Goldman Sachs: SanDisk's long-term profit goals exceed expectations, and HBF is expected to open up new space in AI storage.

Goldman Sachs mentioned in its latest research report that the SanDisk Investor Day signaled stronger-than-expected long-term earnings and shareholder return, while HBF technology offers additional growth opportunities for AI storage. The bank maintains a "Buy" rating and a target price of $2,200.