NEW YORK, December 31, 2025, 19:48 ET
- Sandisk set Jan. 29 for its fiscal second-quarter results and conference call.
- Shares dipped in after-hours trading in thin year-end conditions, alongside other storage and memory names.
- Investors are watching whether NAND flash pricing and data-center demand stay firm into 2026.
Sandisk Corp said it will report fiscal second-quarter results on Jan. 29, 2026, and host an earnings conference call at 1:30 p.m. Pacific time (4:30 p.m. ET), with a live webcast and replay available online.
Shares of the Nasdaq-listed flash-memory maker were down about 1.2% at $237.38 in after-hours trading on Wednesday, with Western Digital, Seagate Technology and Micron Technology also lower. Traders have been sizing up year-end profit-taking after Sandisk’s outsized 2025 run, with investors focused on whether NAND flash — memory chips used in solid-state drives — can maintain pricing momentum into 2026.
Sandisk’s most recent quarterly report showed first-quarter revenue of $2.31 billion, and the company forecast fiscal second-quarter revenue of $2.55 billion to $2.65 billion. It projected non-GAAP diluted earnings per share of $3.00 to $3.40 and said datacenter revenue rose 26% sequentially; non-GAAP results strip out certain expenses to give an adjusted view of operations.
The after-hours dip followed a softer finish for U.S. stocks in the final session of 2025, with trading volumes light ahead of the New Year’s Day market holiday. “It’s perfectly fine in any bull market to have moments of cost,” said Giuseppe Sette, co-founder and president of Reflexivity, pointing to profit-taking when liquidity is low. Reuters
Sandisk became an independent company after completing its separation from Western Digital and began trading on the Nasdaq under the ticker symbol SNDK, the company said.
S&P Dow Jones Indices added Sandisk to the S&P 500 in late November, replacing Interpublic Group — a shift that can increase demand from index-tracking funds.
NAND flash sits at the center of storage demand for laptops, phones and enterprise systems, and it is a key component in solid-state drives. Pricing can swing sharply because chip supply and demand often move out of sync.
That cyclicality is why the Jan. 29 report matters beyond the headline numbers. Investors typically look for signals on margins and inventory levels that can hint at how tight — or loose — the supply picture is.
Artificial intelligence has added a new layer to the story. AI-heavy data centers require large amounts of fast storage to feed computing clusters, but spending can shift quickly if cloud operators slow deployments.
Management commentary on customer qualification timelines will also be watched closely. “Hyperscalers” — the biggest cloud operators — tend to buy at scale, and small changes in their purchasing can ripple through the memory market.
Western Digital and Seagate compete across storage markets, while Micron is a major memory supplier across computing hardware. Moves in these stocks often track broader sentiment on the memory cycle.
For Sandisk, the late-January update will be one of the first major readouts of 2026 for investors trying to gauge whether the memory rebound is holding.
