Sandisk Corporation reported total revenues of $8.97 billion for the fiscal fourth quarter of 2026, representing a 372% year-over-year increase and a 51% sequential rise. For the full fiscal year, revenues reached $20.25 billion, marking a 175% increase. The company’s data center segment drove this growth, with revenues soaring 437% due to heightened demand for high-value storage related to artificial intelligence (AI).
Meanwhile, NVIDIA Corporation achieved consolidated revenues of $96.2 billion in the fiscal second quarter of 2027, a 106% increase year over year and an 18% sequential growth. The data center segment alone saw a 117% revenue increase. NVIDIA’s projected revenue for the fiscal third quarter is $108 billion, with a gross margin of 75%, indicating strong operational efficiency and profitability.
Overall, NVIDIA outperforms Sandisk in growth and profitability metrics, highlighted by its 63.7% net profit margin compared to Sandisk’s 56.5%. This analysis suggests that NVIDIA represents a stronger investment opportunity in the current market.
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