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Sandisk Earnings Calls
| Release date | Apr 30, 2026 |
| EPS estimate | $14.62 |
| EPS actual | $23.41 |
| EPS Surprise | 60.12% |
| Revenue estimate | 4.72B |
| Revenue actual | 5.95B |
| Revenue Surprise | 26.06% |
| Release date | Jan 29, 2026 |
| EPS estimate | $3.62 |
| EPS actual | $6.20 |
| EPS Surprise | 71.27% |
| Revenue estimate | 2.688B |
| Revenue actual | 3.025B |
| Revenue Surprise | 12.55% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.88 |
| EPS actual | $1.22 |
| EPS Surprise | 38.17% |
| Revenue estimate | 2.152B |
| Revenue actual | 2.308B |
| Revenue Surprise | 7.25% |
| Release date | Aug 14, 2025 |
| EPS estimate | $0.0466 |
| EPS actual | $0.290 |
| EPS Surprise | 522.18% |
| Revenue estimate | 1.824B |
| Revenue actual | 1.901B |
| Revenue Surprise | 4.23% |
Last 4 Quarters for Sandisk
Below you can see how SNDK performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 14, 2025 |
| Price on release | $46.68 |
| EPS estimate | $0.0466 |
| EPS actual | $0.290 |
| EPS surprise | 522.18% |
| Date | Price |
|---|---|
| Aug 08, 2025 | $44.34 |
| Aug 11, 2025 | $43.37 |
| Aug 12, 2025 | $46.83 |
| Aug 13, 2025 | $47.01 |
| Aug 14, 2025 | $46.68 |
| Aug 15, 2025 | $44.54 |
| Aug 18, 2025 | $45.52 |
| Aug 19, 2025 | $44.58 |
| Aug 20, 2025 | $44.40 |
| 4 days before | 5.28% |
| 4 days after | -4.88% |
| On release day | -4.58% |
| Change in period | 0.135% |
| Release date | Nov 06, 2025 |
| Price on release | $207.69 |
| EPS estimate | $0.88 |
| EPS actual | $1.22 |
| EPS surprise | 38.17% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $199.33 |
| Nov 03, 2025 | $207.01 |
| Nov 04, 2025 | $194.57 |
| Nov 05, 2025 | $216.50 |
| Nov 06, 2025 | $207.69 |
| Nov 07, 2025 | $239.48 |
| Nov 10, 2025 | $267.95 |
| Nov 11, 2025 | $271.58 |
| Nov 12, 2025 | $283.10 |
| 4 days before | 4.19% |
| 4 days after | 36.31% |
| On release day | 15.31% |
| Change in period | 42.03% |
| Release date | Jan 29, 2026 |
| Price on release | $539.30 |
| EPS estimate | $3.62 |
| EPS actual | $6.20 |
| EPS surprise | 71.27% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $473.83 |
| Jan 26, 2026 | $470.80 |
| Jan 27, 2026 | $481.43 |
| Jan 28, 2026 | $527.63 |
| Jan 29, 2026 | $539.30 |
| Jan 30, 2026 | $576.25 |
| Feb 02, 2026 | $665.24 |
| Feb 03, 2026 | $695.51 |
| Feb 04, 2026 | $584.55 |
| 4 days before | 13.82% |
| 4 days after | 8.39% |
| On release day | 6.85% |
| Change in period | 23.37% |
| Release date | Apr 30, 2026 |
| Price on release | $1,096.51 |
| EPS estimate | $14.62 |
| EPS actual | $23.41 |
| EPS surprise | 60.12% |
| Date | Price |
|---|---|
| Apr 24, 2026 | $989.90 |
| Apr 27, 2026 | $1,070.20 |
| Apr 28, 2026 | $1,002.35 |
| Apr 29, 2026 | $1,064.21 |
| Apr 30, 2026 | $1,096.51 |
| May 01, 2026 | $1,187.00 |
| May 04, 2026 | $1,255.86 |
| May 05, 2026 | $1,406.32 |
| May 06, 2026 | $1,409.98 |
| 4 days before | 10.77% |
| 4 days after | 28.59% |
| On release day | 8.25% |
| Change in period | 42.44% |
Sandisk Earnings Call Transcript Summary of Q2 2026
Sandisk reported a strong Q2 FY2026 with $3.025B revenue (up 31% sequentially, 61% YoY) and non-GAAP EPS of $6.20, materially above guidance. AI-driven demand—especially from data centers and inference workloads—has driven robust pricing and bit allocation dynamics: data center revenue rose 64% sequentially, consumer and edge also grew materially. Non-GAAP gross margin expanded to 51.1% (vs. 29.9% prior quarter) and operating margin to 37.5%; free cash flow was $843M and net cash was $936M after paying down debt. Management emphasized a shift toward multiyear, supply-assured customer agreements and disciplined capacity allocation to capture structurally higher returns while maintaining mid- to high-teens long-term bit growth through the Bix Eight transition. The company extended its Yokaiichi JV with Kioxia through 2034, agreed to pay $1.165B for manufacturing services (2026–2029), and guided Q3 revenue of $4.4–4.8B with non-GAAP gross margin of 65–67% and EPS $12–$14. Capital allocation priorities: fund R&D and CapEx to support the roadmap, maintain prudent cash reserves, continue debt reduction; share repurchases / returns not primary near-term focus.
