The Motley Fool
17 Oct 2026, 10:22 UTC · 1h ago
Sandisk Stock Is Still Up 488% This Year Despite a 40% Drop. Is It a Buy Now?
Impact · against what's priced in
The news is neutral for SNDK as the reported guidance and buyback activity are already reflected in the stock's valuation. The deceleration in EPS growth from 68% to 15% is consistent with the market's existing assumption of a sharp growth slowdown.
- SNDK+0.00
Already priced in
- The price assumes
The massive 372% revenue growth just delivered, which the market already assumes will sharply decelerate to a 6.6% annual rate.
The guidance for fiscal Q1 2027 EPS growth of 15% (midpoint $45) confirms a significant deceleration from the 68% sequential growth seen in Q4, which aligns with the market's expectation of a sharp growth slowdown.
What SNDK's price assumes · Sep 11
