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Columns SanDisk Q2 Review: Blowout Results, Forward P/E 10x, Multi-Year Agreements—How Far Can SNDK Rerate?
$SanDisk (SNDK.US)$'s FY2Q26 results and FY3Q26 guidance significantly exceeded both the company's own guidance and Wall Street expectations. But the bigger story is strategic: the company is signaling a shift from unit-led cyclicality toward price power, datacenter mix, and tighter contracting (multi-year agreements with prepayments).
Financial Snapshot
SanDisk delivered a sharp upside surpris...
Financial Snapshot
SanDisk delivered a sharp upside surpris...
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Set a live reminder
$Adobe (ADBE.US)$
Adobe Q3 FY2025 earnings conference call is scheduled for September 11 at 17:00 ET / September 12 at 5:00 SGT /September 12 at 7:00 AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Adobe's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educ...
Adobe Q3 FY2025 earnings conference call is scheduled for September 11 at 17:00 ET / September 12 at 5:00 SGT /September 12 at 7:00 AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Adobe's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for information and educ...
Adobe Q3 FY2025 earnings conference call
Sep 11 16:00
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$Zeta Global (ZETA.US)$ anyone know why the price is dropped for the merger news? supposed to be a positive news for price
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$Delta Air Lines (DAL.US)$ options are seeing the heaviest trading volume since May as financial giants pile on positions that could pay off should the share price rebound after the company reports second quarter earnings Thursday.
Total volume rose to about 150,100 contracts as of 2:36 p.m. in New York from about 70,130 a day earlier. The open interest, or the tally of outstanding contracts, are heavily concentrated on cal...
Total volume rose to about 150,100 contracts as of 2:36 p.m. in New York from about 70,130 a day earlier. The open interest, or the tally of outstanding contracts, are heavily concentrated on cal...
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