المنشور

#SandiskDealsInFocus Sandisk’s long-term targets already looked ambitious, but the reported customer deals make the story more concrete 👀 The company is said to have signed new-model agreements with eight customers, worth roughly $9.39B and lasting up to five years. That kind of visibility could help smooth out some of the volatility that usually comes with the NAND cycle. Still, I don’t think long-term contracts automatically guarantee those FY2028–FY2030 margin targets. Sandisk is aiming for around 80% adjusted gross margin and 75% operating margin, which leaves very little room for pricing pressure, supply expansion or weaker demand. With US markets closed, SNDK hasn’t traded on the news yet, although xSNDK/USDT moved higher ahead of the open 📊 What I’m most curious about is whether the market focuses on the size of the deals—or questions how profitable they’ll actually be.