智通财经APP获悉，摩根士丹利在强调北美IT硬件行业2026年前景时，上调了包括苹果(AAPL.US)在内 的多家公司的目标价。该行指出，高估值、宏观经济波动以及内存芯片成本上涨，或将导致2026年硬件 板块的超额收益范围收窄。 具体来看，大摩将其对苹果的目标价由305美元上调至315美元，希捷科技目标价由270美元上调至337美 元，西部数据目标价由188美元上调至228美元，Teradata目标价由30美元上调至35美元。部分个股目标 价遭下调，CDW(CDW.US)目标价由191美元下调至177美元，TD Synnex目标价由181美元下调至177美 元，罗技(LOGI.US)目标价由108美元下调至107美元，英迈科技(INGM.US)目标价由23美元下调至21美 元。 以埃里克·伍德林(Erik Woodring)为首的大摩分析师团队表示，2025年硬件股呈现"上下半场分化"的格 局：上半年因关税政策遭遇抛售，下半年则在AI应用热潮与传统硬件稳健增长的推动下反弹——截至 目前，硬件板块估值较4月低点反弹近6倍创历史新高，板块未来12个月净利润增长17%。 不过，分析师认为，2026年仍存结构性机会， ...

It's a paradoxical way to say it, but although the global data storage leader Western Digital ( WDC ) surged roughly 170% over the past 12 months, I still argue the stock is cheap. It trades at aDear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have ...

TOKYO, JAPAN - FEBRUARY 03: SoftBank Group CEO Masayoshi Son delivers a speech during an event titled "Transforming Business through AI" in Tokyo, Japan, on February 03, 2025. SoftBank and OpenAI announced that they have agreed a partnership to set up a joint venture for artificial intelligence services in Japan.Japanese tech stocks took a tumble on Thursday as AI infrastructure spending worries on Wall Street crossed the ocean into the Asian markets, with AI-related stocks declining.Softbank Group Corp was ...

Key Takeaways WDC stock up 195% in six months, beating storage peers, the tech sector, and the broader market.WDC is benefiting from AI-led data-center demand, record HDD shipments and multi-year commitments.WDC boosted returns with buybacks, dividends and advancing ePMR & HAMR qualification through 2027.Western Digital Corporation’s (WDC) shares have skyrocketed 194.6% over the past 6 months, outpacing the 65.5% return in the Zacks Computer-Storage Devices industry. The stock has also outperformed the Zack ...

Key Takeaways WDC reported Q1 fiscal 2026 revenues up 27% to $2.8B, with non-GAAP operating income jumping 110% YoY.WDC generated $599M in Q1 cash flow, supported by margin expansion to 30.4% and disciplined $73M capex.WDC returned $553M via buybacks and raised its dividend 25%, underscoring confidence in AI-led demand.Western Digital Corporation’s (WDC) expanded capital allocation plans underscore management’s increasing confidence in the AI-driven data storage cycle.WDC’s focus on innovation and operation ...

Key Takeaways Western Digital is seeing solid cloud-driven sales growth from rising demand for high-capacity nearline HDDs. Teradata is expanding Agentic AI platforms and analytics tools to boost ARR, productivity and free cash flow.Seagate Technology has nearline capacity largely booked through 2026 on strong cloud and AI demand.The computer storage devices industry players are likely to gain from solid momentum in cloud computing, Internet of Things (IoT), auto, connected devices, virtual reality and arti ...

公司战略与市场地位 - 西部数据公司是科技领域的关键参与者，专注于数据存储解决方案，并在2025年取得重大进展，战略重点转向人工智能驱动技术 [1] - 公司因战略转型和显著复苏，已被纳入纳斯达克100指数 [1][5] 财务表现与市场数据 - 公司当前股价为171.42美元，日内小幅下跌0.36%或0.63美元，交易区间在170.75美元至177.38美元之间 [3] - 公司市值约为595.2亿美元，在纳斯达克交易所的成交量为2,669,491股，显示出活跃的市场关注度 [4] - 公司股价在过去一年波动显著，最高达到188.77美元，最低跌至28.83美元 [3] 分析师观点与股价展望 - Cantor Fitzgerald为西部数据设定了新的目标价250美元，较当前约174美元的股价有约43.7%的潜在上涨空间 [2][5] - 公司股价自年初以来已大幅上涨约195%，凸显了投资者对其战略方向的信心 [2][5]

Market Analysis by covering: Invesco QQQ Trust, Western Digital Corporation, Seagate Technology PLC, Lululemon Athletica Inc. Read 's Market Analysis on Investing.com ...

Key Takeaways WDC's fiscal Q1 2026 gross margin jumped to 43.9%, reflecting favorable mix, pricing strength and execution.Hyperscaler demand lifted shipments to 204 exabytes, led by rapid adoption of ePMR and UltraSMR HDDs.WDC guided Q2 gross margin of 44-45% with revenues seen up 20% year over year at the midpoint.Western Digital Corporation (WDC) is delivering strong gross margin expansion, driven by a favorable product mix, healthy pricing dynamics, disciplined cost controls and improved operational effi ...

Accelerating digital transformation, edge computing, proliferation of AI workloads and enterprise cloud adoption are driving demand for reliable, scalable and cost-efficient data storage solutions, supporting long-term growth for the Zacks Computer-Storage Devices industry. As hyperscalers double down on AI clusters, companies like Western Digital (WDC) are benefiting from orders for high-capacity hard disk drives (HDDs) and enterprise solid-state drives (SSDs) and emerging storage architectures. HDDs remai ...