Ac t i o n | 02 Jun 2026 06:01:17 ET │ 21 pages North America Hardware & Storage HDD Mgmt Visits: Stronger for Longer – AI-led Storage Demand Durability Drives Estimates and Price Targets Higher CITI'S TAKE We raise estimates and targets on STX & WDC on continued AI-led demand strength paired with ongoing solid industry supply discipline supporting sustainable pricing power and underpinning profitability for meaningful FCF and shareholder returns. Industry EB demand expectations have risen to ~25% CAGR. Rec ...