WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 542.07

+2.7%

Jan 29 3:59 PM EST

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To: Art Bechhoefer who wrote (4822)	10/31/2025 2:26:21 PM
From: Elroy	of 4844

SIMO's consensus forecast for Q3 was $225m. They did $242m. I guess that's 7.5% ahead of expectations. So lots of round error on the 10%! They raised the middle of Q4 guidance from $250m to $260m, also known as a 4% raise. And the stock price is down, because, you know......it's never good enough.

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