
EarningsSandisk (SNDK) Tops Fiscal Q1 Estimates as Data Center Sales Jump 61%
Sandisk's revenue rose 378% to $11.03 billion, beating the $10.69 billion Zacks consensus, and it set an 8-for-1 split. The stock was down 9.4% early Friday.


How Sandisk compares with other information technology stocks. A description, not a recommendation.
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SNDKSandisk and 7 technology hardware, storage & peripherals peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.
Sandisk trades at 5.4 times the next 12 months of expected earnings, against a median of 22.2x for the 99 information technology stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.
From Sandisk's SEC filings, through the quarter ending 2 Oct 2026. Hover or tap a bar for its value.
| Last 12 months | SNDK | Sector median |
|---|---|---|
| Revenue growth | +272.4% | +20.6% |
| Gross margin | 80.0% | 61.5% |
| Operating margin | 72.5% | 17.0% |
| Free cash flow margin | 59.9% | 21.7% |
| Price to earnings | 9.2x | 33.1x |

EarningsSandisk's revenue rose 378% to $11.03 billion, beating the $10.69 billion Zacks consensus, and it set an 8-for-1 split. The stock was down 9.4% early Friday.



Big moversF5 plunged 20.4% on its forecast, Vertiv soared 16.5% and Oracle 10.7% on Wednesday, and Alphabet plunged 10.8% after hours, as of 5:53 p.m. ET, after its search revenue missed.


Why it movedSandisk jumped 7.7% and Micron 5.9% on Wednesday after SK hynix posted its first quarter above 100 trillion won in revenue and said memory demand will outrun supply through 2030.



ChartSandisk, Dell and Micron are up 200% to 431% in 2026, behind only Moderna, while AppLovin has lost 60.8%, the worst in the index.

Technology Hardware, Storage & Peripherals, by market value.
| Company | Price | Today |
|---|---|---|
AAPLApple | $344.63 | −1.23% |
DELLDell Technologies | $424.30 | −10.77% |
STXSeagate Technology | $644.58 | −7.98% |
WDCWestern Digital | $366.11 | −7.41% |
HPEHewlett Packard Enterprise | $55.09 | −6.42% |
PEverpure | $126.98 | −7.45% |
NTAPNetApp | $199.18 | −8.81% |
HPQHP | $28.78 | −9.58% |