Latest Earnings Results: Q4 '26
Estimated EPS
$34.96
Reported EPS
$39.25
Surprise
+12.26%
Estimated Rev
$8.48B
Reported Rev
$8.96B
Surprise
+5.74%
• Reported GAAP EPS of $46.96 up 29450.00% YoY • Reported revenue of $8.96B up 371.59% YoY • Sandisk Corporation expects first quarter 2027 revenue to be in the range of $10.30 billion to $10.80 billion, with expected Non-GAAP diluted net income per share of $44.00 to $46.00.
Bullish Takeaway
Sandisk Corporation delivered strong fiscal fourth quarter 2026 results with 51% sequential revenue growth and significant datacenter segment expansion, while the Board of Directors authorized a $14 billion share repurchase program.
Bearish Takeaway
Sandisk Corporation faces headwinds from a 32% sequential decline in consumer revenue, reliance on key partners like Kioxia Corporation, and volatility in product demand and average selling prices impacting results.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $44.72 | -- | -- | N/A |
Q4 '26 | $34.96 | $39.25 | 12.26% | BEAT |
Q3 '26 | $14.62 | $23.41 | 60.09% | BEAT |
Q2 '26 | $3.62 | $6.20 | 71.43% | BEAT |
Q1 '26 | $0.88 | $1.22 | 38.14% | BEAT |