Western Digital and Seagate are riding AI-driven storage demand with strong revenue outlooks, expanding margins and earnings growth that could fuel further upside.
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Seagate and WD NAS drives are all on sale, but one surprising choice offers by far the best long-term value.
BNP's top AI semiconductor & networking stock picks for Q2 earnings--ANET, STX, ALAB--plus raised targets and 2028 forecasts.
A live audio webcast will follow Seagate's fiscal fourth-quarter and full-year 2026 results at 5 p.m. ET on July 28.
Wall Street stock market updates: top analyst upgrades/downgrades for Broadcom, Salesforce, Datadog, Dell, Tesla & more.
Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.
Wells Fargo boosts Seagate & Western Digital outlook on nearline HDD growth, pricing, margins and strong FCF; plus SK Hynix Nasdaq debut--read now.
STX sees record cloud commitments and rising AI infrastructure spending fueling demand for its HAMR-based storage, with growth targets climbing higher.
MU, STX and SNX screen as momentum picks for July, backed by strong one-year gains, earnings surprises and robust growth projections.
Market Analysis by covering: SanDisk Corporation, Micron Technology Inc, Western Digital Corporation, Seagate Technology PLC. Read 's Market Analysis on Investing.com ...