Dagens markedssnakkis

Sandisk reported FY2026 Q4 revenue of $8.97B and adjusted EPS of $39.25, both above expectations. It also approved an additional $14B share buyback, lifting remaining authorization to $15.5B. But FY2027 Q1 revenue guidance of $10.3B-$10.8B came in below consensus at the midpoint, sending shares lower after hours. The debate now shifts from whether AI storage demand is real to whether NAND pricing and high-bandwidth flash demand can keep supporting the valuation.