SanDisk secures $93.9 billion contract book as shares fall on China fears

SanDisk secured $93.9 billion in expected revenue through multi-year contracts with eight customers. Shares fell 5.58% to $1,325 in premarket trading amid concerns over Chinese DRAM competition. Company disclosed $16.5 billion in financial guarantees to protect against customer default. Analysts project Q1 FY27 EPS of $46.22, up from $1.22 a year earlier.

Sandisk to release Q1FY27 results on October 29, 2026

Sandisk Corporation schedules Q1FY27 earnings call for October 29, 2026. Conference call begins at 1:30 pm Pacific Time. Webcast available via investor.sandisk.com.

SanDisk dips premarket on market weakness, AI storage outlook intact

SanDisk shares fell **2.56%** to **$1,769.98** in Thursday premarket trading as S&P 500 futures dropped about **0.6%**. The stock has surged over **1,800%** in the last 12 months, driven by AI demand and a global NAND flash memory shortage. SanDisk has signed eight strategic multi-year supply agreements, with total minimum contracted revenue of approximately **$98 billion**. Shares trade **7.8%** above the 20-day SMA, **17.1%** above the 50-day SMA, and **61.5%** above the 200-day SMA, supporting the longer-term upward trend. SanDisk represents **8.82%** of the First Trust US Equity Opportunities ETF, **8.38%** of the Invesco S&P 500 Pure Growth ETF, and **5.15%** of the Schwab US Small-Cap ETF.

Sandisk develops high bandwidth flash to tackle AI memory wall

Sandisk shares rose 1.24% to $1,814 in premarket trading. Data centers now account for more than half of NAND demand. Company signed eight strategic agreements lasting up to five years. Developing High Bandwidth Flash to address AI memory wall. Stock up more than 1,600% over the past 12 months.

Sandisk leads market inflows as tech and crypto sectors draw capital

Sandisk Corporation leads aggregate flow scores, followed by Strategy Inc. and Coinbase Global Inc. Technology and data storage sectors show broad participation with Seagate and Western Digital in top inflows. Crypto-related securities including BitMine and TeraWulf demonstrate continued investor activity. Healthcare and financials show positive flows despite weaker short-term price performance.

Sandisk stock falls 6% in premarket amid broader tech sell-off

Sandisk stock fell 5.59% to $1,542.06 in premarket trading. Broader tech sell-off saw Nasdaq futures drop 1.78%. Peers Micron, Western Digital, and SK hynix also declined. Stock trades 49.6% above 200-day moving average. Analyst consensus remains Buy with $2,190.50 target.