To The Moon

SanDisk will report its fiscal fourth-quarter and full-year 2026 results after the US market closes on Aug. 5. According to Bloomberg, analysts expect quarterly revenue of $8.64 billion, up about 354% year over year, and adjusted earnings of $34.37 per share. $SanDisk Corp.(SNDK)$

SanDisk shares have been highly volatile ahead of earnings. The stock fell roughly 47% in July after previously trading above $2,350, as investors took profits and grew more cautious about AI spending, the memory cycle and competition from Chinese chipmakers.

Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand.

What to Watch

• AI storage demand: Investors will focus on enterprise SSD shipments, hyperscaler orders and revenue from the Stargate platform.

• NAND pricing: SanDisk expects a non-GAAP gross margin of 79% to 81%. Stronger pricing could drive another earnings beat, while any slowdown may pressure the stock.

• Fiscal 2027 outlook: With analyst estimates already above company guidance, strong results alone may not be enough. Management’s outlook for AI demand, pricing and margins could matter most.

Will SNDK rally or pull back after earnings? Share your prediction below!

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Event Period

• Ends: 4:00 AM SGT, August 6