Western Digital's SanDisk storage segment faces a tightly balanced 50% market-implied probability of beating consensus non-GAAP EPS in its upcoming fiscal Q4 2026 report due August 5, reflecting strong but uncertain momentum from AI-driven data center demand and recent NAND price gains of roughly 75% quarter-over-quarter. The prior quarter delivered a solid beat with adjusted EPS of $2.72 versus estimates near $2.36 and revenue growth exceeding 45% year-over-year, supported by 78%+ gross margins and expanding multi-year contracts. However, flash memory pricing volatility, supply dynamics, and the gap between Wall Street's $3.27 EPS projection and company guidance introduce meaningful swing risk around resolution thresholds. Traders will closely monitor pre-earnings updates on revenue trends and margin sustainability to determine whether the positive trajectory holds.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於If SanDisk releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
市場開放時間: Jul 23, 2026, 10:34 PM ET
Resolver
0x65070BE91...If SanDisk releases earnings without non-GAAP EPS, then the market will resolve according to the non-GAAP EPS figure reported by SeekingAlpha. If no such figure is published within 96h of market close (4:00:00pm ET) on the day earnings are announced, the market will resolve according to the GAAP EPS listed in the company’s official earnings documents; or, if not published there, according to the GAAP EPS provided by SeekingAlpha. If no GAAP EPS number is available from either source at that time, the market will resolve to “No.” (For the purposes of this market, GAAP EPS refers to diluted GAAP EPS, unless it is not published, in which case it refers to basic GAAP EPS.)
If the company does not release earnings within 45 calendar days of the estimated earnings date, this market will resolve to “No.”
Note: Subsequent restatements, corrections, or revisions made to the initially announced non-GAAP EPS figure will not qualify for resolution, except in the case of obvious and immediate mistakes (e.g., fat finger errors, as with Lyft's (LYFT) earnings release in February 2024).
Note: The strike prices used in these markets are derived from SeekingAlpha estimates, and reflect the consensus of sell-side analyst estimates for non-GAAP EPS.
Note: All figures will be rounded to the nearest cent using standard rounding.
Note: For the purposes of this market, IFRS EPS will be treated as GAAP EPS.
Note: If multiple versions of non-GAAP EPS are published, the market will resolve according to the primary headline non-GAAP EPS number, which is typically presented on a diluted basis. If diluted is not published, then basic non-GAAP EPS will qualify.
Note: All figures are expressed in USD, unless otherwise indicated.
Note: For primarily internationally listed companies, this market refers specifically to the shares traded in the United States on U.S. stock exchanges such as the NYSE or Nasdaq. In cases where the company trades in the U.S. through an American Depositary Receipt (ADR) or American Depositary Share (ADS), this market will refer to the ADR/ADS.
Resolver
0x65070BE91...Western Digital's SanDisk storage segment faces a tightly balanced 50% market-implied probability of beating consensus non-GAAP EPS in its upcoming fiscal Q4 2026 report due August 5, reflecting strong but uncertain momentum from AI-driven data center demand and recent NAND price gains of roughly 75% quarter-over-quarter. The prior quarter delivered a solid beat with adjusted EPS of $2.72 versus estimates near $2.36 and revenue growth exceeding 45% year-over-year, supported by 78%+ gross margins and expanding multi-year contracts. However, flash memory pricing volatility, supply dynamics, and the gap between Wall Street's $3.27 EPS projection and company guidance introduce meaningful swing risk around resolution thresholds. Traders will closely monitor pre-earnings updates on revenue trends and margin sustainability to determine whether the positive trajectory holds.
基於Polymarket數據的AI實驗性摘要。這不是交易建議,也不影響該市場的結算方式。 · 更新於



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