Sandisk earning forecast

|Sandisk 4-6/2026||||| |:-|:-|:-|:-|:-| |Metric|Wall Street Consensus|Management Guidance Range|Whisper Numbers|Mine| |Revenue|$8.28 Billion – $8.35 Billion|$7.75 Billion – $8.25 Billion|$8.95-9.15|12B| |EPS (Non-GAAP)|$33.17 – $34.26|$30.00 – $33.00|$36.5-37.2|46| |Gross Margin|\~79.0%|79.0% – 81.0%| |83%| |||||| Micron last reported NAND revenue $10B 100% Q/Q growth. Sandisk NAND revenue historically is \~20% higher than Micron. MU from $5B to last $10B reported this month. Sandisk from $6B to my $12B estimate. Main focus: Guidance (at least 20% growth needed), Long term fixed prices commitment (at least 50%) , HBF prospects, general demand/supply comments Street is uncertain on how long the demand will outpace supply and deems the 80% gross margin as unsustainable and Sandisk as a commodity manufacturer. Yet HBF owned by Sandisk with tens of billions revenue prospects by 2030 + may change that view. I see 10-12 PE on $200 next full year EPS for $2000-2400 target stock price with $3000 per share potential