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THE TRUTH ABOUT: 2 - Caught on Camera

Western Digital has confirmed it is sold out of hard drives for 2026, with firm purchase orders and long-term agreements driven by AI infrastructure demand. With cloud accounting for 89% of revenue, consumer supply is tightening and HDD prices have surged more than 45% since September 2025.

Windows Central

Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

Western Digital's production for 2026 is completely earmarked for its top seven customers, with a few long-term agreements already in place for the next couple of years.

Tom’s Hardware

Already Up More Than 450% in a Year, This Hot AI Stock Has More Room To Run

The accelerating revenue, expanding margins, and improving earnings visibility position this AI stock for continued upside.

Barchart

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3 Massive Buybacks That Map the Market’s Mood in 2026

WDC, PEP and NOW just fortified their buyback chests. Two of these names are looking to continue their momentum, while one looks to regain it.

MarketBeat

Now that's a mega drive - WD reveals plans to launch 40TB HDD, and it's planning on getting to 100TB sooner than you might expect

WD detailed how its 40TB hard drives and new actuator designs form a clear path toward 100TB capacities.

TechRadar

Sandisk’s Swings Are Getting Bigger—Here’s How to Play Them

Since spinning out from Western Digital last year, Sandisk has become one of Wall Street’s hottest stocks, which means lots of gains, and lots of volatility.

MarketBeat

Western Digital Stock Just Got a New Street-High Price Target. Should You Buy WDC Now?

Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has benefited from rising demand for high-capacity drives, with Wall Street warming up to the idea that AI-driven data growth could...

Barchart

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The Memory Supercycle Is Here—2 Winners From 1 Breakup

Smart money is rotating into memory stocks as artificial intelligence infrastructure demands create a historic supercycle for speed and data capacity.

MarketBeat

A $4 Billion Reason to Buy Western Digital Stock Now

WDC is highly leveraged to the AI boom.

Barchart

Western Digital reveals new software platform to manage hundreds of petabytes of storage — as-yet-unnamed tool gives users powerful management capabilities at the price of lock-in

Western Digital to give large customers a tool to manage storage fleets of 200+ PB consisting of SSDs, HAMR HDDs, and UltraSMR drives.

Tom’s Hardware

Western Digital doubles the performance of hard drives with dual-actuator High-Bandwidth, with path to 8X performance increase — Power-Optimized HDDs will reduce power by 20 percent

Western Digital reveals hard disk drives tailored for higher performance and lower power consumption, targeting QLC NAND-based solid-state storage.

Tom’s Hardware

Western Digital unveils massive 40TB HDD with energy-assisted recording tech — plans 100TB HAMR hard drives by 2029

Western Digital announces HDD roadmap till 2029 at its Innovation Day.

Tom’s Hardware

Dear Western Digital Stock Fans, Mark Your Calendars for February 3

Western Digital stock is in focus as the company prepares to showcase its AI-driven storage roadmap at its Feb. 3 Innovation Day in New York.

Barchart

Are Wall Street Analysts Bullish on Western Digital Stock?

Western Digital has substantially outperformed the broader market over the past year, and analysts continue to express strong confidence in the stock’s long-term growth potential.

Barchart

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Barchart

Western Digital Stock Is in Overbought Territory Ahead of Earnings. Is It Still Worth a Buy After Seagate’s Blowout?

Western Digital stock is pushing higher ahead of its earnings on Jan. 29. Here’s why WDC shares could gain further in the coming weeks and months.

Barchart

4 Memory Chip Stocks to Buy as Prices Skyrocket

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and Micron, after already hiking targets on all four as preferred ways to play the current memory supercycle.

Barchart

How This Options Expert Screens for High-Probability Spread Trades, Step-by-Step

Gavin McMaster walks through his process for uncovering high-probability, directionally neutral iron condor option trades using IV metrics and expected move projections.

Barchart

SanDisk Stock Keeps Surging. Did You Miss Your Chance to Buy?

SanDisk's remarkable post-spinoff performance underscores its leadership in flash memory amid AI-driven demand, though lofty valuations prompt questions about future upside.

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MarketBeat

Forget the Chips, Buy Memory: Why AI Money Is Moving to Storage

The market focus is shifting to storage hardware as artificial intelligence drives an explosive need for high-speed flash memory and massive data capacity.

PC Gamer

Western Digital coupon codes for {short_month} 2026 |

Save with these Western Digital coupon codes on USB drives, solid-state drives, hard drives, memory cards, and more.

Barchart

NAND Demand Stays Strong as Chip Sales Slump. Is Sandisk or Western Digital Stock a Better Buy in January 2026?

With NAND prices set to jump and both stocks already pricing in big AI storage tailwinds, Sandisk screens as the higher‑beta pure NAND play while Western Digital looks like the steadier AI‑driven storage name.

Barchart

This Memory Stock Is Up 745% in the Past 6 Months. Is It Unstoppable?

Sandisk (SNDK) is trading at new all-time highs. Shares are up more than 745% over the past six months. SNDK maintains a 100% “Buy” technical opinion from Barchart. The stock is benefitting from what some analysts have called a “supply crunch” in memory products driven by artificial intelligence demand. Today’s...

Barchart

Western Digital Earnings Preview: What to Expect

Western Digital is prepared to deliver its second-quarter results soon, with analysts predicting a double-digit earnings growth.

Barchart

3 AI Stocks That Crushed Nvidia’s 2025 Returns and Still Look Attractive

Despite Nvidia’s dominance, it wasn’t the best-performing stock in the S&P 500.

Windows Central

Goodbye, WD_BLACK: SanDisk's NVMe SSDs have been rebranded — and the company revealed a powerful handheld gaming SSD

During CES 2026, SanDisk revealed that it is rebranding its WD_BLACK and WD Blue NVMe SSDs. Here are all of the storage devices that are getting name changes.

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