WDC is trading at $274.48 (+4.74%) as the stock extends gains following analyst upgrades to strong buy ratings and fiscal Q2 2026 results that beat estimates.
- Analysts set price targets near $454, citing confidence in the company's strategic pivot toward AI data storage and its $4 billion share buyback program.
- Management is guiding for approximately 40% year-over-year revenue growth in Q3, supported by a roadmap targeting 100TB hard drives by 2029 to capture the AI storage supercycle.