| SNDK |
Report |
Revenue (Q4 FY2026) |
BEAT |
pred ~$9.35B vs. cons $8.71B |
HIGH |
| SNDK |
Report |
Non-GAAP Gross Margin % (Q4 FY2026) |
BEAT |
pred ~81.5% vs. cons ~80.2% |
HIGH |
| SNDK |
Report |
Cloud/Data Center Revenue (Q4 FY2026) |
BEAT |
pred ~$3.15B vs. cons $2.66B |
MEDIUM |
| SNDK |
Guide |
Q1 FY2027 Revenue (quarter ending Sep-26) |
LOWER |
guide ~$10-11B vs. cons UNVERIFIED (FY2027 $50.3B implies ~$12.6B/qtr avg) |
LOW |
| SNDK |
Guide |
NBM Bit Coverage FY2027 (qualitative) |
BETTER |
guide >50% of FY2027 bits under contract vs. prior >1/3 |
MEDIUM |
| SNDK |
Guide |
Data Center CY2026 Growth (qualitative) |
BETTER |
raised to ~80%+ from mid-70s prior |
HIGH |
| SNDK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
MEDIUM |
| SNDK |
Return |
5-day cumulative residual |
-2.0% (STABILIZE) |
STABILIZE - Q4 beat quality supports FY2027 estimates; Investor Day Aug 13 absorbs near-term guide disappointment; sell-side Q1 cuts are modest |
MEDIUM |