The Motley Fool
25 Jul 2026, 14:17 UTC · 2h ago
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Sandisk reported fiscal third-quarter revenue growth of 251% year-over-year to $5.95 billion with a non-GAAP gross margin of 78.4%. — Extremely strong revenue growth and margins indicate significant operational momentum and pricing power.
+0.80Sandisk has signed five multi-year supply agreements, with the first three ensuring approximately $42 billion in minimum contractual revenue. — Contractual minimums reduce the volatility typical of the memory cycle and provide long-term revenue visibility.
+0.60Management provided fiscal fourth-quarter guidance of $7.75 billion to $8.25 billion in revenue and $30 to $33 in adjusted earnings per share. — Strong forward guidance suggests the current growth trajectory is expected to continue into the next quarter.
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Analysts are sharply divided on valuation, with Susquehanna setting a price target of $3,050 while Wells Fargo targets $1,620. — Significant analyst disagreement and a lack of 'buy' recommendation from Wells Fargo suggest high valuation risk and potential for a correction.
-0.20Which stocks this story touches
The company reports extraordinary revenue growth and strong guidance, though analysts are divided on whether the current price reflects all future gains.
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