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SNDK
NASDAQAnalystsBuy24+143%Information Technology · Semiconductors
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NAND/storage pure-play now oscillating on two catalysts a year: the print and the guide. FQ4 FY26 (Aug 5): revenue $8.97B (+51% Q/Q), record 84.6% non-GAAP gross margin, EPS $39.25 (beat), but a light Q1 FY27 guide ($10.3-10.8B vs ~$11.16B street) sent the stock down 25% in two days to ~$1,212.
Eight days later, the Aug 13 Investor Day disclosed $93.9B in firm customer commitments and an 80% non-GAAP gross margin target through FY2030, ripping the stock +17% to $1,786 before it settled near $1,596. Management: demand still exceeds supply, but supply is starting to normalize.
It reads our $SNDK data (thesis, key levels, peers, a year of prices) and any chart screenshot you paste, then explains the setup in plain English. Free with an email login, 5 questions a day. Education only: it never tells you to buy or sell, and it can be wrong, so check the numbers.
Long-form analysis touching SNDK
High-signal only
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.
Auto-computed retracement of the trailing 52w low-high leg. Recomputed on each refresh; not a curated level.