Sandisk Corporation posted a 51% quarter-on-quarter revenue increase to $8.97 billion and an 83% rise in earnings per share to $39.25 in Q4 2026, surpassing analyst expectations. The company benefits from multi-year contracts with hyperscalers and a new business model, supporting robust medium-term growth. Management's guidance for Q1 FY2027 forecasts continued revenue and EPS growth but anticipates some margin contraction. The stock trades at a low forward P/E of 5.18, offering over 70% upside potential due to stable revenue streams and favorable NAND market conditions.
SanDisk trades at USD 1,308.06 on Pluang as of Oct 22, 2026 20:13 WIB, down 5.09% for the day despite strong quarterly earnings reported. The stock holds a significant market cap of $199.19 billion with a typical hold time of 13 days among Pluang investors. This trading activity contrasts with the upbeat earnings outlook highlighted in the news, showing active investor interest amid some short-term price volatility.
Sandisk's shares have dropped about 9% recently due to worries over AI infrastructure demand and competition from China. However, supply shortages in NAND memory are expected through 2028, supporting growth. Enterprise customers and regulatory factor...
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