Should You Buy Sandisk Stock Before Aug. 5? (Hint: It Soared After the Past 2 Earnings Reports)

Sandisk (NASDAQ: SNDK) has had an unbelievable maturation communicative this year. It was spun disconnected from Western Digital successful February 2025 successful a reasonably low-key restructuring, but by October, it had changeable up, ending the twelvemonth with a 650% gain. It has lone continued to rise, and it's present up 3,810% since the spinoff.

The banal has soared aft each 1 of the 4 net reports it has already posted, particularly the past one. However, it's down 36% implicit the past month, trading astir the terms it was earlier the erstwhile net study successful May.

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Should you bargain Sandisk banal earlier fourth-quarter net results are released connected Aug. 5?

Memory is AI's hottest commodity

The ample artificial quality (AI) companies person already posted large gains. These were the evident winners, similar semiconductor stocks and ample AI platforms. Nvidia and Palantir Technologies are astir apt the champion examples.

While these companies are inactive increasing rapidly, investors person been looking for different large opportunities, and 1 of the areas they've landed connected is memory. Data centers request monolithic capableness to powerfulness grooming and inference, and the inference constituent requires a ample magnitude of representation to process each the information. While respective types of representation play a role, including high-bandwidth representation (HBM) and dynamic random-access representation (DRAM), which some service to store information, NAND flash representation is simply a captious component, and fewer companies nutrient it. NAND stores accusation successful an offset and is truthful important for low-power-consumption information storage; arsenic AI models determination toward deeper reasoning and agentic AI, this benignant of non-volatile representation is important to the process.

As 1 of the fewer NAND representation providers, Sandisk has seen accelerating request and, consequently, expanding prices. That has led to fantastic operating results, particularly successful its information halfway category.

What could hap connected Aug. 5

Sandisk's third-quarter results for fiscal 2026 (ended April 3) were phenomenal, with a 251% year-over-year summation successful revenue, a 78.4% gross margin, and an operating income of $1.1 billion, up from $2 cardinal past year. It besides made a alteration to its operating model, launching the "new concern model" of semipermanent contracts to effort to stabilize what could extremity up being a volatile concern cycle.