JPMorgan Cautions on SanDisk’s (SNDK) Long-Term Profitability Despite AI-Driven SSD Supercycle

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JPMorgan has initiated coverage of SanDisk with a Neutral rating and $235 price target, citing the company's potential to benefit from the AI-driven enterprise SSD supercycle, but also cautioning on long-term profitability concerns.

Market Impact

Market impact analysis based on neutral sentiment with 79% confidence.

Sentiment
Neutral
AI Confidence
79%

Article Context

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Sandisk Corporation (NASDAQ:SNDK) is one of the best performing S&P 500 stocks in 2025. On December 8, JPMorgan initiated coverage of SanDisk with a Neutral rating and $235 price target. The firm noted that SanDisk is well-positioned to capitalize on the AI-driven enterprise SSD supercycle, benefiting from a low-cost structure through its joint venture with […]

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Original article published by Unknown on December 28, 2025.
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