SanDisk Investor Day reveals $93.9B contracted revenue from 8 customers and FY2028-2030 margin targets
At its Investor Day on August 13, 2026, SanDisk disclosed $93.9 billion in contracted revenue from just eight customers covering more than half of next year's chip shipments, and set FY2028-FY2030 targets of approximately 80% non-GAAP gross margin, 50% adjusted FCF margin, and mid-to-high teens revenue growth. The stock rose roughly 14-17% on the day.
Detected & updated continuously · Source: Nebula
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@blckchaindaily
🚨 SANDISK TARGETS 80% NON-GAAP GROSS MARGIN AND 50% ADJUSTED FCF MARGIN FOR FY2028-FY2030 $SNDK
@joinautopilot
Breaking: SanDisk is soaring after revealing $93,900,000,000 in contracted revenue from just 8 customers at today's Investor Day, covering more than half of next year's chip shipments $SNDK has added ~$25,516,000,000 in market cap today https://t.co/mtA1apmETw
@PolymarketMoney
BREAKING: Sandisk reveals just eight customers account for $93,900,000,000.00 in lifetime contract value.
@ttvresearch
THE FUTURE LOOKS BRIGHT FOR $SNDK! SanDisk made NEW intraday highs AGAIN after laying out its FY 2028-FY 2030 targets for revenue growth, non-GAAP gross margin, and adjusted FCF margin! $SNDK sees revenue growth in the mid- to high-teens over the three-year period, with
@StockMKTNewz
The CEO and CFO of Sandisk $SNDK are speaking today at an investor event day they are holding They said over the next couple years they they expect to deliver - Revenue growth rate: mid-to-high teens - Non-GAAP gross margin: approximately 80% - Non-GAAP operating margin: https://t.co/rNDLKIee4A
@firstadopter
Long term gross margins of 80%. Revenue growth through 2030. 100% excess FCF back to shareholders. HBF NOT PART of revenue projections $SNDK https://t.co/MSpOgQaYG6