New York, Jan 13, 2026, 21:02 EST — The market has closed.
- Western Digital is set to release its fiscal second-quarter earnings after the market closes on Jan. 29
- WDC shares closed Tuesday roughly 0.9% higher, following yet another volatile session
- Seagate, a key competitor, will release its results two days earlier, shining a spotlight on the HDD sector
Western Digital Corp announced it plans to report fiscal second-quarter results after U.S. markets close on Jan. 29, setting the stage for the next major catalyst in a stock that’s become a lightning rod for betting on the AI data-center boom. (Western Digital)
The timing is crucial as investors now see storage hardware as a possible bottleneck for artificial intelligence, beyond just the chips. Earnings reports coming in the next two weeks will reveal if this narrative is holding up in terms of orders, pricing, and cash flow.
The calendar is filling up fast for the group. Seagate Technology, Western Digital’s main hard-disk competitor, announced on Tuesday it will release its fiscal second-quarter results after the market closes on Jan. 27. (Seagate Investor Relations)
Western Digital set its conference call for January 29 at 4:30 p.m. ET. Investors can access the webcast on the company’s site. (Business Wire)
Western Digital’s stock closed Tuesday’s session up 0.88%, settling at $214.00. During the day, it swung between $208.48 and $218.00. In after-hours trading, the shares were last seen at $215.96, per StockAnalysis.
Storage stocks surged earlier this month following a warning from Nvidia CEO Jensen Huang, who pointed to data storage as a bottleneck for AI expansion. Huang called the memory storage sector “completely unserved,” according to Business Insider. (Businessinsider)
Western Digital’s structure shifted after it moved to spin off its flash business from the hard disk drive segment in a deal with Sandisk, according to a recent filing. (SEC)
When the Jan. 29 report drops, investors will zero in on clear signals about demand from hyperscalers, the largest cloud-computing giants, and pricing trends for high-capacity “nearline” drives—the standard hard disks powering data centers. Expect guidance and free cash flow to have a bigger impact on the stock than past results.
Morningstar noted the hard disk market remains tightly concentrated, dominated by Western Digital, Seagate, and Toshiba. This setup can magnify the effects when supply discipline changes or customers push harder on pricing. (Morningstar)
However, the trade could unravel. Should cloud customers cut back on purchases, delay deployments, or balk at rising prices, the recent surge in storage stocks might vanish just as fast—especially with expectations already elevated ahead of earnings.
Traders are eyeing Seagate’s January 27 earnings for an early glimpse at demand and pricing trends. Western Digital will follow with its report after the close on January 29.
