SanDisk's shares are dropping because of worries about AI, but it has a huge $93.9 billion in contracts.

Oct 15, 2026, 2:40 PM ETDealRead the original at Benzinga

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SanDisk’s multiyear contracts set at least $93.9 billion in expected sales and include customer guarantees, supporting future sales. They do not guarantee profit, and weak NAND prices, demand, or Chinese competition can still hurt results.

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Those agreements give SanDisk a clearer view of future sales and some protection if customers fail to pay. The $93.9 billion is expected sales over several years, not cash already received or guaranteed profit. Weak NAND prices, lower demand, or Chinese competition could still hurt results, but the long contracts and customer protections support the company.

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