NASDAQ$SNDK
Sandisk Corp/DE · Q4 2025 earnings
Q4 2025 earnings · · After market close · Investor relations
Briefing
Sandisk reported fiscal Q4 2025 revenue of $1.90B with a GAAP net loss of $23M and non-GAAP diluted EPS of $0.29.
Fiscal fourth quarter revenue was $1.90 billion, up 12% sequentially and above guidance. GAAP net loss was $23 million; non-GAAP diluted EPS was $0.29 as NAND demand and BiCS8 ramp supported results ahead of the spin-off from Western Digital.
- Fiscal Q4 revenue $1.90B (+12% QoQ).
- GAAP net loss $23M; non-GAAP EPS $0.29.
- BiCS8 NAND ramp and data-center demand.
- Q1 FY26 revenue guide $2.10B–$2.20B.
- Memory pricing and mix drive margin outlook.
Headline financials
Revenue & EPS history
Sandisk Corp/DE · Revenue · Quarterly
$1.9B
Forward guidance
Memory outlook tied to NAND pricing, mix, and data-center demand.
Tailwinds
- BiCS8 ramp and product mix.
- Q1 FY26 revenue guide $2.10B–$2.20B.
- Data-center SSD demand.
Headwinds
- Memory price cycles.
- Competitive supply additions.
- GAAP charges vs non-GAAP profitability.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 5 quarterly earnings reports · overlaid with Q4 2025
+7.4%
Avg return
Earnings day
+14.0%
Avg return
5 days after
+23.1%
Avg return
30 days after
83%
5 / 6 earnings
Positive
+15.3%
Q1 2026
Best reaction
-4.5%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q3 2026 | +8.3% | +28.6% | +54.8% | |
| Q2 2026 | +6.1% | +8.4% | +17.8% | |
| Q1 2026 | +15.3% | +36.3% | +10.0% | |
| Q4 2025 | -4.5% | -4.9% | +84.5% | |
| Q3 2025 | +9.4% | +7.2% | +6.6% | |
| Q2 2025 | +9.7% | +8.5% | -35.2% |
Discussion
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