Extreme Fit USB
Search documents
SNDK Leans Into High-Value Product Mix: Can It Sustain Margin Upside?
ZACKS· 2026-03-30 16:32
Key Takeaways SNDK's shift to enterprise SSDs lifted margins & drove 64% sequential data center revenue growth in Q2 FY26.SNDK is reallocating supply to higher-margin products, lifting gross margin to 51.1% in Q2 FY26.SNDK expects margins to hit 65-67% in Q3 FY26, supported by strong demand and pricing power.Sandisk’s (SNDK) move toward a higher-value product portfolio is emerging as a key driver of margin expansion. The company is prioritizing enterprise SSDs and AI-driven data center solutions, which carr ...