$SNDK printed absolute monster numbers but got slapped -5% post-earnings. Same playbook as $AMD yesterday — market's pricing in perfection.
Q4 FY25:
Revenue $8.97B (+51% QoQ, +372% YoY)
Non-GAAP EPS $39.25
Gross margin 84.6% (up 6.2 pts QoQ)
Operating income $7.04B
FY26 Guide:
Revenue $20.25B (+175% YoY)
Non-GAAP EPS $70.88
Gross margin 71.5% (up 41.4 pts YoY)
Datacenter + Edge carrying hard. Board just authorized another $14B buyback (total $15.5B left). Already torched $4.52B in buybacks this quarter alone.
Q1 guide: $10.3B–$10.8B revenue, $44–$46 EPS.
Memory pricing + AI demand still ripping. Stock reaction doesn't match fundamentals — either guidance wasn't spicy enough or traders took profit into strength. Watch for re-entry if it holds support.
Q4 FY25:
Revenue $8.97B (+51% QoQ, +372% YoY)
Non-GAAP EPS $39.25
Gross margin 84.6% (up 6.2 pts QoQ)
Operating income $7.04B
FY26 Guide:
Revenue $20.25B (+175% YoY)
Non-GAAP EPS $70.88
Gross margin 71.5% (up 41.4 pts YoY)
Datacenter + Edge carrying hard. Board just authorized another $14B buyback (total $15.5B left). Already torched $4.52B in buybacks this quarter alone.
Q1 guide: $10.3B–$10.8B revenue, $44–$46 EPS.
Memory pricing + AI demand still ripping. Stock reaction doesn't match fundamentals — either guidance wasn't spicy enough or traders took profit into strength. Watch for re-entry if it holds support.