Beyond Micron: 2 AI Infrastructure Stocks With Massive Upside Ahead
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.
WDC - Western Digital Corporation
Price:
--
--
|
CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$558.00
DETAILS
HIGH:
$1,050.00
LOW:
$250.00
MEDIAN:
$575.00
CONSENSUS:
$558.00
DOWNSIDE:
4.22%
Stock News
Friday Morning's Movers: CRCL Crypto Bank, STX & WDC Bull Note, SHOP Upgrade
Seagate (STX) gets an upgrade and Western Digital (WDC) sees a price target hike from Wells Fargo. Diane King Hall explains how it signals a continuing trend in analyst optimism as SK Hynix readies its debut on the Nasdaq Friday.
Micron & One AI Infrastructure Stock to Buy Now for Big Upside
MU and WDC stand out as AI infrastructure plays, with strong revenue growth, expanding margins and upbeat outlooks, despite recent sector pressure.
Western Digital Stock Lifts Following Micron's $250 Billion Investment
Western Digital Corp (NASDAQ:WDC ) shares are moving higher Thursday as a pair of major developments stoke fresh enthusiasm across the memory chip space pulling storage and semiconductor names broadly higher.
Will Western Digital's HAMR Push Accelerate Future Growth?
WDC is accelerating its HAMR roadmap with higher-capacity HDDs and long-term customer deals to meet surging AI-driven storage demand.
Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses
Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week.
Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?
Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters. The AI signal is cautious, not abandonment: sophisticated traders appear to be trimming crowded chip winners after a major run, even as semiconductor... Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?
WDC Stock Outshines Industry Returns in a Year: Should You Jump In?
Western Digital Corporation WDC has been a standout performer in the storage industry over the past year. Its shares have skyrocketed 723.1% over the past year, outpacing the 458.1% growth of the Zacks Computer-Storage Devices industry.
President Trump's Portfolio Added a Stock That's Up More Than 2,100% Since 2023 -- and It's Sliding Today.
A new disclosure shows the president's accounts bought one of the market's hottest AI stocks. It's falling today.
Chip Rout Drags Nasdaq 100 Lower, Oil Climbs: Stock Market Today
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.
Wall Street Welcomes SK Hynix: Will Micron And SanDisk Foot The Bill?
SK Hynix is bringing one of the biggest memory deals in years to Nasdaq, with plans to raise close to $29 billion through American Depositary Receipts tied to its DRAM and high‑bandwidth memory franchise.
Here is What to Know Beyond Why Western Digital Corporation (WDC) is a Trending Stock
Western Digital (WDC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday's rebound.
Flash Crash or Cash? The AI Hardware Reset Investors Can't Ignore
Recent intraday volatility wiped $137 billion across top memory equities, triggering premature retail investor panic over an impending artificial intelligence (AI) hardware supply glut. The brutal sell-off hit the semiconductor sector after an extended run, prompting many market participants to question whether the memory boom had stretched too far and too fast.
The AI Trade Is Off to a Hot Start This Week as Chip, Memory Stocks Surge
The AI trade is off to a strong start this week, with several chip and memory stocks among the biggest gainers in the S&P 500 and Nasdaq on Monday.
SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory
Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77.
Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today's Market
Western Digital and Sandisk are rising as the artificial-intelligence trade regains momentum.
$1,000 invested in SanDisk stock a year ago is now worth
The memory giant SanDisk (NASDAQ: SNDK) has been on a relentless rally since getting spun off from Western Digital (NASDAQ: WDC) in early 2025 and is among the top-performing stocks in the last 12 months.
President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023
Trump's accounts made more than 3,600 trades in the first quarter, according to a recent filing from the U.S. Office of Government Ethics. Palantir is arguably the enterprise standard in artificial intelligence because of its unique ontology-based software architecture.
Western Digital: Riding The AI Wave, Not Chasing It
Western Digital has surged over 200% since December, dramatically outperforming the benchmark. I maintain a Buy rating on WDC, citing continued exposure to multi-year AI and data center tailwinds. Despite its premium valuation, WDC's top and bottom-line growth justifies further upside if the AI narrative persists.
Price Targets
Western Digital Corp. (WDC) PT Raised to $730 at Wells Fargo
$730.00
(was $578.05)
Aaron Rakers
·
Wells Fargo
Western Digital price target raised to $500 from $360 at Susquehanna
$500.00
(was $550.15)
Mehdi Hosseini
·
Susquehanna
Western Digital price target raised to $900 from $660 at Cantor Fitzgerald
$900.00
(was $586.45)
Cantor Fitzgerald
Western Digital initiated with a Buy at Melius Research
$1050.00
(was $586.45)
Melius Research
Western Digital price target raised to $650 from $488 at Morgan Stanley
$650.00
(was $562.92)
Erik Woodring
·
Morgan Stanley
Western Digital price target raised to $685 from $550 at Mizuho
$685.00
(was $511.72)
Mizuho Securities
Western Digital price target raised to $575 from $500 at Wells Fargo
$575.00
(was $531.21)
Aaron Rakers
·
Wells Fargo
Western Digital price target raised to $620 from $450 at Barclays
$620.00
(was $524.65)
Tom O'Malley
·
Barclays
Western Digital price target raised to $575 from $500 at Evercore ISI
$575.00
(was $484.28)
Evercore ISI
Western Digital Corp. (WDC) PT Raised to $575 at Evercore ISI
$575.00
(was $484.28)
Jefferies
Western Digital price target raised to $550 from $470 at Mizuho
$550.00
(was $465.26)
Vijay Rakesh
·
Mizuho Securities
Western Digital price target raised to $450 from $310 at Baird
$450.00
(was $431.52)
Robert W. Baird
Western Digital price target raised to $400 from $250 at Goldman Sachs
$400.00
(was $426.22)
Goldman Sachs
Western Digital price target raised to $660 from $500 at Cantor Fitzgerald
$660.00
(was $433.43)
Cantor Fitzgerald
Western Digital price target raised to $470 from $400 at Mizuho
$470.00
(was $437.01)
Mizuho Securities
Western Digital price target raised to $500 from $410 at Evercore ISI
$500.00
(was $442.69)
Evercore ISI
Western Digital price target raised to $375 from $350 at UBS
$375.00
(was $434.52)
UBS
Western Digital price target raised to $500 from $335 at Wells Fargo
$500.00
(was $434.52)
Aaron Rakers
·
Wells Fargo
Western Digital price target raised to $488 from $380 at Morgan Stanley
$488.00
(was $434.52)
Morgan Stanley
Western Digital price target raised to $450 from $405 at Barclays
$450.00
(was $434.52)
Tom O'Malley
·
Barclays