Innlegg

The tension in Sandisk’s quarter is more informative than the headline beat. FY2026 Q4 revenue reached $8.97B and adjusted EPS came in at $39.25, while the additional $14B buyback lifted remaining authorization to $15.5B. Yet FY2027 Q1 revenue guidance of $10.3B-$10.8B fell below consensus at the midpoint, and shares moved lower after hours. My read: the buyback reinforces confidence in cash generation, but it cannot settle the valuation debate. From here, sustained NAND pricing and high-bandwidth flash demand matter more than one strong quarter. Not advice, just analysis. #SandiskBeatAndBuyback #OKXOrbit