Wall Street expects SanDisk to report Q1 revenue of approximately $4.69 billion and earnings of $13.40 per share, with the stock currently trading at $1,002.35 against an average analyst target of $1,008.00.
The primary focus for investors is the expansion of Enterprise SSD revenue, which is surging due to unprecedented AI infrastructure demand.
The report follows a massive 317% year-to-date rally fueled by soaring NAND average selling prices and the company's successful re-listing as a pure-play flash provider. Market participants will also look for confirmation of new long-term supply agreements with cloud hyperscalers to improve margin visibility through the remainder of the 2026 fiscal year.