WDC is trading at $230.91 (+3.97%) in pre-market, continuing the broader semiconductor rally following TSMC's Q4 profit surge and driven by WDC's own robust 58% revenue growth last year.
- The stock has seen significant momentum, surging 27% over the last 30 days and 246% yearly.
- Analysts forecast 15% annual growth ahead of industry averages.
- The sector strength is underpinned by TSMC's 35% YoY Q4 profit surge and planned $52-56B capex for 2026 to meet AI demand.