Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., $3.62B net income, $820M in consumer revenue, below est., and forecasts Q4 revenue above est.
The company says it's transitioning to a business model of ‘multiyear customer engagements’ — Referenced Symbols
MarketWatch Britney Nguyen
Related Coverage
- Sandisk joins Western Digital, Seagate in signaling strong AI storage demand Reuters · Anhata Rooprai
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- Sandisk Reports Fiscal Third Quarter 2026 Financial Results Sandisk
- SanDisk Stock Drops Despite Blowout Q3 Report: What To Know Benzinga · Erica Kollmann
- Sandisk's Exponential Pricing Growth Is Tremendous, but Finite in Our View Morningstar · William Kerwin
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- Sandisk has thumping quarter on AI boom, secures long-term contracts and unveils big buyback Reuters · Stephen Nellis
- Sandisk stock falls despite strong earnings report as investors ‘sell the news’ after powerful rally Yahoo Finance · Ines Ferré
- SanDisk (SNDK) Stock Declines 5% After Stellar Q3 Earnings Report Blockonomi · Trader Edge
- Why Sandisk Stock Was on Fire This Week Yahoo Finance · Eric Volkman
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- Why Sandisk Stock Snapped, Crackled, and Popped Motley Fool · Rich Smith
Discussion
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@zerohedge
@zerohedge
on x
SNDK: SanDisk sees Q4 EPS $30.00-$33.00, consensus $23.18 *SANDISK FALLS 8% AFTER POSTING 3Q RESULTS
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@stocksavvyshay
Shay Boloor
on x
$SNDK made more profit in one quarter than it made across the prior three years combined. Agentic AI is driving demand for NAND-backed storage across inference workloads, with SanDisk's high-capacity enterprise SSDs positioned as a key part of the stack. [image]
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@bubbleboi
Bubble Boi
on x
Sandisk just reported revenue quarter over quarter up 97% and year over year up 251% lmaooo.
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@bubbleboi
Bubble Boi
on x
9.53 Sandisk Forward P/E despite these insane earnings. I might full port tomorrow.
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@wallstengine
@wallstengine
on x
Sandisk gross margin is now higher than Nvidia's. $SNDK GM: 78.4% $NVDA GM: 75%
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@dudewhoinvests
@dudewhoinvests
on x
SanDisk $SNDK CRUSHED earnings and the stock is getting crushed after-hours. Just goes to show how sky high the expectations were for this name. [image]
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@futurenvesting
Tannor Manson
on x
SanDisk $SNDK CEO on signing extremely significant long-term memory commitments from data center customers: “We have customers putting up billions of dollars in collateral through various financial instruments that will survive for the life of these contracts. If they don't meet …