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FINWIRES

ウェドブッシュは、サンディスクがNANDフラッシュメモリの価格設定の改善から恩恵を受けると見ていると述べている。

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-- ウェドブッシュ証券は水曜日のレポートで、サンディスク(SNDK)は第3四半期のNANDフラッシュメモリ市場の予想を上回る好調な状況と、次四半期に向けた価格設定の強化から恩恵を受けると予想していると述べた。 同社は、サンディスクが同業他社よりも速いペースで価格を引き上げることができたとの見解に基づき、業績予想を引き上げた。 ウェドブッシュ証券は現在、第3四半期の1株当たり利益(EPS)を14.66ドル、売上高を47億4000万ドルと予測している。 サンディスクの第3四半期ガイダンスでは約55%の価格引き上げが示唆されていたが、「PX(製品価格)が四半期を通じて上昇したことを踏まえると、SNDKはこの当初の見通しを容易に上回るだろう」とウェドブッシュ証券は述べている。 同社は木曜日に第3四半期決算を発表する予定だ。 ウェドブッシュ証券はサンディスクの投資判断を「アウトパフォーム」に据え置き、目標株価を740ドルから1200ドルに引き上げた。 サンディスクの株価は水曜日の取引で8.5%上昇した。

Price: $1087.98, Change: $+85.62, Percent Change: +8.54%

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