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Barclays Lifts SanDisk Target to $2,300 After Company Discloses $42 Billion Contract Floor

Analysts say the disclosed multi‑year deals give SanDisk a revenue floor that raises near‑term visibility while linking future upside to NAND pricing and the company’s product execution.

LG Energy Solution Cancels FBPS Contract, Offloads Ohio Plant Assets to Honda as EV Demand Slows

Samsung SDI Clinches $1.36 Billion U.S. Storage Deal for LFP Batteries