Sandisk

Q4 FY2026 EarningsFY26 Q4 beat consensus significantly across all key metrics: revenue reached $20,248M vs. $19,836M expected, and gross margin hit 71.5% vs. 69.8% expected. Datacenter revenue surged 437% YoY to $5,153M, while Edge revenue grew 195% YoY to $12,160M, driven by massive AI infrastructure demand and favorable NAND pricing. Diluted GAAP EPS of $73.76 far exceeded the $66.47 mean estimate, supported by a $808M gain on equity securities and robust operational execution following the spin-off from Western Digital.