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They Need to Print What? Consensus Expectations for SanDisk and Western Digital

Will Today Mark the End of the Memory Parabolic Run?

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Consensus Media
Jan 29, 2026
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Both SanDisk and Western Digital will report earnings today at 4:05PM ET. This post outlines Consensus expectations for their respective quarters and forward guidance, along with the historical valuation Setup context.

Starting with SanDisk - here are detailed Consensus expectations for 2Q and 3Q including product segments, margin performance, and free cash flow:

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