SanDisk Corp Ordinary Shares

SNDK: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sandisk Earnings: Immense Pricing Cycle Drives Our Valuation Higher, but Shares Unreachable

William Kerwin

Nov 7, 2025

Sandisk's September-quarter results crushed guidance, with sales rising 23% year over year to $2.3 billion. December-quarter guidance was even more impressive, calling for 13% sequential sales growth and 1,200 basis points of sequential gross margin expansion.

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SanDisk Corp Ordinary Shares

Sandisk Earnings: Immense Pricing Cycle Drives Our Valuation Higher, but Shares Unreachable

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