Morgan Stanley·2026-10-23CompanyOverweight$643 → $668▲Western Digital (WDC.US) F1Q27 Earnings – Fighting Misconceptions After A Strong Quarter
UBS·2026-10-12SectorNeutral$525 → $470▼US Semiconductors and Semi Equipment SemiBytes: Earnings Previews (LRCX, TXN, WDC)
Bernstein·2026-10-07SectorOutperform$770U.S. IT Hardware HDDs (STX, WDC): TDK's crown jewels up for grabs?
Morgan Stanley·2026-10-05SectorOverweight$676Hard Disk Drives Post-Toshiba News, Our HDD Checks Leave Us More Bullish, Not Less
Bernstein·2026-10-27ThematicOutperform$600U.S. IT Hardware Global Memory & Storage: HBF Deep Dive - Could HBF be the solution to the Memory bottleneck?
J.P. Morgan·2026-10-23SectorElectronic Components Sector Western Digital’s 1Q FY2027 results: Implications for Japan’s electronic components sector
Bernstein·2026-10-21SectorOutperform$770U.S. IT Hardware: Global Memory & Storage: Debunking the bear thesis on ASP price growth deceleration
Morgan Stanley·2026-10-20SectorOverweight$676 → $643▼Hard Disk Drives F1Q27 Preview – The Cycle Isn't Over, But The Market Is Pricing HDDs Like It Is
J.P. Morgan·2026-10-19SectorHardware & Networking: HDD Preview: Recent Pullback Creates Positive Setup into F1Q27 as Industry Trends Stay Intact; Favor STX vs. WDC