Micron surges on AI demand, 'memory supercycle'; analysts highlight historic margin guidance [Seeking Alpha]
Western Digital Corporation (WDC)
Last western digital corporation earnings: 4/30 04:01 pm
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Source: Seeking Alpha
quarter fiscal 2026 results and outlook that showed artificial intelligence and data center demand driving up memory prices. MU's Earnings Call Insights: Here's what you need to know "Outsized demand for AI/Data Center is driving a super Fresh Stock Ideas, Every Day Explore diverse investing perspectives with daily analysis from experts across the market. Subscribe to Stock Ideas Sign Up Quick Insights AI and data center demand is driving a super cycle with DRAM/NAND prices up over 20% and demand exceeding supply, expected to continue through at least 2026. Analysts forecast margins at a historic high (68%) and revenue/net income well above consensus, with gross margin projections suggesting possible upside into the mid-70% range. The memory price increase is providing positive momentum and driving share price gains across the sector, benefiting competitors like Samsung, Sandisk, Kioxia, SK Hynix, Seagate, and Western Digital. Recommended For You
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WDC
News
- Western Digital: Memory Cycle Recovery Makes This Undervalued Stock Hard To Ignore [Seeking Alpha]Seeking Alpha
- The Bull Case For Western Digital (WDC) Could Change Following Nasdaq-100 Inclusion And Quantum Bet – Learn Why [Yahoo! Finance]Yahoo! Finance
- Western Digital (NASDAQ:WDC) was given a new $180.00 price target on by analysts at Mizuho.MarketBeat
- Apple leads Morgan Stanley top IT hardware picks for 2026. Here are 4 more stocks [Yahoo! Finance]Yahoo! Finance
- Western Digital (NASDAQ:WDC) had its "overweight" rating reaffirmed by analysts at Morgan Stanley.MarketBeat
WDC
Earnings
- 10/30/25 - Beat
WDC
Sec Filings
- 12/8/25 - Form 4
- 12/8/25 - Form 4
- 12/5/25 - Form 144
- WDC's page on the SEC website