Sandisk Corp

SNDK · Nasdaq · ·

비교

US$884.81-5.6%11월 13일 종가

2026년 10월 2일까지의 수치 (2026년 10월 30일 제출 10-Q 기준)

1W: +6.0%
1M: -36.6%
3M

Sandisk Corp (SNDK) 주식 — 좋은 사업일까? — InspectStocks

Sandisk Corp

SNDK · Nasdaq · ·

비교

US$884.81-5.6%11월 13일 종가

2026년 10월 2일까지의 수치 (2026년 10월 30일 제출 10-Q 기준)

1W: +6.0%
1M: -36.6%
3M

Just reported

Q1 FY2027 results

From Sandisk's results release of 2026년 10월 29일; its quarterly report has since been filed.

Revenue
Actual
US$11.03B
+378% y/y
+23% q/q
Guided
US$10.55B
midpoint
Above guide+4.6%
EPS, GAAP
Actual
US$52.60
+19% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
US$8.78B
+25% q/q
Guided
—
No guide given

Company outlook

Q2 FY2027

RevenueUS$12.2B – US$12.6B+310% y/y First given
EPSUS$55.00 – US$57.00First 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.

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 themes it is part of

큐레이션
AI servers, memory & storage
InspectStocks 제공 · 17 companies
Servers, memory chips and drives that fill AI data centres, and the contract makers that assemble them.
주가, 1년
+68.3%
매출, 1년
+77.7%
+11
A 9B 3C 4D 1

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

어떻게 돈을 버는가

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%

매출 비중은 FY2026 ended 2026-07-03 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

KYOCYKioxia Corporation
MUMicron Technology, Inc.
A
규모
US$880.4B
이익률
63.8%
SSNLFSamsung Electronics Co., Ltd.
HXSCLSK hynix Inc.
Yangtze Memory Technologies Co., Ltd.

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가4

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

Sandisk Corp 소개

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.

본사: Milpitas, California
설립: 1988
임직원 수: approximately 11,100 (July 2026, high)
상장 시장: Nasdaq Global Select Market
회계연도 종료: July 3, 2026 (latest reported fiscal year-end)

Sandisk Corp이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported