SanDisk Corporation (SNDK)
Coverage summary
Aardvark Labs Capital Research has covered SanDisk Corporation (SNDK) since November 7, 2025. The company is in the Technology sector. This page lists 5 reports: 5 earnings recaps.
The latest is the Q1 FY27 Earnings Recap, published October 30, 2026. The current rating is Outperform, the same in every report since coverage began.
Translations: 4 in Chinese.
All SNDK reports
Recap: Q1 FY27
Datacenter Carries Another Beat, but the Market Is Trading the Price Curve, Not the Quarter
Recap: Q4 FY26
Record Quarter, In-Line Guide, Peak Margin: The $59.8B Contract Book Now Carries the Thesis
Recap: Q3 FY26
$42B RPO, $11B Financial Guarantees, $6B Buyback, Q4 EPS Guide $30-33: The Structural Transformation Is Complete — Maintaining Outperform (High Conviction)
Recap: Q2 FY26
The Largest Above-Consensus EPS Guide in NAND History: Q3 FY26 $12-14 vs Street $5.50, GM 65-67%, Yokaiichi Extended Through 2034, LTAs Emerging — Maintaining Outperform (High Conviction)
Recap: Q1 FY26
Triple-Beat + Q2 Guide Blowout Establishes Structural NAND Tightness: This Is Not a Cyclical Pop, This Is a Multi-Year Re-Rate — Initiating at Outperform