that develops and manufactures flash memory products used in consumer electronics and enterprise applications. The one-month return of SanDisk Corporation (NASDAQ:SNDK) was 13.13% while its shares traded between $27.89 and $725.00 over the last 52 weeks. On February 26, 2026, SanDisk Corporation (NASDAQ:SNDK) stock closed at approximately $651.90 per share, with a market capitalization of about $96.19 billion.Harbor Capital Advisors' Mid Cap Value Fund stated the following regarding SanDisk Corporation (NASDAQ:SNDK) in its Q4 2025 investor letter:"Following strong performance in the third quarter, Information Technology holding SanDisk Corporation (NASDAQ:SNDK) significantly outperformed again in the fourth quarter. AI-driven demand for storage led to strong earnings and increases in revenue growth and margins. We trimmed our position in Sandisk given the run-up in the stock."SanDisk Corporation (NASDAQ:SNDK) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 75 hedge fund portfolios held SanDisk Corporation (NASDAQ:SNDK) at the end of the fourth quarter, which was 61 in the previous quarter. While we acknowledge the risk and potential of SanDisk Corporation (NASDAQ:SNDK) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P 5006,846.27 -62.59 (-0.91%)Dow 3048,871.75 -627.45 (-1.27%)Nasdaq22,595.66 -282.72 (-1.24%)Russell 20002,677.29 +13.96 (+0.52%)VIX21.26 +2.63 (+14.10%)Gold5,244.90 +50.70 (+0.98%)Trending tickersNFLX Netflix, Inc. 91.88 +7.27 (+8.59%)XYZ Block, Inc. 64.86 +10.26 (+18.79%)BTC-USD Bitcoin USD 66,248.60 -1,956.76 (-2.87%)DUOL Duolingo, Inc. 94.34 -23.11 (-19.68%)CRWV CoreWeave, Inc. 81.50 -16.13 (-16.53%)PortfolioSign in to access your portfolioSign inTop gainersAAOI Applied Optoelectronics, Inc. 73.32 +19.63 (+36.55%)FIGS FIGS, Inc. 15.34 +2.86 (+22.91%)XYZ Block, Inc. 64.97 +10.37 (+18.99%)DELL Dell Technologies Inc. 142.66 +21.20 (+17.45%)BWIN The Baldwin Insurance Group, Inc. 22.00 +3.51 (+18.98%)Top losersDUOL Duolingo, Inc. 95.39 -22.06 (-18.76%)CRWV CoreWeave, Inc. 80.77 -16.86 (-17.27%)RUN Sunrun Inc. 16.25 -4.17 (-20.44%)ESTC Elastic N.V. 50.15 -11.47 (-18.61%)AMBA Ambarella, Inc. 59.94 -10.96 (-15.52%)Most activeNVDA NVIDIA Corporation 179.82 -5.07 (-2.74%)NFLX Netflix, Inc. 91.88 +7.27 (+8.60%)MARA MARA Holdings, Inc. 9.74 +1.29 (+15.27%)CRWV CoreWeave, Inc. 80.77 -16.86 (-17.27%)WBD Warner Bros. 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