SanDisk Corp Ordinary Shares
SNDK: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|D! | LOCK|mJ< | LOCK|?hp&#Rb |
Sandisk: We Retain Skepticism on Longer-Term Targets
Sandisk hosted a bullish investor day on Aug. 13, focusing on long-term secular demand trends for NAND memory, AI, and long-term customer contracts. Management provided attractive long-term targets, including double-digit revenue growth through 2030 and 80% non-GAAP gross margin.
