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01-22 22:13

The analyst price targets are half of the current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?

Earning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish

2025-11-14

More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!

Nvidia Shares Dropped 1% In Premarket As Bridgewater's Nvidia Position Decreased 65%

Go to Tiger App to see more news

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analyst price targets are half of the&nbsp;current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","listText":"The analyst price targets are half of the&nbsp;current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","text":"The analyst price targets are half of the current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524555400431096","repostId":"1173239581","repostType":2,"repost":{"id":"1173239581","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1769052546,"share":"https://ttm.financial/m/news/1173239581?lang=en_US&edition=fundamental","pubTime":"2026-01-22 11:29","market":"hk","language":"en","title":"Earning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1173239581","media":"Earnings Agent","summary":"AbstractSanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and...","content":"<p><h2><b>Abstract</b></h2>SanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\n<h2><b>Market Forecast</b></h2>Consensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\n<h2><b>Last Quarter Review</b></h2>SanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\n<h2><b>Current Quarter Outlook</b></h2><h3><b>Main Business: Edge and Consumer NAND</b></h3>The core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.</p>\n<p><h3><b>Most Promising Segment: Data Center SSD</b></h3>Data center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>Share performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.</p>\n<p><h2><b>Analyst Opinions</b></h2>Sell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-22 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>SanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\n<h2><b>Market Forecast</b></h2>Consensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\n<h2><b>Last Quarter Review</b></h2>SanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\n<h2><b>Current Quarter Outlook</b></h2><h3><b>Main Business: Edge and Consumer NAND</b></h3>The core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.</p>\n<p><h3><b>Most Promising Segment: Data Center SSD</b></h3>Data center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>Share performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.</p>\n<p><h2><b>Analyst Opinions</b></h2>Sell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"SanDisk Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173239581","content_text":"AbstractSanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\nMarket ForecastConsensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\nLast Quarter ReviewSanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\nCurrent Quarter OutlookMain Business: Edge and Consumer NANDThe core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.\nMost Promising Segment: Data Center SSDData center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.\nStock Price Drivers This QuarterShare performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.\nAnalyst OpinionsSell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500069939986904,"gmtCreate":1763129196826,"gmtModify":1763130177777,"author":{"id":"3576149217832067","authorId":"3576149217832067","name":"EdwinTTH","avatar":"https://community-static.tradeup.com/news/8eca1d133ba6ded0df87cb7acedd6a82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576149217832067","authorIdStr":"3576149217832067"},"themes":[],"title":"","htmlText":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!&nbsp;","listText":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!&nbsp;","text":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500069939986904","repostId":"1160074500","repostType":2,"repost":{"id":"1160074500","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1763116504,"share":"https://ttm.financial/m/news/1160074500?lang=en_US&edition=fundamental","pubTime":"2025-11-14 18:35","market":"us","language":"en","title":"Nvidia Shares Dropped 1% In Premarket As Bridgewater's Nvidia Position Decreased 65%","url":"https://stock-news.laohu8.com/highlight/detail?id=1160074500","media":"Tiger Newspress","summary":"Nvidia shares dropped 1% in premarket as Bridgewater reduced position in it.Bridgewater released its holdings report as of the end of the third quarter of this year. The report shows that as of the...","content":"<html><head></head><body><p>Nvidia shares dropped 1% in premarket as Bridgewater reduced position in it.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d1516667945b058b253a0421589564c\" title=\"\" tg-width=\"870\" tg-height=\"827\"/></p><p>Bridgewater released its holdings report as of the end of the third quarter of this year. The report shows that as of the end of the third quarter, Bridgewater held 2.51 million shares of Nvidia, a decrease of 65.3% compared to 7.23 million shares at the end of the second quarter. It is worth noting that in the second quarter of this year, Bridgewater had increased its holdings of Nvidia by as much as 154.37%. This reduction in holdings indicates that Bridgewater has become more cautious about Nvidia&#39;s future performance.</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia Shares Dropped 1% In Premarket As Bridgewater's Nvidia Position Decreased 65%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Shares Dropped 1% In Premarket As Bridgewater's Nvidia Position Decreased 65%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-11-14 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia shares dropped 1% in premarket as Bridgewater reduced position in it.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0d1516667945b058b253a0421589564c\" title=\"\" tg-width=\"870\" tg-height=\"827\"/></p><p>Bridgewater released its holdings report as of the end of the third quarter of this year. The report shows that as of the end of the third quarter, Bridgewater held 2.51 million shares of Nvidia, a decrease of 65.3% compared to 7.23 million shares at the end of the second quarter. It is worth noting that in the second quarter of this year, Bridgewater had increased its holdings of Nvidia by as much as 154.37%. This reduction in holdings indicates that Bridgewater has become more cautious about Nvidia&#39;s future performance.</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160074500","content_text":"Nvidia shares dropped 1% in premarket as Bridgewater reduced position in it.Bridgewater released its holdings report as of the end of the third quarter of this year. The report shows that as of the end of the third quarter, Bridgewater held 2.51 million shares of Nvidia, a decrease of 65.3% compared to 7.23 million shares at the end of the second quarter. It is worth noting that in the second quarter of this year, Bridgewater had increased its holdings of Nvidia by as much as 154.37%. This reduction in holdings indicates that Bridgewater has become more cautious about Nvidia's future performance.","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":524555400431096,"gmtCreate":1769091227578,"gmtModify":1769092031366,"author":{"id":"3576149217832067","authorId":"3576149217832067","name":"EdwinTTH","avatar":"https://community-static.tradeup.com/news/8eca1d133ba6ded0df87cb7acedd6a82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576149217832067","idStr":"3576149217832067"},"themes":[],"title":"","htmlText":"The analyst price targets are half of the&nbsp;current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","listText":"The analyst price targets are half of the&nbsp;current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","text":"The analyst price targets are half of the current price. Either they are struggling to update or More likely waiting for more information before committing , or the current price has run up too fast and factored in too much optimism. This does not bode well?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/524555400431096","repostId":"1173239581","repostType":2,"repost":{"id":"1173239581","kind":"news","weMediaInfo":{"introduction":"Focus on earnings forecast and in-depth analysis","home_visible":1,"media_name":"Earnings Agent","id":"1025659746","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1769052546,"share":"https://ttm.financial/m/news/1173239581?lang=en_US&edition=fundamental","pubTime":"2026-01-22 11:29","market":"hk","language":"en","title":"Earning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish","url":"https://stock-news.laohu8.com/highlight/detail?id=1173239581","media":"Earnings Agent","summary":"AbstractSanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and...","content":"<p><h2><b>Abstract</b></h2>SanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\n<h2><b>Market Forecast</b></h2>Consensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\n<h2><b>Last Quarter Review</b></h2>SanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\n<h2><b>Current Quarter Outlook</b></h2><h3><b>Main Business: Edge and Consumer NAND</b></h3>The core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.</p>\n<p><h3><b>Most Promising Segment: Data Center SSD</b></h3>Data center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>Share performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.</p>\n<p><h2><b>Analyst Opinions</b></h2>Sell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Earning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEarning Preview: SanDisk Corp. revenue is expected to increase by 2.62 billion, and institutional views are mostly bullish\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1025659746\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Earnings Agent </p>\n<p class=\"h-time\">2026-01-22 11:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>Abstract</b></h2>SanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\n<h2><b>Market Forecast</b></h2>Consensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\n<h2><b>Last Quarter Review</b></h2>SanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\n<h2><b>Current Quarter Outlook</b></h2><h3><b>Main Business: Edge and Consumer NAND</b></h3>The core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.</p>\n<p><h3><b>Most Promising Segment: Data Center SSD</b></h3>Data center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.</p>\n<p><h3><b>Stock Price Drivers This Quarter</b></h3>Share performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.</p>\n<p><h2><b>Analyst Opinions</b></h2>Sell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"SanDisk Corp"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173239581","content_text":"AbstractSanDisk Corp. will report fiscal results on January 29, 2026 Post Market. This preview consolidates the latest quarter’s results and the current quarter’s forecasts, highlights revenue and margin dynamics, and summarizes prevailing sell-side expectations, with emphasis on revenue trajectory, profitability recovery, and segment momentum through January 22, 2026.\nMarket ForecastConsensus for the current quarter points to revenue of USD 2.62 billion, EBIT of USD 629.96 million, and EPS of USD 3.24, alongside anticipated margin improvement; year-over-year growth rates were not disclosed. Based on recent disclosures, management guidance and market estimates imply stabilizing gross profit margin, positive net profit momentum versus last year, and adjusted EPS recovery on improved mix and pricing. The company’s main businesses indicate ongoing strength in edge, consumer, and data center, with demand stabilization and pricing discipline underpinning the topline outlook. The most promising segment is data center, supported by enterprise SSD deployments and hyperscaler orders; the segment’s revenue was USD 269.00 million last quarter with accelerating order flow expected ahead.\nLast Quarter ReviewSanDisk Corp. delivered last quarter revenue of USD 2.31 billion, gross profit margin of 29.77%, GAAP net profit attributable to the parent company of USD 0.11 billion, net profit margin of 4.85%, and adjusted EPS of USD 1.22; year-over-year growth metrics were not provided. Net profit rebounded sharply quarter-on-quarter, rising by 586.96% on better pricing and cost discipline. Main business performance was led by edge at USD 1.39 billion, consumer at USD 0.65 billion, and data center at USD 0.27 billion; segment-level year-over-year data was not disclosed.\nCurrent Quarter OutlookMain Business: Edge and Consumer NANDThe core revenue base remains tied to the edge and consumer segments, which together comprised USD 2.04 billion last quarter. Pricing stability across NAND categories and selective product-mix upgrades have supported margin improvement, with gross profit margin at 29.77% last quarter indicating healthier fundamentals versus prior periods. Inventory normalization across retail channels reduces promotional intensity, aiding net profit margin recovery toward mid-single digits or higher. The current quarter’s revenue estimate of USD 2.62 billion suggests sequential expansion that, combined with EBIT of USD 629.96 million and EPS of USD 3.24, points to continued operating leverage as costs roll off and higher-value SKUs gain traction. Risks that could temper results include potential price fatigue in lower-capacity retail drives, foreign exchange impacts on international sell-through, and competitive responses from diversified memory peers focusing on HBM and DRAM that indirectly influence NAND pricing dynamics.\nMost Promising Segment: Data Center SSDData center SSD is positioned for outsized growth driven by hyperscaler demand and enterprise modernization cycles. The last quarter’s USD 269.00 million revenue base provides a foundation for expansion as qualification pipelines mature and large-capacity SSDs move through production ramps. Pricing discipline in enterprise SSDs has been firmer than in consumer lines, supporting better contribution margins and helping overall profitability. Ongoing supply diversification and product roadmap alignment with PCIe Gen4/Gen5 transitions are potential tailwinds for volume and ASPs. Constraints to watch include capacity allocation between consumer and enterprise, controller availability, and any pushout of cloud procurement schedules that could affect quarter-to-quarter shipment timing.\nStock Price Drivers This QuarterShare performance is likely to pivot on confirmation of margin recovery and visibility into data center acceleration. Delivery against the EPS estimate of USD 3.24 and EBIT of USD 629.96 million will serve as key validation of operating leverage claims. Management commentary on supply discipline, pricing trends in NAND, and channel inventory positioning will be scrutinized for sustainability of the rebound. Any updated color on hyperscaler deals and enterprise SSD qualification breadth could catalyze sentiment, while evidence of mix shifts toward higher-capacity NVMe drives would support the revenue trajectory. Conversely, signals of pricing softness or delayed orders could weigh on the near-term view.\nAnalyst OpinionsSell-side viewpoints collected through January 22, 2026 skew bullish. Mizuho Securities reiterates Buy with price targets progressing from USD 112.00 to USD 180.00 and USD 250.00 through the period, citing strengthening demand trends and improving profitability. J.P. Morgan initiated with Neutral and a USD 235.00 target, acknowledging capacity and demand risks but highlighting the benefits of pricing discipline and cash flow leverage. With a majority of tracked institutions leaning positive, the bullish camp emphasizes enterprise SSD momentum, improving NAND pricing, and operating efficiency as near-term supports to meet or exceed guidance. The market will look for confirmation of data center revenue scaling and sustainable gross margin expansion to justify upward revisions in estimates and targets.","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":500069939986904,"gmtCreate":1763129196826,"gmtModify":1763130177777,"author":{"id":"3576149217832067","authorId":"3576149217832067","name":"EdwinTTH","avatar":"https://community-static.tradeup.com/news/8eca1d133ba6ded0df87cb7acedd6a82","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576149217832067","idStr":"3576149217832067"},"themes":[],"title":"","htmlText":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!&nbsp;","listText":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!&nbsp;","text":"More likely it is Bridgewater taking profit for Q3 rather than a depiction of their outlook for Nvidia. Stay the course!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/500069939986904","repostId":"1160074500","repostType":2,"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}