Postingan
Katie_OKX
#SandiskDealsInFocus Sandisk’s long-term targets already looked ambitious, but the reported customer deals make the story more concrete 👀
The company is said to have signed new-model agreements with eight customers, worth roughly $9.39B and lasting up to five years. That kind of visibility could help smooth out some of the volatility that usually comes with the NAND cycle.
Still, I don’t think long-term contracts automatically guarantee those FY2028–FY2030 margin targets. Sandisk is aiming for around 80% adjusted gross margin and 75% operating margin, which leaves very little room for pricing pressure, supply expansion or weaker demand.
With US markets closed, SNDK hasn’t traded on the news yet, although xSNDK/USDT moved higher ahead of the open 📊
What I’m most curious about is whether the market focuses on the size of the deals—or questions how profitable they’ll actually be.
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Kripto Trending
BTC/USDTBitcoin
$81.081,7+0,00%
ETH/USDTEthereum
$2.375,63-0,01%
OKB/USDTOKB
$112,37-0,03%
Berita pasar hari ini
1#TeslaRoadsterUnveiled
Populer
2#USCPIAndPPITopForecasts
3#SpaceXQ3Earnings
