闪迪股价下跌 西部数据计划出售持股

Group 1 - Western Digital is seeking to monetize approximately $3.09 billion worth of stock from its spun-off entity, SanDisk, through a stock resale [1] - The company plans to conduct a debt-for-equity swap before the issuance is completed, using the proceeds to further reduce debt [1][2] - CFO Kris Sennesael indicated that the company holds 7.5 million shares of SanDisk and intends to liquidate these shares before the one-year anniversary of the spin-off [2] Group 2 - The stock price of SanDisk fell by 1.6% in after-hours trading, while Western Digital's stock saw a slight increase [2] - Analyst Amit Daryanani noted that this transaction represents a significant acceleration in Western Digital's deleveraging efforts, potentially leading to a net cash position over time [2] - The transaction could enhance capital allocation flexibility, allowing the company to prioritize stock buybacks, dividends, or strategic reinvestments [2][3] Group 3 - SanDisk's stock has surged over 1,500% since its spin-off from Western Digital last February, with a nearly 150% increase in 2026 alone, ranking first among S&P 500 constituents [3] - Western Digital's stock has increased by 65%, ranking third in the same period [3] - Daryanani believes that the buyback could drive earnings per share growth of 4% to 6% in the near to medium term [3]