Corporate$SNDK5:02 PM ET

Sandisk CFO: 95% of long-term NAND deals with investment-grade firms

By BORSA NewsroomPublished Oct 29, 2026, 5:02 PM EDTUpdated Oct 29, 2026, 5:04 PM EDT

Sandisk CFO said 95% of the company's long-term NAND supply agreements are with investment-grade companies that collectively generated about $130 billion in operating cash flow. The CFO expects more agreements as the pipeline continues to grow.

Sentimentbullish 65

Bullish · 65 of 100

Impact40

low · stays off the top drivers

Confidence60%

moderate confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

95% of long-term NAND agreements with investment-grade companies