Technology
In fiscal 2026, Sandisk delivered explosive growth, with revenue more than doubling to $20.25B and net income swinging from a $1.64B loss to a $11.43B profit, driven by AI-fueled demand and sharply higher NAND pricing.
Key risk: Tariffs and trade policy risk
The U.S. has pending Section 232 and Section 301 investigations that may change tariff rates for Sandisk products. Although most products sold in the U.S. are currently exempt, additional tariffs or loss of exemptions would raise cost of goods sold and could reduce demand if prices increase.
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