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← @eldaminato

$SNDK

BULLISH2026-07-12
Price around the call
↑ 2026-07-12
By horizonMaturing · ~11 trading days to go
1d
✓ +4.7%
5d
✗ -16.0%
21d
…
Original post
Marc Lehman · 2026-07-12

Goldman Sachs out on Sandisk $SNDK tonite: Taking up PT to $3100, upside potential to $4000 "SNDK’s recently signed New Business Model (NBM) agreements. Our updated model reflects committed revenues from five total NBMs: three signed in FQ3 totaling ~$42B of RPO, and two additional deals signed early in FQ4 with no disclosed RPO balance yet. We estimate all five deals represent ~$62B of minimum committed revenue over the next several years, with >$11B of financial guarantees/prepayments that provide better visibility than SNDK has had before."

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