invest1 publisher
Sandisk has put a price floor under more than half the bits it ships
A Seeking Alpha initiation rates Sandisk a Buy at $2,160 after fiscal 2026 revenue nearly tripled and non-GAAP gross margin reached 84.6%. The multiyear minimum-price agreements are the part that changes how the earnings should be underwritten.
Publishers:seekingalpha.com
Reality
- Evidence20
- Adoption35
- Hype gap+45
- Incentives80
- Confidence30