Notícias

The latest valuation work on Western Digital lifts fair value from US$584.79 to US$662.13, signaling a higher assessed intrinsic value for the stock based on refreshed inputs. This move comes as analysts weigh strong AI driven storage demand and firmer pricing in hard disk drives and NAND against execution questions around technology transitions and future margins. As you read on, you will see how these shifting price targets fit into the broader Western Digital story and how to track the...

Seagate just posted the kind of earnings that make analysts scramble to revise targets upward, yet shares have already pulled back nearly 10% from their peak, leaving investors to decide whether the AI storage boom has more room to run or is finally cooling off.

WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.

Three catalysts hit memory markets simultaneously Wednesday, sending sector stocks surging while valuations stay surprisingly restrained. Here is why analysts believe this move may be the beginning of a much larger re-rating.

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Western Digital's AI-driven storage demand fuels strong growth, rising margins and cash flow, offering investors an alternative to NVIDIA.

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.

The best quarter in the company's history came from memory prices rather than from selling more memory, and its biggest new contracts now put a ceiling over those prices.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Western Digital's AI storage demand drives strong revenues, margins and cash flow. See why WDC could deliver further upside.

STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion.

Leading data storage manufacturer Western Digital (NASDAQ: WDC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 43.8% year on year to $3.75 billion. Guidance for next quarter’s revenue was better than expected at $4.1 billion at the midpoint, 1.5% above analysts’ estimates. Its non-GAAP profit of $3.56 per share was 7.9% above analysts’ consensus estimates.

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

MU's take-or-pay deals lock in customer commitments, pricing protections and contracted revenues, boosting sales visibility through 2030.

SK Hynix staged one of the largest tech IPOs in history, then promptly handed investors a brutal loss within weeks. Now one Wall Street analyst is betting the selloff created exactly the kind of gap that turns patient buyers into big winners.

Twelve Nasdaq 100 stocks have doubled in 2026, and not a single the Magnificent Seven is among them. Here is why.

SanDisk surged nearly 2,900% in a year before a sudden 30% pullback rattled investors, but the real question is whether that drop signals danger or sets up the next major move.

SanDisk just delivered one of the most spectacular post-spinoff runs in recent memory, yet two converging threats could turn that triumph into a costly lesson for investors who move too soon.

Micron executives are scheduled to present at a Keybanc analyst event on Monday.

Micron has been caught in the memory sell-off, but its AI-driven business makes it a different story.

SanDisk delivered record earnings, but investors remain focused on whether the memory boom can last.

Western Digital Corp. said artificial intelligence (AI) customers are already negotiating long-term storage agreements extending over the next five years, giving the company greater visibility into future demand as hyperscalers continue building AI infrastructure. Customers Seek Storage Agreements Through 2031...

Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...

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

Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.

A company known for cyclicality is locking in its future. Micron has signed strategic agreements with customers that include take-or-pay commitments. These 14 contracts alone represent approximately $100 billion in cumulative revenue at a minimum price. This move attempts to build a floor under a historically volatile business.

Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as markets brace for next week's inflation data.

US stock futures traded close to unchanged on Friday as investors awaited the latest employment data, a key release that could influence the Federal Reserve’s next interest rate decision. Markets were also monitoring renewed geopolitical tensions in the Middle East following a fresh Houthi attack on Saudi Arabia, while reports suggested Iran and Oman are nearing an agreement over shipping through the Strait of Hormuz.