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  • Sandisk shows deep value with PEG ~0.12x, implying markets price nearly zero growth.
  • Analyst proposes tactical long entry at $45.00 with stop at $38.00 and target $65.00.
  • Thesis cites improving NAND demand from data-center and AI workloads.
  • Inventory normalization across the channel supports the upside case.
  • Trade timeframe set for about 45 trading days.
  • Sustained NAND demand could trigger a memory-sector rally and lift broader semiconductor stocks.

Latest Articles

Surrozen Announces FDA Clearance of IND Application for SZN-8141 for the Treatment of Diabetic Macular Edema

Surrozen Announces FDA Clearance of IND Application for SZN-8141 for the Treatment of Diabetic Macular Edema

Surrozen, Inc. announced FDA clearance of its Investigational New Drug (IND) application for SZN-8141, a bifunctional Wnt agonist and VEGF antagonist, to treat diabetic macular edema (DME). This milestone enables initiation of the Phase 1b/2a DUET study expected in Q4 2026 and triggers the second closing of a private placement anticipated to raise …

Satellogic Announces Successful Launch of First Merlin Satellite

Satellogic Announces Successful Launch of First Merlin Satellite

Satellogic Inc. announced the successful launch of its first Merlin satellite along with additional NewSat satellites into low-Earth orbit, marking a significant milestone in deploying its Persistent Global Intelligence infrastructure. The Merlin satellite constellation will provide global detection and theater-scale monitoring with onboard AI proc…

Celcuity Appoints David Gryska To Its Board Of Directors

Celcuity Appoints David Gryska To Its Board Of Directors

Celcuity Inc., a biotechnology firm focused on targeted therapies for solid tumors, has appointed David Gryska to its Board of Directors. Mr. Gryska brings over 35 years of strategic and financial experience in life sciences, including CFO roles and board memberships at multiple biotech companies. This appointment comes as Celcuity transitions into…

NETSOL Technologies appoints Michael Ramsey as Vice President of Sales for Asset Finance in the Americas

NETSOL Technologies appoints Michael Ramsey as Vice President of Sales for Asset Finance in the Americas

NETSOL Technologies, Inc. announced the appointment of Michael Ramsey as Vice President of Sales for its Transcend Finance platform in the Americas. Ramsey brings over 30 years of experience in asset finance enterprise sales and will lead growth initiatives in the U.S., the largest asset finance market globally. This strategic hire aligns with NETS…

Hyperion DeFi Commences Share Buybacks, Retires All Legacy Debt, and Commits to Further Capital Optimization

Hyperion DeFi Commences Share Buybacks, Retires All Legacy Debt, and Commits to Further Capital Optimization

Hyperion DeFi, Inc. announced repurchasing over 240,000 shares at a $3.21 average price, fully retiring $8.6 million of legacy debt, and positioning itself for further capital structure optimization. The company aims to leverage its debt-free status and $14.5 million in cash and equivalents to scale its Hyperliquid blockchain ecosystem and DeFi ope…

Teva Presents New Efficacy and Safety Data with Ecopipam, an Investigational Treatment for Pediatric Patients with Tourette Syndrome

Teva Presents New Efficacy and Safety Data with Ecopipam, an Investigational Treatment for Pediatric Patients with Tourette Syndrome

Teva Pharmaceuticals disclosed new data demonstrating that ecopipam, their investigational treatment for pediatric Tourette syndrome, shows significant tic severity reduction in about 70% of patients within 8 weeks and sustained efficacy with no new safety concerns during long-term follow-up. The drug's efficacy is unaffected by common co-occurring…

Journal of Child Neurology Publishes Review Highlighting Dopamine’s Role in Tourette Syndrome and Ecopipam’s Selective D1 Receptor Mechanism for Tourette Syndrome in Pediatric Patients

Journal of Child Neurology Publishes Review Highlighting Dopamine’s Role in Tourette Syndrome and Ecopipam’s Selective D1 Receptor Mechanism for Tourette Syndrome in Pediatric Patients

Teva Pharmaceuticals announced a comprehensive review published in the Journal of Child Neurology that details the role of dopamine in Tourette syndrome and presents ecopipam, an investigational selective D1 receptor antagonist, as a differentiated and potentially safer treatment for pediatric patients. Data from Phase 2 and 3 trials demonstrate ec…

NESR: A Tactical Long to Ride Jafurah-Led Growth in MENA

NESR: A Tactical Long to Ride Jafurah-Led Growth in MENA

National Energy Services Reunited (NESR) is executing a profitable Middle East expansion driven by the Jafurah ramp-up and a 3B3 growth strategy. With Q2 2026 revenue momentum, improving adjusted EBITDA and a clear $3 billion run-rate target, NESR looks positioned to re-rate from a growth/energy-services multiple. I recommend a long trade with disc…

Hub Group Announces Changes to Board of Directors

Hub Group Announces Changes to Board of Directors

Hub Group, Inc. announced major changes to its Board of Directors following a consent action by controlling shareholders, appointing four new directors and removing three without cause. The company also adopted amended bylaws and is actively appealing Nasdaq's decision to initiate delisting due to delayed financial filings. The changes aim to reinf…

Rogers Brings Backstreet Boys to Canada

Rogers Brings Backstreet Boys to Canada

Rogers Communications partners with Live Nation Canada to present the Backstreet Boys' only 2027 North American stadium shows, offering exclusive presale and premium experiences to Rogers customers. The concert residency celebrates the seminal 'Millennium' album and strengthens Rogers' entertainment portfolio, enhancing customer loyalty and engagem…