Sandisk's Long-Term Contracts Raising Questions -- Market Talk

Dow Jones

May 02

1543 ET - Sandisk is likely to be able to exceed its 2Q guidance given strong pricing trends for memory technology, but the company's shift toward long-term supply agreements raises questions about whether it's taking full advantage ofpricing opportunities, Wedbush analysts write in a note. "Ultimately how one feels about the value of and ultimate sustainability of the new LTAs, vs. Sandisk's seemingly lost opportunity to push higher pricing right now, is going to dictate how one feels about SNDK's results," they write. "We aren't yet sure how this new set of LTAs will play out and likely will have to better understand the mechanics (details from our checks to date have been relatively sparse) to have a stronger opinion." Sandisk is up 5.1%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

May 01, 2026 15:43 ET (19:43 GMT)

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(elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 01, 2026 15:43 ET (19:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sandisk's Long-Term Contracts Raising Questions -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSandisk's Long-Term Contracts Raising Questions -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-02 03:43</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1543 ET - Sandisk is likely to be able to exceed its 2Q guidance given strong pricing trends for memory technology, but the company's shift toward long-term supply agreements raises questions about whether it's taking full advantage ofpricing opportunities, Wedbush analysts write in a note. \"Ultimately how one feels about the value of and ultimate sustainability of the new LTAs, vs. Sandisk's seemingly lost opportunity to push higher pricing right now, is going to dictate how one feels about SNDK's results,\" they write. \"We aren't yet sure how this new set of LTAs will play out and likely will have to better understand the mechanics (details from our checks to date have been relatively sparse) to have a stronger opinion.\" Sandisk is up 5.1%. (elias.schisgall@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 01, 2026 15:43 ET (19:43 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0054578231.USD","symbol_name":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2632596642","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2632596642","pubTimestamp":1777664580,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1543 ET - Sandisk is likely to be able to exceed its 2Q guidance given strong pricing trends for memory technology, but the company's shift toward long-term supply agreements raises questions about whether it's taking full advantage ofpricing opportunities, Wedbush analysts write in a note. \"Ultimately how one feels about the value of and ultimate sustainability of the new LTAs, vs. Sandisk's seemingly lost opportunity to push higher pricing right now, is going to dictate how one feels about SNDK's results,\" they write. \"We aren't yet sure how this new set of LTAs will play out and likely will have to better understand the mechanics  to have a stronger opinion.\" Sandisk is up 5.1%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边"},"translate_title":"闪迪的长期合同引发质疑——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/373231b80110ecf617cb32e729fc30a2","symbols_score_info":{"SNXX":0.6,"SNDK":1.95},"content_text":"1543 ET - Sandisk is likely to be able to exceed its 2Q guidance given strong pricing trends for memory technology, but the company's shift toward long-term supply agreements raises questions about whether it's taking full advantage ofpricing opportunities, Wedbush analysts write in a note. \"Ultimately how one feels about the value of and ultimate sustainability of the new LTAs, vs. Sandisk's seemingly lost opportunity to push higher pricing right now, is going to dictate how one feels about SNDK's results,\" they write. \"We aren't yet sure how this new set of LTAs will play out and likely will have to better understand the mechanics (details from our checks to date have been relatively sparse) to have a stronger opinion.\" Sandisk is up 5.1%. (elias.schisgall@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 01, 2026 15:43 ET (19:43 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}