- Sandisk (SNDK) Q4 revenue $8.97B (+372% YoY), non-GAAP EPS $39.25, gross margin 84.6%, GAAP net income $6.90B. Announced $14B buyback. Q1 guide EPS $44–$46, rev $10.3–$10.8B. Shares fell ~4–10%.
- Sandisk (SNDK): analysts debate if high margins can hold as AI demand shifts from training to inference; focus on NAND demand from inference and steps Sandisk might take to protect margins.
- Sandisk (SNDK) issued an outlook as memory/storage stocks slid. Traders noted weaker sector tone and investor concern that AI-driven demand expectations may pressure stock despite solid results.
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