Sandisk (NASDAQ:SNDK) on Tuesday unveiled a major rebranding of its popular WD_Black solid-state drive (SSD) family at the CES 2026 tech show, renaming the lineup under a new brand called Sandisk Optimus. The announcement sent Sandisk shares soaring more than 23% in early trading.
SNDK heads into 2026 positioned for AI data center growth as rising storage intensity boosts enterprise SSD demand.
Simpson Manufacturing Co., Inc. ( SSD ) Stephens Annual Investment Conference 2025 November 18, 2025 11:00 AM EST Company Participants Michael Olosky - CEO, President & Director Matt Dunn - CFO & Treasurer Conference Call Participants Trey Grooms - Stephens Inc., Research Division Presentation Trey Grooms Stephens Inc., Research Division All right. Thanks. We'll go ahead and get started.
Simpson Manufacturing Co., Inc. ( SSD ) Baird 55th Annual Global Industrial Conference November 11, 2025 11:50 AM EST Company Participants Michael Olosky - CEO, President & Director Matt Dunn - CFO & Treasurer Conference Call Participants Timothy Wojs - Robert W. Baird & Co. Incorporated, Research Division Presentation Timothy Wojs Robert W.
Simpson Manufacturing Co., Inc. (NYSE:SSD ) 24th Annual Diversified Industrials & Services Conference September 18, 2025 5:20 PM EDT Company Participants Michael Olosky - CEO, President & Director Matt Dunn - CFO & Treasurer Conference Call Participants Kurt Yinger - D.A. Davidson & Co., Research Division Presentation Kurt Yinger D.A.
Here is how Simpson Manufacturing (SSD) and Emcor Group (EME) have performed compared to their sector so far this year.
Here is how Simpson Manufacturing (SSD) and Worthington Enterprises (WOR) have performed compared to their sector so far this year.
Simpson Manufacturing (SSD) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Simpson Manufacturing Co., Inc. (NYSE:SSD ) Q2 2025 Earnings Conference Call July 28, 2025 5:00 PM ET Call Participants Matt Dunn - CFO & Treasurer Michael L. Olosky - CEO, President & Director Kimberly Orlando - IR, ADDO Investor Relations Conference Call Participants Daniel Joseph Moore - CJS Securities, Inc. Kurt Willem Yinger - D.A.
Strong demand for SSDs across the client and data center end markets is likely to continue driving MU's NAND revenues.
Simpson Manufacturing is a solid business with long-term potential, but the current valuation isn't attractive enough for a value-oriented investor like me. Despite modest revenue and profit growth, macroeconomic headwinds like high interest rates, tariffs, and weak housing starts warrant a cautious outlook. Shares are cheaper than most peers, but not cheap enough to justify a buy; I maintain my "Hold" rating until valuation or fundamentals improve.
Simpson Manufacturing Co., Inc. remains vital in construction but faces pressure from rising input costs, tariffs, and weakening demand. Q1 2025 results beat expectations with EPS of $1.86 and revenue of $538.9 million, despite macroeconomic challenges. SSD management's cautious approach to tariffs and cost pressures risks margin compression, and maintaining profitability depends on higher housing starts.