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

智通财经
Sep 15, 2025

智通财经APP获悉,SanDisk Corp(SNDK.US)作为当前备受瞩目的IPO科技股之一,近日迎来重磅利好。9月8日,Benchmark宣布将SanDisk目标价从70美元上调至85美元,并维持“买入”评级。此次调升背后,公司同步披露了关键业务动态——针对渠道及消费者客户的新报价和订单中,所有产品价格将上调超过10%。

财务表现方面,SanDisk交出亮眼成绩单:2025财年第四季度实现营收19.01亿美元,环比增长12%,同比增长8%;全年总营收达73.55亿美元,较2024财年增长10%。

这一增长主要得益于存储容量出货量与平均售价(ASP)的中等个位数增长驱动。从业务结构看,数据中心业务贡献显著,占总出货量12%以上——其中云业务收入2.13亿美元,同比增长25%;客户端业务收入11.03亿美元,消费者业务收入5.85亿美元,各板块协同增长构筑稳健营收基础。

作为NAND闪存技术领域的领先企业,SanDisk Corporation专注研发、制造及销售基于NAND闪存的数据存储设备与解决方案,业务覆盖美国、欧洲、中东、非洲、亚洲及全球其他地区。

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