Sandisk CORP

Market Movers (8-K)

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NASDAQ
SanDisk Corporation announced compensation adjustments for its Chief Technology Officer and Chief Legal Officer, effective October 1, 2026, with no changes to CEO or CFO compensation.
NASDAQ
SanDisk Corporation announced an amendment to its existing loan agreement, increasing its revolving credit facility to $1.5 billion and extending its maturity to September 9, 2031.
NASDAQ
Sandisk reported strong fiscal third-quarter 2026 results with $5.95 billion in revenue and announced a $6 billion share repurchase program.
Better than expected
NASDAQ
Sandisk Technologies, Inc. has made a strategic $1.0 billion equity investment in Nanya Technology Corporation, securing a multi-year DRAM supply arrangement.
NASDAQ
Sandisk Corporation reported robust fiscal second-quarter 2026 financial results, with revenue of $3.03 billion, a 31% sequential increase, driven by strong datacenter growth and AI infrastructure adoption.
Better than expected
NASDAQ
Sandisk Corporation announced the unanimous appointment of Alexander Bradley to its Board of Directors, effective December 30, 2025.

Quarterly Earnings (10-Q)

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NASDAQ
Sandisk Corporation reports significant revenue growth and net income for the third quarter of fiscal 2026, driven by strong demand for AI-related storage solutions.
Better than expected
NASDAQ
Sandisk Corporation reports significant revenue and profit growth for the quarter ended January 2, 2026, driven by increased NAND demand and higher average selling prices, alongside strategic extensions of its Flash Ventures.
Better than expected
NASDAQ
Sandisk Corporation reported a 23% increase in net revenue to $2.308 billion for the quarter ended October 3, 2025, driven by strong demand for data storage products, though net income decreased by 47% to $112 million.
Delay expected
Worse than expected
NASDAQ
SanDisk Corporation reports its Q3 2025 results, highlighting a $1.8 billion goodwill impairment charge and the impact of its recent separation from Western Digital.
Worse than expected
NASDAQ
SanDisk Corporation reports increased revenue and gross profit for the quarter ended December 27, 2024, driven by improved pricing and product mix, following its spin-off from Western Digital.
Better than expected
NASDAQ
SanDisk Corporation reports a 13% increase in net revenue and improved gross profit for the second quarter of fiscal year 2025, driven by higher average selling prices and a favorable product mix, following its spin-off from Western Digital.
Capital raise
Better than expected

Annual Reports (10-K)

NASDAQ
Sandisk Corporation's annual report highlights a significant surge in revenue, particularly from its Datacenter and Edge segments, fueled by AI infrastructure demand, alongside substantial share repurchases.
Better than expected
NASDAQ
Sandisk Corporation, now a standalone public entity, reported a 10% revenue increase in fiscal 2025 but incurred a significant $1.8 billion goodwill impairment charge.
Capital raise
Worse than expected

Insider Trading (Form 4)

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NASDAQ
Luis Felipe Visoso, EVP & CFO of Sandisk Corp, sold 1,000 shares of common stock on September 15, 2026 for $1,568.83 per share.
NASDAQ
David Goeckeler, Chairman & CEO and a Director of Sandisk Corp, sold 33,838 shares of common stock on September 14, 2026.
NASDAQ
Alper Ilkbahar, EVP & Chief Technology Officer of Sandisk Corp, sold 400 shares of common stock on September 3, 2026.
NASDAQ
Alper Ilkbahar, EVP & Chief Technology Officer of Sandisk Corp, sold 4,712 shares of common stock on September 3, 2026.
NASDAQ
Bernard Shek, Chief Legal Officer & Secty of Sandisk Corp, sold 2,308 shares of common stock on September 3, 2026 for $1,767.33 per share.
NASDAQ
David Goeckeler, Chairman & CEO and a Director of Sandisk Corp, reported a transaction in 10,540 shares of common stock on September 3, 2026.

Proxy Statements (Def-14A)

NASDAQ
Sandisk Corp. has filed definitive additional soliciting materials with the U.S. Securities and Exchange Commission.
NASDAQ
SanDisk Corp. has filed definitive additional proxy soliciting materials with the U.S. Securities and Exchange Commission.
NASDAQ
Sandisk Corporation details its strategic vision, governance framework, and executive compensation following its successful separation from Western Digital, focusing on flash solutions and AI-driven growth.
Worse than expected

New Public Companies (S-1)

NASDAQ
Sandisk Corporation has filed an S-1MEF registration statement to register an additional 1,764,768 shares of common stock, valued at approximately $67.94 million, for a public offering.
Capital raise
NASDAQ
Sandisk Corporation, recently spun off from Western Digital, has filed an amended S-1 registration statement for a secondary offering of 17 million shares by selling stockholders, while reporting a significant net loss of $1.618 billion for the nine months ended March 28, 2025, primarily due to a $1.8 billion goodwill impairment charge.
Capital raise
Worse than expected
NASDAQ
Sandisk Corporation, recently spun off from Western Digital, reported an 11% increase in net revenue for the nine months ended March 28, 2025, driven by strong Cloud segment growth, but recorded a substantial $1.8 billion goodwill impairment charge leading to a wider net loss.
Capital raise
Worse than expected
NASDAQ
SanDisk Corporation files an amendment to its Form S-1 registration statement, detailing a secondary offering of up to 28,827,787 shares of common stock by selling stockholder Western Digital Corporation.
Capital raise
NASDAQ
Western Digital intends to dispose of its remaining Sandisk shares through debt exchanges or distributions to shareholders, prompting an S-1 filing.
Capital raise

Schedule 13G - Passive Investments

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NASDAQ
FMR LLC, through its affiliates, has reported a beneficial ownership of 5.3% of SanDisk Corporation's common stock as of June 30, 2026.
NASDAQ
Jane Street Group, LLC and its affiliates have reported beneficial ownership of 5.0% of SanDisk Corp. common stock as of July 30, 2026.
NASDAQ
Western Digital Corporation has disclosed its beneficial ownership of Sandisk Corporation common stock, holding 1,038,681 shares, representing 0.7% of the class.
NASDAQ
Vanguard Capital Management has reported a beneficial ownership of 11,000,476 shares, representing 7.17% of the outstanding common stock of SanDisk Corp/DE.
NASDAQ
FMR LLC, through its subsidiaries, has reported a beneficial ownership of 8.7% of SanDisk Corp's common stock as of March 31, 2026.
NASDAQ
The Vanguard Group filed an amended Schedule 13G for Sandisk Corp/DE, reporting 0% beneficial ownership following an internal realignment.