Story perspectives

SanDisk, WD Shares Slide; SanDisk Data-Center Revenue Explodes

8/6/2026

Summary

Story summary

Shares of SanDisk and Western Digital fell 13.3% to $1,178 and 19.1% to $420 on Q1 forecasts that beat LSEG estimates yet missed expectations, putting Western Digital on track for decline since April 2025.
SanDisk’s stock rose over fivefold while Western Digital’s stock tripled, outpacing the Philadelphia Semiconductor Index’s 70% gain and S&P 500’s 12.8% rise.
Analysts said SanDisk’s data-center revenue rose over 400% in 2026 and doubled in Q4 versus Q3.

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Story summary

Shares of SanDisk and Western Digital fell 13.3% to $1,178 and 19.1% to $420 on Q1 forecasts that beat LSEG estimates yet missed expectations, putting Western Digital on track for decline since April 2025.
SanDisk’s stock rose over fivefold while Western Digital’s stock tripled, outpacing the Philadelphia Semiconductor Index’s 70% gain and S&P 500’s 12.8% rise.
Analysts said SanDisk’s data-center revenue rose over 400% in 2026 and doubled in Q4 versus Q3.