Wall Street’s widely accepted valuation premium for Sandisk is 9–10x 2027 fiscal year EPS. This is the industry-wide recognized fair benchmark, and the only standard used by all major brokerages for pricing.
Priced at 7x 2027 EPS: $1,500–$1,600
9x fair P/E: $2,150–$2,250—this is the benchmark pricing line used by Citi, Morgan Stanley, and Bank of America
10x P/E: $2,400–$2,500. If it goes above $2,500, it’s already discounting and pulling forward performance from 2028—this is the most optimistic scenario at the extreme end of Bernstein’s $3,000 target price.
Hang in there a bit more! Add 30% of your position when it’s above 2100.
Priced at 7x 2027 EPS: $1,500–$1,600
9x fair P/E: $2,150–$2,250—this is the benchmark pricing line used by Citi, Morgan Stanley, and Bank of America
10x P/E: $2,400–$2,500. If it goes above $2,500, it’s already discounting and pulling forward performance from 2028—this is the most optimistic scenario at the extreme end of Bernstein’s $3,000 target price.
Hang in there a bit more! Add 30% of your position when it’s above 2100.
