cl2
08-05 17:04
pullback [Duh]
SanDisk Revenue Quadruples Yet Drops 5% — One Guidance Line to Blame?
SanDisk −5.40% Wednesday, another −7.58% after hours. FY26 Q4 revenue and profit both beat, profit up nearly fourfold, plus a $14 billion buyback — then FY27 Q1 guidance missed and undid the whole print. Western Digital: revenue $3.75 billion, +44% year-over-year, still −11.66% after hours. SK Hynix −2.17%, SOXS +6.50%. Kioxia has authorized up to ¥800 billion against a 50% shareholder-return target — Korea's leveraged bull giving way to a buyback bull. Peak results, guidance already bending: bounce or reversal?
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