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The Latest Breaking News from Western Digital

Should You Chase the Rally in Western Digital Stock Today?

Western Digital stock is pushing higher on reports the company is sold out of capacity for 2026. Cantor Fitzgerald sees significant further upside in WDC shares.

Barchart

IRS Refund Alert: Court Ruling Opens Door for Pandemic-Era Tax Refunds Until 2026

A recent court decision may allow millions of Americans to claim IRS refunds for penalties and interest charged during the pandemic. Learn how to check your eligibility and file a claim before the 2026 deadline.

International Business Times UK

Silicon Power US RMA policy now hedges against AI-driven RAM and SSD shortages — company says it will refund the original purchase price 'if there is a shortage of replacement products'

Most RAM and SSD manufacturers still offer in-warranty replacements as Silicon Power U.S. hedges policy against shortages

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Even After a Monster Rally, Analysts Still Think You Should Buy Sandisk Stock

Leading broker BNP Paribas still believes there is upside left for the memory stock.

Barchart

Why This Analyst Is Betting on $100 in EPS for Sandisk Stock in 2026

Lynx Equity believes tight NAND supply and surging AI-driven demand could propel Sandisk’s earnings to as much as $100 per share in 2026, and this article examines whether that bullish projection is achievable.

Barchart

Citron Research Is Betting Against Sandisk Stock. Should You?

Citron Research has issued a new short report on Sandisk.

Barchart

Seagate begins shipping 44TB hard drives with HAMR tech to data centers — Mozaic 4+ platform expands to 10 platters

Seagate has begun shipping its 44TB Exos HDDs based on its HAMR technology to two hyperscale customers as others qualify the all-new Mozaic 4+ hard drive platform.

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Greedy AI is gobbling up hard drives as these manufacturers are “sold out” for 2026 already. What does that mean for photographers?

The insatiable greed of AI has now gobbled up hard drives, with two manufacturers announcing they’ve sold out for 2026

Digital Camera World

Western Digital Is Selling Sandisk Stock. Should You?

As Western Digital unloads a significant stake in SanDisk, is this the cue for investors to reconsider their position after the stock’s explosive run?

Barchart

Toshiba Canvio Flex portable hard drive review

The good old mechanical portable hard drive lives on, but for how long?

Digital Camera World

Hard drive pricing in the UK is so high someone flew to the US to buy drives, saving money despite flight and hotel costs — HDD deal seeker saved more than $2,000 by taking a trip

The $370 price difference between the U.S. and the U.K. on 28TB hard drives meant that it's more cost effective to pay for a round-trip ticket and a hotel stay than to just purchase 10 drives locally.

Tom’s Hardware

Western Digital's entire 2026 hard drive stock already sold out – RAMageddon could prove even more disastrous on your pocket

The price of your next hard drive could be much higher, with 2026 already running out

These are officially the most reliable HDDs around — latest Backblaze report praises Seagate and Western Digital, others aren't so lucky

Backblaze analyzes 344,196 drives that collectively operated for over 115 million days, reporting improved reliability overall while exposing aging hardware risks and price volatility.

TechRadar

'We’re pretty much sold out for calendar 2026': Western Digital CEO says storage firm is completely sold out of HDD capacity already, so does that mean more price rises to come?

Western Digital say its HDD supply for 2026 is fully booked as enterprise AI demand drives scarcity and potential price increases.

TechRadar

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Windows Central

Western Digital has confirmed it is sold out of hard drives for 2026, with firm purchase orders and long-term agreements driven by AI infrastructure demand. With cloud accounting for 89% of revenue, consumer supply is tightening and HDD prices have surged more than 45% since September 2025.

Tom’s Hardware

Western Digital is already sold out of hard drives for all of 2026 — chief says some long-term agreements for 2027 and 2028 already in place

Western Digital's production for 2026 is completely earmarked for its top seven customers, with a few long-term agreements already in place for the next couple of years.

Barchart

Already Up More Than 450% in a Year, This Hot AI Stock Has More Room To Run

The accelerating revenue, expanding margins, and improving earnings visibility position this AI stock for continued upside.

MarketBeat

3 Massive Buybacks That Map the Market’s Mood in 2026

WDC, PEP and NOW just fortified their buyback chests. Two of these names are looking to continue their momentum, while one looks to regain it.

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TechRadar

Now that's a mega drive - WD reveals plans to launch 40TB HDD, and it's planning on getting to 100TB sooner than you might expect

WD detailed how its 40TB hard drives and new actuator designs form a clear path toward 100TB capacities.

MarketBeat

Sandisk’s Swings Are Getting Bigger—Here’s How to Play Them

Since spinning out from Western Digital last year, Sandisk has become one of Wall Street’s hottest stocks, which means lots of gains, and lots of volatility.

Barchart

Western Digital Stock Just Got a New Street-High Price Target. Should You Buy WDC Now?

Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has benefited from rising demand for high-capacity drives, with Wall Street warming up to the idea that AI-driven data growth could...

MarketBeat

The Memory Supercycle Is Here—2 Winners From 1 Breakup

Smart money is rotating into memory stocks as artificial intelligence infrastructure demands create a historic supercycle for speed and data capacity.

Barchart

A $4 Billion Reason to Buy Western Digital Stock Now

WDC is highly leveraged to the AI boom.

Tom’s Hardware

Western Digital reveals new software platform to manage hundreds of petabytes of storage — as-yet-unnamed tool gives users powerful management capabilities at the price of lock-in

Western Digital to give large customers a tool to manage storage fleets of 200+ PB consisting of SSDs, HAMR HDDs, and UltraSMR drives.

Tom’s Hardware

Western Digital doubles the performance of hard drives with dual-actuator High-Bandwidth, with path to 8X performance increase — Power-Optimized HDDs will reduce power by 20 percent

Western Digital reveals hard disk drives tailored for higher performance and lower power consumption, targeting QLC NAND-based solid-state storage.

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