Sandisk delivered a major beat on both earnings and revenue, stock price soars
Sandisk crushed Q2 expectations and delivered a blockbuster Q3 guide that resets near-term earnings and revenue assumptions.
Summary:
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Sandisk delivered a major beat on both earnings and revenue versus consensus.
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Guidance for Q3 was the big shock: management sees a step-change higher on both EPS and sales.
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The outlook implies strong pricing and/or mix, plus meaningful operating leverage.
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Such a large guide-up typically forces analysts to rebase near-term estimates and margin assumptions.
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Market focus now shifts to sustainability: supply discipline, demand durability, and competitive dynamics.
Sandisk posted a standout second-quarter FY2026 result, smashing expectations on both profitability and top-line performance, and then raising the bar…
