Western Digital is trading at $442.29, up 6.50%, as analysts expect supply to remain tight through 2028.

  • The October 5 rebound follows a sharp October 2 selloff triggered by Toshiba’s plan to expand HDD production. Bernstein, Citi, and Morgan Stanley said the market reaction overstated the risk.
  • Early reports put the premarket rebound near 1.7%; the supplied live quote shows a stronger move. No new company-specific announcement was identified.