North America Equity Research U.S. First to Market 14 August 2026 Top Stories | Sandisk (Harlan Sur) (SNDK, OW, PT $2,250.00) LTAs Structurally Reset Margin Profile And Dampen Cyclicality; LT Financial Model Drives Solid Double-Digits % EPS Growth And Strong FCF; Moving to an OW Rating from NR Following a period of restriction on Sandisk (SNDK), we are moving to an OW rating (from Not Rated) and a December 2027 price target of $2,250 (~47% upside from current levels) coming out of the company's 2026 Investo ...