How did Sandisk's fiscal Q4 2025 revenue and non‑GAAP EPS compare to the company's own guidance and to analyst expectations? | SNDK (Aug 14, 2025) | Candlesense
SNDK

How did Sandisk's fiscal Q4 2025 revenue and non‑GAAP EPS compare to the company's own guidance and to analyst expectations?

Sandisk’s fiscal Q4 2025 results came in ahead of both its own guidance and the consensus forecasts that analysts had been tracking. The company said that “revenue and non‑GAAP EPS exceeding our guidance,” indicating that the top‑line and the adjusted earnings per share both surpassed the targets it set for the quarter. While the press release does not list the exact figures, the language implies a clear beat of the internal outlook; given that analysts typically peg their estimates to the same guidance, the “exceeding guidance” phrasing also signals a positive surprise versus analyst expectations.

From a market‑reaction standpoint, the beat should reinforce the bullish narrative that Sandisk’s new BiCS8 and High‑Bandwidth Flash (HBF) product roll‑outs are delivering tangible financial upside. The surprise is likely to lift the stock on short‑term momentum, especially if the price is still near its Q4 2025 support zone (around $45‑$48). Traders can look for a breakout above the recent high‑volume resistance at $52‑$54, where a move could attract momentum‑seeking buyers and push the share toward the next upside target near $60. Conversely, if the price is already fully priced in the beat, a quick profit‑taking rally may be prudent, with a stop just below the $48‑$49 range to protect against a pull‑back. In short, the Q4 beat validates the company’s growth trajectory and opens a short‑to‑medium‑term upside play, provided the stock respects the technical base‑level.

Other Questions About This News

What was the actual revenue and non‑GAAP EPS versus the guidance range, and how does the variance compare to prior quarters? Did Sandisk raise or reaffirm its guidance for fiscal 2025 earnings per share and revenue? What are the implications of the Q4 results on Sandisk’s cash flow, free cash flow, and balance‑sheet strength? What are the expected revenue and earnings outlook for FY 2026, and has the company updated its forward guidance? How does the ramp-up of the BiCS8 technology affect Sandisk's market share in the NAND flash market relative to competitors such as Micron, Samsung, and SK Hynix? What is the anticipated impact of High Bandwidth Flash (HBF) on Sandisk’s product pricing, margins, and competitive positioning? How will the new BiCS8 and HBF technologies impact Sandisk's cost structure, gross margin trends, and capital expenditure plans? Did the earnings release provide any guidance on future R&D spend or capital expenditures for the next fiscal year? How does the current valuation (P/E, EV/EBITDA) of Sandisk compare to its peers after the Q4 results and sentiment score? What are the potential catalysts or risks (e.g., supply‑chain constraints, demand slowdown, pricing pressure) that could affect Sandisk’s stock price in the short and medium term? How might the positive Q4 results influence analyst rating upgrades or target price revisions for SNDK?