SNDK · SanDisk Corp
AI read · Neutral
The AI's read
SanDisk gave aggressive 2028-2030 guidance: mid-to-high-teens revenue growth, ~80% gross margins, ~75% operating margins and FCF ~50% of revenue. That outlook is why the stock ripped roughly 16% today, plus more in after-hours. The market has already moved hard. RSI is 88.46 and the share move suggests much of the hit is priced in, so upside from here feels squeezed. Catalyst is bullish on paper but execution risk is real. We lean neutral for now and would wait for consolidation or proof that margins and volumes actually arrive.