29 January 2026 | 4:26PM EST Equity Research Western Digital Corp. (WDC): First Take: Strong results and guidance Key stock takeaways: We expect the stock to trade up following a strong quarter, with guidance well above the Street. We believe investor expectations were elevated given Seagate's strong report, as well as growing confidence in continued pricing and margin momentum as HDD shortages persist. We expect investors to focus on critical elements of management's commentary on the conference call, incl ...

Seagate Technology | North America M Idea F2Q26 Earnings — Are You Not Entertained?! | What's Changed | | | | --- | --- | --- | | Seagate Technology (STX.O) | From | To | | Price Target | $372.00 | $468.00 | Reaction to earnings Strengthens our thesis Modest upside Meaningful revision higher Impact to our thesis Financial results versus consensus Direction of next 12-month consensus EPS January 28, 2026 05:01 AM GMT Demand strength, elongating customer visibility, better price per TB growth, and operating m ...

"多个云客户正在讨论他们对2028日历年的需求增长预测。" 对于一个强周期、曾多次经历产能过剩的行业而言，这样的表态本身就极具分量。它意味着一个关键信号：市场担心的不是需求不足，而是供给 是否跟得上需求。 1月27日，美股硬盘巨头希捷科技2026财年第二季度的财报表现亮眼：收入、毛利率、每股收益全面超出市场预期。 AI在"持续性放大存储" 而随后的电话会更是点燃了市场热情，公司股价盘后大涨约9%。这场电话会罕见地给出了关于需求持续性、供给边界以及盈利结构的长期判断。 公司管理层并没有急于重复财报中的成绩，而是反复围绕一个核心问题展开：这轮由AI推动的存储需求，究竟是短期景气，还是结构性变化？ CEO戴夫·莫斯利（Dave Mosley）的答案非常明确： "我们的近线产能直到2026日历年年底已经完全被预订一空。" "我们预计将在未来几个月开始接受2027日历年上半年的订单。" 更重要的是，管理层将这种需求的持续性，明确地与AI应用结构变化绑定在了一起。 莫斯利指出，过去几年视频内容已经成为数据增长的核心驱动力： "YouTube每天新增的视频上传量已经达到2000万条，而三年前只有200万条。" 而在他看来， ...