Sandisk Corp — Form 8-K
Filed August 5, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
SanDisk reported fiscal year 2026 revenue of $20.25 billion, up 175% year-over-year, with GAAP net income of $11.43 billion ($73.76 diluted EPS). Q4 FY2026 revenue was $8.97 billion, up 51% sequentially and 372% year-over-year, driven by datacenter growth (up 437% YoY) and higher pricing. The Board approved an additional $14 billion share repurchase authorization, bringing total remaining authorization to $15.5 billion; the company repurchased $4.524 billion of stock in FY2026. Q1 FY2027 guidance: revenue $10.3–10.8 billion; Non-GAAP diluted EPS $44.00–46.00.
Why this rating
Strong recovery post-separation with massive YoY growth and profitability. Datacenter dominance (25% of revenue) and $15.5B buyback are material relative to ~$17B asset base; new NBM agreements signal durable customer lock-in. No material headwinds disclosed.
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