Postaus

SanDisk ($SNDK) Earnings: Strong Results, Weak Market Reaction SanDisk delivered an exceptional quarterly report, posting Q4 revenue of $8.97 billion (+372% YoY), non-GAAP EPS of $39.25, and an impressive 84.6% gross margin. By almost any standard, the results were outstanding. Despite that, the stock fell 5.4% during the regular session and dropped another 5.9%–8% after hours, briefly trading below $1,272. The market's reaction wasn't about the quarter that just ended—it was about what comes next. For FY2027 Q1, SanDisk guided for $10.3–$10.8 billion in revenue (midpoint $10.55 billion), below Wall Street's $11.16 billion estimate. The midpoint EPS forecast of $45 also came in slightly below expectations. This is a reminder that markets are forward-looking. Even record-breaking earnings can trigger a sell-off if future guidance doesn't clear investors' high expectations. #SandiskBeatAndBuyback #CircleArcLaunch #EarningsRealityCheck