西部数据:2026 财年三季度财报:跟随行业龙头;重申跑赢大盘评级,上调盈利预测及目标价至 590 美元
U.S. IT Hardware Western Digital Corp Rating Outperform Price Target WDC 590.00 USD (340.00 OLD) 1 May 2026 Price Target Change mark.newman@bernsteinsg.com April Li Phoebe Sun +1 917 344 8481 phoebe.sun@bernsteinsg.com WDC FQ3'26: Follow the leader; Reiterate Outperform, raise estimates and TP to $590 Western Digital reported FQ3'26 earnings yesterday after market close. WDC delivered a broad based beat in FQ3 as strong HDD demand and pricing lifts all boats. HDD ASP was up 7% QoQ and 9% YoY, better than ex ...