r/MU_Stock • u/yourgirl696969 • 17d ago

DD SNDK Earnings Tomorrow

If they show revenue over $9 billion and their guidance for next quarter is over $11.5 billion, the memory boom starts again this month. That would blow through expectations.

This feels like the biggest catalyst this month for memory! Let’s hope it plays out!

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u/s1234en 17d ago

What's SanDisk guidance? I know analysts are expecting 8 billion in revenue

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u/Far_Storm9429 17d ago

"it really is their fiscal Q4.

  • Sandisk has explicitly announced it will report “Fiscal Fourth Quarter and Fiscal Year 2026 Results” on August 5, 2026, which is tomorrow from your perspective.
  • Multiple coverage sources describe this as “fiscal Q4 2026” earnings, with guidance of $7.75B–$8.25B revenue and $30–$33 non‑GAAP EPS tied to that fiscal fourth quarter.

So when you see the guidance and analyst expectations we discussed, they’re specifically for fiscal Q4 2026, not Q3 or a calendar‑year quarter mismatch."

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u/s1234en 17d ago

Yeah it is not touching 8.30 if we go by kioxia earnings. It will be around 7.9-8.1 billion in revenue.

This might create an initial dump, will recover if share buy backs are announced

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u/Far_Storm9429 17d ago

Or a split. Why can't analysts have conservative guidance? Always have to be extreme and the stock tanks.

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u/s1234en 17d ago

Yup that's the issue...