Western Digital Earnings Easily Beat Estimates. Why The Stock Is Falling Anyway.

Western Digital Stock Has Fallen 53% Since June. I'd Consider a Small Position After Its Latest Report.

The hard drive maker's growth keeps speeding up. Has the stock's slide gone too far?

Western Digital Earnings Easily Beat Estimates. Why The Stock Is Falling Anyway.

Western Digital reported fiscal first-quarter results ahead of estimates on Thursday but the stock was lower Friday.

Western Digital's Strong Quarter Meets a Tougher Yardstick on Valuation

Western Digital posted a 2.7% decline on Friday, caught in a broader pullback across AI-linked equities as investors fretted over the sustainability of AI infrastructure spending. Yet the day’s move says less about the business than about how the market now treats good news: strong results no longer earn an automatic re-rating. That distinction matters. […]

Sandisk (SNDK) Stock After Western Digital’s $4.64 Beat

Sandisk (SNDK) stock rose 1.54% to $1,280.30 by midday Friday, recovering part of Thursday’s 8.51% fall, six days before Sandisk reports its own quarter. The slide came on a session when its former parent beat on every line and raised guidance. Western Digital reported fiscal first quarter revenue of $4.38 billion and non-GAAP earnings of $4.64 a share on Thursday evening, then guided the current quarter to $5.1 billion and $5.80. Memory stocks …