Core Insights - Western Digital Corporation (NASDAQ:WDC) has seen its shares increase by 287% year-to-date, making it a top performer in its sector [2] - Analysts have recently focused on Western Digital, with Morgan Stanley raising its price target to $228 from $188 and maintaining an Overweight rating [2] - Citi also raised its price target for Western Digital to $200 from $180, citing increased demand for storage products due to extended data retention times [2] Analyst Coverage - Morgan Stanley's analysis indicates a division in the sector, with some companies benefiting from optimism surrounding AI [2] - Citi estimates a compounded annual growth rate (CAGR) of 20% for enterprise hard disk drive demand through 2029 [2] Jim Cramer's Commentary - Jim Cramer expressed optimism about Western Digital's potential for growth, although he suggested that some AI stocks may offer higher returns with limited downside risk [3]