| SNDK |
Report |
Revenue |
BEAT |
pred ~$8.50B vs. cons $8.39B |
MEDIUM |
| SNDK |
Report |
Non-GAAP EPS |
BEAT |
pred ~$35.00 vs. cons $33.80 |
MEDIUM |
| SNDK |
Report |
Non-GAAP gross margin |
BEAT |
pred ~81.6% vs. cons 80.4% |
MEDIUM |
| SNDK |
Guide |
Fiscal 1Q27 revenue guidance |
BETTER |
guide ~$9.45B vs. cons $9.15B (fiscal 1Q27) |
MEDIUM |
| SNDK |
Guide |
Fiscal 1Q27 non-GAAP EPS guidance |
BETTER |
guide ~$39.50 vs. cons $37.00 (fiscal 1Q27) |
MEDIUM |
| SNDK |
Guide |
New Business Model contracted revenue / RPO commentary |
BETTER |
guide ~$55B RPO vs. cons $48B RPO (fiscal 2027) |
LOW |
| SNDK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+12.0% |
— |
MEDIUM |
| SNDK |
Return |
5-day cumulative residual |
+17.0% (FOLLOW-THROUGH) |
Answer: day-1 residual ~12.0% vs. 5-day residual ~17.0%. A revenue, EPS, and margin beat paired with fiscal 1Q27 revenue/EPS above consensus should drive upward FY27 estimates; higher RPO and contracted-bit visibility would support durable-margin assumptions rather than leaving the result categorized as a one-quarter NAND-pricing peak. |
MEDIUM |