Gewinn- und Verlustrechnung von Western Digital Corporation

Shares of Western Digital WDC and Seagate Technology rebounded on Monday as analysts assessed the potential impact of Toshiba's plans to expand hard disk drive (HDD) production. Western Digital shares rose 6.8% in Monday afternoon trading, while Seagate gained 5.9%.

Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate

Western Digital Corporation (NASDAQ:WDC) is higher on Monday. As you can see on the chart, the shares found support and rallied off the $415 level on Friday.

Last week's drop is good news for investors wanting to get in, analysts say.

A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound.

Seagate and Western Digital are the leading high-capacity hard disk drive storage stocks. They have generated triple-digit average returns over the past three years.

Western Digital's sales rose 44%, and earnings more than doubled in the fourth quarter of fiscal 2026. Meanwhile, Sandisk's revenue popped 372%, and earnings per share skyrocketed in the fiscal 2026 fourth quarter.

Western Digital's cloud business accounts for nearly 90% of revenue, with accumulating AI data supporting demand for high-capacity hard drives. Higher-capacity UltraSMR and HAMR drives could expand margins, with management targeting roughly 10% annual cost-per-terabyte reductions over the medium to long term. Toshiba's planned expansion raises pricing risks, but Western Digital's higher-capacity products and long-term customer agreements provide competitive protection.

Western Digital (WDC) concluded the recent trading session at $415.29, signifying a -10.22% move from its prior day's close.

Seagate Technology Holdings PLC (NASDAQ:STX) and Western Digital Corp (NASDAQ:WDC) fell Friday after a report on Toshiba's planned production expansion raised concerns about tougher competition for AI data-center storage. Seagate traded down 13% to $825.47, while Western Digital fell 12% to $405.23 in intraday trading.