Innlegg

Sandisk’s FY2028–FY2030 framework is ambitious: mid-to-high double-digit revenue growth, roughly 80% adjusted gross margin and 75% operating margin. The more important signal may be its plan to expand multi-year customer deals across NAND shipments. If those agreements genuinely dampen cycle volatility while AI data-center storage demand grows, the market may assign greater value to earnings durability, not just peak margins. Still, the targets leave little room for supply-demand slippage or delays in the high-bandwidth flash roadmap. Not advice, just analysis. #SandiskLongTermTargets