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Buy buy buy

Buy buy buy

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Dolphin Research
SNDK: DC Boom, But LT Contracts Cap Price Hikes

Beats no longer surprise: LT contracts floor the downside and cap the upside

a 2 1 三 c )SanDisk PROFESSIONAL
Seagate Financial Performance Unit: $mn 1Q24 2Q24 3Q24 4Q24 1Q25 2Q25 3Q25 4Q25
2000 SanDisk daily close (US$) SanDisk is down ~30% from its 22 Sep peak, about
Revenue vs Guidance Range & Consensus ($mn) Revenue ■Consensus(Bloomberg) Guidan+8

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