SanDisk Corp Ordinary Shares

SNDK: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Sandisk Earnings: The Supercycle Rages on, but Long-Term Cyclicality Risk Keeps Us on the Sidelines

William Kerwin

Aug 6, 2026

Sandisk reported strong upside to June-quarter guidance and a bullish September-quarter outlook. Sales rose more than 370% year over year to $9.0 billion, and guidance implies year-over-year growth of more than 350%. Shares fell 5% after-hours as guidance missed lofty consensus expectations.

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SanDisk Corp Ordinary Shares

Sandisk Earnings: The Supercycle Rages on, but Long-Term Cyclicality Risk Keeps Us on the Sidelines

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