US · Technology · Computer Hardware
EPS came in at 48.92 against a street estimate of 46.19 — a beat of 5.9%.
Analysts rate Sandisk Corp a buy (21 buy, 3 hold, 1 sell out of 25) with an average price target of $2,023.62.
CONFIDENT SanDisk delivered a stronger-than-guided quarter, driven by AI data-center demand, higher pricing, and volume growth. Management expects continued growth, rising NBM commitments, strong margins, and substantial shareholder returns, while supply remains the main constraint. Q1 FY27 Analysts focused on NBM commitments, AI-driven data-center penetration, pricing, HBF, NAND mix, supply allocation, and capital returns. Management emphasized strong demand, disciplined partner selection, ongoing supply constraints, and continued product adoption. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 57.20% |
| Vanguard Capital Management, LLC | 53.71% |
| FMR Inc | 43.68% |
| State Street Corp | 32.93% |
| Amvescap Plc. | 31.17% |
| JPMorgan Chase & Co | 21.90% |
| Geode Capital Management, LLC | 19.95% |
| Vanguard Portfolio Management, LLC | 19.53% |
| Document | Date |
|---|---|
| Quarterly report · Q2 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 ended October 2, 2026; the quarter had 13 weeks versus 14 weeks in the prior-year quarter. • Revenue was $11,031 m | 2026-10-30 |
| Results announced · Q2 FY2027 HEADLINE NUMBERS • Fiscal Q1 2027 revenue was $11,031 million, up 23% sequentially and 378% year over year from $2,308 million. • GAAP net income wa | 2026-10-29 |
| Proxy statement · Q2 FY2027 EXECUTIVE PAY • CEO David V. Goeckeler’s fiscal 2026 total compensation was not included in the provided document excerpt, so the exact amount and ye | 2026-10-06 |
| Board / officer change · Q1 FY2027 SANDISK CORPORATION FORM 8-K SUMMARY September 10, 2026 --- HEADLINE NUMBERS • CEO David Goeckeler: Annual base salary $1,300,000 with 200% short-t | 2026-09-16 |
| Material agreement · Q1 FY2027 SANDISK CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Revolving Credit Facility: $1,500.0 million in aggregate principal amount • Maturity Date: Sept | 2026-09-11 |
| Annual report FY2026 SANDISK CORPORATION — FORM 10-K SUMMARY Fiscal Year Ended July 3, 2026 --- HEADLINE NUMBERS • Market Cap: $40.5 billion as of January 2, 2026 (last | 2026-08-17 |
| Results announced · Q1 FY2027 SANDISK CORPORATION - FISCAL Q4 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q4 2026 Revenue: $8.97 billion, up 51% sequentially from $5.95 billion in | 2026-08-05 |
| Company announcement · Q4 FY2026 SANDISK CORPORATION (SNDK) - 8-K FILING SUMMARY OTHER NOTABLE POINTS • Unsolicited Mini-Tender Offer Alert: Tutanota LLC made an unsolicited mini-te | 2026-05-15 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 8 : 1 effective Nov 20, 2026 | 2026-11-20 |
| Announcement | Date |
|---|---|
| Board approves $14 billion share repurchase program On August 5, 2026, SanDisk's Board of Directors approved a $14 billion share repurchase program. The company plans to buy back its own stock through open market purchases or other methods, f | 2026-08-05 |
| Board approves $6 billion share repurchase program SanDisk's Board of Directors approved a $6 billion share repurchase program on April 30, 2026. The company plans to buy back its own shares gradually through open market purchases, funded by | 2026-04-30 |
| Private placement subscription agreement entered into with Nanya Technology SanDisk announced on March 25, 2026, that it is making a $1 billion strategic equity investment in Nanya Technology Corporation, a Taiwan-based memory chip manufacturer. SanDisk will purchas | 2026-03-25 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Sandisk Corp — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.