| SNDK |
Report |
Fiscal 4Q26 revenue |
BEAT |
pred ~$8.75B vs. cons $8.40B |
MEDIUM |
| SNDK |
Report |
Fiscal 4Q26 non-GAAP EPS |
BEAT |
pred ~$37.00 vs. cons $34.48 |
MEDIUM |
| SNDK |
Report |
Fiscal 4Q26 non-GAAP gross margin |
BEAT |
pred ~81.6% vs. cons 80.6% |
MEDIUM |
| SNDK |
Guide |
Fiscal 1Q27 revenue guidance |
LOWER |
guide ~$10.30B vs. cons $10.56B (1Q27) |
MEDIUM |
| SNDK |
Guide |
Fiscal 1Q27 non-GAAP EPS guidance |
LOWER |
guide ~$40.00 vs. cons $40.68 (1Q27) |
MEDIUM |
| SNDK |
Guide |
Fiscal 1Q27 non-GAAP gross-margin guidance |
LOWER |
guide ~79.5% vs. cons 80.0% (1Q27) |
LOW |
| SNDK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-6.0% |
— |
MEDIUM |
| SNDK |
Return |
5-day cumulative residual |
-8.5% (FOLLOW-THROUGH) |
The predicted 4Q26 beat is outweighed by 1Q27 revenue, EPS and gross-margin guidance below consensus; the implied out-period margin and tax math should pull fiscal 2027 estimates lower even after the headline beat. |
MEDIUM |