TradingKey – SanDisk has an approximate September 8 closing price of $1,737.99, matching the asserted $1,738.16 price point. More important is that the market should begin considering the memory cycle in a different way. Coupled with recent earnings, SanDisk has revealed a series of multi-year New Business Model agreements at Investor Day, representing approximately half of FY27 and 2/3 FY28 bits. This greatly improves visibility in the midst of the stock’s consolidation above its breakout level of $1,720.48 before the Goldman Sachs conference.
Long-Term Contracts Are Becoming the Core Story
One of the biggest changes to the September set-up is SanDisk’s new contract structure. The company has signed New Business Model agreements with…






