#Gate股票观点挑战 |
$SNDK DID SNDK BECOME CHEAP JUST BECAUSE IT FELL 9%?
I think this is the real question.
It is difficult to see any serious deterioration in SanDisk’s core story at the moment:
📌 Q4 revenue was $8.97 billion, with 51% quarterly growth.
📌 FY2026 revenue guidance is $20.25 billion → a 175% annual increase.
📌 Q1 FY2027 revenue guidance is $10.3–$10.8 billion.
📌 Data center demand is said to be accelerating.
📌 Multi-year agreements covering more than 50% of FY2027 bits are in place.
In other words, the company’s story features a strong combination of AI + data center + NAND deman