| SNDK |
Report |
Revenue |
BEAT |
pred ~$8.85B vs. cons $8.713B |
MEDIUM |
| SNDK |
Report |
Non-GAAP operating diluted EPS |
BEAT |
pred ~$36.25 vs. cons $35.45 |
MEDIUM |
| SNDK |
Report |
Data-center/cloud revenue |
BEAT |
pred ~$2.75B vs. cons $2.659B |
LOW |
| SNDK |
Guide |
FY27 Q1 revenue |
BETTER |
guide ~$11.30B vs. cons $11.148B |
LOW |
| SNDK |
Guide |
FY27 Q1 non-GAAP operating diluted EPS |
BETTER |
guide ~$46.00 vs. cons $45.34 |
LOW |
| SNDK |
Guide |
FY27 supply/pricing/NBM commentary |
UNCHANGED |
continued CY27 tightness; no near-term step-change vs. UNVERIFIED consensus |
LOW |
| SNDK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.0% |
— |
LOW |
| SNDK |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — Q1 above-consensus guide supports revisions |
LOW |