View Future GrowthSandisk 과거 순이익 실적과거 기준 점검 4/6Sandisk은 연평균 15.2%의 비율로 수입이 증가해 온 반면, Tech 산업은 수입이 6.8% 증가했습니다. 매출은 연평균 23.2%의 비율로 증가했습니다. Sandisk의 자기자본이익률은 32.7%이고 순이익률은 34.2%입니다.핵심 정보15.18%순이익 성장률69.66%주당순이익(EPS) 성장률Tech 산업 성장률12.91%매출 성장률23.17%자기자본이익률32.71%순이익률34.19%최근 순이익 업데이트03 Apr 2026최근 과거 실적 업데이트Reported Earnings • May 02Third quarter 2026 earnings released: EPS: US$24.43 (vs US$13.33 loss in 3Q 2025)Third quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Tech industry.공시 • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$5.46 (vs US$0.91 in 2Q 2025)Second quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Tech industry.공시 • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: US$0.77 (vs US$1.47 in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Tech industry.Reported Earnings • Aug 16Full year 2025 earnings released: US$11.32 loss per share (vs US$4.67 loss in FY 2024)Full year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Global Tech industry.모든 업데이트 보기Recent updatesRecent Insider Transactions • 5hIndependent Director recently sold Mex$15m worth of stockOn the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months.Recent Insider Transactions • May 14Independent Director recently sold Mex$15m worth of stockOn the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 39%After last week's 39% share price gain to Mex$26,860, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Tech industry globally. Total returns to shareholders of 3,540% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$12,235 per share.공시 • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.Reported Earnings • May 02Third quarter 2026 earnings released: EPS: US$24.43 (vs US$13.33 loss in 3Q 2025)Third quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Tech industry.공시 • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026Recent Insider Transactions • Feb 27Independent Director recently sold Mex$38m worth of stockOn the 25th of February, Miyuki Suzuki sold around 4k shares on-market at roughly Mex$10,768 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$42m more than they bought in the last 12 months.공시 • Feb 18+ 1 more updateSandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,821,135 Price\Range: $545 Discount Per Security: $14.9875Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$5.46 (vs US$0.91 in 2Q 2025)Second quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Tech industry.공시 • Jan 30Sandisk Corporation Provides Earnings Guidance for the Fiscal Third Quarter of 2026Sandisk Corporation provided earnings guidance for the fiscal third quarter of 2026. For the quarter, the company expected revenue of $4,400 million to $4,800 million.Board Change • Jan 08High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Jan 03Sandisk Corporation Appoints Alexander R. Bradley to Board of Directors and Audit Committee, Effective December 30, 2025Sandisk Corporation announced that Alexander R. Bradley has joined its board of directors and been appointed to the audit committee, effective December 30, 2025. Since 2016, Bradley has served as Chief Financial Officer of First Solar, a leading American solar technology and manufacturing company. He first joined the company in 2008 and held key leadership roles, including as vice president of both treasury and project finance, where he structured and financed major solar projects across the globe. Prior to joining First Solar, Bradley worked in investment banking and leveraged finance at HSBC in London and New York, focusing on the energy and utilities sector. He also served as an officer and board member of the general partner of 8point3 Energy Partners. Bradley holds a Master of Arts degree from the University of Edinburgh, Scotland. With this appointment, Sandisk’s board of directors is comprised of eight directors, seven of whom are external and independent.공시 • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026Recent Insider Transactions • Dec 12Independent Director recently sold Mex$4.5m worth of stockOn the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions • Dec 08Independent Director recently sold Mex$4.5m worth of stockOn the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공시 • Nov 27Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value IndexSandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value IndexBoard Change • Nov 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: US$0.77 (vs US$1.47 in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Tech industry.공시 • Nov 07Sandisk Corporation Provides Earnings Guidance for Second Quarter of Fiscal 2026Sandisk Corporation provided earnings guidance for second quarter of fiscal 2026. For the quarter, the company's revenue expected to be in the range of $2.55 billion to $2.65 billion.Board Change • Nov 03High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • Oct 08Sandisk Corporation, Annual General Meeting, Nov 18, 2025Sandisk Corporation, Annual General Meeting, Nov 18, 2025.공시 • Sep 22Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)Reported Earnings • Aug 16Full year 2025 earnings released: US$11.32 loss per share (vs US$4.67 loss in FY 2024)Full year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Global Tech industry.공시 • Aug 15Sandisk Corporation Provides Earnings Guidance for Fiscal First Quarter of 2026Sandisk Corporation provided earnings guidance for Fiscal First Quarter of 2026. For the quarter, the company's revenue expected to be in the range of $2.10 billion to $2.20 billion.공시 • Aug 05Sandisk Showcases UltraQLC Technology Platform with Milestone Enterprise SSD Capacity at FMS 2025Sandisk demonstrated a high-capacity 256TB1 NVMe enterprise SSD, a breakthrough in storage capacity, performance and power efficiency, made possible by Sandisk's new enterprise-grade UltraQLC platform. Offering extraordinary capacity, the UltraQLC platform marks a significant achievement in NAND architecture, built with a combination of BiCS8 QLC CBA NAND, custom controllers and advanced system optimizations. As workloads and business requirements evolve in the AI era, flash storage must become more customizable to match complex workloads. The new SANDISK 256TB1 NVMe SSD, built on the UltraQLC platform, is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud. The SANDISK UltraQLC 256TB1 NVMe SSD sets a new benchmark for hyperscale flash storage, purpose-built for the fast, intelligent data lakes powering AI at scale. With lower latency, higher bandwidth, and greater reliability, it delivers the performance needed for today's most demanding AI workloads. Key innovations include: Direct Write QLC, which eliminates SLC buffering by enabling power-loss safe writes on the first pass; BiCS8 2Tb QLC die that doubles storage density while maintaining compact die sizes; UltraQLC power optimization, which uses Dynamic Frequency Scaling for up to 10% higher performance for a given power level2 (projected); Scalable multi-core controller that helps ensure high throughput and endurance at extreme capacities; Data Retention (DR) profile that reduces DR recycles by up to 33%3 (projected), improving drive reliability, resilience and continuous access to data while decreasing power consumption. The SANDISK SN670 128TB1 NVMe SSD and SANDISK UltraQ LC 256TB1 NVMe SSD will be available in U.2 form factor in the first half of 2026, with additional form factors available later in the year.Board Change • Jul 29High number of new directorsMember of Technical Advisory Board David Patterson was the last director to join the board, commencing their role in 2025.공시 • Jul 25Sandisk Corporation Announces Advisory Board AppointmentsSandisk Corporation announced the formation of a Technical Advisory Board to guide the development and strategy of its groundbreaking High Bandwidth Flash (HBF™) memory technology. The board includes industry experts and senior technical leaders from both within and outside the company. Appointed on July 24, 2025, Professor David Patterson and Raja Koduri will provide strategic guidance, technical insight, market perspective, and shape open standards as Sandisk prepares to launch HBF. Professor David Patterson, Pardee Professor of Computer Science, Emeritus at the University of California at Berkeley and a Google distinguished engineer, will lead the Technical Advisory Board and guide the group toward actionable insights and decisions. He is a prominent computer scientist known for co-developing Reduced Instruction Set Computing (RISC), which revolutionized processor design. He played key roles in the development of Redundant Array of Inexpensive Disks (RAID), and Networks of Workstations (NOW). Patterson co-authored the seminal textbook Computer Architecture: A Quantitative Approach and was also awarded the 2017 ACM Turing Award for his contributions to the industry. Raja Koduri is a computer engineer and business executive renowned for leading graphics architecture, with previous positions at AMD as Senior Vice President and Chief Architect and at Intel as Executive Vice President of Accelerated Computing Systems and Graphics. He directed the development of AMD’s Polaris, Vega, and Navi GPU architectures, Intel’s Arc and Ponte Vecchio GPUs, and spearheaded Intel’s foray into discrete graphics. In early 2023, he founded a startup focused on generative AI for gaming, media, and entertainment, and joined the Board of Tenstorrent in the AI and RISC-V semiconductor space. Most recently, he serves as Founder/CEO of Oxmiq Labs and Co-Founder of Mihira Visual Studios and continues to shape graphics and AI innovation through advisory and board roles across the semiconductor industry.공시 • Jul 17Sandisk Corporation to Report Q4, 2025 Results on Aug 14, 2025Sandisk Corporation announced that they will report Q4, 2025 results on Aug 14, 2025공시 • Jun 06Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,534,581 Price\Range: $38.5 Discount Per Security: $1.155공시 • May 31Sandisk Corporation has filed a Follow-on Equity Offering.Sandisk Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common StockBoard Change • May 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공시 • May 08+ 1 more updateSandisk Corporation Reports Impairment Charges for the Third Quarter Ended March 28, 2025Sandisk Corporation reported impairment charges for the third quarter ended March 28, 2025. For the quarter, the company reported goodwill impairment of $1,830 million.공시 • Apr 23Sandisk Corporation to Report Q3, 2025 Results on May 07, 2025Sandisk Corporation announced that they will report Q3, 2025 results on May 07, 2025공시 • Mar 12Sandisk Corporation Appoints Michael R. Pokorny as Chief Accounting OfficerOn March 6, 2025, the Board of Directors of Sandisk Corporation appointed Michael R. Pokorny as Chief Accounting Officer of the Company. In this position, Mr. Pokorny will serve as the Company’s principal accounting officer.Mr. Pokorny, 48, previously served as Vice President, Controller at Splunk Inc., a cybersecurity software company, from November 2022 to October 2024. Between 2012 and 2022, Mr. Pokorny served in various roles of increasing responsibility within the accounting team at Amazon.com Inc., including as Director, AWS Accounting from October 2020 to November 2022. Prior to that, between 2004 and 2012, Mr. Pokorny served as Vice President, Financial Reporting at Walker & Dunlop Inc. as a Staff Accountant at the U.S. Securities and Exchange Commission, and in progressive roles in public accounting at KPMG LLP. Mr. Pokorny holds a Bachelor of Science degree in Accounting from the University of Maryland.Reported Earnings • Mar 09Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: US$0.91. Net income: US$104.0m (up US$104.0m from 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Global Tech industry.매출 및 비용 세부 내역Sandisk가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이BMV:SNDK1 * 매출, 비용 및 순이익 (USD Millions)날짜매출순이익일반관리비연구개발비03 Apr 2613,1844,5076411,26502 Jan 268,929-1,0416191,21303 Oct 257,780-1,7406221,16527 Jun 257,355-1,6415731,13228 Mar 257,214-1,4985281,14527 Dec 247,2244624961,13727 Sep 247,013574671,10428 Jun 246,663-6724551,06130 Jun 236,086-2,1435581,16701 Jul 229,7541,0646661,36203 Apr 165,59842854890503 Jan 165,56538856288327 Sep 155,75745559287928 Jun 156,051585624891양질의 수익: SNDK1 *는 고품질 수익을 보유하고 있습니다.이익 마진 증가: SNDK1 *는 과거에 흑자전환했습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: SNDK1 *는 지난 5년 동안 흑자전환하며 연평균 15.2%의 수익 성장을 기록했습니다.성장 가속화: SNDK1 *는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.수익 대 산업: SNDK1 *는 지난해 흑자전환하여 지난 해 수익 성장률을 Tech 업계(12.6%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: SNDK1 *의 자본 수익률(32.7%)은 높음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTech 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/16 13:40종가2026/05/15 00:00수익2026/04/03연간 수익2025/06/27데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sandisk Corporation는 31명의 분석가가 다루고 있습니다. 이 중 20명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Brett SimpsonArete Research Services LLPJames FontanelliArete Research Services LLPNam Hyung KimArete Research Services LLP28명의 분석가 더 보기
Reported Earnings • May 02Third quarter 2026 earnings released: EPS: US$24.43 (vs US$13.33 loss in 3Q 2025)Third quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Tech industry.
공시 • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026
Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$5.46 (vs US$0.91 in 2Q 2025)Second quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Tech industry.
공시 • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: US$0.77 (vs US$1.47 in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Tech industry.
Reported Earnings • Aug 16Full year 2025 earnings released: US$11.32 loss per share (vs US$4.67 loss in FY 2024)Full year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Global Tech industry.
Recent Insider Transactions • 5hIndependent Director recently sold Mex$15m worth of stockOn the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months.
Recent Insider Transactions • May 14Independent Director recently sold Mex$15m worth of stockOn the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • May 10Investor sentiment improves as stock rises 39%After last week's 39% share price gain to Mex$26,860, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Tech industry globally. Total returns to shareholders of 3,540% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$12,235 per share.
공시 • May 03Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million.
Reported Earnings • May 02Third quarter 2026 earnings released: EPS: US$24.43 (vs US$13.33 loss in 3Q 2025)Third quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Tech industry.
공시 • Apr 01Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026
Recent Insider Transactions • Feb 27Independent Director recently sold Mex$38m worth of stockOn the 25th of February, Miyuki Suzuki sold around 4k shares on-market at roughly Mex$10,768 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$42m more than they bought in the last 12 months.
공시 • Feb 18+ 1 more updateSandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $3.172519 billion. Security Name: Common Stock Security Type: Common Stock Securities Offered: 5,821,135 Price\Range: $545 Discount Per Security: $14.9875
Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$5.46 (vs US$0.91 in 2Q 2025)Second quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Tech industry.
공시 • Jan 30Sandisk Corporation Provides Earnings Guidance for the Fiscal Third Quarter of 2026Sandisk Corporation provided earnings guidance for the fiscal third quarter of 2026. For the quarter, the company expected revenue of $4,400 million to $4,800 million.
Board Change • Jan 08High number of new and inexperienced directorsThere are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Jan 03Sandisk Corporation Appoints Alexander R. Bradley to Board of Directors and Audit Committee, Effective December 30, 2025Sandisk Corporation announced that Alexander R. Bradley has joined its board of directors and been appointed to the audit committee, effective December 30, 2025. Since 2016, Bradley has served as Chief Financial Officer of First Solar, a leading American solar technology and manufacturing company. He first joined the company in 2008 and held key leadership roles, including as vice president of both treasury and project finance, where he structured and financed major solar projects across the globe. Prior to joining First Solar, Bradley worked in investment banking and leveraged finance at HSBC in London and New York, focusing on the energy and utilities sector. He also served as an officer and board member of the general partner of 8point3 Energy Partners. Bradley holds a Master of Arts degree from the University of Edinburgh, Scotland. With this appointment, Sandisk’s board of directors is comprised of eight directors, seven of whom are external and independent.
공시 • Dec 31Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026
Recent Insider Transactions • Dec 12Independent Director recently sold Mex$4.5m worth of stockOn the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions • Dec 08Independent Director recently sold Mex$4.5m worth of stockOn the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공시 • Nov 27Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value IndexSandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value Index
Board Change • Nov 20High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 08First quarter 2026 earnings released: EPS: US$0.77 (vs US$1.47 in 1Q 2025)First quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Tech industry.
공시 • Nov 07Sandisk Corporation Provides Earnings Guidance for Second Quarter of Fiscal 2026Sandisk Corporation provided earnings guidance for second quarter of fiscal 2026. For the quarter, the company's revenue expected to be in the range of $2.55 billion to $2.65 billion.
Board Change • Nov 03High number of new and inexperienced directorsThere are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • Oct 08Sandisk Corporation, Annual General Meeting, Nov 18, 2025Sandisk Corporation, Annual General Meeting, Nov 18, 2025.
공시 • Sep 22Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD)
Reported Earnings • Aug 16Full year 2025 earnings released: US$11.32 loss per share (vs US$4.67 loss in FY 2024)Full year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Global Tech industry.
공시 • Aug 15Sandisk Corporation Provides Earnings Guidance for Fiscal First Quarter of 2026Sandisk Corporation provided earnings guidance for Fiscal First Quarter of 2026. For the quarter, the company's revenue expected to be in the range of $2.10 billion to $2.20 billion.
공시 • Aug 05Sandisk Showcases UltraQLC Technology Platform with Milestone Enterprise SSD Capacity at FMS 2025Sandisk demonstrated a high-capacity 256TB1 NVMe enterprise SSD, a breakthrough in storage capacity, performance and power efficiency, made possible by Sandisk's new enterprise-grade UltraQLC platform. Offering extraordinary capacity, the UltraQLC platform marks a significant achievement in NAND architecture, built with a combination of BiCS8 QLC CBA NAND, custom controllers and advanced system optimizations. As workloads and business requirements evolve in the AI era, flash storage must become more customizable to match complex workloads. The new SANDISK 256TB1 NVMe SSD, built on the UltraQLC platform, is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud. The SANDISK UltraQLC 256TB1 NVMe SSD sets a new benchmark for hyperscale flash storage, purpose-built for the fast, intelligent data lakes powering AI at scale. With lower latency, higher bandwidth, and greater reliability, it delivers the performance needed for today's most demanding AI workloads. Key innovations include: Direct Write QLC, which eliminates SLC buffering by enabling power-loss safe writes on the first pass; BiCS8 2Tb QLC die that doubles storage density while maintaining compact die sizes; UltraQLC power optimization, which uses Dynamic Frequency Scaling for up to 10% higher performance for a given power level2 (projected); Scalable multi-core controller that helps ensure high throughput and endurance at extreme capacities; Data Retention (DR) profile that reduces DR recycles by up to 33%3 (projected), improving drive reliability, resilience and continuous access to data while decreasing power consumption. The SANDISK SN670 128TB1 NVMe SSD and SANDISK UltraQ LC 256TB1 NVMe SSD will be available in U.2 form factor in the first half of 2026, with additional form factors available later in the year.
Board Change • Jul 29High number of new directorsMember of Technical Advisory Board David Patterson was the last director to join the board, commencing their role in 2025.
공시 • Jul 25Sandisk Corporation Announces Advisory Board AppointmentsSandisk Corporation announced the formation of a Technical Advisory Board to guide the development and strategy of its groundbreaking High Bandwidth Flash (HBF™) memory technology. The board includes industry experts and senior technical leaders from both within and outside the company. Appointed on July 24, 2025, Professor David Patterson and Raja Koduri will provide strategic guidance, technical insight, market perspective, and shape open standards as Sandisk prepares to launch HBF. Professor David Patterson, Pardee Professor of Computer Science, Emeritus at the University of California at Berkeley and a Google distinguished engineer, will lead the Technical Advisory Board and guide the group toward actionable insights and decisions. He is a prominent computer scientist known for co-developing Reduced Instruction Set Computing (RISC), which revolutionized processor design. He played key roles in the development of Redundant Array of Inexpensive Disks (RAID), and Networks of Workstations (NOW). Patterson co-authored the seminal textbook Computer Architecture: A Quantitative Approach and was also awarded the 2017 ACM Turing Award for his contributions to the industry. Raja Koduri is a computer engineer and business executive renowned for leading graphics architecture, with previous positions at AMD as Senior Vice President and Chief Architect and at Intel as Executive Vice President of Accelerated Computing Systems and Graphics. He directed the development of AMD’s Polaris, Vega, and Navi GPU architectures, Intel’s Arc and Ponte Vecchio GPUs, and spearheaded Intel’s foray into discrete graphics. In early 2023, he founded a startup focused on generative AI for gaming, media, and entertainment, and joined the Board of Tenstorrent in the AI and RISC-V semiconductor space. Most recently, he serves as Founder/CEO of Oxmiq Labs and Co-Founder of Mihira Visual Studios and continues to shape graphics and AI innovation through advisory and board roles across the semiconductor industry.
공시 • Jul 17Sandisk Corporation to Report Q4, 2025 Results on Aug 14, 2025Sandisk Corporation announced that they will report Q4, 2025 results on Aug 14, 2025
공시 • Jun 06Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million.Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,534,581 Price\Range: $38.5 Discount Per Security: $1.155
공시 • May 31Sandisk Corporation has filed a Follow-on Equity Offering.Sandisk Corporation has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock
Board Change • May 09Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공시 • May 08+ 1 more updateSandisk Corporation Reports Impairment Charges for the Third Quarter Ended March 28, 2025Sandisk Corporation reported impairment charges for the third quarter ended March 28, 2025. For the quarter, the company reported goodwill impairment of $1,830 million.
공시 • Apr 23Sandisk Corporation to Report Q3, 2025 Results on May 07, 2025Sandisk Corporation announced that they will report Q3, 2025 results on May 07, 2025
공시 • Mar 12Sandisk Corporation Appoints Michael R. Pokorny as Chief Accounting OfficerOn March 6, 2025, the Board of Directors of Sandisk Corporation appointed Michael R. Pokorny as Chief Accounting Officer of the Company. In this position, Mr. Pokorny will serve as the Company’s principal accounting officer.Mr. Pokorny, 48, previously served as Vice President, Controller at Splunk Inc., a cybersecurity software company, from November 2022 to October 2024. Between 2012 and 2022, Mr. Pokorny served in various roles of increasing responsibility within the accounting team at Amazon.com Inc., including as Director, AWS Accounting from October 2020 to November 2022. Prior to that, between 2004 and 2012, Mr. Pokorny served as Vice President, Financial Reporting at Walker & Dunlop Inc. as a Staff Accountant at the U.S. Securities and Exchange Commission, and in progressive roles in public accounting at KPMG LLP. Mr. Pokorny holds a Bachelor of Science degree in Accounting from the University of Maryland.
Reported Earnings • Mar 09Second quarter 2025 earnings releasedSecond quarter 2025 results: EPS: US$0.91. Net income: US$104.0m (up US$104.0m from 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Global Tech industry.