Sandisk

AI Infrastructure Optimism Will Eventually Expose NAND Pricing And Margin Fragility

AnalystLowTarget

Not Invested

Community Contributor

Published

11 Jan 26

Views

207

n/a

AnalystLowTarget's Fair Value

n/a

895.0%

-14.8%

895.0%

-14.8%

You can edit this narrative until Jan 12 12:05 AM. Then, changes will post as Updates.

Author's Valuation

US$157.81234.2% overvalued

AnalystLowTarget Fair Value

Narrative

Updates0

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

US$157.81

234.2% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Est. Revenue

Forecast revenue growth rate

29.12%

Historical revenue growth rate

N/A

Tech Hardware revenue growth rate

0.42%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

Decrease

Increase

Current discount rate

8.27%

Calculation

US$1.69b

Earnings '29

21.32x

PE Ratio '29

US$35.93b

Market Cap '29

US$35.93b

Market Cap '29

179.53m

No. shares '29

US$200.13

Share Price '29

US$200.13 Share Price '29

Discounted to 2026 @ 8.24% p.a.

US$157.81

Fair Value '26