Veytics Intelligence
2026-10-08 · Yahoo

Can Supply Discipline Sustain AI Storage Momentum for Western Digital (WDC)?

Market views on Western Digital Corp. (NASDAQ:WDC) revolve around growing demand for AI storage. Acceleration in hyperscale data center buildouts had supported the stock's impressive run up until June. However, a broad memory and storage selloff took away much of those valuation gains. Analysts remain bullish on future prospects backed by encouraging supply-demand dynamics across the hard disk drive (HDD) segment, which has seen a pricing surge. See how Western Digital compares with Micron, as both companies are sold out on AI demand. WDC ranks #7 on our list of Stocks That Will Go to the Moon According to Reddit. The stock has returned approximately 109% year-to-date. See which stocks ranked ahead of WDC.

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