Sandisk holds a $93.9 billion contract backlog supported by $16.5 billion in financial guarantees and has already received $2.5 billion, reflecting strong customer commitment. The company projects an adjusted free cash flow of $8.74 billion for fiscal year 2026, highlighting sustainable cash generation by correctly separating customer prepayments. Datacenter revenue is expected to jump from $325 million in FY2024 to $5.15 billion in FY2026, driven by hyperscaler demand. This growth supports a positive outlook for Sandisk's contract volumes, pricing, and gross margins through 2030, maintaining a Buy rating on the stock.
SanDisk's market capitalization stands at $251.84 billion as of October 6, 2026, 15:51 WIB, with a daily trading volume of 8,191,520 shares on Pluang. The stock price is currently USD 1,693.51, down 0.62% for the day, while the platform shows a strong buy sentiment with 75% of orders favoring purchases. This trading activity reflects ongoing investor interest alongside Sandisk's substantial contract backlog and projected growth outlined in the news.
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