WDC news sentiment

The Next Breakout For This Tech Stock Could Be Hiding in Plain Sight

Quick Read SanDisk (SNDK) surged 2,879% over the past year, pulled back 30%, and now offers 55% upside to our $1,882.90 high-conviction BUY target. Micron (MU) carries a $991B market cap versus SanDisk's $177B, while SanDisk's 84.6% gross margin far outpaces Western Digital (WDC) at 54.4%. CEO David Goeckeler called datacenter a 'fundamental inflection point' as segment revenue exploded from $269M to nearly $3B in a single fiscal year. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SanDisk didn't make the cut. Grab the names FREE today. SanDisk (NASDAQ:SND

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate Technology Holdings plc STX has delivered dramatic turnarounds in the AI-driven storage space in 2026. The fiscal fourth quarter was a record quarter for profitability and cash flow, driven by strong data center demand, faster HAMR adoption and value-based pricing. The company generated approximately $3.6 billion in revenue, up 49% year over year, while adjusted EPS reached $5.71, representing 120% year-over-year growth. More importantly, Seagate's forward guidance was arguably even more impressive than the quarterly beat. Its BTO model points to sustained demand for high-capacity near

Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?

Key Points Sandisk has become a prime stock-split candidate after an extraordinary 3,000%+ rally pushed its share price into quadruple digits, even though the company has not announced any plans. A stock split wouldn't change Sandisk's business or its value. The real investment story remains AI-driven memory demand, with Sandisk's long-term performance depending on continued strength in NAND pricing and data center demand.10 stocks we like better than Sandisk › If any stock looks like a textbook candidate for a split right now, it is Sandisk(NASDAQ: SNDK). The ticker has been on a massive tear

Memory Sector Stocks Are Down 30% or More From Their Highs, But These 2 Are Worth Buying Now

Key Points Western Digital's sharp pullback looks more like a valuation reset than a sign of weakening fundamentals. Silicon Motion offers a different way to play the AI storage trend, backed by rapid revenue growth and new AI-focused products. Select names with solid execution and meaningful discounts now offer the best risk-reward profile.10 stocks we like better than Silicon Motion Technology › A lot of the easy money in memory stocks has already been made in 2026, but the sector is not one monolith. Several names in this sector are trading down more than 20% below their highs, and I think

Stanley Druckenmiller's Portfolio Skips Megacap Tech Almost Entirely. Here's What He's Buying Instead.

Stanley Druckenmiller is considered one of the greatest investors ever, with a track record that few can match. He founded Duquesne Capital in 1981, and over the next 30 years, until he closed up shop in 2010, his portfolio averaged a 30% annual return with no down years. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue » Since 2010, he has run the Duquesne Family Office, bas

Trending stocks this week as SpaceX, Palantir earnings and jobs data drive markets

[Wall Street New York stock exchange stock market] alexsl Wall Street ended the week higher, with the Dow Jones Industrial Average (DJI [https://seekingalpha.com/symbol/DJI]) and the S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) closing at record highs as investors weighed a deluge of corporate earnings, including results from SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) and Palantir Technologies (PLTR [https://seekingalpha.com/symbol/PLTR]), alongside weaker-than-expected U.S. payrolls data. U.S. nonfarm payrolls fell by 23,000 in July, missing economists' expectations for a

Dear SanDisk Stock Fans, Mark Your Calendars for a Fresh Catalyst on August 13

A photo of a Sandisk Solid State Drive by Top Popular Vector by Shutterstock On August 5, SanDisk (SNDK) posted the best quarter in its history. Revenue skyrocketed 372% from a year ago to $8.97 billion, gross margin hit a record 84.6%, and both revenue and earnings beat the Wall Street consensus. The company even added $14 billion to its buyback program. The performance looked extraordinary by almost every measure. Yet the stock, already well off its highs and volatile for weeks, fell 5.4% further after the release. What spooked investors was not the quarter, but the outlook. SanDisk guided n

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we like better than Micron Technology › What's the hottest area for investors right now? A good argument could be made for artificial intelligence (AI) memory stocks. Shares of Micron Technology(NASDAQ: MU) have more than tripled so far in 2026. Sandisk(NASDAQ: SNDK) has delivered an even greater return, with its stock up close to 6

A Volatile Week for Tech Revealed New Stock Narratives—and 1 Bargain

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative. Continue Reading

SA analyst upgrades/downgrades: TSLA, NVDA, BBBY, WDC

[Man looking at currency trading app on his smart phone from his home office] Alistair Berg Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) and Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) both received upgrades, with analysts pointing to Nvidia's expanding AI platform and Tesla's improved top-line growth as key factors. Meanwhile, Western Digital (WDC [https://seekingalpha.com/symbol/WDC]) and Bed Bath & Beyond (BBBY [https://seekingalpha.com/symbol/BBBY]) face more skeptical outlooks, with analysts citing valuation concerns after a massive run-up and execution risks around a spec

Memory Stocks Blast Off: Micron, SK Hynix, SanDisk, Western Digital, and Seagate All Rally Double-Digits

Micron Jumps 5%, SanDisk Rises 6%, Western Digital Climbs 4% as Memory Stocks Rebound With Chips

Seagate Technology to report fiscal fourth quarter and FY26 results on July 28

WDC: AI Storage Hype And HDD Pricing Assumptions Will Pressure Future Returns

Analyst Report: Western Digital Corporation

Micron Soars 17%, SanDisk Jumps 15%, Western Digital Climbs 13% After Blowout Quarter Locks In $100B of AI Memory Demand

WDC completes a 6-day rally with 52% gains, driven by AI storage demand and rising memory prices

U.S. Stocks Move | Memory Storage Sector Rises, with Western Digital and SanDisk Up Over 3%; Micron to Report Earnings This Week