Evercore ISI initiated SanDisk $SNDK at Outperform

Evercore ISI initiated SanDisk $SNDK at Outperform with a $1,200 PT and a $2,600 bull case, saying the company is tied to one of the “most attractive areas of the AI infrastructure stack” in storage.

Reasons for Evercore’s bullish view:

a) Room for sustained growth from ASP… pic.twitter.com/hD2apxDLHG

— Wall St Engine (@wallstengine) April 13, 2026