Key Takeaways WDC stock up 195% in six months, beating storage peers, the tech sector, and the broader market.WDC is benefiting from AI-led data-center demand, record HDD shipments and multi-year commitments.WDC boosted returns with buybacks, dividends and advancing ePMR & HAMR qualification through 2027.Western Digital Corporation’s (WDC) shares have skyrocketed 194.6% over the past 6 months, outpacing the 65.5% return in the Zacks Computer-Storage Devices industry. The stock has also outperformed the Zack ...

Key Takeaways WDC reported Q1 fiscal 2026 revenues up 27% to $2.8B, with non-GAAP operating income jumping 110% YoY.WDC generated $599M in Q1 cash flow, supported by margin expansion to 30.4% and disciplined $73M capex.WDC returned $553M via buybacks and raised its dividend 25%, underscoring confidence in AI-led demand.Western Digital Corporation’s (WDC) expanded capital allocation plans underscore management’s increasing confidence in the AI-driven data storage cycle.WDC’s focus on innovation and operation ...

Key Takeaways Western Digital is seeing solid cloud-driven sales growth from rising demand for high-capacity nearline HDDs. Teradata is expanding Agentic AI platforms and analytics tools to boost ARR, productivity and free cash flow.Seagate Technology has nearline capacity largely booked through 2026 on strong cloud and AI demand.The computer storage devices industry players are likely to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and arti ...

Core Insights - Western Digital Corporation (WDC) has made significant advancements in 2025, particularly focusing on AI-driven technologies and achieving a position in the Nasdaq-100, indicating a strong recovery in the tech sector [1][5] - Cantor Fitzgerald has set a new price target of $250 for WDC, suggesting a potential increase of approximately 43.7% from its current trading price of around $174, reflecting positive investor sentiment [2][5] - WDC's stock has surged by about 195% since the beginning of the year, showcasing strong investor confidence in the company's strategic direction [2][5] Stock Performance - Currently, WDC's stock price is $171.42, with a slight decrease of 0.36% or $0.63, indicating some volatility [3] - The stock has experienced a daily trading range between $170.75 and $177.38, with significant fluctuations over the past year, reaching a high of $188.77 and a low of $28.83 [3] - WDC's market capitalization stands at approximately $59.52 billion, highlighting its substantial presence in the market [4] Trading Activity - The trading volume for WDC is 2,669,491 shares on the NASDAQ exchange, reflecting active investor interest and close monitoring of the company's performance [4]

Market Analysis by covering: Invesco QQQ Trust, Western Digital Corporation, Seagate Technology PLC, Lululemon Athletica Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways WDC's fiscal Q1 2026 gross margin jumped to 43.9%, reflecting favorable mix, pricing strength and execution.Hyperscaler demand lifted shipments to 204 exabytes, led by rapid adoption of ePMR and UltraSMR HDDs.WDC guided Q2 gross margin of 44-45% with revenues seen up 20% year over year at the midpoint.Western Digital Corporation (WDC) is delivering strong gross margin expansion, driven by a favorable product mix, healthy pricing dynamics, disciplined cost controls and improved operational effi ...

Accelerating digital transformation, edge computing, proliferation of AI workloads and enterprise cloud adoption are driving demand for reliable, scalable and cost-efficient data storage solutions, supporting long-term growth for the Zacks Computer-Storage Devices industry. As hyperscalers double down on AI clusters, companies like Western Digital (WDC) are benefiting from orders for high-capacity hard disk drives (HDDs) and enterprise solid-state drives (SSDs) and emerging storage architectures. HDDs remai ...

Western Digital ( WDC ) is a company that has a strong financial status, but it is still a hold for me. It seems the market has properly priced it based on its exceptional performanceWilliam has been an avid student of the stock market for over a decade. Being an avid student of political economics his entire professional life gives him a unique insight into the macroeconomy and how it impacts assets. Having learned the value of a comprehensive and fundamental approach, he has a keen eye for identifying hid ...

Group 1: Market Movements - Baoji Pharmaceutical-B (02659) surged over 3.2% amid its debut on the Hong Kong Stock Exchange, closing up 138.82% on its first day, with a market capitalization exceeding HKD 20 billion [1] - New Energy (01799) and Xinyi Solar (00968) saw declines of 3.01% and 3.67% respectively, as the photovoltaic sector faced weakness, with rumors of a 30 billion yuan investment for capacity storage by major companies [1] - Xpeng Motors-W (09868) and Li Auto-W (02015) dropped 4.88% and 2.67% respectively, following data from the China Association of Automobile Manufacturers indicating a month-on-month increase in production and sales [1] Group 2: Company-Specific News - Bolek Vision Cloud-B (02592) experienced a significant drop of nearly 15%, having previously doubled in price over 10 trading days, as it announced a new drug trial application to the FDA [2] - Hu Shang Ayi (02589) rose nearly 6% as Nayuki Tea expanded into the U.S. market, enhancing the international presence of Chinese tea brands [2] - Gold stocks fell sharply, with Zijin Mining (02899) and Shandong Gold (01787) declining by 4.29% and 4.94% respectively, following a report on the Bloomberg Commodity Index's upcoming rebalancing [2] Group 3: Cryptocurrency and Technology - Cryptocurrency ETFs faced significant declines, with notable drops in Bitcoin and Ethereum-related funds, as Bitcoin fell 3.3% from its record high, reflecting market pressures amid weak liquidity [3] - Oracle (ORCL.US) continued its downward trend, dropping 2.66% due to delays in delivering AI data centers for OpenAI, attributed to labor and material shortages [6] - Nvidia (NVDA.US) saw a slight increase of 0.73% after announcing the release of its third-generation language model, aimed at writing and programming tasks [6]

Key Takeaways Western Digital invested in Qolab to develop nanofabrication to improve qubit performance and scalability.WDC partnership supports U.S. tech leadership, boosting domestic nanofabrication and semiconductor research.The Qolab investment won't affect near-term results but positions Western Digital for quantum-led growth.Western Digital Corporation’s (WDC) strategic investment in Qolab is poised to enhance its long-term growth potential by giving the company early exposure to emerging quantum comp ...