韦德布什证券公司周三发布研报，将闪迪目标价从740美元大幅上调至1200美元，上调幅度达62%，同时维持对该股的“跑赢大盘”评级。
该机构分析师马特·布莱森在报告中指出，上调目标价主要基于两大因素：一是当前季度NAND闪存市场状况好于预期，二是第二季度的价格走势比此前的判断更为乐观。布莱森表示，通过与行业渠道的交流发现，闪迪在提升产品定价方面比整个行业更为成功，其价格上调速度领先于市场平均水平。
不过，布莱森也谨慎指出，相对于终端市场的整体趋势，该机构的盈利预测仍然偏于保守。
韦德布什证券公司成立于1955年，总部位于洛杉矶，是一家知名的私人控股金融服务公司，业务涵盖财富管理、投资银行及证券研究等领域。
闪迪将于周四盘后公布2026财年第三季度财报。市场普遍预期该公司将交出强劲成绩单，华尔街分析师预计当季营收约为46.9亿美元，每股收益约14.45美元。
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