📊💾 Consensus expects $8.64B -To The Moon - Tiger Brokers Online Investing Community - To The Moon

📊💾 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

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

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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 &amp; tight NAND pricing could drive another beat. The key will be FY2027 guidance: if management signals confidence in AI storage demand &amp; margins, sentiment should stay positive.[Bless]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a>\n<br></body></html>","htmlText":"<html><head></head><body>📊💾 Consensus expects $8.64B revenue (+354% YoY) &amp; 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 &amp; tight NAND pricing could drive another beat. The key will be FY2027 guidance: if management signals confidence in AI storage demand &amp; margins, sentiment should stay positive.[Bless]<a target=\"_blank\" href=\"https://ttm.financial/personal/3570103090255456\">@JC888 </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4171900329979952\">@Barcode </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4091884160412060\">@Aqa </a><a target=\"_blank\" href=\"https://ttm.financial/personal/4100833454173050\">@DiAngel </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3559581955535845\">@koolgal </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3581734406950755\">@Shyon </a><a target=\"_blank\" href=\"https://ttm.financial/personal/3560184106659134\">@Shernice軒嬣 2000 </a>\n<br></body></html>","text":"📊💾 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","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593596155757848","repostId":593572217164832,"repostType":1,"repost":{"magic":2,"id":593572217164832,"tweetId":"593572217164832","gmtCreate":1785911779725,"gmtModify":1785923400144,"author":{"id":3527667620927015,"idStr":"3527667620927015","authorId":3527667620927015,"authorIdStr":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/9fbaa680ff01ef22199d81a0f09ea1d9","crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.02","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":1645614000000,"redirectLinkValidityTo":1742295600000},{"badgeId":"1026c425416b44e0aac28c11a0848493-3","name":" Tiger Idol","description":"Join the tiger community for 1500 days","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":11906,"starInvestorFlag":false},"themes":[{"themeId":"228f7dbe92224ab7969df668216f4d7f","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"SanDisk's $14B Buyback Fails to Impress — Why Two Straight Days of Losses After Strong Earnings?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":228f7dbe92224ab7969df668216f4d7f}&rnconfig={\"headerBarHidden\": true}","description":"Memory's post-earnings selloff ran a second session Thursday. SanDisk −6.81%, its $14 billion buyback no help; Western Digital −13.03% even with revenue up 44% year-over-year; SK Hynix −4.97%; the 2x SanDisk product SNXX −13.53%. The logic is plain: results are the rearview mirror, guidance sets the price, and SanDisk's cautious next quarter erased the beat. Analysts also point to hidden leverage still unwinding. Buybacks and quadrupled profit couldn't lift the stock — so who prices memory now?","image":"https://community-static.tradeup.com/news/c4d4b65daedcd952235a3f085db4d033"}],"images":[{"img":"https://community-static.tradeup.com/news/b890d14792877f04b26e24d898e57130","width":"1254","height":"1254"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/b890d14792877f04b26e24d898e57130","width":"1254","height":"1254"}],"title":"[Stock Prediction] SNDK Earnings Tonight: Rally or Pullback?","html":"<html><head></head><body><p>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 $34.37 per share. <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a></p>\n<p>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.</p>\n<p>Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b890d14792877f04b26e24d898e57130\" tg-width=\"1254\" tg-height=\"1254\"></p>\n<p><strong>What to Watch</strong></p>\n<ul style=\"\">\n <li>\n  <p><strong>AI storage demand:</strong> Investors will focus on enterprise SSD shipments, hyperscaler orders and revenue from the Stargate platform.</p></li>\n <li>\n  <p><strong>NAND pricing:</strong> SanDisk expects a non-GAAP gross margin of 79% to 81%. Stronger pricing could drive another earnings beat, while any slowdown may pressure the stock.</p></li>\n <li>\n  <p><strong>Fiscal 2027 outlook:</strong> With analyst estimates already above company guidance, strong results alone may not be enough. Management’s outlook for AI demand, pricing and margins could matter most.</p></li>\n</ul>\n<p><strong>Will SNDK rally or pull back after earnings? Share your prediction below!</strong></p>\n<p></p>\n<p><strong>How to Participate</strong></p>\n<ul style=\"\">\n <li>\n  <p style=\"text-align: left;\">Click to vote. Guess where <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> will move following its earnings report. If you get the correct answer, <strong>you may divide 1,000 Tiger Coins with other Tigers.</strong></p></li>\n <li>\n  <p style=\"text-align: left;\">For example, if 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.</p></li>\n <li>\n  <p style=\"text-align: left;\">Reply and share your view: Are you bullish or bearish on <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> after earnings? Tell us why!</p></li>\n</ul>\n<p style=\"text-align: left;\"><strong>Event Period</strong></p>\n<ul style=\"\">\n <li>\n  <p style=\"text-align: left;\">Ends: 4:00 AM SGT, August 6</p></li>\n</ul></body></html>","htmlText":"<html><head></head><body><p>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 $34.37 per share. <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a></p>\n<p>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.</p>\n<p>Recently, the stock has rebounded about 17% to around $1,427 as major technology companies continued to increase AI capital spending, reviving optimism around memory and storage demand.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b890d14792877f04b26e24d898e57130\" tg-width=\"1254\" tg-height=\"1254\"></p>\n<p><strong>What to Watch</strong></p>\n<ul style=\"\">\n <li>\n  <p><strong>AI storage demand:</strong> Investors will focus on enterprise SSD shipments, hyperscaler orders and revenue from the Stargate platform.</p></li>\n <li>\n  <p><strong>NAND pricing:</strong> SanDisk expects a non-GAAP gross margin of 79% to 81%. Stronger pricing could drive another earnings beat, while any slowdown may pressure the stock.</p></li>\n <li>\n  <p><strong>Fiscal 2027 outlook:</strong> With analyst estimates already above company guidance, strong results alone may not be enough. Management’s outlook for AI demand, pricing and margins could matter most.</p></li>\n</ul>\n<p><strong>Will SNDK rally or pull back after earnings? Share your prediction below!</strong></p>\n<p></p>\n<p><strong>How to Participate</strong></p>\n<ul style=\"\">\n <li>\n  <p style=\"text-align: left;\">Click to vote. Guess where <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> will move following its earnings report. If you get the correct answer, <strong>you may divide 1,000 Tiger Coins with other Tigers.</strong></p></li>\n <li>\n  <p style=\"text-align: left;\">For example, if 10 Tigers get the right answer, each will receive 100 Tiger Coins. If 100 Tigers get the right answer, each will receive 10 Tiger Coins.</p></li>\n <li>\n  <p style=\"text-align: left;\">Reply and share your view: Are you bullish or bearish on <a data-mention-id=\"SNDK\" class=\"teditor-mention\" data-mention-name=\"SanDisk Corp.\" href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> after earnings? Tell us why!</p></li>\n</ul>\n<p style=\"text-align: left;\"><strong>Event Period</strong></p>\n<ul style=\"\">\n <li>\n  <p style=\"text-align: left;\">Ends: 4:00 AM SGT, August 6</p></li>\n</ul></body></html>","text":"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","highlighted":2,"essential":2,"paper":2,"link":"https://ttm.financial/post/593572217164832","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["SNDK"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1511,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":35,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":453,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593596155757848"}