Western Digital Corp

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  • Kioxia sign
    Company & Industry Overviews

    Micron Works Towards Kioxia Acquisition, Western Digital Is in the Mix

    By Adam Goodpasture
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    Company & Industry Overviews

    Why Are Data Center Solutions Important for Western Digital?

    During its investor day presentation, Western Digital stated that the total available market for data center solutions was expected to rise to $23 billion by 2020.

    By Adam Rogers
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    Company & Industry Overviews

    A Closer Look at NetApp’s High Cash-to-Debt Ratio

    NetApp’s cash-to-debt ratio in 1Q16 was 3.33x—higher than the 1.36x industry median. Its operating income was -$26 million.

    By Adam Rogers
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    Miscellaneous

    Can Micron Stock Continue to Outperform the Market in 2017?

    Micron stock has risen 154.0% in the last 12 months, hitting a new 52-week high of $32.93 in June 2017.

    By Puja Tayal
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    Earnings Report

    Could Apple Beat Analyst Estimates Again in Fiscal 2Q16?

    Apple (AAPL) is set to announce its fiscal 2Q16 results on April 25, 2016. Analysts and investors will be looking closely at the results, as Apple is one of the most popular companies in the technology sector.

    By Adam Rogers
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    Company & Industry Overviews

    What Price Ratios Say about Micron’s Stock Valuation

    Micron is currently trading at a PE ratio of 54.6x, but the EPS estimates for the next year have put its forward PE ratio at 6.0x.

    By Puja Tayal
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    Company & Industry Overviews

    How Might Micron’s NAND Business Perform in Fiscal 2018?

    Micron was mainly focused on DRAM (dynamic random-access memory) until 2016. However, the appointment of Sanjay Mehrotra as Micron’s CEO brought renewed focus on NAND.

    By Puja Tayal
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    Earnings Report

    Apple Continued to Improve Shareholder Value in Fiscal 1Q18

    Apple (AAPL) has now completed $248.4 billion of its $300 billion ongoing capital return program at the end of fiscal 1Q18.

    By Adam Rogers
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    Earnings Report

    How Much Will Falling HDD Shipments Impact Western Digital’s Revenues?

    Western Digital reportedly shipped ~42.5 million HDD units in fiscal 4Q16—a significant YoY fall of ~12.5% over units shipped in fiscal 4Q15.

    By Adam Rogers
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    Company & Industry Overviews

    Behind NetApp’s Cost-Reduction Strategy in Fiscal 2018

    NetApp (NTAP) has reduced its cost base so far in fiscal 2017 in an effort to offset declining revenues.

    By Adam Rogers
  • Technology & Communications

    Must-know overview of Micron Technology: A DRAMatic growth story

    Micron’s stock has surged on bullish earnings prospects, and it’s up more than 200% since the beginning of 2013, partly propelled by the acquisition of Elpida last year.

    By Samantha Nielson
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    Company & Industry Overviews

    Western Digital Looks to Cost Cutting to Maintain Profit Margins

    The NAND market is currently in an oversupply situation, which is negatively impacting NAND prices and therefore WDC’s earnings.

    By Puja Tayal
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    Company & Industry Overviews

    What Lam Research’s Fiscal 3Q18 Earnings Say about Memory Market

    Lam Research (LRCX) was among the first semiconductor companies to release its fiscal 3Q18 earnings for the quarter that ended on March 25.

    By Puja Tayal
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    Company & Industry Overviews

    Western Digital’s Volatile Stock Activity in 2015

    In June 2015, shares of Western Digital (WDC) saw a 19% drop, which was driven by overall falls in demand in its global PC segment.

    By Adam Rogers
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    Miscellaneous

    HP’s Analysts Might Surprise You

    As of February 22, HP has generated investor returns of 56.6% in the trailing-12-month period and 10.4% in the trailing-one-month.

    By Adam Rogers
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    Company & Industry Overviews

    Where Is Apple Trading Compared to Its Moving Averages?

    Apple has generated investor returns of -22.47% in the trailing-12-month period and -0.1% in the trailing-one-month period. It has generated -7.4% YTD.

    By Adam Rogers
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    Company & Industry Overviews

    Western Digital’s Offer for SanDisk Includes 15% Premium

    To acquire SanDisk, Western Digital has offered SanDisk shareholders $86.50 per share. This is approximately 15% premium to SanDisk’s closing share price on October 20, 2015.

    By Anne Shields
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    Company & Industry Overviews

    Why Intel’s Operating Leverage Reversed in the First Quarter

    Intel’s (INTC) profit margins started to fall in the fourth quarter of 2018 after reaching a peak in the third quarter of 2018.

    By Puja Tayal
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    Miscellaneous

    What’s Micron’s View on Toshiba’s NAND Business Acquisition?

    The second-largest NAND supplier, Toshiba (TOSBF), recently put its NAND business up for sale to avoid bankruptcy.

    By Puja Tayal
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    Company & Industry Overviews

    Western Digital’s Telling YoY Revenues in 4Q15

    Western Digital reported 4Q15 revenues of $3.2 billion—a 10.11% decrease compared to 3Q15 and 12.59% lower than its 4Q14 revenues.

    By Adam Rogers
  • uploads///A_Semiconductors_MU moving averages June
    Company & Industry Overviews

    What Moving Averages Say about Micron Stock’s Momentum

    Many analysts expect Micron’s earnings next year to fall 50% when the DRAM supply increases and brings an end to the two-year undersupply.

    By Puja Tayal
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    Technology & Communications

    AMD, MU, and WDC Fell on HP’s Weak First-Quarter Earnings

    HP (HPQ), the world’s second-largest PC maker, reported mixed first-quarter earnings on February 27.

    By Puja Tayal
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    Company & Industry Overviews

    Micron Stock Is Vulnerable Due to Chinese Exposure

    Micron Technology (MU) and stocks related to the memory market and China (FXI) fell due to a temporary injunction in China.

    By Puja Tayal
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    Company & Industry Overviews

    What Matters Most to Seagate in 2017

    In calendar 2017, Seagate expects to see revenue growth in 80% of its storage product revenues.

    By Adam Rogers
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    Earnings Report

    Western Digital’s Fiscal 2015 Revenues, Cash Flow, and Operating Expenses

    Western Digital generated $488 million in cash from operations in 4Q15, ending with total cash and cash equivalents of $5 billion.

    By Adam Rogers
  • uploads///A_Semiconductors_MU SSD adoption in PCs
    Company & Industry Overviews

    PC Market: Micron’s Current Growth Driver

    At the 2018 Investor Day, Micron’s chief business officer, Sumit Sadana, forecast SSD penetration in PCs and laptops to increase from 36% in 2017 to 81% in 2021.

    By Puja Tayal
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    Miscellaneous

    HP on the Street: What Are the Analysts Saying in May 2017?

    HP Inc. (HPQ) has generated investor returns of 67% in the trailing-12-month period and 7.1% in the trailing-one-month period.

    By Adam Rogers
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    Earnings Report

    Why Have Seagate and Western Digital Had Such a Tough 2016?

    Seagate’s shares fell by 13% in the week ending January 22, after Mizuho cut its price target for STX from $38 to $32 and provided a “neutral” rating.

    By Adam Rogers
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    Earnings Report

    Look What Just Sent Seagate’s Stock Spiraling Downward

    In fiscal 3Q16, Seagate reported revenues of $2.6 billion and a gross margin of 20.2%. Its net loss was $21 million, with diluted EPS of -$0.07.

    By Adam Rogers
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    Company & Industry Overviews

    How Apple’s Returns to Investors Compare to Peers

    Apple generated investor returns of -4.1% in the trailing-12-month period and 1.8% in the trailing-one-month period as compared to -3% in 2015 and 2.3% YTD.

    By Adam Rogers
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    Earnings Report

    Why BMO Capital Markets Downgraded Western Digital

    A few days back, BMO Capital Markets analyst Tim Long downgraded the rating on Western Digital (WDC) stock to “market perform” from “outperform.”

    By Adam Rogers
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    Consumer

    A Look at Apple’s Historical and Expected Revenue Growth

    Apple’s revenues could rise more than 14.0% YoY to $261.5 billion in fiscal 2018.

    By Adam Rogers
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    Fund Managers

    NetApp Shines in an Underperforming Industry

    The Technology, Hardware, and Storage subsector generated returns of -0.97% in the last week, compared with 0.69% for XLK. As a whole, the subgroup is trending down due to lower demand for computers.

    By Adam Rogers
  • uploads///A_Semiconductors_MU WDC efficiency ratio
    Company & Industry Overviews

    Micron’s Efficiency Ratios Are Set to Fall in 2019

    Because Micron cannot control cyclicality, it has improved its financial position over the years to withstand downturns more efficiently.

    By Puja Tayal
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    Technology & Communications

    What Analysts Recommend for NetApp

    Of the 27 analysts covering storage technology (QQQ) company NetApp (NTAP), 13 gave it a “buy” recommendation, two recommended a “sell,” and 12 recommended a “hold.”

    By Adam Rogers
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    Company & Industry Overviews

    Why Western Digital Is Optimistic about Data Center Revenue Growth

    Western Digital’s Data Center Devices & Solutions business segment reported revenues of $1.41 billion in fiscal 4Q17—a 14% YoY rise from $1.24 billion in fiscal 4Q16.

    By Adam Rogers
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    Company & Industry Overviews

    Where Is Apple Trading Compared to Its Moving Averages?

    US-based (SPY) Apple (AAPL) generated investor returns of 5.6% in the trailing-12-month period and 10.3% in the trailing-one-month period.

    By Adam Rogers
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    Technology & Communications

    Western Digital Posts Disappointing Q3 Results

    Western Digital (NASDAQ:WDC) posted its financial results for the third quarter of fiscal 2020 on Thursday after the market bell.

    By Ambrish Shah
  • uploads///Micron Western Digital
    Technology & Communications

    Why Did Cowen Upgrade Micron and Western Digital?

    On Tuesday, Cowen lifted the ratings for Micron and Western Digital stocks to an “outperform” rating from a “market perform” rating.

    By Sophia Nicholson
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    Technology & Communications

    Analysts Are Upbeat on AMD Stock, Expect Rally Ahead

    AMD stock is on fire this week. AMD reached a 52-week high of $47.31 on December 26, crushing its December 24 high of $46.61.

    By Sophia Nicholson
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    Technology & Communications

    Could AMD Stock Rally Again after Hitting New Highs?

    Advanced Micro Devices (AMD) stock touched a new high of $45.62 on Monday. At this price, the stock also reached its 19-year high.

    By Sophia Nicholson
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    Earnings Report

    Micron Stock Up on Impressive Earnings, Chip Outlook

    Micron Technology (MU) reported impressive fiscal 2020 first-quarter earnings results on December 18 after the market bell.

    By Sophia Nicholson
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    Technology & Communications

    Why Investors Should Go Long on Micron Stock

    Micron stock has gained steam ahead of its first-quarter earnings. The company will report its first-quarter earnings today after the market bell.

    By Sophia Nicholson
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    Earnings Report

    Susquehanna Turns Bullish on Micron and Western Digital

    Yesterday, Susquehanna Financial Group upgraded two chip stocks, including Micron Technologies (MU) and Western Digital (WDC).

    By Sophia Nicholson
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    Technology & Communications

    Tech Stocks Twitter, Twilio, WDC Fall After-Hours

    Tech stocks Twitter (TWTR), Twilio (TWLO), and Western Digital (WDC) are trading lower in today’s after-hours session. Here’s what’s moving these stocks.

    By Adam Rogers
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    Technology & Communications

    How Analysts View Revenue Growth and Price Target for Apple

    Analysts expect Apple’s (AAPL) revenues to rise 10.1% year-over-year to ~$86.2 billion in fiscal 1Q18.

    By Adam Rogers
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    Earnings Report

    Semiconductor Stocks in Focus: AMD, WDC, STX

    Results investors will be watching for this week include those of semiconductor stocks AMD, Samsung, and Western Digital.

    By Puja Tayal
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    Technology & Communications

    Why Microsoft Acquired Avere Systems

    In the first week of January 2018, Microsoft (MSFT) announced the acquisition of Avere Systems, which provides caching and file storage services in private data centers and the public cloud.

    By Anne Shields
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    Earnings Report

    Micron Slumps 11% after Q4 Earnings, Analysts Upbeat

    Micron (MU) stock dipped 11% after its Q4 of fiscal 2019 earnings. This slump occurred after the stock rallied about 20% in September on analysts’ optimism.

    By Puja Tayal
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    Technology & Communications

    Micron: Q4 Earnings Send Semiconductor Stocks Lower

    Micron shares fell more than 9% in early market trading today. The stock is trading at $44.09, which is 14% below its 52-week high.

    By Adam Rogers
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    Earnings Report

    Micron Stock Fell on Disappointing Guidance

    Micron Technology reported upbeat fourth-quarter fiscal 2019 results on September 26 after the market closed. Micron stock fell 1.76% to $48.60 on the day.

    By Sophia Nicholson
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    Technology & Communications

    Baidu Leads Tech Gains on August 19

    Shares of China’s leading search engine Baidu (BIDU) have been on a tear today. The stock gained 7.8% in after-hours trading today to close at $104.22.

    By Adam Rogers
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    Macroeconomic Analysis

    Semiconductor Stocks in Focus on China Tariff Delay

    The recent delay in the tariffs on China has sent a wave of optimism throughout the tech sector—especially the semiconductor industry.

    By Sophia Nicholson
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    Earnings Report

    What to Expect from This Week’s Semiconductor Earnings

    So far, semiconductor earnings have raised investors’ expectations about growth in the second half and next year.

    By Puja Tayal
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    Macroeconomic Analysis

    Powell’s Testimony Drives US Stock Market to All-Time High

    This morning, US index futures surged after Federal Reserve Chair Jerome Powell’s testimony raised the possibility of a near-term cut in interest rates.

    By Jitendra Parashar
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    Technology & Communications

    Why Chip Stocks Are Set to Rally Today

    Tech stocks, especially semiconductor stocks, are set to rally on July 1 due to expectations that negotiations between Donald Trump and Xi Jinping will progress.

    By Adam Rogers
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    Macroeconomic Analysis

    Fund Managers Are Bearish on Growth and Corporate Profit Outlook

    The BAML survey highlighted the fact that investors are very bearish on growth expectations. A net 50% of the respondents expect global growth to weaken over the next 12 months. A record number of investors said that the global economy was in the late cycle.

    By Anuradha Garg
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    Miscellaneous

    Micron and NVIDIA Lead Semiconductor Gains on June 18

    Semiconductor stocks have spiraled upwards today. The VanEck Vectors Semiconductor ETF (SMH) is up 4.6% currently, while the iShares PHLX SOX Semiconductor ETF (SOXX) is up 4.9%. Though trade war concerns remain, some stocks like NVIDIA might be undervalued due to their recent declines.

    By Adam Rogers
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    Company & Industry Overviews

    US-China Trade War Impacts Western Digital

    In May, the United States increased its tariffs on $200 billion worth of Chinese imports from 10% to 25%. It also blacklisted Huawei and its 70 affiliates.

    By Puja Tayal
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    Technology & Communications

    Why Did Intel Stock Tank on Friday?

    Semiconductor (SMH) giant Intel (INTC) fell 9% on April 26 to close trading at $52.43.

    By Adam Rogers
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    Earnings Report

    Data Center and Memory Slowdown Hits Intel’s Q1 Earnings

    Intel’s first-quarter revenue fell 14% sequentially as all its segments except for IoT and Mobileye reported double-digit falls.

    By Puja Tayal
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    Earnings Report

    Will Western Digital’s Earnings Bottom Out in Q3 2019?

    In the first-quarter earnings season, Western Digital (WDC) is likely to deliver the worst earnings among its peers.

    By Puja Tayal
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    Earnings Report

    What Made Memory Stocks the Top Gains of the S&P 500 Index?

    Micron Technology (MU) and Western Digital (WDC) stocks were among the top five gainers of the S&P 500 Index on March 21 in the first half of the trading session.

    By Puja Tayal
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    Company & Industry Overviews

    Intel’s Memory Business Was Close to Breaking Even in 2018

    Intel’s third-largest business is its NSG (Non-Volatile Memory Solutions Group), whose revenue rose 24.5% YoY to $1.1 billion in the fourth quarter.

    By Puja Tayal
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    Earnings Report

    Intel Expects to Earn Record Cash Flows in 2019

    Intel (INTC) improved its operating leverage by investing in high-growth markets, thereby improving its profit margins and cash flows.

    By Puja Tayal
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    Company & Industry Overviews

    How Sluggish Demand for iPhones Is Hurting Apple’s Revenue

    In the fourth quarter of fiscal 2018, Apple’s (AAPL) iPhone sales rose 29% YoY (year-over-year) to $37.2 billion.

    By Sophia Nicholson
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    Technology & Communications

    Cree Stock Fell 5% on September 17

    Cree (CREE), the maker of lighting-class LED (light-emitting diode) and semiconductor products, fell 5.2% on September 17.

    By Adam Rogers
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    Earnings Report

    Will NetApp Beat Estimates in Fiscal Q1 2019?

    NetApp (NTAP) is scheduled to release its results for the fiscal first quarter of 2019 on August 15.

    By Adam Rogers
  • How Much Longer Can the Economy Keep Growing?
    Healthcare

    How Much Longer Can the Economy Keep Growing?

    Many indicators continue to tell us the economy is very late in the cycle. The current economic expansion is now the second longest on record, surpassed only by the tech boom of the 1990s.

    By VanEck
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    Company & Industry Overviews

    Seagate Is Banking on Enterprise Data Growth for Long-Term Sales

    There has been an industry-wide transition in the storage space over the last few years.

    By Adam Rogers
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    Company & Industry Overviews

    Micron Expects Stable Growth in NAND Industry Supply

    Micron expects NAND industry supply to grow at an average annual rate of 40% beyond 2018.

    By Puja Tayal
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    Company & Industry Overviews

    Micron Expects NAND Demand to Grow Faster than DRAM Demand

    Micron Technology (MU) is in the midst of the data economy as it supplies memory and storage chips to process and store data.

    By Puja Tayal
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    Company & Industry Overviews

    A Look at Western Digital’s Product Portfolio

    WDC is optimistic about its technology leadership in storage and extensive IP (intellectual property) portfolio.

    By Adam Rogers
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    Company & Industry Overviews

    What Are the Key Drivers for Western Digital’s Revenue Growth?

    Western Digital (WDC) views current macroeconomic conditions as supportive with mobility and cloud computing as its primary demand drivers.

    By Adam Rogers
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    Company & Industry Overviews

    How Western Digital Plans to Improve Shareholder Wealth

    Analysts expect WDC’s EPS to grow at a CAGR (compound annual growth rate) of 21.7% over the next five years.

    By Adam Rogers
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    Company & Industry Overviews

    Western Digital Stock since Fiscal Q3 2018 Results

    Western Digital reported revenue of $5 billion in fiscal Q3 2018 and EPS of $3.63, beating expectations. So why did the stock fall?

    By Adam Rogers
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    Technology & Communications

    What’s the Technology Sector’s Dividend Yield?

    The technology sector has an average dividend yield of 0.9%.

    By Amanda Lawrence
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    Earnings Report

    Analysts Expect HP Inc.’s Revenues to Rise 9.5% in Fiscal Q2 2018

    On May 22, analysts expect HP Inc. to post revenues of ~$13.6 billion for its fiscal second quarter, a 9.5% year-over-year increase.

    By Adam Rogers
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    Company & Industry Overviews

    How Micron’s 3D NAND Solutions Can Enhance Flagship Smartphones

    Micron Technology projects that storage capacity could grow to a terabyte by 2021.

    By Sophia Nicholson
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    Company & Industry Overviews

    Why the Technology Industry Opposed the Broadcom–Qualcomm Deal

    Broadcom (AVGO) failed to crack the technology industry’s biggest acquisition of Qualcomm for $117 billion due to intervention by President Trump.

    By Puja Tayal
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    Company & Industry Overviews

    Is Micron’s Focus on SSD Reflected in Its Storage Earnings?

    Micron’s new management aims to move up the supply chain and offer flash SSDs and specialized NAND solutions.

    By Puja Tayal
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    Company & Industry Overviews

    What Micron’s Market Capitalization Tells Us

    Micron continues to be a highly volatile stock due to the cyclical nature of its business, and this volatility is visible in the stock’s high beta.

    By Puja Tayal
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    Company & Industry Overviews

    How Does Western Digital View Exabyte Growth?

    Western Digital’s (WDC) total exabytes (or EB) shipped rose 22.5% YoY (year-over-year) to 95.3 in fiscal 2Q18 from 77.8 in fiscal 2Q17.

    By Adam Rogers
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    Company & Industry Overviews

    How Western Digital Views Falling NAND Prices

    The first half of 2018 generally has experienced seasonally lower demand, while the second half is expected to see rising demand.

    By Adam Rogers
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    Company & Industry Overviews

    Micron Technology’s CEO Focuses on the Storage Business

    Micron Technology’s (MU) fiscal 1Q18 revenues were driven by strong demand for server, mobile, and SSD (solid-state drive) memory solutions.

    By Puja Tayal
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    Company & Industry Overviews

    What Is Micron’s NAND Strategy for Fiscal 2018?

    At the end of fiscal 1Q18, 3D NAND accounted for 80% of Micron’s total NAND output. The company expects to increase this mix to 95% by the end of fiscal 2018.

    By Puja Tayal
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    Company & Industry Overviews

    How Micron Plans to Improve Its Gross Margin in Fiscal 2018

    For fiscal 2Q18, Micron expects to improve its gross margin to 56.0% at the midpoint.

    By Puja Tayal
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    Company & Industry Overviews

    What’s the Difference between Past Micron and 2017 Micron?

    Micron had a strong year in 2017, though many investors speculate that it’s at the peak of the memory uptrend and will face a downturn in late 2018 or early 2019.

    By Puja Tayal
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    Company & Industry Overviews

    Seagate Bags Toshiba’s Memory Business in Partnership with Tech Giants

    In September 2017, Seagate (STX) announced its participation in the consortium led by Bain Capital Private Equity to acquire Toshiba’s (TOSYY) memory business.

    By Adam Rogers
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    Energy & Utilities

    How Did Chesapeake Energy Perform?

    In this three-part series, we’ll discuss the top 18 cheapest stocks in the S&P 500 for 2018 based on their forward PE ratios.

    By Amanda Lawrence
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    Company & Industry Overviews

    Western Digital’s Data Center Exabyte Shipments Rose in Fiscal 1Q18

    Western Digital’s (WDC) Data Center Devices & Solutions business posted revenues of $1.37 billion in fiscal 1Q18.

    By Adam Rogers
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    Company & Industry Overviews

    Western Digital’s Brand Named in Gartner’s Magic Quadrant

    In September 2017, Western Digital’s (WDC) brand HGST was named in Gartner’s Magic Quadrant for Distributed File Systems and Object Storage as a niche player.

    By Adam Rogers
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    Company & Industry Overviews

    Behind Intel’s Memory Strategy

    Intel (INTC) is targeting adjacent disruptive growth from complementary products like memory and accelerators.

    By Puja Tayal
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    Company & Industry Overviews

    Micron Bets on Storage for Long-Term Growth

    The transition to SSD encouraged HDD giant Western Digital (WDC) to acquire SSD giant SanDisk in 2016.

    By Puja Tayal
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    Technology & Communications

    Changing Memory Industry Dynamics to Positively Impact Micron’s Growth

    Micron expects the SSD (solid-state drive) attach rate to increase to ~50% in 2018 and 75% in 2020.

    By Puja Tayal
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    Earnings Report

    A Look at Western Digital’s and Seagate’s Financial Metrics

    Western Digital (WDC) is one the major players in the global storage market.

    By Adam Rogers
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    Earnings Report

    What Analysts Project for Global HDD and SSD Shipments

    According to Statista, HDD (hard disk drive) shipments are expected to fall 7% YoY (year-over-year) in 2017 to 395 million units from 425 million units in 2016.

    By Adam Rogers
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    Company & Industry Overviews

    Micron’s Strategy in the NAND Market

    Micron expects the NAND industry supply to grow 30%–40%, with its NAND supply expected to grow at the higher end of the industry supply range.

    By Puja Tayal
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    Technology & Communications

    Behind Micron’s Analyst Price Target

    Wall Street analysts have raised their consensus price target for Micron Technology (MU) stock from $38 in June 2017 to $40 in August 2017.

    By Puja Tayal
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    Technology & Communications

    Why Some Micron Analysts Are so Optimistic

    Micron Technology (MU) is a fundamentally undervalued stock as its stock price growth has been soft above $30.

    By Puja Tayal
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