#sandiskrises7%onrevenuegrowthoutlook
$SNDK
is 60% off the bottom now
‼️🚀
Here’s what’s driving the move
👇
SanDisk Investor Day + analyst upgrades + broader market strength: • Enterprise data center flash TAM → 1.2ZB by 2030 • Revenue growth → mid-to-high teens • Non-GAAP gross margin → ~80% • GAAP operating margin → ~75% • FCF margin → ~50% • 100% of excess cash → returned to shareholders Key takeaway: • 8 NBM customers = ~50% of FY27 bits & ~⅔ of FY28 bits • Prioritizing profitability + supply discipline Recent Analyst Upgrade: JPMorgan upgraded
$SNDK
to Buy, citing LTAs that reset margins higher and reduce cyclicality. Are you holding
$H $STAR
👀
$SNDK
is 60% off the bottom now
‼️🚀
Here’s what’s driving the move
👇
SanDisk Investor Day + analyst upgrades + broader market strength: • Enterprise data center flash TAM → 1.2ZB by 2030 • Revenue growth → mid-to-high teens • Non-GAAP gross margin → ~80% • GAAP operating margin → ~75% • FCF margin → ~50% • 100% of excess cash → returned to shareholders Key takeaway: • 8 NBM customers = ~50% of FY27 bits & ~⅔ of FY28 bits • Prioritizing profitability + supply discipline Recent Analyst Upgrade: JPMorgan upgraded
$SNDK
to Buy, citing LTAs that reset margins higher and reduce cyclicality. Are you holding
$H $STAR
👀