The next catalyst is clear. SanDisk reports fiscal fourth‑quarter results on August 5. Investors will be watching whether the company can deliver on its $7.75 billion to $8.25 billion revenue guidance, whether gross margins hold near the projected 78.9%–80.9% range, and whether management provides details on the five additional long‑term deals it has been negotiating.
The stock’s 574% year‑to‑date gain and its 39% correction have already priced in a lot of hope and a lot of fear. The question now is whether the August 5 report can validate the bull case that SanDisk has escaped the punishing NAND cycle—or whether it will confirm the bears’ view that the cycle is merely taking a breather.
Sources: Source 1 · Source 2 · Source 3 · Source 4 · Source 5 · Source 6
