Why Western Digital Stock Just Crashed

Western Digital stock tumbled 11.7% after reports that rival Toshiba plans to spend $400 million to double its HDD production capacity by fiscal 2027, potentially increasing its market share from 17% to 30%. This could trigger price competition and margin compression for Western Digital, though analysts suggest the sell-off may be an overreaction given WD's valuation under 18x earnings.

10/02/2026, 1:25 PM • The Motley Fool

Is a Sandisk Stock Split Coming?

Sandisk's stock price has surged to $1,552, prompting speculation about a potential stock split. While no split has been announced, the article explains that a split would be purely cosmetic—it wouldn't change the company's fundamentals, revenue, profits, or shareholder value. The main practical impact would be on options traders and potentially on Sandisk's eligibility for the Dow Jones Industrial Average, which weights stocks by share price rather than market value.

09/15/2026, 3:11 AM • The Motley Fool

This Memory Sector Sleeper Stock Nears a Profitability Turning Point

Everspin Technologies, a niche MRAM chip maker for aerospace and military applications, is approaching profitability despite current losses driven by $4 million in legal fees from patent litigation. The company posted record revenue of $18.7 million (up 42% YoY) and secured a $40 million multi-year defense contract plus a strategic partnership with Teledyne. Once legal expenses conclude in mid-2027, profitability should improve significantly as the company targets $100 million in revenue by fiscal 2029.

09/14/2026, 6:23 AM • The Motley Fool

Here's the One Storage Stock I'd Buy With $2,000

The AI data center boom has driven storage companies to secure multiyear contracts with locked-in pricing and volumes extending into 2027-2029. Western Digital, Seagate, and Sandisk all benefit from this demand surge, but Seagate emerges as the top pick due to its pricing locked for all of 2027 and most capacity allocated through 2028, combined with accelerating 56% year-over-year growth guidance.

09/08/2026, 5:26 PM • The Motley Fool

Forget AI Stocks: This Clean-Power Play Is the Real Winner

The article argues that instead of investing in volatile AI stocks, investors should consider Brookfield Renewable, a clean energy company positioned to benefit from AI's massive electricity demands. With projected 60% growth in U.S. electricity demand by 2045 and a ~5% dividend yield with consistent 5% annual growth, Brookfield Renewable offers more stable returns than speculative AI plays.

09/06/2026, 4:15 PM • The Motley Fool

Data Centers Now Deliver a Third of Sandisk's Revenue -- $2.98 Billion in a Single Quarter

Sandisk has undergone a dramatic business transformation since separating from Western Digital in February 2025. Data center revenue now represents one-third of total quarterly revenue at $2.98 billion, up from just $213 million a year earlier. The company has signed 10 multiyear supply agreements (New Business Model) with eight customers representing a minimum of $93.9 billion in expected revenue with price floors and ceilings. Fiscal 2026 revenue surged 175% to $20.25 billion, driven primarily by higher pricing rather than volume growth, with gross margins reaching 84.6%. However, the stock has declined 35% from its 52-week high, suggesting the market has already priced in expectations of a significant memory pricing downturn.

09/02/2026, 6:38 PM • The Motley Fool

Prediction: This Memory Stock Will Soar 165% in 3 Years (Hint: It's not Micron or Sandisk)

Western Digital (WDC) has surged 465% over the past year and could climb another 165% in three years, driven by AI data center demand for storage. The company reported 36% revenue growth and 104% EPS growth in fiscal 2026, with guidance suggesting 45% revenue growth and 125% EPS growth in the current quarter. Management has sold out 2026 capacity and is negotiating long-term supply agreements through 2031, indicating sustained demand. At 17x earnings with consensus EPS expected to reach $44.83 by fiscal 2029, analysts believe the stock could reach $1,165.

08/25/2026, 5:01 PM • The Motley Fool

Samsung Just Authorized Its Largest Shareholder Return Ever. Every Major Memory Stock Fell Monday.

Samsung approved a record 90-110 trillion won shareholder return for 2026, about five times its previous record. However, memory stocks fell sharply Monday as investors had expected up to 150 trillion won and were disappointed that buyback details were deferred to January rather than committed immediately. The sell-off reflects investor skepticism about the sustainability of the AI-driven memory boom, with concerns about pricing deceleration evident in companies like Sandisk.

08/24/2026, 5:26 PM • The Motley Fool

Is It Too Late to Buy Sandisk After Its 568% Run?

Sandisk has surged 568% in 2026, becoming the top-performing Nasdaq-100 stock, driven by massive AI infrastructure spending on memory solutions. The company benefits from $93.9 billion in locked-in long-term supply contracts, a strategic Kioxia joint venture, and aggressive share buybacks. Despite the rally, Sandisk trades at a forward P/E of 7—a steep discount to semiconductor peers—suggesting the stock remains undervalued given strong AI tailwinds and unprecedented demand visibility.

08/22/2026, 7:37 PM • The Motley Fool

Micron Fell 7% on Tuesday. Is This an Opportunity to Buy?

Micron Technology dropped 7% on Tuesday alongside a broader semiconductor sell-off driven by concerns over high AI spending and rising Treasury yields. Despite the pullback, the article argues this presents a buying opportunity, citing Micron's strong fundamentals including $41 billion in quarterly revenue, expected $50 billion next quarter, 85% gross margins, and continued supply shortage for memory chips.

08/21/2026, 7:15 PM • The Motley Fool

Sandisk Is Up 429% This Year -- Its $15.5 Billion Stock Buyback Suggests Management Thinks Shares Are Still Cheap

Sandisk has surged 429% in 2026 and authorized a $15.5 billion stock buyback program, signaling management confidence that shares remain undervalued. The company's data center revenue grew 437% year-over-year, driven by AI infrastructure demand. With a forward P/E of 6, $93.9 billion in contracted minimum revenue, and 85% gross margins, analysts believe the stock could continue climbing as the AI capex cycle unfolds.

08/12/2026, 5:35 AM • The Motley Fool

Sandisk Has Surged More Than 3,000% in 12 Months. Is a Stock Split Coming?

Sandisk's stock has surged over 3,000% in 12 months, trading above $1,200 and making it a textbook candidate for a stock split. While the company has not announced any split plans, the article notes that a split would not change the underlying business fundamentals. The real investment story remains AI-driven memory demand, with Sandisk's performance dependent on sustained NAND pricing strength and data center demand.

08/09/2026, 10:15 PM • The Motley Fool

Why Did Western Digital Stock Crash After Earnings?

Western Digital stock plunged 11.7% despite beating earnings expectations with $3.56 per share on $3.75 billion in sales. The company reported 44% year-over-year sales growth and 1,125% GAAP earnings growth driven by AI-related demand for computer memory. Management provided strong forward guidance expecting 42-49% sales growth in Q1 2027, exceeding analyst expectations. The analyst argues the sell-off is unjustified given the strong results and outlook.

08/06/2026, 11:19 AM • The Motley Fool

Seagate Technology Is Soaring After Its Strong Earnings Report. Should You Buy Western Digital Before Its Earnings Report?

Seagate Technology reported strong Q4 earnings with a 48% revenue surge driven by AI infrastructure demand, causing its stock to jump over $100. As Western Digital's close competitor in the HDD market, the article analyzes whether Western Digital could see similar gains when it reports earnings on Aug. 5. Three bullish factors include robust hyperscaler demand for storage, Western Digital's strong financial guidance, and positive sector sentiment, though the main risk is that optimism may already be priced into the stock.

08/03/2026, 8:30 AM • The Motley Fool

Prediction: Western Digital Gets Back to Its High Before Sandisk Gets Back to Its Own.

Western Digital and Sandisk, separated in 2025, both surged on Samsung's memory shortage forecast but face different paths to recovery. Western Digital needs a 47% gain to reach its $799.87 high and is supported by strong guidance showing continued revenue and earnings growth. Sandisk needs a 94% gain to reach $2,354.39, requiring nearly double its current earnings power without valuation expansion. The analyst predicts Western Digital will reach its high first due to achievable guidance-backed growth versus Sandisk's reliance on sustained record NAND pricing.

08/02/2026, 9:14 AM • The Motley Fool