Sandisk just dropped a jaw-dropping investor day forecast: aiming to convert half its revenue into free cash flow by 2030 — a feat that would place it among the most profitable companies. Backed by a 372% YoY revenue surge to nearly $9 billion and an 84% gross margin, the company is already projecting $10.3B–$10.8B in Q1 revenue. With a $15.5B buyback program underway and plans to return 100% of excess cash to shareholders, Sandisk’s confidence is palpable. They’ve locked in $93B+ in guaranteed contracts and are scaling via internal upgrades, not new factories. Can they pull off this ambitious cash flow vision? Investors are watching closely.
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