---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41511865.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US) trend looks bullish!Hello friends of SanDisk and Micron Technology! When reading institutional research reports, you need to study them carefully to see if there are any issues with the valuation logic and what the basis is. Don't just look at the results without considering the process. Today, let's talk about Morgan Stanley's research report; it's very interesting.On June 3rd, Morgan Stanley gave a target price of $1050 for Micron Technology and $1750 for SanDisk. Many investors exclaimed, "Isn't the target price already reached?" Don't worry, this article provides Morgan Stanley's valuation algorithm and logic. To summarize: Earnings per share are calculated based on fiscal years 2025-2026. The missing Q4 earnings for SanDisk and Micron Technology are calculated based on outlook. The valuation is given at around 28 times, which seems relatively reasonable.Let's tentatively believe Morgan Stanley's algorithm is reasonable. According to this logic, half a year later would be early December. Let's extrapolate: For SanDisk, remove the earnings from the first two quarters and add the earnings from the second half of the year, which would be the full-year earnings for the 2026 calendar year. My calculation exceeds $150; using $150 for calculation, and based on Morgan Stanley's 28x valuation, that's $4200. This data will need to be verified by two quarterly reports from now until early December.Let's wait and see what happens!One more thing: My articles only express opinions on medium-term trends and do not make judgments on short-term price movements. Please manage your own short-term entry and exit points."
datetime: "2026-06-05T05:00:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41511865.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41511865.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41511865.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US) trend looks b…


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## Comments (35)

- **你还在就好了。 · 2026-06-06T01:14:15.000Z**: Closed the position early for a 2x profit, thought I had missed out on further gains.
- **拿不住就去进厂 · 2026-06-05T23:53:05.000Z**: Hold onto the underlying stock and don't be tricked into selling by those short articles and comments in the discussion section claiming 90% returns.
- **昆仑山岩石 · 2026-06-05T23:49:24.000Z · 👍 1**: $Sandisk(SNDK.US)$Micron Tech(MU.US)I felt something was off after 8 PM last night and mentioned it in a comment on the article. It's mainly because the triple witching day is approaching, and the short articles are out. I expected significant volatility and also felt the semiconductor sector needed
  - **涅槃重生** (2026-06-06T01:51:23.000Z): Boss, the 2x SanDisk and 2x Marvell I bought, there shouldn't be any issues in the medium term, right?
- **魅影 · 2026-06-05T18:49:25.000Z**: 2x long, lost 799 in principal, what should I do?
  - **不吃肉肉喝奶奶** (2026-06-11T06:04:23.000Z): The decay on a 2x ETF is too high, just hold on, don't let go until you see the rabbit.
- **昆仑山岩石 · 2026-06-05T12:22:00.000Z · 👍 3**: The recent adjustments in the stock prices of SanDisk and Micron Technology are essentially a normal correction within an upward trend. However, some so-called authoritative semiconductor research institutions have also released their short reports, which came out at a very timely moment. They have 
  - **昆仑山岩石** (2026-06-05T23:31:58.000Z): I felt something was off after 8 p.m. last night. It's mainly because the Triple Witching Day is approaching, and the small write-up has also come out. I expected significant volatility, but I really 
- **我家波哥最威武56717 · 2026-06-05T11:52:28.000Z · 👍 2**: Only by lying flat can one get rich. This account is for SanDisk, Micron lying flat.
- **炒美股养家666 · 2026-06-05T11:47:09.000Z**: 👍
- **不甜， · 2026-06-05T11:04:55.000Z · 👍 4**: Triggered StockPro's comment surge buff, everyone hold tight tonight
  - **昆仑山岩石** (2026-06-05T11:11:51.000Z): My remarks are only about trends! Usually when the stock price adjusts, it's said to strengthen everyone's confidence in holding shares. I hope everyone won't be swayed by speculative articles. The sc
  - **不甜，** (2026-06-05T11:57:27.000Z): Hahaha, just kidding, Rock Brother. It's such a blessing to have StockPro come out to give a massage every time the stock price fluctuates.
- **光辉万丈 · 2026-06-05T10:37:45.000Z · 👍 5**: 说 什么 “左存右光”，躺平致富其实是是 “左 Z 右石”，钱途无量！左 @京城 Z 先生 🌹🌹🌹右 @昆仑山岩石 🌹🌹🌹
- **aistock · 2026-06-05T09:47:08.000Z**: It's normal to adjust; it's for a higher rise later.
- **大司马桓温 · 2026-06-05T08:49:40.000Z**: Brother Yanshi, is it true that Hong Kong banks are going to ban funding for brokerages in the mainland?
  - **昆仑山岩石** (2026-06-05T09:17:17.000Z): You'd better ask Longbridge Securities' customer service about this, I'm not sure.😦
- **奔快的溪流 · 2026-06-05T07:45:06.000Z · 👍 2**: How can there be a stock pro as good as Rock Brother? I'm so touched 🥹🥹
- **Lemon_Boy · 2026-06-05T06:20:36.000Z · 👍 2**: Why is Micron still plummeting? It won't drop sharply again tonight, will it?
  - **涅槃重生** (2026-06-05T06:51:08.000Z): It should recover and start rising again after X. is listed.
  - **昆仑山岩石** (2026-06-05T09:18:41.000Z): The short-term gain has been too big; a slight drop is quite normal.
- **拿不住就去进厂 · 2026-06-05T06:18:10.000Z**: Anchor of Stability
- **97金犇 · 2026-06-05T05:56:41.000Z**: cww
- **阿二每天都要开心呀 · 2026-06-05T05:53:00.000Z**: Increased position in SK Hynix
- **陆羽鸿渐 · 2026-06-05T05:51:58.000Z**: Cash is king!
- **冒牌大猩猩 · 2026-06-05T05:46:05.000Z**: As soon as the market dips, you come to give us a massage. Love it love it 😍
- **涅槃重生 · 2026-06-05T05:16:20.000Z**: Save... for... the king...
- **涅槃重生 · 2026-06-05T05:16:01.000Z**: Left save right light, all in is the way to go