Sandisk SNDK Falls 13% After Record Quarter — Guidance Disappoints Wall Street

SanDisk's Guidance Gap Turns a Blowout Quarter Into a Wall Street Rebuke

There’s a peculiar arithmetic at work in the memory-chip trade right now: record numbers can still add up to a falling share price. SanDisk delivered exactly that equation this week, posting blockbuster fourth-quarter results that were immediately overshadowed by a first-quarter forecast the market judged insufficient. The stock has been paying the price ever since, […] The post SanDisk’s Guidance Gap Turns a Blowout Quarter Into a Wall Street R…

Sandisk SNDK Falls 13% After Record Quarter — Guidance Disappoints Wall Street

Sandisk Corporation (NASDAQ: SNDK) delivered record-breaking fiscal fourth-quarter results on August 5 — and the market punished it anyway. The NAND flash memory specialist reported Q4 FY2026 revenue of $8.97 billion, up 371% year-over-year, with adjusted earnings per share of $39.25 that crushed the $34.37 consensus estimate. Data center revenue surged 103% sequentially, fueled by explosive AI-driven storage demand. Despite the blowout numbers,…