SanDisk (SNDK) and Western Digital (WDC) are poised for substantial growth in the 2026 Q1 earnings cycle, with both companies benefiting from the rising demand for AI-related storage solutions. SanDisk’s stock has surged over 280% year-to-date, driven by its critical role in AI infrastructure. It is projected to report sales of $4.6 billion, reflecting a 170% year-over-year increase, with earnings per share (EPS) expected to soar to $13.92 from a loss of $0.30 a year ago.
Western Digital’s shares have also performed strongly, gaining over 120% YTD. It anticipates a 40% year-over-year sales growth and a 75% increase in earnings, with the EPS estimate for the upcoming release at $2.39. Overall, the earnings outlook for Q1 2026 remains positive, fueled by rising estimate revisions across various sectors.
