$SNDK Everything here is screaming re-rate and a structural shift in the business model. Sandisk CFO Luis Visoso at the 2026 Investor Day: "We expect to return 100 percent of excess cash to our shareholders after investing in the business. Our confidence in the sustainability of the model comes from our multi-year NBMs that are based on intimate relationships with our customers and grounded in innovation and collaboration.” "Sandisk has signed NBMs with eight customers, representing approximately two-thirds of bits in FY2028. These agreements support more predictable revenue streams, improved cash flow visibility, and durable earnings growth, further positioning Sandisk to deliver sustainable value for customers and shareholders."
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