Sandisk Corporation · SNDK · Next earnings

Sandisk Corporation reports Thursday, Nov 5, 2026

SNDK reports after market close with consensus EPS at $46.23 and revenue at $10.63B. Last quarter: SNDK: AI-driven NAND demand remains strong, but execution risks persist

Reports After market close0 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $46.23 Calendar consensus
Consensus revenue $10.63B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session After market close 0 days away

Where SNDK left off: FY2027 Q1

Full report

SNDK: AI-driven NAND demand remains strong, but execution risks persist

EPS surprise +6.1% Reported $49.51 vs $46.67
Revenue surprise +2.9% Reported $11.03B vs $10.72B
Stock move -13.5% Event window
Subsequent drift 0.0% Up to 20 sessions

Guidance sentiment was maintained. Q1 revenue and non-GAAP EPS topped guidance, with the analysis attributing the upside 60% to volume and 40% to pricing.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pricing and volume may contribute unevenly to future growth.
  • HBF timing and market adoption remain uncertain.
  • Consumer and PC softness could pressure those segments.
  • Capacity constraints, SLC demand and memory-market cycles could affect results.

Questions analysts left open

  • Depth and timing of the NBM pipeline and bits under contract.
  • Pricing versus volume contribution to future growth.
  • Progress and commercialization timing for HBF.
  • Seasonal outlook for consumer and PC segments.

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Recent SNDK quarters

All SNDK earnings
-13.5%FY2027 Q1-6.8%FY2026 Q4+8.3%FY2026 Q3+6.9%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.