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硬盘驱动器:北美市场 2026 财年第二季度财报前瞻-预期仍偏向上修-Hard Disk Drives North America F2Q26 Earnings Preview — Estimates Still Biased Upwards
2026-01-23 15:35
January 22, 2026 05:01 AM GMT Hard Disk Drives | North America F2Q26 Earnings Preview — Estimates Still Biased Upwards | What's Changed | | | | --- | --- | --- | | Seagate Technology (STX.O) | From | To | | Price Target | $337.00 | $372.00 | | Western Digital (WDC.O) | | | | Price Target | $228.00 | $260.00 | | We see modest revenue upside and pronounced strength in | | | | margins to drive positive EPS revisions this quarter, keeping | | | | momentum behind STX/WDC. Despite cont'd est revisions to | | | | ...