西部数据获机构上调评级，未来业绩预期向好

Core Viewpoint - Recent events regarding Western Digital's stock focus on institutional rating adjustments and future performance expectations [1] Institutional Perspectives - Huachuang Securities reported on February 2, 2026, that Western Digital's Q2 FY2026 performance was strong, with non-GAAP operating revenue reaching $3.017 billion, and raised revenue forecasts for the company, expecting a median revenue of $3.2 billion for Q3 FY2026, with a non-GAAP gross margin range of 47%-48%, and non-GAAP earnings per share projected to be between $2.15 and $2.45 [1] - Barclays maintained an "Overweight" rating on Western Digital, setting a target price of $325 [1]