Sandisk Q2 Earnings Call Highlights [Yahoo! Finance]
Sandisk Corporation (SNDK)
Company Research
Source: Yahoo! Finance
AI-driven demand and supply tightness: Management said NAND demand exceeds supply as AI/data-center workloads scale, prompting a shift toward multi-year supply agreements and prioritizing strategic customers; Q3 guidance expects $4.4–4.8 billion revenue and 65–67% non-GAAP gross margin. Solid cash generation and JV extension: Sandisk reported $1.539 billion in cash (net cash $936M) and $843M adjusted free cash flow, and agreed to extend the Yokkaichi JV through 2034 with a $1.165 billion manufacturing-payment commitment for 2026–2029. Interested in Sandisk Corporation? Here are five stocks we like better. Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage Sandisk (NASDAQ:SNDK) reported a strong fiscal second quarter for 2026, highlighting surging demand tied to artificial intelligence workloads, tightening supply conditions in NAND, and a sharp improvement in profitability. Management also emphasized a strategic shift toward longer-term commercial agreements with
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SNDK
News
- Sandisk Corporation (SNDK): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Sandisk (NASDAQ:SNDK) had its price target raised by analysts at Citigroup Inc. from $490.00 to $750.00. They now have a "buy" rating on the stock.MarketBeat
- Sandisk (NASDAQ:SNDK) was given a new $1,000.00 price target on by analysts at UBS Group AG.MarketBeat
- Sandisk (NASDAQ:SNDK) was given a new $750.00 price target on by analysts at Barclays PLC.MarketBeat
- Sandisk (NASDAQ:SNDK) was upgraded by analysts at <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=SNDK&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> frMarketBeat
SNDK
Earnings
- 1/29/26 - Beat
SNDK
Sec Filings
- 2/3/26 - Form 144/A
- 2/2/26 - Form 144
- 1/30/26 - Form 10-Q
- SNDK's page on the SEC website