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0 0.00123470647659669 0.00011224604332703 -0.00101021438994279 0.000673476259961862 -0.00942866763946575 -0.00718374677292626 -0.00493882590638677
Stock impact report

Apple leads Morgan Stanley top IT hardware picks for 2026. Here are 4 more stocks [Yahoo! Finance]

Western Digital Corporation (WDC) 
Last western digital corporation earnings: 4/30 04:01 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.wdc.com
Company Research Source: Yahoo! Finance
Analyst Erik Woodring told investors in a note that “elevated valuations, a still-inconsistent macro, and memory cost inflation are likely to narrow Hardware outperformance breadth in 2026,” with stock selection becoming increasingly important. Against that backdrop, the firm highlighted five core overweight picks: Western Digital, Seagate Technology, Apple , TD Synnex and Teradata. Apple stands out as a key “product-cycle beneficiary,” Woodring said, adding that it has raised its price target on the stock to $315 from $305 per share. While the firm cut its FY27 product gross margin assumptions “160bps due to memory headwinds,” it added that “iPhone units/pricing more than offset,” with FY27 EPS now “8% above Street” expectations. Western Digital remains Morgan Stanley's top pick heading into 2026, with the firm citing pricing strength and margin upside. Morgan Stanley has raised its FY27 EPS estimates on Western Digital and Seagate by “30–40% above Street,” reflecting impr Show less Read more
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