$SNDK Earnings season is upon us, folks. On October 29, 2026, SanDisk will hold its Q1 FY2027 earnings call at 1:30 p.m.
First, this isn’t a media interview with SanDisk; it’s a Q1 earnings call for Wall Street. Investors are mainly concerned with whether the cyclical upturn can continue, as well as SanDisk’s new business model.
Markets need a clear signal from the company to assess the $93.9 billion NBM contract and AI-inference-driven NAND demand. Given current global demand for memory chips, supply remains tight.
Tech stocks are under short-term pressure, but positive news should provide a boost going forward, and SanDisk should rise soon. The current price is 1322, with chart support at 1280. The weekly chart has started to show a bullish candle. The overall trend is still bullish ahead of the U.S. market open this evening. Be mindful of position sizing. Target: 1400@柴哥爱分析