How do you play the memory boom without chasing these data storage stocks. The four big players in the space, Micron, Western Digital, Seagate just reported, and Sandis, each more than tripled last year, and they keep running in 2026. Just since the beginning of the year, SanDisk has more than double.The other three are up anywhere from 35 to 50%. I don't want to chase those. I don't chase the storage memory place because even though there's a severe shortage of this stuff thanks to the data center buildout ...

We recently published 13 Stocks Jim Cramer Commented On.  Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer commanded on. Western Digital Corporation (NASDAQ:WDC) is a computer memory storage manufacturer. The strong movement in the firm’s shares, with the stock up by 404% over the year, has also stimulated plenty of analyst coverage. For instance, Rosenblatt recently commented on Western Digital Corporation (NASDAQ:WDC), increased the share price target to $270 from $165, and kept ...

Core Insights - SanDisk (SNDK) has surged 1,250% and Western Digital (WDC) has risen 400% over the past year, driven by significant investments in AI hardware by hyperscalers totaling $400 billion this year [1] - Western Digital exceeded Q3 EPS estimates by 13% and revenue estimates by 3.4%, indicating strong performance [1] - SanDisk trades at under 18 times FY 2027 earnings, while Western Digital trades at 22 times FY 2027 earnings, suggesting potential value in both stocks [1] Company Performance - SanDisk and Western Digital have experienced explosive growth due to the increasing demand for storage hardware in data centers, particularly driven by AI applications [1] - Western Digital's stock is perceived as undervalued despite trading at a premium compared to historical averages, with analysts expecting approximately 35% annual EPS growth and 17% annual revenue growth [1] - SanDisk, while smaller and riskier, reported $112 million in net income in Q3 2025, significantly lower than Western Digital's $1.2 billion, but has potential for higher growth due to AI spending [1] Market Dynamics - The ongoing data center buildout is not cyclical and has been consistent for the past three years, with expectations for further acceleration [1] - The NAND shortage has led to increased SSD prices, benefiting SanDisk as AI companies invest heavily in faster hardware [1] - Analysts suggest that if AI growth continues, SanDisk could outperform Western Digital, with potential for SNDK stock to double if the market values it at 35-40 times forward earnings [1] Investment Strategy - A balanced investment approach between SNDK and WDC is recommended, with a more aggressive stance on SNDK for those confident in sustained AI growth [1] - Western Digital's contracts are described as "stickier," which may provide stability in demand, especially if AI companies shift back to HDDs due to cost considerations [1]

Core Insights - Western Digital Corporation (WDC) and Micron Technology (MU) are significant players in the memory and storage ecosystem, benefiting from the demand for NAND flash and data-center solutions driven by AI and cloud computing [2][3] - Both companies are positioned to capitalize on global data growth, but they operate in distinct segments of the data storage market [3] Western Digital (WDC) - WDC is traditionally known for HDDs and enterprise storage systems, with a growing focus on flash memory, particularly through its ePMR and UltraSMR products [3][5] - The company is experiencing increased demand for its storage solutions due to the rise of AI and data-driven workloads, leading to strong shipments of high-capacity drives [6] - WDC anticipates non-GAAP revenues of $2.9 billion for the fiscal second quarter, representing a 20% year-over-year increase [7] - The company has returned $785 million to shareholders through buybacks and dividends since launching its capital return program [8] - WDC faces challenges due to a heavy debt burden, which limits its flexibility for acquisitions and requires strong cash flow generation [10] Micron Technology (MU) - Micron is focused on DRAM, HBM, and NAND flash, benefiting from a tight supply environment driven by AI adoption and data center growth [11] - The total addressable market for HBM is projected to reach $100 billion by 2028, prompting Micron to increase capital expenditures and supply investments [11] - Micron's data center NAND revenue exceeded $1 billion in the fiscal first quarter, supported by strong demand for its SSD portfolio [13] - The company maintains a strong balance sheet with $12 billion in cash and investments, allowing for strategic acquisitions and shareholder returns [14] - Micron's earnings estimates for fiscal 2026 have been revised up 90.5% to $33.08, reflecting strong growth expectations [19] Performance and Valuation - Over the past year, MU and WDC have seen stock gains of 340.9% and 283.1%, respectively [17] - MU's shares trade at a forward P/E ratio of 10.62, significantly lower than WDC's 25.59, indicating a more attractive valuation [18] - The Zacks Consensus Estimate for MU's earnings has seen substantial upward revisions, while WDC's estimates have seen modest increases [24] Investment Considerations - Micron is viewed as the growth engine in the sector, while Western Digital may represent a turnaround opportunity, with investment choices depending on risk profiles and market confidence [25]

Core Viewpoint - Western Digital Corporation (WDC) is expected to report second-quarter fiscal 2026 results on January 29, with earnings projected to rise by 9.6% year-over-year, while revenues are anticipated to decline by 31% compared to the prior year [2][3]. Financial Performance - The Zacks Consensus Estimate for earnings is $1.94, with management projecting non-GAAP earnings of $1.88 (+/- 15 cents) [2][3]. - Revenue estimates are pegged at $2.95 billion, with a mid-point guidance of $2.9 billion (+/- $100 million), indicating a 20% year-over-year growth [3][8]. - WDC has consistently surpassed earnings estimates in the past four quarters, with an average surprise of 9.18% [3][4]. Earnings Expectations - WDC has an Earnings ESP of +1.93% and a Zacks Rank of 1 (Strong Buy), indicating a high probability of an earnings beat [5][6]. - The company expects non-GAAP gross margin to be between 44% and 45%, with operating expenses projected to decline to $365 million–$375 million [7][8]. Growth Drivers - WDC's focus on innovation and operational discipline positions it well to benefit from the AI-driven increase in data creation and storage demand [6][9]. - The company is making progress on Heat-Assisted Magnetic Recording (HAMR) technology, with qualifications expected to begin with hyperscale customers in 2026 [9][10]. - Partnerships, such as with Qolab for advanced nanofabrication technologies, are aimed at enhancing product performance and scalability [10]. Market Position - WDC's shares have increased by 249.1% over the past six months, outperforming the Zacks Computer-Storage Devices industry, which rose by 97.5% [12]. - The company has outperformed competitors like Seagate Technology Holdings plc (STX) and NetApp, Inc. (NTAP) during the same period [13]. Valuation Metrics - WDC's shares currently trade at a price/earnings ratio of 25.59, compared to the industry average of 19.01 [14][17]. Investment Outlook - The demand for storage driven by AI and cloud customers is expected to sustain growth, with strong nearline high-capacity drive demand acting as a tailwind for earnings [18][19].

存储概念股齐涨，美光科技、闪迪涨超5%，西部数据涨超2%，希捷科技涨1.6%。 消息面上，美光科技宣布将在未来十年向新加坡追加投资240亿美元，用于建设新的NAND闪存晶圆 厂，以应对人工智能驱动的存储芯片供应紧张。此举凸显全球存储芯片市场的供需失衡正在加剧。 此外，业内消息源透露，三星电子、SK海力士已经与苹果进行谈判，决定大幅上调iPhone手机所用 LPDDR内存的价格。三星电子调整的涨幅超过80%，而SK海力士则接近100%。(格隆汇) ...

The company recently shipped 32TB SkyHawk AI, Exos, and IronWolf Pro hard drives globally through channel and retail partners, with prices that were recommended ranging from about $699.99 to $849.99 per unit, providing direct support to hyperscale workloads.This valuation signifies a market cap that is approximately $74 billion in size, along with a price-to-sales premium multiple of around 8.1x, which is noticeably above the estimated median of the sector, which is as low as 3.7x.On Jan. 23, STX stock was ...

美股存储板块盘前上涨，美光科技涨5%，闪迪、西部数据涨超3%，希捷科技涨2.7%。 美股存储板块盘前上涨，美光科技涨5%，闪迪、西部数据涨超3%，希捷科技涨2.7%。 (本文来自第一财经) (本文来自第一财经) ...

格隆汇1月27日｜美光科技盘前涨幅扩大至5.4%，闪迪涨3.6%，西部数据涨3.5%。 ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer mentioned the stock during his game plan, as he commented: Sandisk and Western Digital report at the same time. These are our storage plays. They’ll be very positive. I don’t think they’ll get the same reception that Apple does. I think people are going to say, wow, and just keep buying these. Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels Wes ...