..محمدّ

المتابعة .. ليست توصية 💥💥

ناو عند الترند اختراقه 🚀 ان شاءالله..

تسلا 435؟

$SNDK Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.0B (Est. $4.7B) 🟢; +251% YoY 🔹 EPS: $23.41 (Est. $14.42) 🟢 🔹 Gross Margin: 78.4% (Est. 67.2%) 🟢 🔹 Operating Income: $4.22B (Est. $2.7B) 🟢 🔹 Consumer Revenue: $820M; +44% YoY 🔹 Zero-Debt Balance Sheet: Long-term debt reduced to $0 Q4'26 Guide: 🔹 Revenue: $7.75B - $8.25B (Est. $6.3B) 🟢; +308% to +334% YoY 🔹 EPS: $30.00 - $33.00 (Est. $22.42) 🟢 🔹 Gross Margin: 79.0% - 81.0% (Est. 73.6%) 🟢 🔹 Operating Expenses: $480M - $500M 🔹 Interest & Other Income / Expense, Net: $10M - $30M 🔹 Tax Expense: $775M - $875M 🔹 Diluted Shares Outstanding: $158M Other Metrics: 🔹 Consumer Revenue: $820M; +44% YoY 🔹 New Business Model Agreements: Ended Q3 2026 with three signed NBM agreements; two additional NBM agreements signed in Q4 2026 🔹 Standalone Company: Separated from Western Digital Corporation on February 21, 2025 Financials: 🔹 Gross Margin: 78.4% 🔹 Operating Income: $4.22B 🔹 Long-Term Debt: $0, down from $1.829B at June 27, 2025 Capital Return: 🔹 Share Repurchase Program: Recently authorized Commentary: 🔸 “This quarter marks a fundamental inflection point for Sandisk — where our technology leadership is enabling a deliberate shift in our mix toward the highest-value end markets, led by Datacenter.” 🔸 “We are also advancing to a new business model built on multi-year customer engagements backed by firm financial commitments.” 🔸 “Together, this transformation is driving structurally higher and more durable earnings power.”