伯恩斯坦_闪迪:业绩预期和股价能涨多高?上调预期及目标价至1250美元,乐观情景下可达3000美元
聚焦伯恩斯坦_闪迪:业绩预期和股价能涨多高?上调预期及目标价至1250美元,乐观情景下可达3000美元。As explained in our recent MEMORY TRACKER (March), memory prices continue to surprise to the upside with NAND showing the strongest increases and continued acceleration. We bump up our FY27 non-GAAP EPS to $144 and $224 in our base case and bull case respectively on stronger NAND ASP.