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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mark Newman | Bernstein | 6 | 0% |
| Jim Schneider | Goldman Sachs | 6 | 0% |
| CJ Muse | Cantor Fitzgerald | 6 | 0% |
| Joe Moore | Morgan Stanley | 6 | 0% |
| Asiya Merchant | Citigroup | 5 | 0% |
| Ruplu Bhattacharya | Bank of America | 5 | 0% |
| Aaron Rakers | Wells Fargo | 4 | 0% |
| Mehdi Hosseini | Susquehanna | 4 | 25% |
| Vijay Rakesh | Mizuho Securities | 3 | 0% |
| Karl Ackerman | BNP Paribas | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Cantor Fitzgerald | 1 | 6 | 0% |
| Bernstein | 1 | 6 | 0% |
| Goldman Sachs | 1 | 6 | 0% |
| Morgan Stanley | 1 |
| 6 |
| 0% |
| Wells Fargo | 2 | 5 | 0% |
| Bank of America | 1 | 5 | 0% |
| Citigroup | 1 | 5 | 0% |
| Susquehanna | 1 | 4 | 25% |
Sandisk delivered explosive Q3 results with revenue surging 251% year-over-year to $5.95 billion, driven by data center AI demand that grew 233% sequentially, while non-GAAP EPS reached $23.41 compared to $6.20 in the prior quarter. Record gross margins reflected exceptional pricing power and a favorable mix shift toward high-value enterprise SSDs, and the company launched a $6 billion share buyback program. Q4 guidance of $7.75-$8.25 billion signals continued momentum, with the Stargate QLC enterprise SSD ramping and new business models transforming earnings visibility.
Cloud & AI | Competitive Dynamics | Demand | Pricing | Supply Chain | Innovation & R&D | Capex Investment | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2026Q1 | 10 | 7 | 6 | 4 | 6 | 6 | 2 | 2 |
| 2026Q2 | 6 | 5 | 4 | 4 | 3 | 2 | 2 | 2 |
| 2026Q3 | 9 | 5 | 3 | 3 | 2 | 2 | 2 |
| '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|
| Cloud & AI | 10 | 6 | 9 |
| Competitive Dynamics | 7 | 5 | 5 |
| Demand | 6 | 4 | 3 |
| Pricing | 4 | 4 | 3 |
| Supply Chain | 6 | 3 | 2 |
| Innovation & R&D | 6 | 2 | 2 |
| Capex Investment | 2 | 2 | 2 |
| Margin | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SNDK Sandisk Corporation | 9 | +251.0% | |
| APH Amphenol | 9 | +58.4% | |
| COHR Coherent, Inc. | 9 | +20.6% | |
| FTV Fortive | 5 | -27.5% | |
| GLW Corning Inc. | 9 | +20.1% | |
| GRMN Garmin | 8 | +14.2% | |
| JBL Jabil | 9 | +23.1% | |
| KEYS Keysight Technologies | 10 | +31.7% | |
| TDY Teledyne Technologies | 8 | +7.6% | |
| TEL TE Connectivity | 8 | +14.5% | |
| TRMB Trimble Inc. | 9 | +11.8% |