SanDisk's Q2 performance in fiscal year 2026 surges, and AI drives storage demand to explode

SanDisk's revenue in the second quarter of fiscal year 2026 was US $3.025 billion, a year-on-year increase of 61%, and its net profit was US $803 million, a year-on-year increase of 673%. The revenue of the AI data center business increased by 64% month-on-month, driving the performance to significantly exceed expectations, and the stock price once rose by nearly 15% after the market closed. The company expects revenue to grow significantly in the third quarter, mainly driven by a surge in storage demand driven by artificial intelligence. In addition, the company extended its joint venture factory agreement with Kioxia and paid US $1.165 billion to ensure supply, demonstrating a strong market position.

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- CayChanCayChan
  ·01-30
  $SanDisk Corp.(SNDK)$ Sandisk’s future earnings power looks radically different from what investors previously assumed. 1️⃣ This Is About Forward Earnings, Not the Past Markets don’t reprice stocks 14× because of: • Last quarter’s results • Modest beats • Incremental guidance bumps They reprice stocks when: • Future profits are suddenly expected to be multiples higher • Losses flip to profits • Or margins expand dramatically due to industry cycle shifts In Sandisk’s case, the “eye-popping forecast” implies: • A memory cycle rebound • Sharp improvement in pricing • Strong demand visibility (often tied to AI, data centers, or enterprise storage) That changes valuation math overnight. ⸻ 2️⃣ Memory Stocks Are Highly Cyclical (Which Magnifies Mov
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- CayChanCayChan
  ·01-30
  $SanDisk Corp.(SNDK)$ Sandisk’s future earnings power looks radically different from what investors previously assumed. 1️⃣ This Is About Forward Earnings, Not the Past Markets don’t reprice stocks 14× because of: • Last quarter’s results • Modest beats • Incremental guidance bumps They reprice stocks when: • Future profits are suddenly expected to be multiples higher • Losses flip to profits • Or margins expand dramatically due to industry cycle shifts In Sandisk’s case, the “eye-popping forecast” implies: • A memory cycle rebound • Sharp improvement in pricing • Strong demand visibility (often tied to AI, data centers, or enterprise storage) That changes valuation math overnight. ⸻ 2️⃣ Memory Stocks Are Highly Cyclical (Which Magnifies Mov
  662 Comment
  2
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To The Moon

SanDisk's Q2 performance in fiscal year 2026 surges, and AI drives storage demand to explode

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