TradingKey – On August 5, Eastern Time, SanDisk ( SNDK) is set to release its fourth-quarter and full-year fiscal 2026 financial results after the market close. The market will use this to gauge whether the growth cycle, driven by AI data center investments, rising NAND prices, and supply tightness, can continue.

The current market focus lies on the evolution of AI inference storage architecture and the company’s fiscal 2027 guidance. Amid Wall Street’s generally aggressive guidance, post-earnings volatility risks still warrant caution. Currently, Wall Street expects SanDisk’s adjusted earnings per share to be $34.80, slightly above the company’s guidance. However, beyond the earnings data itself, more attention needs to be paid to AI…