Core Viewpoint - SanDisk Corp (SNDK.US) has received a significant boost with Benchmark raising its target price from $70 to $85 while maintaining a "Buy" rating, following the announcement of a price increase of over 10% for all products in new quotes and orders [1] Financial Performance - For Q4 of fiscal year 2025, SanDisk reported revenue of $1.901 billion, reflecting a quarter-over-quarter growth of 12% and a year-over-year growth of 8% [1] - The total revenue for the fiscal year reached $7.355 billion, marking a 10% increase compared to fiscal year 2024 [1] - Growth was primarily driven by moderate single-digit increases in storage capacity shipments and average selling prices (ASP) [1] Business Structure - The data center business significantly contributed to overall shipments, accounting for over 12% of total shipments [1] - Cloud business revenue reached $213 million, showing a year-over-year growth of 25% [1] - Client business revenue was $1.103 billion, while consumer business revenue stood at $585 million, indicating collaborative growth across all segments [1] Company Overview - SanDisk Corporation is a leading player in NAND flash memory technology, focusing on the research, manufacturing, and sales of data storage devices and solutions based on NAND flash [1] - The company's operations span across the United States, Europe, the Middle East, Africa, Asia, and other global regions [1]
SanDisk(SNDK.US)财报亮眼+新品全线涨价逾10%，Bench维持“买入”并上调目标价至85美元