Sandisk Q4 EPS Jumps to $6.20 on 61% Revenue Growth and Surging NAND Prices
Sandisk delivered Q4 earnings of $6.20 per share, well above consensus of $3.31, and posted revenue of $3.03 billion, up 61% year over year. Management projects $4.4–$4.8 billion in next-quarter revenue with 65%–67% gross margins, as NAND flash prices nearly doubled in H2 2025.
1. Q4 Earnings Beat Expectations
Sandisk posted adjusted earnings per share of $6.20, more than double forecasts of $3.31, while revenue jumped 61% year over year to $3.03 billion, making it the S&P’s top performer in 2025.
2. AI-Driven Storage Demand and Guidance
A global NAND flash shortage and AI workload surge sent memory prices nearly doubling in the second half of 2025, driving pricing power; management forecast $4.4–$4.8 billion revenue next quarter with 65%–67% gross margins.
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