Shay Boloor(@StockSavvyShay):Rosenblatt initiated $SNDK at Buy with a $2,400 PT as AI turns NAND into a “more system-critical component of AI infrastructure.” The firm sees ~80% gross margins and ~$300 of FY30 EPS as SanDisk moves closer to the compute stack and customer agreements reduce NAND cyclicality.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.09.22 11:00

Rosenblatt initiated $SNDK at Buy with a $2,400 PT as AI turns NAND into a “more system-critical component of AI infrastructure.” The firm sees ~80% gross margins and ~$300 of FY30 EPS as SanDisk moves closer to the compute stack and customer agreements reduce NAND cyclicality.