SanDisk (NASDAQ:SNDK) has won a higher price target from Bank of America, with the bank lifting its objective to $2,100 from $1,550 on the back of robust NAND demand, favourable pricing trends, and a new wave of long-term supply agreements. At BofA's 2026 Global Technology Conference in San Francisco, investor focus centred on SanDisk's so-called new business models (NBMs), structured agreements that combine fixed pricing for an initial period with variable pricing over the remainder of the contract.