$SNDK · Schwab Network · 2026-10-29
SNDK第一财季营收、每股收益和第二财季指引均超预期，客户洽谈显示需求将延续至2030财年以后，但股价因科技板块整体疲软而下跌，且可能已被提前下调；8拆1的拆股或能在明天带来动能，股价最终收涨1%。
逐段跳播
今年上半年，我们看到大型市场龙头出现了10%和17%到18%的波动。是的，我们在这里看到相当大的跌幅，你提到的那些报告完全不符合预期。这绝对不是市场所预期的。但让我们看看SanDisk，因为你在说话的时候我一直在看他们的数据。
虽然数据不错，但反应却是下跌的。不过只是小幅下跌。我们下跌了1.25%。
When we saw 10 percent and 17-18 percent fluctuations from the big market leaders in the first half of this year. Yes, we are seeing quite a big drop here , the reports you mentioned are not at all as expected.
This is definitely not what the market was expecting. But let's look at SanDisk, because I was looking at their numbers while you were talking. Although the numbers are good, the response is on the downside.
Just a little bit though. We are down one and a quarter percent.
SanDisk公布了2027财年第一季度业绩。SanDisk本季度营收为110.3亿美元，超过了106.9亿美元的预期，高出23%。每股收益（EPS）为49.51，预期为46.36，所以这也高于预期。
他们的GAAP摊薄每股收益为52.60，环比增长了20%。毛利率为85.1%，超过了预期。
SanDisk is reporting its first fiscal quarter 2027 results. SanDisk's revenue for this quarter was $11.03 billion. Which exceeded expectations of 10.69 billion. This is 23 percent more.
Earnings per share or EPS came in at 49.51. The estimate was 46.36, so this is also higher than expected. And their gap diluted EPS was 52.60, which has increased by 20 percent sequentially.
Gross margin was 85.1 percent, which exceeded estimates.
数据中心营收为48亿美元，边缘业务营收为58.3亿美元，消费业务营收为3.97亿美元。SanDisk还表示，本季度将通过回购约320万股股票向股东返还50亿美元。
Data center revenue was $4.8 billion, edge revenue was $5.83 billion, and consumer revenue was $397 million. SanDisk also says it will return $5 billion to shareholders this quarter by repurchasing about 3.2 million shares.
他们第二财季的指引是营收122亿至126亿美元，远高于预期。整个区间都高于121亿美元的预期。每股收益指引为55至57美元，超过52.72美元的预期；毛利率指引为84.5%至85.5%，接近84.8%的预期。
Their fiscal second quarter guidance is for revenue of $12.2 to $12.6 billion, which is well above estimates. The entire range is above the estimate of $12.1 billion. EPS guidance is $55 to $57, which exceeds the estimate of $52.72, and gross margin guidance is 84.5 to 85.5 percent, which is close to the estimate of 84.8 percent.
公司宣布了1拆8的远期拆股，11月19日生效，但尽管我读到的各项指标表现不错，我们仍然看到2.4%的跌幅，KG。那么，你觉得是什么在拖累我们？
The company announced an eight-for-one forward stock split effective November 19 , but despite doing well on the metrics I read, we're still seeing a 2.4 percent decline, KG. So, what do you see that is holding us back?
其实我觉得这些数据很棒。我的意思是，这类股票通常会因为拆股而获得一些动能。也许那可能是明天的事。我认为不幸的是，它成了整个科技板块负面消息的受害者。所以，是的，他们在营收和利润两方面都表现不错，但归根结底，一些规模较大的公司盘后下跌了15%到17%。
他们很难从那里扭转过来。收盘时这只股票仍下跌约5.5%到6%。所以，尽管报告不错，这可能已经被提前计划好，并被市场消化了。
Actually, I think the numbers are great. I mean, these stocks usually get some momentum as a result of a stock split. Maybe that could be for tomorrow. I think it's unfortunately a victim of the negative news in the tech sector as a whole.
So, yes, they did well in both revenue and profit , but at the end of the day, some of the larger companies were down 15 to 17 percent in after-hours trading. It will be difficult for them to turn around from there.
The stock was still down about 5.5 to 6 percent when the market closed. So, despite the good reports , it may have been planned in advance and marked by the market.
是的，我认为公司是在说，最近与顶级客户的讨论表明需求在增加。客户表示，需求将持续到2030财年之后。但正如你所说，也许它是负面新闻的受害者，所以现在下跌了2%。
Yes, I think the company is saying that recent discussions with top customers are indicating an increase in demand. Customers are indicating continued demand beyond fiscal year 2030.
But again, as you mentioned, maybe it's a victim of negative news stories, so it's down 2% now.
SanDisk回升至上涨1%的水平。
Sandisk returned to a 1% positive position.
这个频道对 $SNDK 的历次判断
Schwab Network 在这只股票上共 5 条判断，这里只列相邻的几条。