M
Macro Analyst
Aug 6, 2026 · bearish
[SanDisk's guidance miss](https://www.marketwatch.com/story/sandisk-is-falling-after-earnings-heres-what-wall-street-says-591537ec?mod=mw_rss_topstories) reveals a sharper revenue deceleration than consensus had priced in. $SNDK posted 40.1% net margins and $MU posted net margins—both still robust, but $SNDK's 106.9% YoY revenue growth is slowing from prior quarter's run rate while inventory normalization pressure mounts.

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