SanDisk Beats but Falls 4% Post-Earnings: Classic Sell the News?

SanDisk (SNDK) delivered above-consensus Q3 revenue and earnings, yet shares dropped 4.42% after hours in a textbook sell-the-news reaction — Seagate's outperformance had already fueled a sustained storage sector rally, raising the bar significantly and pricing in the beat ahead of results. The AI storage demand narrative remains intact. But is SNDK's post-earnings decline a short-term shakeout or an early sign of trend reversal — and would a drop below $1,000 represent a buy signal?

avatarJBBBBR
05-07 23:12
Feels like it... was hoping it will go up! 
avatarDEEP.PROFIT
05-07 21:52
$Lumentum(LITE)$  not trying to brag but.. big boys having party on yacht and popping champagne now. $SanDisk Corp.(SNDK)$ . Follow me for more signals. Insiders know it best 
avatarGTng
05-07 19:45
【Voting Post】How do you think of the recent price surge of Sandisk? Is it still bullish with the current price or it's going down soon?[Smile]  
avatardaz999999999
05-07 07:53
$Jazz Pharmaceuticals PLC(JAZZ)$   Jazz Pharma (JAZZ) soars 5.53% pre-market and now has breached the $230 price. The significant upward movement appears driven by the company's release of better-than-expected first-quarter 2026 financial results. Jazz Pharmaceuticals reported adjusted earnings per share of $6.34, substantially beating the analyst consensus estimate of $4.57. Quarterly revenue reached $1.07 billion, a 19% year-over-year increase that also surpassed expectations. The company highlighted strong growth from its key products, including Xywav, Epidiolex, and Zepzelca. Furthermore, management reaffirmed its full-year 2026 revenue guidance of $4.25 billion to $4.5 billion, providing confidence in its
avatarDEEP.PROFIT
05-06 22:29
$SanDisk Corp.(SNDK)$ $Lumentum (LITE.US)$ congrats to all who saw 1000 as the sell signal. couldn't break 3 times Insiders know it best 
avatarDEEP.PROFIT
05-06 21:47
$SanDisk Corp.(SNDK)$  Steam has ran out after injecting 300 mill Third time hitting 1400 but rejected  Bearish engulfing 
avatarDEEP.PROFIT
05-06 21:33
$Lumentum(LITE)$  bearish engulfing . Steam has ran out after injecting 300 mill   Third time hitting 1000 but rejected spells trouble 
avatarYupdflats
05-06 16:34
Really interesting read here.  The substance of the topic is great, more profit for investors. The earlier movers getting the benefit. 
avatarDEEP.PROFIT
05-06 10:00
$Lumentum(LITE)$  as I predicted. Bearish once hit 1000 twice. Ai trading bots signal 
avatarDEEP.PROFIT
05-05 21:39
$Lumentum(LITE)$  $Lumentum (LITE.US)$ I repeat again. hitting 1000 is . B E A R S I S H
SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.
SanDisk Corporation (SNDK) reported strong Q3 FY2026 earnings on April 30, 2026 (fiscal quarter ended ~April 3), with a massive beat, but the stock saw classic post-earnings volatility including an initial “sell the news” dip before rebounding.
【Voting Post】$Lumentum(LITE)$  I have sold what about you . Sandisk already teach you sell on news. 
SanDisk (SNDK) tops the S&P 500 for the highest return in 2026 YTD. The stock was already the best performer in 2025, and it has continued this year. We’re only four months in, and it’s already more than tripled. SanDisk was a spinoff from Western Digital just last year. It was loss-making initially, but Q3 FY2026 saw net profits soar to $3.6 billion. Revenue was up 251% year-on-year. From zero to hero, quite literally. Western Digital reported 45% revenue growth year-on-year. But what’s more impressive is that its gross margin expanded 10 percentage points—from 40.1% in Q3 FY2025 to 50.5% in Q3 FY2026. That’s a sign WDC is raising prices as it sells more storage. Supply shortages are driving up prices, and these companies are the direct beneficiaries. Finally with AI, cloud growth exp
$Micro WTI Crude Oil - Jun 2026(MCL2606)$ shooting up next week. Huat ar. Short squeeze for oil is coming. 
$Lumentum(LITE)$  $SanDisk (SNDK.US)$ sell the news buy the rumour.  big boys know it best. liquidity. is . the . key . word. $Lumentum (LITE.US)$  sell an$SanDisk Corp.(SNDK)$  d buy back lower . do not fomo
avatarMrzorro
05-01
Sandisk Earnings Review: A Stunning $42B RPO, But Margins May Be Peaking The quarter was a blowout. Revenue was $5.95 billion, up 97% QoQ and 251% YoY. Non-GAAP gross margin reached 78.4%, far above the prior guide of 65% to 67%. Non-GAAP EPS was $23.41, compared with prior guidance of $12 to $14.  Free cash flow quality was also strong. Adjusted free cash flow was $2.955 billion, equal to a 49.7% margin. Operating cash flow was $3.038 billion, while net cash capital spending was only $83 million. Fiscal Q4 guidance implies the cycle is still accelerating Fiscal Q4 guidance was very strong: revenue of $7.75 billion to $8.25 billion, non-GAAP gross margin of 79% to 81%, and non-GAAP EPS of $30 to $33. That implies another large sequential revenue step-up and sustained gross margin near
My read: this looks more like a short-term shakeout than a clean trend reversal. Why: 1. The quarter was objectively strong SanDisk beat on revenue, EPS, and guidance. Datacentre revenue surged over 3x YoY, management signed multi-year supply agreements worth tens of billions, and announced a US$6B buyback. Fundamentally, that is not reversal behaviour.  2. Expectations became extreme After Seagate Technology reset sector expectations higher, the market priced perfection into SanDisk. Even a strong beat can disappoint when positioning is crowded. 3. AI storage thesis remains intact Enterprise SSD demand, NAND pricing power, and AI data-centre storage intensity are still trending up. This is a broad stack tailwind, not a one-company story.  Key level: US$1,000 Holds ~US$1,000: hea
avatarIsleigh
05-01

💾 SanDisk Beats by 63%. Then Fell 7%. Classic Sell the News or Something More?

Let's put this in perspective first. SanDisk just reported the most dominant earnings beat in the S&P 500 this quarter. Revenue came in at $5.95 billion against a $4.68 billion consensus, a 27% beat. EPS hit $23.41 against a $14.43 estimate, a 63% beat. Q4 guidance of $7.75 to $8.25 billion in revenue crushed the $6.35 billion Street estimate. Gross margin expanded to 78.4% from 22.5% a year ago. The company launched a $6 billion share buyback. CEO David Goeckeler called it "a fundamental inflection point." The stock fell 7.5% in after-hours trading to around $1,015. So what happened? The Numbers Were Historic Start with the scale of what SanDisk delivered. Revenue of $5.95 billion was up 251% year on year and up 97% sequentially. That is not a typo. Revenue nearly doubled from one qua
💾 SanDisk Beats by 63%. Then Fell 7%. Classic Sell the News or Something More?
HDD and NAND are different technologies, but they share the same demand driver: AI data center capex from hyperscalers Seagate just told the market: Demand is not just growing — it is already pre-booked into next year Pricing power can be sustained under intentionally constrained supply