Ac t i o n | 06 Aug 2026 04:18:42 ET │ 14 pages Western Digital (WDC.N) LTAs Strengthen Demand Visibility, Pricing Power Persists, Maintain Buy CITI'S TAKE WDC reported strong JuneQ beat+raise on robust AI+cloud demand. Nearline demand strength with management citing improving visibility, LTAs into 2030-2031, and reiterated no unit increases – favoring transitions to higher-capacities/densities and confidently supporting 25%+ CAGR EB demand. GM expanded to 54.4% on higher-cap mix, pricing, and operational e ...