[Stock Prediction] SNDK Earnings Tonight: Rally or Pullback?

Tiger_Earnings
08-05 14:36

SanDisk will report its fiscal fourth-quarter and full-year 2026 results after the US market closes on Aug. 5. According to Bloomberg, analysts expect quarterly revenue of $8.64 billion, up about 354% year over year, and adjusted earnings of $34.37 per share. $SanDisk Corp.(SNDK)$

SanDisk shares have been highly volatile ahead of earnings. The stock fell roughly 47% in July after previously trading above $2,350, as investors took profits and grew more cautious about AI spending, the memory cycle and competition from Chinese chipmakers.

Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand.

What to Watch

  • AI storage demand: Investors will focus on enterprise SSD shipments, hyperscaler orders and revenue from the Stargate platform.

  • NAND pricing: SanDisk expects a non-GAAP gross margin of 79% to 81%. Stronger pricing could drive another earnings beat, while any slowdown may pressure the stock.

  • Fiscal 2027 outlook: With analyst estimates already above company guidance, strong results alone may not be enough. Management’s outlook for AI demand, pricing and margins could matter most.

Will SNDK rally or pull back after earnings? Share your prediction below!

How to Participate

  • Click to vote. Guess where $SanDisk Corp.(SNDK)$ will move following its earnings report. If you get the correct answer, you may divide 1,000 Tiger Coins with other Tigers.

  • For example, if 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.

  • Reply and share your view: Are you bullish or bearish on $SanDisk Corp.(SNDK)$ after earnings? Tell us why!

Event Period

  • Ends: 4:00 AM SGT, August 6

SanDisk Revenue Quadruples Yet Drops 5% — One Guidance Line to Blame?
SanDisk −5.40% Wednesday, another −7.58% after hours. FY26 Q4 revenue and profit both beat, profit up nearly fourfold, plus a $14 billion buyback — then FY27 Q1 guidance missed and undid the whole print. Western Digital: revenue $3.75 billion, +44% year-over-year, still −11.66% after hours. SK Hynix −2.17%, SOXS +6.50%. Kioxia has authorized up to ¥800 billion against a 50% shareholder-return target — Korea's leveraged bull giving way to a buyback bull. Peak results, guidance already bending: bounce or reversal?
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Comments

  • Shyon
    08-05 18:35
    Shyon
    I'm cautiously bullish on SanDisk $SanDisk Corp.(SNDK)$ after earnings. The sharp pullback in July has already priced in much of the concern over AI spending and the memory cycle, while continued AI infrastructure investment should support enterprise SSD and storage demand. I also expect hyperscaler spending to remain strong over the coming quarters. That should continue to benefit high-performance storage solutions.

    For me, the key is fiscal 2027 guidance. If management remains confident on AI demand, NAND pricing and margins, I think investor sentiment will continue to improve.

    My prediction is SanDisk trades around US$1,500 after earnings. Expectations are high, but I believe the recent correction has created a healthier setup for the stock. Even if there is short-term volatility, I'm comfortable holding for the longer-term AI storage opportunity.

    @TigerStars @Tiger_comments @TigerClub @Tiger_Earnings

  • 1PC
    08-05 23:02
    1PC
    📊💾 Consensus expects $8.64B revenue (+354% YoY) & EPS $34.37. Margins are guided at 79–81%, but analysts see potential upside. The stock already corrected 47% in July and rebounded 17% to ~$1,427. 🐯 Based on analyst data, the higher probability is a Rally — strong hyperscaler demand & tight NAND pricing could drive another beat. The key will be FY2027 guidance: if management signals confidence in AI storage demand & margins, sentiment should stay positive.[Bless]@JC888 @Barcode @Aqa @DiAngel @koolgal @Shyon @Shernice軒嬣 2000
  • L.Lim
    08-05 23:50
    L.Lim
    I believe there will be a pull back, nothing short of groundbreaking performance (not huge planned spending mind you...) can satisfy the market.
  • ECLC
    08-05 17:22
    ECLC
    Guess likely pullback as broader pullbacks recently for various top performers.
  • Vially
    08-06 00:06
    Vially
    Rally….how low can it go for this leading co!
  • freezezat
    08-05 17:15
    freezezat
    Pullback tonight but Rally tomorrow market open
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