美股异动 | SanDisk(SNDK.US)盘前大涨逾22% 2026财年第二财季业绩全面超预期

Core Viewpoint - SanDisk's stock surged over 22% to $661.50 following a strong earnings report, indicating robust financial performance and positive market outlook [1] Financial Performance - For Q2 of fiscal year 2026, SanDisk reported revenue of $3.025 billion, a year-over-year increase of 61% [1] - The GAAP net income reached $803 million, reflecting a significant year-over-year growth of 672% [1] - GAAP diluted earnings per share (EPS) stood at $5.15, up 615% compared to the same period last year [1] - The GAAP gross margin was 50.9%, an increase of 18.6% from the previous year [1] Future Guidance - SanDisk projects Q3 revenue for fiscal year 2026 to be between $4.4 billion and $4.8 billion [1] - The expected GAAP gross margin for the same period is forecasted to be between 64.9% and 66.9% [1] Market Outlook - CEO David Goeckeler highlighted that customer demand post-2026 is expected to significantly exceed supply [1] - Data centers are anticipated to become the largest market for NAND by 2026, driven by major technology companies [1] - The company plans to maintain its current capital expenditure strategy and will not engage in reckless expansion [1]