Today: 29 June 2026
Browse Category

NYSE:WDC 22 January 2026 - 16 June 2026

Western Digital Jumps After Morgan Stanley Lifts Target on AI Storage Demand

Western Digital Jumps After Morgan Stanley Lifts Target on AI Storage Demand

Western Digital soared 16.10% to $653.53 after Morgan Stanley raised its price target to $650, citing strong nearline enterprise storage demand, accelerating pricing, margin expansion, and better operating leverage; investors now await fiscal Q4 results to confirm if AI-driven HDD demand and pricing power can sustain the rally, with valuation risk as shares trade near record highs and above the average analyst target.
16 June 2026
··
SanDisk Stock Bounced Back Fast—Here’s Why Wall Street Is Still Chasing AI Memory

SanDisk Stock Bounced Back Fast—Here’s Why Wall Street Is Still Chasing AI Memory

Sandisk shares surged 11.7% to $1,497 Friday, rebounding from a sharp drop after concerns over short-term NAND demand. The company reported third-quarter revenue up 251% year-over-year to $5.95 billion and signed contracts guaranteeing $42 billion in future revenue. Investors cited ongoing tight supply for AI memory chips. The stock touched an intraday high of $1,528.
8 May 2026
··
Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk Stock Keeps Surging on the AI Storage Boom — But the Earnings Call Flashed a Warning

Sandisk shares rose 9.3% to $1,372.33 Tuesday after reporting fiscal Q3 revenue of $5.95 billion, up 251% year-over-year, and GAAP net income of $3.62 billion. The company signed five long-term supply deals worth over $11 billion, now covering more than a third of projected 2027 memory sales. Data-center revenue jumped 233% sequentially to $1.47 billion.
5 May 2026
····
Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital (WDC) stock slides about 3% as WD exec flags 32TB drive shipments and AI demand

Western Digital shares fell about 3% to $271.26 in Monday afternoon trading, underperforming major U.S. indexes. WD shipped 3.5 million 32TB nearline hard drives last quarter, according to its sales director. Investors are watching the company’s March 3 appearance at a Morgan Stanley conference for demand updates. Seagate and Sandisk shares also declined.
2 March 2026
····
Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital CEO Irving Tan told investors the company is “pretty much sold out” of hard drives for 2026, with firm orders from top customers and contracts into 2028, according to weekend reports. U.S. markets are closed Monday for Washington’s Birthday; trading resumes Tuesday. Western Digital shares ended Friday at $281.58, down 0.9%. The company will present at the Morgan Stanley TMT conference on March 3.
16 February 2026
··
Sandisk stock drops again as AI hardware trade turns shaky — what investors watch next

Sandisk stock drops again as AI hardware trade turns shaky — what investors watch next

Sandisk shares fell 4.2% to $558.96 in early New York trading Tuesday, extending Monday’s drop as storage and memory stocks weakened. Western Digital dropped 5.2% and Micron lost 2.2%. Investors weighed AI demand signals, rising memory prices, and news that Samsung will soon mass-produce next-generation HBM4 chips. Attention is turning to U.S. jobs and inflation data and Nvidia’s Feb. 25 earnings.
10 February 2026
····
Western Digital stock jumps nearly 9% — WDC rally turns on targets, AI storage talk

Western Digital stock jumps nearly 9% — WDC rally turns on targets, AI storage talk

Western Digital shares jumped 8.6% to $282.58 in after-hours trading Friday after Cantor Fitzgerald raised its price target to $420 following the company’s Innovation Day. The stock rebounded alongside gains in tech and storage peers. CEO Irving Tan sold 17,201 shares worth about $5.1 million on Feb. 2 under a pre-arranged plan. Investors await jobs and CPI data next week.
7 February 2026
···
Western Digital stock slides again: $4B buyback, AI-storage roadmap keep WDC volatile

Western Digital stock slides again: $4B buyback, AI-storage roadmap keep WDC volatile

Western Digital shares dropped 2.5% to $262.68 Thursday morning after a 7% fall the previous day. The company announced a new $4 billion share buyback and unveiled hard drives over 100 terabytes for AI data centers. CEO Irving Tan sold 20,000 shares for about $5.1 million under a preset plan, according to an SEC filing. Trading volume spiked to 14.7 million shares, far above the 50-day average.
5 February 2026
··
Western Digital stock slides nearly 9% in New York trade as buyback bounce fades

Western Digital stock slides nearly 9% in New York trade as buyback bounce fades

Western Digital shares fell about 9% to $264.17 by late morning Wednesday, after the company boosted its buyback authorization by $4 billion on Tuesday. Seagate and Micron also dropped as memory and storage stocks sold off. The moves followed Western Digital’s new pitch to capitalize on AI-driven data-center demand. Tech stocks broadly declined, with AMD sliding over 12% after a revenue warning.
4 February 2026
··
Dow Jones jumps 1% on a chip bounce as shutdown delays jobs report — what investors watch next

Dow Jones jumps 1% on a chip bounce as shutdown delays jobs report — what investors watch next

The Dow Jones rose 1% midday Monday, up 490 points to 49,382, led by chip stocks and heavyweights like Caterpillar and Visa. A partial U.S. government shutdown has delayed the January jobs report. Traders are watching a wave of earnings and President Trump’s nomination of Kevin Warsh to head the Fed. Gold and silver volatility continued after last week’s sharp drop.
2 February 2026
····
Western Digital stock price swings after earnings outlook; what WDC investors watch next

Western Digital stock price swings after earnings outlook; what WDC investors watch next

Western Digital shares closed down 0.5% at $278.41 after a volatile session, then rose about 2% in after-hours trading as its outlook beat Wall Street estimates. The company forecast third-quarter revenue near $3.2 billion and adjusted earnings of $2.30 per share, both above analyst expectations. Investors are watching pricing, supply, and next week’s Innovation Day for further direction.
30 January 2026
··
Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

Western Digital stock whipsaws after earnings as Seagate effect keeps AI storage trade in focus

Western Digital reported a 25% rise in quarterly revenue and forecast fiscal Q3 sales near $3.2 billion, citing strong demand for high-capacity hard drives in data centers. Adjusted earnings reached $2.13 per share, with free cash flow at $653 million. Shares slipped 0.5% after hours, despite climbing 15.6% over the past week. The company announced a 12.5-cent dividend, payable March 18.
29 January 2026
····
Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk stock price rises ahead of earnings as AI storage trade stays in focus (SNDK)

Sandisk shares rose 1% to $532.99 Thursday morning ahead of its fiscal Q2 results due after market close. Seagate and Western Digital also gained, while Micron slipped. Analysts expect Sandisk to report $2.7 billion in revenue and $3.62 adjusted EPS. Investors are focused on the company’s outlook for NAND pricing and data-center demand.
29 January 2026
·······
Western Digital stock steadies after-hours as analyst targets jump into Jan. 29 earnings

Western Digital stock steadies after-hours as analyst targets jump into Jan. 29 earnings

Western Digital shares rose 0.6% to $243.29 in after-hours trading Thursday after a volatile session. Bank of America, Citi, and Rosenblatt raised price targets, citing strong cloud demand and higher storage prices. The company reports earnings Jan. 29 and will host an investor event Feb. 3. Western Digital forecast Q2 revenue near $2.9 billion and adjusted EPS of $1.88.
23 January 2026
··
Western Digital stock jumps after hours as analysts lift targets into Jan. 29 earnings

Western Digital stock jumps after hours as analysts lift targets into Jan. 29 earnings

Western Digital shares surged 8.5% to $241.90 in after-hours trading Wednesday after multiple brokerages raised price targets ahead of next week’s earnings. Analysts cited strong pricing and limited supply for hard-disk drives in data center markets. The company will report fiscal second-quarter results Jan. 29 and host an Innovation Day in New York on Feb. 3. Seagate and Micron also saw gains tied to data-center demand.
22 January 2026
··
1 2

Stock Market Today

  • AI Infrastructure Boom Drives Surge in Stocks ALAB, VRT, CRWV Amid Data Center Spending
    June 28, 2026, 8:15 PM EDT. AI infrastructure spending is accelerating, highlighted by Nvidia's 92% year-over-year data center revenue rise. Beneficiaries include Astera Labs (NASDAQ: ALAB), with shares up 357% in a year as demand for high-speed networking grows, posting $308 million in Q1 revenue. CoreWeave (NASDAQ: CRWV) saw Q1 revenue double to $2.1 billion, backed by a $100 billion backlog, expanding AI-ready data centers rapidly. Vertiv Holding (NYSE: VRT) supplies power management and cooling systems to AI data centers, with 30% revenue growth in Q1 and $13.8 billion full-year revenue guidance. These companies are poised to capitalize on the investment cycle underpinning AI data center expansion, despite some risks such as customer concentration at CoreWeave.

Latest articles

Trump-era loan caps could open door for private lenders in grad school market

Trump-era loan caps could open door for private lenders in grad school market

29 June 2026
July 1 federal loan caps slash Grad PLUS access, forcing many graduate and professional students to seek private loans; Sallie Mae projects up to 70% origination growth over several years, while SoFi reports record student-loan volume—investors now face a real-time test of how much demand shifts to private lenders as federal limits hit.
IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

IREN Limited (NASDAQ:IREN) slides as Warriors badge faces AI revenue test

29 June 2026
IREN Limited (NASDAQ:IREN) plunged 21.3% to $47.21 over five straight down days despite announcing a record $50M+ annual Warriors jersey deal, as investors focused on the company’s not fully contracted $4.4B target ARR and high short interest at 19.74% of float, with Friday’s close near the lowest analyst target.
Go toTop