SNDKQ4 FY20261/5Estimate vs Actual
Earnings per Share
$39.25
+ 12.0% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
SanDisk Q4 FY2026 · Story
Read the quarter card by card, ready to share.
SNDKQ4 FY20261/5SNDKQ4 FY20262/5Guidance
Revenue
- Company Guidance
- 10.3 – 10.8 billion
- Market Estimate
- 10.82 billion
Midpoint 2.5% Below Estimate ▼
Earnings Per Share (Adjusted)
- Company Guidance
- 44 – 46 $
- Market Estimate
- 44.21 $
Midpoint 1.8% Above Estimate ▲
Gross Margin
- Company Guidance
- 83% – 85%
Slightly Lower · 0.6 pt Contraction ▼
SNDKQ4 FY20263/5Price Reaction
First Full Session
− 6.8%
From the report-day close to the next session's close.
SNDKQ4 FY20264/5In 30 Seconds
Revenue of $8.97 billion beat expectations by 5.7%, and non-GAAP EPS of $39.25 beat by 12%.
- Datacenter revenue rose from $213 million a year earlier to $2.98 billion, reaching 33% of total revenue.
- The stock fell 6.8% close to close after a ~40% pre-earnings rally and revenue guidance 2.5% below expectations.
First point of the analysis's “In 30 Seconds”.
Full AnalysisSNDKQ4 FY20265/5Score
80/ 100
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