US · Technology · Computer Hardware
EPS came in at 38.82 against a street estimate of 33.28 — a beat of 16.6%.
Analysts rate Sandisk Corp a buy (21 buy, 3 hold, 1 sell out of 25) with an average price target of $2,173.00.
CONFIDENT SanDisk delivered record Q4 results with 84.6% gross margin and $39.25 EPS, driven by AI datacenter demand. 8 multi-year customer agreements now represent 50%+ of FY27 supply with $93.9B minimum revenue visibility. Strong capital returns via $4.5B buyback. Q4 FY26 No geographic segment data disclosed. Analysts pressed on NBM margin durability, gross margin dynamics, and supply–demand convergence timing. Management reframed margin as fair return within durability-focused model; emphasized customer-led alignment vs. industry-wide signals; highlighted repeat customer demand increases as confidence proof point. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 7.12% |
| Vanguard Capital Management, LLC | 6.69% |
| FMR Inc | 5.44% |
| State Street Corp | 4.10% |
| Amvescap Plc. | 3.88% |
| JPMorgan Chase & Co | 2.73% |
| Geode Capital Management, LLC | 2.48% |
| Vanguard Portfolio Management, LLC | 2.43% |
| Document | Date |
|---|---|
| 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 |
| Quarterly report · Q4 FY2026 SANDISK CORPORATION – Q1 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (9 months ended April 3, 2026): $11,283 million vs. $5,454 million prior yea | 2026-05-01 |
| Results announced · Q4 FY2026 SANDISK CORPORATION – Q3 2026 FINANCIAL SUMMARY --- HEADLINE NUMBERS • Q3 2026 Revenue: $5.95 billion, up 97% sequentially and 251% year-over-year, | 2026-04-30 |
Readable in the app.
| 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 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.