Sandisk Reports 23% Revenue Growth in Q1 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 07 2025
0mins
Should l Buy SNDK?
Source: Investing
Sandisk's stock surged 5.35% as it reached a 52-week high, reflecting strong investor interest.
The company reported a remarkable 23% revenue growth to $2.3 billion in Q1 2026, exceeding guidance and showcasing robust demand in the data storage market, particularly in edge computing and data centers. Additionally, Sandisk's net income increased dramatically by 587% from the previous quarter, indicating effective cost control strategies and rising market demand. Management anticipates significant investments in data center and AI infrastructure, which could exceed $1 trillion by 2030, further driving future revenue growth.
This strong performance positions Sandisk favorably in the competitive storage market, with projected revenues nearing $14 billion over the next 12 months, making it an attractive investment opportunity.
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Analyst Views on SNDK
Wall Street analysts forecast SNDK stock price to fall
14 Analyst Rating
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 600.400
Low
220.00
Averages
283.69
High
410.00
Current: 600.400
Low
220.00
Averages
283.69
High
410.00
About SNDK
SanDisk Corporation is a developer, manufacturer and provider of data storage devices and solutions based on NAND flash technology and has consumer brands and franchises globally. The Company's solutions include a range of solid state drives (SSDs) embedded products, removable cards, universal serial bus (USB) drives, and wafers and components. Its broad portfolio of technology and products addresses multiple end markets of cloud, client and consumer. Its cloud end market is comprised primarily of products for public or private cloud environments and enterprise customers. The Company, through the client end market, provides numerous data solutions that it incorporates into its client’s devices, which consist of solid state drive desktop and notebook personal computers, gaming consoles and set top boxes, and flash-based embedded storage products. The Company serves the consumer end market with a portfolio of solid state drives and removable flash, including cards and USB flash drives.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Real-Time Order Flow Analysis: By analyzing buying and selling trends from both retail and institutional traders, order flow analytics provide a deeper understanding of stock price behavior and market sentiment, enabling traders to make more informed decisions and potentially increase their trading success rate.
- SNDK Price Performance: At the time of the Power Inflow signal, SNDK was priced at $597.00, and it reached an intraday high of $616.98 (+3.35%) by 2:45 PM EST, demonstrating the effectiveness of the signal in predicting price movements.
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- Improved Profitability: Sandisk's adjusted earnings per share quintupled year-over-year to $6.20 in the last quarter, with analysts projecting earnings to reach $39.45 in the current fiscal year, showcasing the company's profit potential in AI storage solutions.
- Technological Collaboration Prospects: Sandisk's partnership with SK Hynix to develop high-bandwidth flash could enable an 8 to 16-fold increase in memory capacity, further enhancing its competitiveness in AI chip systems and indicating potential for future market share growth.
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