Sandisk Achieves Historic Performance Post-Spin-off Amid AI Storage Surge
Sandisk Corporation (SNDK) has rapidly transformed into a key player in AI infrastructure storage since its February 2025 spinoff from Western Digital. Its Q3 2026 revenue reached $5.95 billion, reflecting a 251% year-over-year increase, driven by strong demand in the AI sector.
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Sandisk reported Q3 2026 revenue of $5.95 billion, a 251% increase from the previous year and exceeding analyst expectations. Following its separation from Western Digital in February 2025, Sandisk has become a leader in the high-growth NAND flash and SSD market, with enterprise storage accounting for over 55% of total sales.
The stock has delivered returns close to 4,500% in the last 12 months and surged over 550% in 2025, attributed to AI-driven demand for NAND and improved margins. Strong datacenter revenue growth of 233% sequentially highlights Sandisk's pivotal role in AI infrastructure supply.
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