Azioni Sandisk Corp (SNDK) — è una buona azienda?

Azioni Sandisk Corp (SNDK) — è una buona azienda? — InspectStocks

Just reported

Q1 FY2027 results

From Sandisk's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
11,03B USD
+378% y/y
+23% q/q
Guided
10,55B USD
midpoint
Above guide+4,6%
EPS, GAAP
Actual
52,60 USD
+19% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,78B USD
+25% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

Revenue12,2B USD – 12,6B USD+310% y/y First given
EPS55,00 USD – 57,00 USDFirst given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Come guadagna

Edge products, including storage for computers, phones, gaming, cars, and industrial devices60%
Datacenter products, including enterprise solid-state drives25%
Consumer products, including portable drives, memory cards, and USB drives15%

Le quote di ricavo sono stime per FY2026 ended 2026-07-03, non cifre tratte da un documento depositato.

Compete con

KYOCYKioxia Corporation
MUMicron Technology, Inc.
A
Dimensione
880,4B USD
Margine
63,8%
SSNLFSamsung Electronics Co., Ltd.
HXSCLSK hynix Inc.
Yangtze Memory Technologies Co., Ltd.

Che cosa vende6

Enterprise solid-state drives
Flash-storage drives used in servers and data centers for business applications, data analysis, and online services.
Computer and gaming solid-state drives
Drives that store programs and files in desktop and notebook computers, gaming consoles, and set-top boxes.
Embedded flash memory
Flash storage built into phones, tablets, wearable devices, cars, and industrial or connected-home products.

Mostra altri 3

Portable solid-state drives
External drives for consumers and other users who need portable storage.
Memory cards and universal serial bus flash drives
Removable storage used in cameras, phones, gaming devices, computers, and other consumer products.
Flash wafers and components
Memory wafers and related components used in Sandisk storage products and supplied through its manufacturing arrangements.

Chi lo compra4

Data-center and cloud-service operators buy enterprise drives, directly or through supply agreements.
Computer, phone, gaming, automotive, and other device manufacturers buy drives or embedded memory for products they make; these buyers include original equipment manufacturers.
Distributors, resellers, and retailers buy Sandisk-branded drives, memory cards, and USB drives for sale to consumers and businesses.
Enterprise customers buy storage products for private data centers and business systems.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Sandisk says all of its flash-memory wafers currently come from Flash Ventures, its manufacturing joint ventures with Kioxia. The companies jointly develop and make memory, and Sandisk's supply depends on those arrangements continuing.
2Some controllers come from third-party suppliers or foundries, and some components have only a limited number of qualified suppliers.
3Sandisk uses outside companies for some assembly and testing, alongside its own facilities.

Che cosa potrebbe andare storto

1A disruption or disagreement affecting Kioxia or Flash Ventures could interrupt Sandisk's access to flash wafers. The joint-venture arrangements also limit Sandisk's ability to arrange other flash manufacturing while they remain in effect.
2Flash-memory prices and demand can change sharply with industry cycles, customer deployments, and supply levels. Long-term customer agreements bring their own execution and financial obligations, while sales outside those agreements remain exposed to market pricing.
3Sandisk must keep developing and introducing new memory technologies and products as competitors do the same. Delays, unsuccessful technology transitions, or products that fail customer qualification could affect sales.

Bilanci completi →

Informazioni su Sandisk Corp

Sandisk makes NAND (not-AND) flash memory, which stores data without needing power to keep it. It sells solid-state drives (SSDs), embedded memory, memory cards, and universal serial bus (USB) drives, as well as wafers and components. Its customers include data-center operators, device makers, and retailers that sell storage products to consumers.

Sede: Milpitas, California
Fondata nel: 1988
Dipendenti: approximately 11,100 (July 2026, high)
Quotata su: Nasdaq Global Select Market
Chiusura dell'esercizio: July 3, 2026 (latest reported fiscal year-end)

Costruito dai documenti depositati da Sandisk Corp presso la Securities and Exchange Commission (SEC), l’autorità di vigilanza statunitense. Le cifre sono quelle dichiarate, con lo storico per azione ricalcolato sulla base azionaria di oggi. Questo descrive un’azienda: non è consulenza finanziaria né una raccomandazione di acquisto o vendita.

Just reported

Q1 FY2027 results

From Sandisk's results release of 29 ottobre 2026; its quarterly report has since been filed.

Revenue
Actual
11,03B USD
+378% y/y
+23% q/q
Guided
10,55B USD
midpoint
Above guide+4,6%
EPS, GAAP
Actual
52,60 USD
+19% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,78B USD
+25% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

Revenue12,2B USD – 12,6B USD+310% y/y First given
EPS55,00 USD – 57,00 USDFirst given

The full earnings report →

Keep exploring

The themes Sandisk is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

All 71 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Come guadagna

Edge products, including storage for computers, phones, gaming, cars, and industrial devices60%
Datacenter products, including enterprise solid-state drives25%
Consumer products, including portable drives, memory cards, and USB drives15%

Le quote di ricavo sono stime per FY2026 ended 2026-07-03, non cifre tratte da un documento depositato.

Compete con

KYOCYKioxia Corporation
MUMicron Technology, Inc.
A
Dimensione
880,4B USD
Margine
63,8%
SSNLFSamsung Electronics Co., Ltd.
HXSCLSK hynix Inc.
Yangtze Memory Technologies Co., Ltd.

Che cosa vende6

Enterprise solid-state drives
Flash-storage drives used in servers and data centers for business applications, data analysis, and online services.
Computer and gaming solid-state drives
Drives that store programs and files in desktop and notebook computers, gaming consoles, and set-top boxes.
Embedded flash memory
Flash storage built into phones, tablets, wearable devices, cars, and industrial or connected-home products.

Mostra altri 3

Portable solid-state drives
External drives for consumers and other users who need portable storage.
Memory cards and universal serial bus flash drives
Removable storage used in cameras, phones, gaming devices, computers, and other consumer products.
Flash wafers and components
Memory wafers and related components used in Sandisk storage products and supplied through its manufacturing arrangements.

Chi lo compra4

Data-center and cloud-service operators buy enterprise drives, directly or through supply agreements.
Computer, phone, gaming, automotive, and other device manufacturers buy drives or embedded memory for products they make; these buyers include original equipment manufacturers.
Distributors, resellers, and retailers buy Sandisk-branded drives, memory cards, and USB drives for sale to consumers and businesses.
Enterprise customers buy storage products for private data centers and business systems.

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

1Sandisk says all of its flash-memory wafers currently come from Flash Ventures, its manufacturing joint ventures with Kioxia. The companies jointly develop and make memory, and Sandisk's supply depends on those arrangements continuing.
2Some controllers come from third-party suppliers or foundries, and some components have only a limited number of qualified suppliers.
3Sandisk uses outside companies for some assembly and testing, alongside its own facilities.

Che cosa potrebbe andare storto

1A disruption or disagreement affecting Kioxia or Flash Ventures could interrupt Sandisk's access to flash wafers. The joint-venture arrangements also limit Sandisk's ability to arrange other flash manufacturing while they remain in effect.
2Flash-memory prices and demand can change sharply with industry cycles, customer deployments, and supply levels. Long-term customer agreements bring their own execution and financial obligations, while sales outside those agreements remain exposed to market pricing.
3Sandisk must keep developing and introducing new memory technologies and products as competitors do the same. Delays, unsuccessful technology transitions, or products that fail customer qualification could affect sales.

Bilanci completi →

Informazioni su Sandisk Corp

Sede: Milpitas, California
Fondata nel: 1988
Dipendenti: approximately 11,100 (July 2026, high)
Quotata su: Nasdaq Global Select Market
Chiusura dell'esercizio: July 3, 2026 (latest reported fiscal year-end)

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Come guadagna

Compete con

Che cosa vende6

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Sandisk Corp

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Come guadagna

Compete con

Che cosa vende6

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Sandisk Corp

Sandisk Corp

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Crescita e cassa — 5 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Come guadagna

Compete con

Che cosa vende6

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Sandisk Corp

Q1 FY2027 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Come guadagna

Compete con

Che cosa vende6

Chi lo compra4

Su cosa si regge e cosa potrebbe romperlo

Da che cosa dipende l'attività

Che cosa potrebbe andare storto

Informazioni su Sandisk Corp

Sandisk Corp

Andamento passato

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI servers, memory & storage

Crescita e cassa — 5 su 5

Andamento dell'attività

Prezzo dell’azione e voto nel tempo