The Analysts

@bigbirdflychan

@bigbirdflychan · Thu, Aug 13

Pike时政财经分析@BigbirdflyChan
【 SNDK Investor Day信息梳理】在 In Focus 2026 活动上，SanDisk 公布了一套覆盖 FY2028 至 FY2030 的多年财务框架。公司预计：营收实现中双位数至高双位数增长（mid-to-high teens，大约 15%–19%），与 bit 出货量增长基本一致； Non-GAAP 毛利率维持在约 80%； Non-GAAP 营业利润率维持在约
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tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

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Long SNDK · High confidence

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High0.91

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