Seeking Alpha
24 Jun 2026, 08:08 UTC · 2h ago
Sandisk Still Looks Investable After A Massive Rally
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
24 Jun 2026, 08:08 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
SanDisk has secured approximately $42B in Remaining Performance Obligations (RPO) through multi-year supply deals. — High visibility into multi-billion dollar future revenues significantly reduces risk and supports long-term valuation premiums.
+0.80Q3 2026 revenues grew 251% year-over-year to $5.95B with gross margins reaching 78.4%. — Exceptional growth and high margins demonstrate strong pricing power and successful execution in the data center pivot.
+0.70The company is planning upcoming HBF product launches to drive growth through FY2027-28. — New product pipelines provide a catalyst for continued growth beyond current contracts, though impact is speculative until launch.
+0.40Which stocks this story touches
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The company reported massive YoY revenue growth, high gross margins, and secured significant multi-year supply deals.
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