Might We Get a Sell-The-News Event? Consensus Expectations for SanDisk and Western Digital

Consensus Expectations + Valuation Context

We’ve already seen results from peers Seagate, Micron, Samsung, and SK Hynix, as well as Hyperscaler spending figures - so is it all priced in? It feels like it might be (for the near term).

Yes, they will both beat big and raise bigger, but that is expected at this point.

Here are Consensus estimates + Valuation context for each: