Western Digital (WDC) ops chief vests stock units, shares withheld for taxes
Western Digital's Chief of Global Operations, Gubbi Vidyadhara K, engaged in routine equity compensation activity, including the vesting of restricted stock units and conversion of dividend equivalent rights into common shares. The company withheld 1,286 shares over two days to cover tax obligations related to these vestings, which are not open-market sales but rather standard tax-withholding transactions under Rule 16b-3(e). After these transactions, Vidyadhara directly holds 88,764 shares of WDC common stock.
Western Digital (WDC) CEO logs small award exercises and tax share withholding
Western Digital CEO Irving Tan has reported routine equity award activity, exercising dividend equivalent rights and having shares withheld for tax obligations. These transactions involved a small number of shares (732 shares withheld for taxes) and were minor relative to his overall holding of approximately 598,000 common shares. The filing indicates no open-market purchases or sales, clarifying that the transactions were related to vesting awards and tax coverage.
Western Digital (WDC) Chief Legal Officer reports small pre-planned share sale and tax withholding moves
Western Digital's Chief Legal Officer, Cynthia L. Tregillis, reported a small, pre-planned sale of 106 common shares at $458.87 each through a Rule 10b5-1 trading plan. Additionally, 1,487 shares were withheld for tax obligations related to vesting equity, and she acquired a minor number of shares from dividend equivalent rights. These transactions represent a minimal portion of her total 118,443 shares held directly.
Western Digital (NASDAQ: WDC) CSO covers tax obligations with stock
Western Digital's Chief Sales & Marketing Officer, Brian Scott Davis, performed routine equity compensation transactions on May 20 and 21, 2026. He exercised dividend equivalent rights and acquired common stock, with 1,309 shares withheld to cover tax obligations as part of the vesting process. After these transactions, Davis directly holds 104,264 shares of Western Digital common stock, and these were not open-market sales.
Cynthia Tregillis sells Common Stock (WDC) including 9,324 shares on 03/04/2026
Cynthia Lock Tregillis reported multiple sales of Western Digital (WDC) common stock under Rule 144, including a sale of 9,324 shares on March 4, 2026, for $2.5 million. Other sales include 308 shares on May 21, 2026, for $150,491.88, with all reported shares being Restricted Stock. These transactions are part of several sales made in early 2026, as detailed in the SEC Form 144 filing.
Barclays (DJP) Notes: capped returns vs. full downside exposure
Barclays Bank PLC is offering principal-at-risk Notes (DJP) linked to a five-stock basket, providing capped returns through a Redemption Premium but exposing investors to full downside risk if the basket value falls below 50% of its initial value. The Notes do not pay interest and are automatically redeemed if the basket meets or exceeds a Call Value on Observation Dates. Investors face credit risk from Barclays and potential exercise of U.K. Bail-in Power, which could lead to significant loss of principal.
Can Seagate Sustain Its Gross Margin Expansion Momentum?
Seagate Technology Holdings (STX) has demonstrated strong gross margin expansion, reporting a record non-GAAP gross margin of 47% in Q3 fiscal 2026. This growth is attributed to disciplined pricing strategies, an improved product mix, and the adoption of its HAMR-based Mozaic platform. The company anticipates continued momentum into fiscal 2027, driven by AI-related storage demand and HAMR adoption, with strong financial guidance for the upcoming quarter.
COHERENT CORP (NYSE:COHR) Dominates Minervini Screen with Perfect Technical Score and Accelerating Growth
COHERENT CORP (NYSE:COHR) demonstrates strong performance on the Mark Minervini stock screening strategy, showing a perfect technical score and accelerating growth. The company meets the "Trend Template" criteria with strong moving average alignment and high relative strength, outperforming 98.53% of other stocks. Fundamentally, COHR exhibits impressive and accelerating EPS growth, solid revenue growth, and positive analyst revisions, although the article notes its current "Setup Rating" suggests waiting for tighter price consolidation before an ideal entry.
Leonteq Securities AG Purchases New Shares in Western Digital Corporation $WDC
Leonteq Securities AG has initiated a new position in Western Digital Corporation, acquiring 10,076 shares valued at approximately $1.74 million in the fourth quarter. Western Digital continues to attract institutional investment and analyst upgrades, holding a "Moderate Buy" consensus rating and a target price of $395.83. The company also reported strong Q1 results, exceeding EPS and revenue expectations, and increased its quarterly dividend to $0.15 per share.
Western Digital CLO Cynthia Tregillis sells $48,640 in company stock
Cynthia L Tregillis, CLO of Western Digital Corp, recently sold 106 shares of company stock for approximately $48,640 and disposed of 1,487 shares worth about $713,193 to cover tax obligations. These transactions were made while the company's shares have seen a significant 876% gain over the past year, though InvestingPro analysis suggests the stock may be overvalued. Tregillis now directly holds 118,443 shares, and the company has also reported strong Q3 2026 financial results and strategic technology integrations.
Western Digital Corp. stock underperforms Thursday when compared to competitors despite daily gains
Western Digital Corp. (WDC) stock saw gains on Thursday but still underperformed compared to its competitors. The stock closed at $78.07, up 1.34%, while the S&P 500 also rose 0.25%. This marks a mixed performance for WDC in comparison to its industry peers.
Western Digital (NASDAQ:WDC) Trading 5.8% Higher - Still a Buy?
Western Digital (NASDAQ:WDC) shares rose 5.8% on Thursday, indicating a rebound in the broader memory sector. The stock is bolstered by strong data-center demand, tightening hard-drive supply, and improving pricing trends related to AI storage. Wall Street analysts maintain a positive outlook, with several buy/overweight ratings and increased price targets, following Western Digital's strong quarterly results and a raised quarterly dividend.
A Look at Western Digital Corp (WDC) After 5.8% Gain -- GF Value $84.22 vs Price $486.46
Western Digital Corp (WDC) shares gained 5.8%, reaching $486.46, despite a GF Value™ of $84.22, indicating it is significantly overvalued by 477.6%. The company's GF Score™ is 62/100, showing decent financial strength but very poor valuation. Insiders have sold $24.7 million in shares over the last three months, with no purchases, further suggesting caution for investors.
Western Digital, Himax, and Teradyne Shares Are Soaring, What You Need To Know
Shares of Western Digital, Himax, and Teradyne surged following Nvidia's announcement of record sales and income, driven by "parabolic" demand for AI infrastructure, which has fueled a "semiconductor supercycle." Himax, specifically, experienced a significant jump and has seen a 133% increase year-to-date, trading near its 52-week high, despite recent volatility due to supply chain concerns. Investors are betting on continued growth in the semiconductor sector driven by AI.
WDC (NASDAQ: WDC) affiliate notifies proposed restricted-stock sales on 05/20/2026
An affiliate of Western Digital (NASDAQ: WDC), Morgan Stanley Smith Barney LLC Executive Financial Services, has filed a Form 144 notice for a proposed sale of restricted common stock on May 20, 2026, to be executed via NASDAQ. The filing indicates proposed sales by Cynthia Lock Tregillis, including past dispositions in early 2026, and provides details on the nature of restricted stock and Form 144 regulatory requirements. This notice is for a proposed resale by an affiliate, not a company issuance, and its impact is considered neutral.
Western Digital Corp. stock underperforms Thursday when compared to competitors despite daily gains
Shares of Western Digital Corp. (WDC) rose 5.84% to $486.46 on Thursday, marking its second consecutive day of gains. Despite this increase, the stock underperformed compared to its competitors. The trading session was favorable for the broader stock market, with the S&P 500 Index and Dow Jones Industrial Average also seeing gains.
Western Digital Corp Stock (WDC) Moved Up by 4.31% on May 21: Drivers Behind the Movement
Western Digital Corp (WDC) stock surged 4.31% on May 21, driven by strong Q3 2026 financial results that surpassed estimates. The company's performance was bolstered by increasing demand for storage solutions from the AI sector and hyperscale data centers, leading to upgraded exabyte demand outlooks and increased pricing power. Positive analyst ratings and technological advancements further contributed to investor confidence.
Western Digital jumps 4.6% as AI-storage pricing narrative stays hot after upbeat guidance and capital-structure moves
Western Digital (WDC) shares climbed 4.6% driven by bullish sentiment around AI-driven data center storage demand, recent positive earnings guidance, and strategic capital-structure moves. Analysts have reinforced a "higher for longer" storage-pricing narrative, lifting price targets and reiterating bullish ratings. Insider activity shows significant selling, while institutional investors have both added and decreased positions, with some major shifts in holdings.
Western Digital Corporation $WDC Shares Sold by Pinkerton Wealth LLC
Pinkerton Wealth LLC significantly reduced its stake in Western Digital Corporation (NASDAQ:WDC) by 41% in the fourth quarter, selling 17,203 shares, though the remaining 24,799 shares are still valued at $4.27 million. Despite this sale, Western Digital is garnering bullish analyst attention due to AI-driven storage demand, leading to raised price targets and a "Moderate Buy" consensus rating. The company also reported strong quarterly results, beating EPS expectations, showing a 45.5% revenue increase year-over-year, and raising its quarterly dividend.
Jim Cramer on Western Digital: “That Seems Too Rich to Me”
Jim Cramer commented on Western Digital (NASDAQ: WDC), noting that its high price-to-earnings ratio of 46 makes it "too rich" despite strong performance in the memory and data storage sector driven by AI demand. He highlighted the potential risk of increased production capacity from competitors, which could undermine current high prices. While WDC has shown strength, Cramer suggests that other AI stocks might offer greater return potential in a shorter timeframe.
Handelsbanken Fonder AB Buys 35,700 Shares of Western Digital Corporation $WDC
Handelsbanken Fonder AB increased its stake in Western Digital Corporation (NASDAQ:WDC) by 35.8% in the fourth quarter, purchasing an additional 35,700 shares and bringing its total holdings to 135,500 shares valued at $23.3 million. This increase follows Western Digital's better-than-expected quarterly results, including an EPS of $2.72 and revenue of $3.34 billion, and a raised quarterly dividend. Wall Street analysts maintain a "Moderate Buy" rating with a consensus price target of $395.83, reflecting broad optimism for the stock.
Western Digital (WDC) Valuation Check After Post Quantum Hard Drive Breakthrough
Western Digital (WDC) recently launched post-quantum security hard drives, leading to significant share price increases. The stock is currently trading at US$459.62, about 10% below average analyst price targets and at a 53% discount to some intrinsic value estimates, suggesting it might be undervalued. However, its P/E ratio is higher than the global tech average, indicating mixed signals regarding its valuation.
Adaptiv Select ETF (ADPV) Stock Price, Holdings, Dividend Yield
This article provides an overview of the Adaptiv Select ETF (ADPV), detailing its stock price, holdings, and dividend yield as of a recent update. As of January 31, 2026, the ETF holds 25 stocks with a total portfolio value of $161 million and a turnover rate of 47%. Key holdings include Warner Bros. Discovery Inc (WBD), Western Digital Corp (WDC), SoFi Technologies Inc (SOFI), Anglogold Ashanti PLC (AU), and Sotera Health Co (SHC).
REMXUS Stock Fund Price and Chart — BVL:REMXUS
This article provides a detailed overview of the VanEck Rare Earth and Strategic Metals ETF (REMXUS), listed on the Lima Stock Exchange. It covers pricing, key stats like AUM and expense ratio, and investment strategy focusing on rare earth and strategic metals companies. The article also includes performance data, related news, analysis of its holdings, and a comprehensive FAQ section about ETFs and REMXUS specifically.
T-Mobile CEO at J.P. Morgan Just Told You Where the Next Four Years of Growth Are Coming From
T-Mobile US CEO Srinivasan Gopalan outlined the company's growth strategy at J.P. Morgan's conference, focusing on capturing market share from AT&T and Verizon, expanding its fixed wireless access (FWA) broadband, and leveraging new technologies like satellite JVs and 6G. Despite a recent stock dip, T-Mobile aims for significant subscriber growth and margin expansion, underpinned by its network quality and customer loyalty. The article highlights how T-Mobile's differentiated approach and robust FWA capacity contradict common bear cases, signaling strong future potential.
Western Digital CFO Just Upgraded the Demand Outlook. What It Means for WDC Stock
Western Digital's CFO, Kris Sennesael, recently upgraded the company's exabyte demand outlook to above 25% CAGR for the next three to five years, driven by AI infrastructure. The company plans to meet this increased demand by transitioning to higher-capacity drives (40TB ePMR and 44TB HAMR) rather than building new factories, which is expected to significantly boost EBITDA margins. Although WDC trades at a slight discount to its rival Seagate, its strategy of running both ePMR and HAMR in parallel has given it a margin advantage, making its upcoming Q4 FY2026 earnings report crucial for investors.
Investors Are Flocking to This ETF, But Its Holdings Look Overvalued
The Roundhill Memory ETF (DRAM) has seen explosive growth, accumulating nearly $10 billion in assets within 45 days due to strong investor demand and impressive returns, fueled by the AI infrastructure buildout. However, the author cautions investors as the ETF's holdings are highly concentrated, lack economic moats, and appear overvalued according to Morningstar's intrinsic value estimates, suggesting future returns may not match its initial performance. The article warns investors about the risks associated with this concentrated, high-flying ETF.
Hard drives still provide most AI storage, Western Digital survey says
A Western Digital survey of its largest global customers and distributors reveals that enterprises prioritize proven reliability, predictable economics, and scalability for AI infrastructure. The survey indicates that HDDs remain foundational for AI-driven data growth due to their cost-effectiveness and capacity for long-term retention, with a significant majority of respondents operating HDD-majority infrastructure. This reinforces a shift towards designing AI infrastructure as a long-lived data system rather than just a high-performance compute environment.
Mitsubishi UFJ Asset Management UK Ltd. Makes New Investment in Western Digital Corporation $WDC
Mitsubishi UFJ Asset Management UK Ltd. has made a new investment in Western Digital Corporation, purchasing 12,000 shares valued at approximately $2.07 million in Q4, making it 1.0% of their portfolio. Western Digital is experiencing significant institutional and hedge fund ownership (92.51%) and is benefiting from AI-driven storage demand, beating earnings estimates, and raising its dividend. Despite some short-term pressures from supply-chain concerns, analyst sentiment is generally positive, with some price targets significantly higher.
Resona Asset Management Co. Ltd. Sells 6,459 Shares of Western Digital Corporation $WDC
Resona Asset Management Co. Ltd. reduced its stake in Western Digital Corporation by 5.7% in the fourth quarter, selling 6,459 shares and retaining 107,683 shares valued at approximately $18.7 million. Despite this sale, Western Digital is experiencing strong institutional and analyst support, with 92.51% of shares held by institutions and several firms raising their ratings or price targets, including Bank of America to $495. The company recently exceeded earnings and revenue estimates, raised its Q4 2026 EPS guidance, and increased its quarterly dividend.
CloudAlpha Capital Management Limited Hong Kong Acquires New Holdings in Western Digital Corporation $WDC
CloudAlpha Capital Management Limited Hong Kong has opened a new position in Western Digital Corporation (WDC), purchasing 121,259 shares valued at approximately $20.9 million, making it their 18th-largest holding. This comes as Western Digital reported strong earnings, beating expectations with $2.72 EPS and revenue up 45.5% year-over-year, and raised its quarterly dividend. Analysts maintain a "Moderate Buy" rating, with many increasing price targets due to robust AI-driven storage demand, despite some recent insider selling and sector volatility.
Banque Cantonale Vaudoise Raises Stock Holdings in Western Digital Corporation $WDC
Banque Cantonale Vaudoise significantly increased its stake in Western Digital Corporation (NASDAQ:WDC) by 168.1% in the fourth quarter, now owning 52,882 shares valued at $9.11 million. Other major institutional investors like Vanguard Group Inc. and Northern Trust Corp also raised their holdings, indicating strong institutional confidence in the data storage provider. Western Digital is experiencing a "storage supercycle" driven by AI infrastructure demand, leading to positive analyst sentiment, increased price targets, and a recently boosted quarterly dividend.
Western Digital’s SWOT analysis: storage stock gains on AI demand
Western Digital is strategically positioned to benefit from the AI infrastructure boom, with its stock experiencing significant gains due to long-term customer agreements, technological advancements like Heat-Assisted Magnetic Recording, and an oligopolistic market structure. The company is set to achieve debt-free status by early 2026, opening possibilities for shareholder returns, while analysts project substantial earnings growth and view an upcoming Innovation Day as a key catalyst. Despite strong tailwinds, the company faces risks related to maintaining high gross margins amid competitive pressures and the complexities of technology transitions.
Western Digital Corp. stock underperforms Monday when compared to competitors
Western Digital Corp. (WDC) stock underperformed its competitors on Monday, declining by 1.63% while the S&P 500 rose by 0.09%. This poor performance adds to a trend of the stock trailing behind its peers and the broader market.
Seagate Technology (NASDAQ:STX) Shares Down 1% - Here's What Happened
Seagate Technology (NASDAQ:STX) shares dropped 1% during mid-day trading on Tuesday, closing at $733.35 after dipping as low as $695.14. The decline was attributed to CEO comments regarding the extensive time required to build new factories, which sparked concerns about supply constraints and affected other memory and storage stocks. Despite this, analyst sentiment remains largely positive, with several firms raising price targets, and the company reported strong Q4 2026 earnings and revenue growth, along with a quarterly dividend announcement.
Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
Micron Technology (MU) is up 6% today, leading other memory stocks like SanDisk (SNDK) and Western Digital (WDC) after a difficult week. While Micron's gains are driven by its strong position in high-bandwidth memory and cloud memory, SanDisk maintains superior longer-term performance with a significant year-to-date and one-year return due to its pure-play NAND focus. Western Digital, primarily a hard disk drive business, is currently lagging behind its peers despite its datacenter storage narrative.
Western Digital Brings Post-Quantum Cryptography to Ultrastar Enterprise HDDs
Western Digital has integrated post-quantum cryptography (PQC) into its new Ultrastar UltraSMR hard disk drives to enhance security for AI infrastructure, making them quantum-resilient. These drives are currently in qualification with hyperscale customers, addressing the growing need to protect massive, long-lived AI datasets against future quantum computing threats. This move solidifies device-level trust and firmware integrity, aligning with NIST standards to provide a clear path to quantum-safe storage.
Seagate Leads Memory Stocks Lower Following Capacity Warning
Seagate Technology (NASDAQ: STX) stock fell following CEO Dave Mosley's warning about capacity constraints during a JPMorgan conference. Mosley stated that expanding production to meet surging demand, especially fueled by AI expansion, would take too long and hinder growth. This news also impacted other memory stocks like Western Digital (NASDAQ: WDC) and SanDisk (NASDAQ: SNDK).
Western Digital Corp Stock (WDC) Moved Down by 3.04% on May 19: A Full Analysis
Western Digital Corp (WDC) stock declined by 3.04% on May 19, despite the company beating Q3 2026 earnings and revenue estimates and benefiting from strong AI and hyperscale demand for storage solutions. The dip is attributed to market dynamics like profit-taking after a significant upward trend, along with reports of insider selling and institutional investors adjusting portfolios. Technical indicators show neutral to oversold conditions, while fundamentals remain strong with bullish analyst outlooks.
Seagate Technology Holdings PLC Stock (STX) Moved Down by 3.20% on May 19: What Investors Need To Know
Seagate Technology Holdings PLC (STX) stock declined by 3.20% on May 19, driven by concerns over production capacity and a broader sentiment shift in the data storage sector. CEO Dave Mosley's comments on extended lead times for key components have raised investor apprehension about meeting AI-driven demand, despite the company's recent strong financial results and analysts' "Moderate Buy" ratings. The decline also reflects a wider profit-taking trend in the semiconductor industry and concerns about STX's overvaluation and insider selling.
Western Digital Security And Sustainability Moves Prompt Reassessment Of Valuation
Western Digital has introduced enterprise hard drives with post-quantum cryptography and gained inclusion in the S&P Dow Jones Best-in-Class Index for sustainable AI infrastructure. These developments, alongside a significant recent stock price increase, are prompting investors to re-evaluate the company's position in the storage and AI data center markets. Despite strong momentum and a valuation below analyst targets, Simply Wall St flags risks like insider selling and high non-cash earnings.
Sandisk Stock Can Rise Another 52%, Says Citi. Why Investors Should Buy.
Citi Research predicts that Sandisk stock can continue its significant rally, potentially rising another 52%. This projection is based on a persistent shortage in memory, coupled with an increase in share buybacks. Sandisk shares have already seen a substantial increase of over 3,200% in the past year.
Western Digital (WDC) Stock Hits $515 in 2026 — 197% Six-Month Surge Driven by AI Data Center Storage Demand
Western Digital's stock has surged by 197.90% in the last six months, hitting a high of $515.83, despite a recent 4.85% decline. This growth is attributed to the company's successful transformation into an AI sector key player, providing high-capacity storage for cloud and AI data centers. Western Digital reported a 45% increase in sales to $3.34 billion, driven by AI demand, and has launched new hard drives with post-quantum cryptography for enhanced data security.
Western Digital (WDC) Stock Is Up Nearly 170% This Year. Its Next AI Bet Is Quantum-Safe Storage
Western Digital (WDC) has introduced new Ultrastar UltraSMR hard drives featuring post-quantum cryptography to protect AI data from future quantum threats. Despite a recent dip, WDC stock is up nearly 170% year-to-date and analysts rate it a Strong Buy with a 10% upside. This strategic move positions Western Digital as a key supplier for trusted AI data systems, addressing the "harvest now, decrypt later" risk for long-term data security.
Profund Advisors LLC Raises Stock Holdings in Seagate Technology Holdings PLC $STX
Profund Advisors LLC significantly increased its stake in Seagate Technology Holdings PLC ($STX) by 458.6% in the fourth quarter, bringing its total holdings to 20,282 shares valued at approximately $5.6 million. This move is part of a broader trend of strong institutional interest, with hedge funds and other investors owning 92.87% of the stock. Seagate recently reported strong earnings, beating estimates with EPS of $4.10 and revenue of $3.11 billion, though concerns exist about its capacity to meet AI-related demand.
Tredje AP fonden Buys 205,819 Shares of Western Digital Corporation $WDC
Tredje AP fonden significantly increased its stake in Western Digital Corporation in the fourth quarter, purchasing an additional 205,819 shares to reach a total of 242,929 shares valued at $41.8 million. This comes as Western Digital reported strong quarterly results, beating analyst expectations for EPS and revenue, and raising its quarterly dividend. The company is also benefiting from increasing demand for AI-related storage solutions, with analysts maintaining a "Moderate Buy" rating and a price target of $395.83.
Nvidia, Micron edge lower premarket; Alphabet, Blackstone higher
U.S. stock futures were subdued on Tuesday due to Middle East peace deal uncertainty and a decline in chipmaking stocks. Nvidia and Micron saw premarket dips, while Alphabet and Blackstone rose after announcing a new AI cloud company. Home Depot also posted better-than-expected earnings, and Hims & Hers Health was slightly lower following a convertible bond offering.
Tredje AP fonden Acquires 90,968 Shares of Seagate Technology Holdings PLC $STX
Tredje AP fonden significantly increased its stake in Seagate Technology Holdings PLC by 446.6% in the fourth quarter, acquiring 90,968 additional shares to own a total of 111,339 shares worth $30.7 million. Seagate reported strong quarterly earnings, surpassing expectations with an EPS of $4.10 and revenue of $3.11 billion, and raised its Q4 2026 EPS guidance. Despite this, the stock experienced a 6.9% drop due to insider selling and concerns over the company's capacity to meet AI-related demand.
Micron, Seagate, Western Digital Sink On Capacity Crunch Fears
Shares of Micron Technology, Seagate Technology Holdings, and Western Digital experienced declines due to concerns over a potential capacity crunch in memory-chip production driven by surging AI demand. Seagate's CEO indicated that building new factories would take too long to meet this demand, further exacerbating investor fears. Despite this, Micron maintains a bullish long-term outlook from some investors and analysts, with strong earnings and revenue estimates for its upcoming report.
Industry Comparison: Evaluating Apple Against Competitors In Technology Hardware, Storage & Periphera
This article provides an industry comparison of Apple (NASDAQ: AAPL) against its competitors in the Technology Hardware, Storage & Peripherals sector, focusing on financial metrics and market position. It highlights Apple's strong financial health with a low debt-to-equity ratio and efficient use of equity, while also noting potential undervaluation in PE and PS ratios but overvaluation in PB ratio. The analysis concludes that Apple exhibits strong profitability and operational efficiency despite a slower revenue growth compared to the industry average.
