Sandisk Corporation (NASDAQ: SNDK) issued an optimistic outlook for the fiscal third quarter of 2026, projecting revenue between $4.4 billion and $4.8 billion. The company anticipates non-GAAP earnings per share to range from $12.00 to $14.00, citing sustained momentum in data center demand. Investors are monitoring the continued adoption of NAND flash in data center environments and the stabilization of global memory pricing.
Sandisk shares rose by 12.00 percent in intraday trading following the release of the company’s fiscal second quarter financial results. The stock movement reflects investor response to the earnings report issued on January 29, 2026. The market capitalization of Sandisk Corporation stands at approximately $79.04 billion as of today’s market session.
Latest Quarterly Results
Sandisk Corporation reported consolidated revenue of $3.025 billion for the fiscal second quarter ended December 2025. This figure represents a 61 percent increase compared to the $1.876 billion reported in the same period of the previous year. Consolidated net profit for the quarter was $803 million, reflecting growth from the prior year’s results.
Segment performance:
- Datacenter: Revenue reached $440 million, an increase of 76 percent year-over-year.
- Edge: Revenue totaled $1.678 billion, representing 63 percent growth compared to the previous year.
- Consumer: Revenue stood at $907 million, up 52 percent year-over-year.
Financial Trends
The following charts illustrate the company’s operating and market performance.
Operating Performance
Quarterly revenue trend for the last three reporting periods.
Market Performance
SNDK stock price movement over the five trading days leading to the current session.
Full Year Results Context
For the full fiscal year 2025, Sandisk reported total revenue of $7.355 billion. This marked a directional trend of growth compared to fiscal 2024. However, the company reported a GAAP net loss of $1.641 billion for the full year, indicating a contraction in annual profitability relative to the previous reporting cycle.
Business & Operations Update
Sandisk completed its formal separation from Western Digital in February 2025, operating now as an independent entity. The company reported the continued ramp of its BiCS8 flash memory technology. Operational focus remains on scaling manufacturing capacity to meet demand for artificial intelligence infrastructure.
M&A or Strategic Moves
The company announced an extension of its joint venture with Kioxia Corporation. The agreement secures the partnership through 2034, covering joint development and manufacturing at the Yokkaichi and Kitakami sites in Japan. No other major transactions were disclosed during this reporting period.
Performance Summary
Sandisk stock moved higher by 12.00 percent following the quarterly update. The company reported $3.025 billion in revenue and $803 million in net profit. Growth was observed across the Datacenter, Edge, and Consumer segments. The fiscal second quarter results indicate an upward trend in quarterly revenue and segment performance.