Sandisk and Western

Sandisk and Western Digital are going to report their earnings this Wednesday, August 5th, 2026. And this is going to be a major, major test for the memory trade. What I'm interested in is how big has the beat been for both of these companies in their past quarters reporting. We're gonna look at that in two seconds. I'm gonna share my screen. We're gonna look at Think or Swim and kinda graph this out. Before we do that, Sandisk revenue is estimated to commit an 8.39 billion for the quarter and 19.84 billion for the current fiscal year. For Western Digital, we have an estimate of 3.7 billion for current quarter in 12.87 billion for the current fiscal year. So let's take a look at how big the beat has been and what the stock has done for each of the past quarters for these companies. So let's take a look at Sandisk stock is at 1,242 right now. If we look, yellow line is their actual earnings report and then green line is Wall Street estimate. Pretty much on par in fiscal Q3 2025. And you can see that we have a major divergence going forward each of these times. Stock has had a decent rally starting in fiscal Q1 of 2026. Stock is already on up, up, up trend, uh, for this week. And if history is any indicator, we should see a major divergence going into August 5th earnings beat. I do expect for Sandisk because this gap is become so high, Wall Street estimates are going to be much higher. So this might compress a little bit, but we'll find out on Wednesday. Now let's take a look at Western Digital. For Western Digital, stock is at 518 right now. We can see something very similar. This divergence is actually much more steady compared to Sandisk. You can see the gap between Wall Street's estimates, green line in Western Digital's actual reporting, yellow line. That gap is pretty standard, uh, going back to fiscal Q4 2024. And so I would expect that another meaningful beat and probably keep this, this difference, uh, pretty steady going into this Wednesday. Now, the stock dipped, uh, dip, another dip, another dip, of fiscal Q3 2025, and as of fiscal Q3 2025, we start seeing pops on the earnings beat. And we can see that the stock is already, we know we're having a big rally today. Stock is already starting the week up. So to me, both of these look pretty bullish. Wednesday is going to be a huge day. Be sure to hit follow, because I'm going to be making a full update on both earnings reports so you don't miss that.